Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -100%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 39%

Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Sustainable Consumption. Themes include Animal Fertility & Population Control, and Eco-friendly Pest Management.

Weak multi-year price returns
2Y Excs Rtn is -109%, 3Y Excs Rtn is -165%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -5.9 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -256%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -231%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -237%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 73%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -81%

Key risks
SNES key risks include [1] a persistent failure to achieve profitability, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -100%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 39%
2 Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Sustainable Consumption. Themes include Animal Fertility & Population Control, and Eco-friendly Pest Management.
3 Weak multi-year price returns
2Y Excs Rtn is -109%, 3Y Excs Rtn is -165%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -5.9 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -256%
5 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13%
6 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -231%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -237%
7 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 73%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -81%
9 Key risks
SNES key risks include [1] a persistent failure to achieve profitability, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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SenesTech (SNES) stock has lost about 25% since 12/31/2025 because of the following key factors:

1. Widening Net Loss Despite Revenue Growth.

Despite reporting a 20% increase in revenue to $2.2 million for the full fiscal year 2025, SenesTech's net loss widened slightly from $6.2 million in 2024 to $6.4 million in 2025, including $631,000 in one-time legal expenses. This indicates continued unprofitability, with the company not forecasted to achieve profitability over the next three years.

2. Significant Share Dilution.

Shareholders experienced substantial dilution over the past year, as the number of outstanding shares increased by 369.36%.

Show more

Stock Movement Drivers

Fundamental Drivers

The -24.3% change in SNES stock from 12/31/2025 to 4/9/2026 was primarily driven by a -24.3% change in the company's P/S Multiple.
(LTM values as of)123120254092026Change
Stock Price ($)2.141.62-24.3%
Change Contribution By: 
Total Revenues ($ Mil)220.0%
P/S Multiple4.33.3-24.3%
Shares Outstanding (Mil)550.0%
Cumulative Contribution-24.3%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/9/2026
ReturnCorrelation
SNES-24.3% 
Market (SPY)-5.4%7.6%
Sector (XLB)13.9%-3.7%

Fundamental Drivers

The -63.1% change in SNES stock from 9/30/2025 to 4/9/2026 was primarily driven by a -60.3% change in the company's Shares Outstanding (Mil).
(LTM values as of)93020254092026Change
Stock Price ($)4.391.62-63.1%
Change Contribution By: 
Total Revenues ($ Mil)229.9%
P/S Multiple3.93.3-15.5%
Shares Outstanding (Mil)25-60.3%
Cumulative Contribution-63.1%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/9/2026
ReturnCorrelation
SNES-63.1% 
Market (SPY)-2.9%30.6%
Sector (XLB)15.9%14.9%

Fundamental Drivers

The -10.5% change in SNES stock from 3/31/2025 to 4/9/2026 was primarily driven by a -77.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)33120254092026Change
Stock Price ($)1.811.62-10.5%
Change Contribution By: 
Total Revenues ($ Mil)2223.9%
P/S Multiple1.03.3226.7%
Shares Outstanding (Mil)15-77.9%
Cumulative Contribution-10.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/9/2026
ReturnCorrelation
SNES-10.5% 
Market (SPY)16.3%37.6%
Sector (XLB)22.0%32.2%

Fundamental Drivers

The -99.1% change in SNES stock from 3/31/2023 to 4/9/2026 was primarily driven by a -99.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)33120234092026Change
Stock Price ($)178.801.62-99.1%
Change Contribution By: 
Total Revenues ($ Mil)12125.8%
P/S Multiple1.23.3177.6%
Shares Outstanding (Mil)05-99.9%
Cumulative Contribution-99.1%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/9/2026
ReturnCorrelation
SNES-99.1% 
Market (SPY)63.3%13.3%
Sector (XLB)35.3%11.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SNES Return-43%-84%-97%-74%-35%-25%-100%
Peers Return41%-40%6%21%11%7%29%
S&P 500 Return27%-19%24%23%16%-1%81%

Monthly Win Rates [3]
SNES Win Rate33%33%17%33%42%25% 
Peers Win Rate62%35%47%48%42%65% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
SNES Max Drawdown-46%-88%-98%-83%-60%-26% 
Peers Max Drawdown-4%-55%-29%-32%-23%-12% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: FUL, GEVO, LOOP, FSI, SHW.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/9/2026 (YTD)

How Low Can It Go

Unique KeyEventSNESS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-99.9%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven97789.1%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-99.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven17544.1%51.3%
2020 Covid PandemicTime to BreakevenTime to BreakevenNot Fully Recovered days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-96.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven3027.4%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days

Compare to FUL, GEVO, LOOP, FSI, SHW

In The Past

SenesTech's stock fell -99.9% during the 2022 Inflation Shock from a high on 2/12/2021. A -99.9% loss requires a 97789.1% gain to breakeven.

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About SenesTech (SNES)

SenesTech, Inc. develops a technology for managing animal pest populations through fertility control. It offers ContraPest, a liquid bait that limits reproduction of male and female rats. The company was incorporated in 2004 and is headquartered in Phoenix, Arizona.

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1. Pfizer for rats.

2. Bayer for rat birth control.

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  • ContraPest: A liquid bait designed to control rat populations by limiting the reproduction of both male and female rats.

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SenesTech (SNES) primarily sells to other companies and governmental entities rather than individual consumers. The company's customer base is diffuse, and it does not typically disclose specific major customers (i.e., those accounting for 10% or more of revenue) in its public filings. Therefore, its customers can be best described by category:

  1. Professional Pest Control Operators (PCOs): These are companies that purchase ContraPest to use as part of their pest management services offered to their own clients across various sectors (residential, commercial, industrial, agricultural). PCOs represent a significant channel for SenesTech's products.

  2. Commercial Businesses: A wide range of businesses that directly manage rat populations on their properties. This includes industries such as food processing facilities, agricultural operations (e.g., farms, feedlots), warehouses, manufacturing plants, public health facilities, and zoological facilities.

  3. Government and Municipal Entities: Various governmental bodies, including city and county public health departments, municipalities, and other agencies responsible for managing pest infestations in public spaces, infrastructure, and government-owned properties.

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Joel Fruendt, Chief Executive Officer

Joel Fruendt was appointed CEO of SenesTech in November 2022. He is a seasoned chief executive with over 30 years of extensive sales, marketing, and general management leadership. His experience includes 15 years of executive leadership in the vector and pest control industries, where he served as Vice President and General Manager of Clarke Environmental Inc. Mr. Fruendt also brings expertise in the development and manufacturing of EPA-registered chemical control products, commercialization, and leading large sales and service organizations. Most recently, he was President and CEO of a global manufacturing company in the reflective technology and safety industry, where he spearheaded successful revenue and profit growth through innovation and efficiency initiatives. Mr. Fruendt plans to retire by June 30, 2026.

Tom Chesterman, Chief Financial Officer

Tom Chesterman joined SenesTech as CFO in September 2015. He possesses over 20 years of experience as the CFO of public companies across the life science, technology, and telecommunications sectors. Previously, he was the VP and Treasurer of GCI, a telecommunications company in Alaska. His earlier roles include serving as CFO for life science companies such as Bio-Rad Laboratories, Aradigm, and Bionovo. Mr. Chesterman is proficient in various capital market access techniques and has a demonstrated history of developing operational and financial infrastructure to support rapid growth.

Dr. Jamie Bechtel, Interim Executive Chair

Dr. Jamie Bechtel was appointed Interim Executive Chair in January 2026 to support the CEO transition and ensure strategic alignment, execution discipline, and clear communication between the Board and the organization. She also serves as the Chairman of SenesTech's Board of Directors.

Courtney Ray, Vice President, Science & Innovation

Courtney Ray is the Vice President of Science & Innovation at SenesTech. Her background includes work in academia, government, and the nonprofit sector, focusing on research initiatives in wildlife management. She leverages her industry knowledge and cross-disciplinary experience to foster business growth, strengthen partnerships, and advance the adoption of fertility control solutions.

Bryan DiMenna, Vice President, Sales

Bryan DiMenna is the Vice President, Sales at SenesTech Inc. Throughout his career, he has worked with Fortune 500 companies such as BASF and dsm-firmenich, where he successfully led through challenging market conditions to grow both margin and top-line revenue. He is responsible for designing and executing the global commercial strategy for SenesTech's innovative rodent contraceptive products.

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The key risks to SenesTech's business are primarily centered around its financial viability, the challenges of market adoption for its innovative products, and the ongoing need for regulatory navigation and successful product execution.

  1. Financial Distress and Path to Profitability: SenesTech faces significant financial challenges, indicated by an Altman Z-Score suggesting financial distress and a potential risk of bankruptcy. The company has reported substantial net losses, with $6.4 million in 2025 and $6.2 million in 2024, contributing to an accumulated deficit of $142.5 million. Despite revenue growth, its profitability metrics show considerable challenges, including operating and net margins well into negative territory. SenesTech is currently unprofitable and is not projected to reach profitability within the next three years, necessitating additional capital and broader market adoption to achieve a sustainable financial position. This persistent negative cash flow and high cash burn rate represent a significant liquidity risk, potentially leading to continuous shareholder dilution.
  2. Market Adoption Challenges and Competition: SenesTech's business model relies on a paradigm shift in pest management—fertility control—which requires extensive and costly long-term educational efforts to change entrenched customer behavior among pest management professionals and consumers. The company faces limited market awareness and slower adoption compared to traditional rodenticides. While SenesTech currently holds a first-mover advantage with the only EPA-registered rodent contraceptives, this is considered a temporary competitive moat. There is a risk that larger, better-funded competitors, such as major agricultural or chemical companies, could dedicate significant research and development resources to develop similar competing products, challenging SenesTech's market position.
  3. Regulatory Hurdles and Product Dependence: As a biotech company, SenesTech is subject to inherent challenges, including regulatory hurdles and the continuous need for innovation within the industry. Gaining regulatory approvals for its products, particularly in international markets, can be time-consuming and introduces uncertainty regarding shipment schedules and overall market entry. Furthermore, the company has strategically shifted its focus, increasing its reliance on the successful execution and growth of its Evolve product line. Any significant issues with the Evolve product could have a magnified impact on the business.

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SenesTech's main products, ContraPest and Evolve (which includes Evolve Rat and Evolve Mouse), address significant markets within rodent control through fertility management.

  • The product market for controlling rat and mouse populations in the U.S. is approximately $1 billion.
  • Internationally, the market for controlling rat and mouse populations is over $4.5 billion.
  • SenesTech also identifies an addressable market size of close to $200 million specifically for their Elevate System, which targets roof rats in the poultry market.
  • The introduction of the Evolve Mouse product in May 2024 further expanded the company's addressable market by targeting mice.

More broadly, the global rodent control market was valued at approximately $2.95 billion in 2024 and is projected to reach $4.739 billion by 2031. Another estimate places the global market at $3.22 billion in 2024, with projections to reach $5.53 billion by 2033. The North American rodent control market alone held a significant share, with a market size of approximately $1.18 billion in 2024.

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SenesTech, Inc. (NASDAQ: SNES) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market expansions. These key drivers include the continued rollout and adoption of its new Evolve product line, expansion within e-commerce channels, penetration into municipal and agricultural markets, and a focused international growth strategy.

Here are 3-5 expected drivers of future revenue growth for SenesTech:

  1. Growth of the Evolve Soft Bait Product Line: The Evolve soft bait fertility control product, launched in late 2023 and early 2024, is identified as a "game-changing product" and a primary driver for future sales growth. It offers similar efficacy to the company's flagship ContraPest but with an improved form factor, a more economical price point, and an extended shelf life, facilitating broader distribution to new retail customers and end markets. The success of Evolve has already led SenesTech to expand its manufacturing capabilities. In Q4 2024, Evolve Rat and Evolve Mouse collectively constituted a significant majority of the company's sales.

  2. Expansion and Direct Management of E-commerce Channels: E-commerce has emerged as a crucial revenue stream for SenesTech, accounting for over 50% of its total revenue in 2025. A strategic shift implemented in February 2026 involves directly managing the sales of Evolve Rat and Evolve Mouse products on Amazon, moving away from third-party management. This transition is anticipated to boost revenue and enhance profit margins by providing SenesTech with greater control over product presentation, optimizing sales and marketing efforts, and allowing the company to retain a larger portion of e-commerce revenue. E-commerce sales of Evolve have consistently demonstrated steady growth.

  3. Penetration into Municipal and Agricultural Markets: SenesTech is actively expanding its presence in municipal and agricultural sectors, which are expected to be significant growth catalysts. Municipal sales notably increased by 139% year-over-year in Q3 2025, driven by expanded deployments in major urban centers such as New York City, Chicago, and Baltimore. The company foresees substantial growth opportunities from ongoing trials and potential partnerships within these sectors.

  4. International Expansion: International market expansion represents another vital driver for revenue growth. SenesTech's plans for international growth are spearheaded by its efforts in New Zealand, where Evolve received approval in February 2026. The company is also pursuing potential approval in Australia. Further expanding its global footprint, SenesTech appointed the Belize Raptor Center as an official distributor for Evolve Rat Birth Control in November 2025.

  5. Broadened Retail Rollout and Partnerships: SenesTech is pursuing a strategy of gradual retail rollout and establishing new partnerships. Retail sales experienced a substantial 254% year-over-year increase in Q3 2025. This growth was fueled by expanded adoption with existing partners like Ace Hardware and follow-on orders from a wholesaler serving over 8,000 retail locations. Furthermore, SenesTech's products are now available through Lowe's.com, indicating an expanding retail presence.

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Share Issuance

  • SenesTech strengthened its balance sheet through capital raises in 2025, resulting in $8.6 million in cash and short-term investments at year-end.
  • Through December 31, 2025, the company had received net proceeds of $107.7 million primarily from the sales of equity securities, including warrant exercises.
  • In the first quarter of 2025, SenesTech raised over $1 million from an at-the-market (ATM) facility and approximately $1 million from warrant exercises.

Inbound Investments

  • Capital raises completed in 2025 provided $8.6 million in cash and short-term investments, effectively representing inbound investments from equity and warrant exercises.
  • The company relies on the sale of equity securities as a primary means of financing its operations.
  • As of March 4, 2026, institutional investors held 796,823 shares of SenesTech, indicating ongoing inbound investment interest.

Capital Expenditures

  • In the last 12 months (presumably ending late 2025), SenesTech reported capital expenditures of -$140,000.
  • Investment in product development is a focus area, entailing substantial upfront capital expenditures.

Better Bets vs. SenesTech (SNES)

Latest Trefis Analyses

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Trade Ideas

Select ideas related to SNES.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
AXTA_3272026_Dip_Buyer_FCFYield03272026AXTAAxalta Coating SystemsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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IFF_3272026_Insider_Buying_GTE_1Mil_EBITp+DE_V203272026IFFInternational Flavors & FragrancesInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
2.2%2.2%-0.1%
IP_3132026_Insider_Buying_GTE_1Mil_EBITp+DE_V203132026IPInternational PaperInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
-4.2%-4.2%-9.4%
ARIS_3062026_Dip_Buyer_FCFYield03062026ARISAris MiningDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-3.9%-3.9%-16.7%
EMN_3062026_Dip_Buyer_FCFYield03062026EMNEastman ChemicalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
9.8%9.8%-6.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

SNESFULGEVOLOOPFSISHWMedian
NameSenesTechH.B. Ful.Gevo Loop Ind.Flexible.Sherwin-. 
Mkt Price1.6263.681.911.425.38335.733.65
Mkt Cap0.03.50.50.10.182.70.3
Rev LTM23,456161113923,574100
Op Inc LTM-6383-19-043,7972
FCF LTM-5145-44-1-12,654-1
FCF 3Y Avg-7175-89-1522,457-2
CFO LTM-5312-13-153,4522
CFO 3Y Avg-7312-42-1273,3760

Growth & Margins

SNESFULGEVOLOOPFSISHWMedian
NameSenesTechH.B. Ful.Gevo Loop Ind.Flexible.Sherwin-. 
Rev Chg LTM39.4%-2.6%849.3%8,746.0%0.2%2.1%20.7%
Rev Chg 3Y Avg38.5%-2.2%737.2%2,908.7%-3.3%2.1%20.3%
Rev Chg Q43.2%-2.3%695.6%65.4%13.3%5.6%28.2%
QoQ Delta Rev Chg LTM9.9%-0.5%32.8%0.3%3.3%1.3%2.3%
Op Mgn LTM-255.6%11.1%-11.7%-3.2%11.2%16.1%4.0%
Op Mgn 3Y Avg-448.3%10.6%-331.8%-10,811.9%11.8%16.0%-160.6%
QoQ Delta Op Mgn LTM35.0%0.2%11.6%10.2%-4.9%0.3%5.2%
CFO/Rev LTM-230.5%9.0%-8.3%-7.7%11.8%14.6%0.7%
CFO/Rev 3Y Avg-432.0%8.9%-220.0%-10,000.7%17.1%14.5%-105.5%
FCF/Rev LTM-236.6%4.2%-27.1%-9.5%-2.2%11.3%-5.9%
FCF/Rev 3Y Avg-439.5%5.0%-445.9%-11,892.8%4.8%10.6%-217.3%

Valuation

SNESFULGEVOLOOPFSISHWMedian
NameSenesTechH.B. Ful.Gevo Loop Ind.Flexible.Sherwin-. 
Mkt Cap0.03.50.50.10.182.70.3
P/S3.31.02.86.11.83.53.0
P/EBIT-1.39.7-29.9-38.414.821.84.2
P/E-1.321.8-13.3-25.235.332.210.3
P/CFO-1.411.2-33.6-79.615.024.04.9
Total Yield-77.1%5.7%-7.5%-4.0%2.8%4.1%-0.6%
Dividend Yield0.0%1.1%0.0%0.0%0.0%1.0%0.0%
FCF Yield 3Y Avg-1,308.3%4.6%-25.2%-15.9%9.1%3.0%-6.4%
D/E0.40.60.40.00.10.20.3
Net D/E-1.00.60.2-0.0-0.00.20.1

Returns

SNESFULGEVOLOOPFSISHWMedian
NameSenesTechH.B. Ful.Gevo Loop Ind.Flexible.Sherwin-. 
1M Rtn-18.2%8.9%-17.0%7.6%-2.9%1.6%-0.6%
3M Rtn-28.3%1.0%-4.0%27.9%-21.9%-1.3%-2.7%
6M Rtn-60.8%10.3%-15.9%-16.5%-39.6%1.2%-16.2%
12M Rtn-4.1%20.3%75.2%35.7%43.0%0.7%28.0%
3Y Rtn-99.0%0.1%52.8%-54.5%79.4%53.7%26.5%
1M Excs Rtn-18.8%8.3%-17.6%6.9%-3.5%1.0%-1.3%
3M Excs Rtn-25.3%6.0%-2.1%30.5%-15.6%2.9%0.4%
6M Excs Rtn-62.6%7.9%-14.8%-14.5%-41.8%-1.6%-14.7%
12M Excs Rtn-16.6%-8.2%47.1%5.8%7.8%-29.9%-1.2%
3Y Excs Rtn-164.6%-67.1%-41.4%-120.8%17.3%-13.3%-54.3%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil2024
Single Segment0
Total0


Price Behavior

Price Behavior
Market Price$1.62 
Market Cap ($ Bil)0.0 
First Trading Date12/08/2016 
Distance from 52W High-73.7% 
   50 Days200 Days
DMA Price$1.93$3.34
DMA Trenddowndown
Distance from DMA-16.3%-51.5%
 3M1YR
Volatility81.3%89.6%
Downside Capture1.401.35
Upside Capture145.10182.86
Correlation (SPY)6.2%34.8%
SNES Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta-2.240.440.481.931.891.15
Up Beta5.54-1.56-0.802.512.601.34
Down Beta-6.28-3.53-2.20-0.510.640.99
Up Capture-334%281%176%184%283%-2%
Bmk +ve Days7162765139424
Stock +ve Days8152044109321
Down Capture85%180%206%244%152%112%
Bmk -ve Days12233358110323
Stock -ve Days14264280136408

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SNES
SNES16.9%94.1%0.56-
Sector ETF (XLB)37.1%19.5%1.4929.0%
Equity (SPY)29.1%17.4%1.3635.3%
Gold (GLD)61.3%27.8%1.729.5%
Commodities (DBC)26.9%16.7%1.4118.7%
Real Estate (VNQ)17.7%15.4%0.8625.1%
Bitcoin (BTCUSD)-10.9%43.9%-0.1423.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SNES
SNES-79.5%117.2%-0.82-
Sector ETF (XLB)7.4%18.9%0.299.6%
Equity (SPY)11.4%17.0%0.5212.1%
Gold (GLD)22.2%17.8%1.021.5%
Commodities (DBC)11.5%18.8%0.503.8%
Real Estate (VNQ)3.7%18.8%0.108.8%
Bitcoin (BTCUSD)3.6%56.5%0.2910.3%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SNES
SNES-78.6%152.2%-0.44-
Sector ETF (XLB)10.9%20.6%0.475.2%
Equity (SPY)13.9%17.9%0.676.5%
Gold (GLD)14.1%15.9%0.742.0%
Commodities (DBC)8.5%17.6%0.403.4%
Real Estate (VNQ)5.1%20.7%0.215.5%
Bitcoin (BTCUSD)67.1%66.9%1.063.7%

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Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 2282026-43.7%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity4.7 Mil
Short % of Basic Shares0.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/12/2026-15.0%-23.0% 
11/10/2025-8.2%-20.1%-20.4%
8/7/2025-13.0%-14.5%-6.9%
3/12/20254.3%-7.4%-30.9%
11/12/2024-7.1%-14.9%12.4%
8/8/20240.0%-4.3%-25.0%
5/9/2024-26.2%-25.8%-22.8%
2/21/2024-19.8%-20.9%-34.8%
...
SUMMARY STATS   
# Positive534
# Negative161816
Median Positive0.9%3.1%11.7%
Median Negative-9.1%-8.1%-22.3%
Max Positive4.3%8.4%73.2%
Max Negative-31.3%-47.7%-86.1%

SEC Filings

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Report DateFiling DateFiling
09/30/202511/10/202510-Q
06/30/202508/08/202510-Q
03/31/202505/08/202510-Q
12/31/202403/13/202510-K
09/30/202411/12/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202302/21/202410-K
09/30/202311/09/202310-Q
06/30/202308/11/202310-Q
03/31/202305/11/202310-Q
12/31/202203/17/202310-K
09/30/202211/14/202210-Q
06/30/202208/12/202210-Q
03/31/202205/13/202210-Q
12/31/202103/29/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Leach, Jacob Steven DirectSell111820252.7162  Form
2Szot, Matthew K DirectSell111720252.751  Form
3Glenbrook, Capital ManagementSee footnoteBuy20320261.875,39910,1061,031,448Form
4Glenbrook, Capital ManagementSee footnoteBuy20320261.9842,73984,4181,172,844Form
5Glenbrook, Capital ManagementSee footnoteBuy20620261.825,68510,3731,093,853Form