Tearsheet

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0  Weak multi-year price returns
2Y Excs Rtn is -154%, 3Y Excs Rtn is -166%
Penny stock
Mkt Price is 0.8
1   High stock price volatility
Vol 12M is 152%
0 Weak multi-year price returns
2Y Excs Rtn is -154%, 3Y Excs Rtn is -166%
1 Penny stock
Mkt Price is 0.8
2 High stock price volatility
Vol 12M is 152%

Market Valuation & Key Metrics

STAK Stock


Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
STAK Return0%0%0%0%0%-89%-90%
Peers Return-21%-22%48%13%36%7%49%
S&P 500 Return16%27%-19%24%23%16%110%

Monthly Win Rates [3]
STAK Win Rate0%0%0%0%0%11% 
Peers Win Rate30%25%38%33%35%44% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
STAK Max Drawdown0%0%0%0%0%-90% 
Peers Max Drawdown-46%-29%-12%-15%-10%-38% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: FTI, HLX, FTK, LSE, STAK.
[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] 2025 data is for the year up to 10/30/2025 (YTD)

How Low Can It Go

Unique KeyEventSTAKS&P 500
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-97.8%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven4400.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1480 days

Compare to FTI, HLX, FTK, LSE, STAK


In The Past

Stak's stock fell -97.8% during the 2008 Global Financial Crisis from a high on 1/4/2007. A -97.8% loss requires a 4400.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Stak (STAK)

Trade Ideas

Select past ideas related to STAK. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
TDW_9302025_Dip_Buyer_FCFYield09302025TDWTidewaterDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-5.4%-5.4%-11.3%
OKE_9302025_Dip_Buyer_ValueBuy09302025OKEONEOKDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-8.6%-8.6%-8.6%
LEU_8312025_Quality_Momentum_RoomToRun_10%08312025LEUCentrus EnergyQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
90.0%90.0%-1.3%
KNTK_5312025_Dip_Buyer_ValueBuy05312025KNTKKinetikDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-14.1%-14.1%-18.1%
WHD_4302025_Dip_Buyer_FCFYield04302025WHDCactusDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.1%14.5%-11.4%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
TDW_9302025_Dip_Buyer_FCFYield09302025TDWTidewaterDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-5.4%-5.4%-11.3%
OKE_9302025_Dip_Buyer_ValueBuy09302025OKEONEOKDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-8.6%-8.6%-8.6%
LEU_8312025_Quality_Momentum_RoomToRun_10%08312025LEUCentrus EnergyQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
90.0%90.0%-1.3%
KNTK_5312025_Dip_Buyer_ValueBuy05312025KNTKKinetikDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-14.1%-14.1%-18.1%
WHD_4302025_Dip_Buyer_FCFYield04302025WHDCactusDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.1%14.5%-11.4%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Stak

Financials

STAKFTIHLXFTKLSEMedian
NameStak TechnipF.Helix En.Flotek I.Leishen . 
Mkt Price0.7741.796.7618.755.306.76
Mkt Cap-17.11.00.6-1.0
Rev LTM-9,7831,312214-1,312
Op Inc LTM-1,2928420-84
FCF LTM-1,541782-78
FCF 3Y Avg-913110-10-110
CFO LTM-1,8901025-102
CFO 3Y Avg-1,177137-9-137

Growth & Margins

STAKFTIHLXFTKLSEMedian
NameStak TechnipF.Helix En.Flotek I.Leishen . 
Rev Chg LTM-11.2%-2.0%21.7%-11.2%
Rev Chg 3Y Avg-14.5%23.5%70.4%-23.5%
Rev Chg Q-12.7%10.1%26.4%-12.7%
QoQ Delta Rev Chg LTM-3.2%2.7%6.0%-3.2%
Op Mgn LTM-13.2%6.4%9.4%-9.4%
Op Mgn 3Y Avg-9.7%7.6%-0.9%-7.6%
QoQ Delta Op Mgn LTM-0.8%0.1%1.7%-0.8%
CFO/Rev LTM-19.3%7.7%2.5%-7.7%
CFO/Rev 3Y Avg-13.0%10.5%-4.7%-10.5%
FCF/Rev LTM-15.8%6.0%1.1%-6.0%
FCF/Rev 3Y Avg-10.0%8.4%-5.5%-8.4%

Valuation

STAKFTIHLXFTKLSEMedian
NameStak TechnipF.Helix En.Flotek I.Leishen . 
Mkt Cap-17.11.00.6-1.0
P/S-1.70.83.0-1.7
P/EBIT-13.310.739.0-13.3
P/E-18.123.345.1-23.3
P/CFO-9.19.8118.8-9.8
Total Yield-6.0%4.3%2.2%-4.3%
Dividend Yield-0.5%0.0%0.0%-0.0%
FCF Yield 3Y Avg-7.0%7.7%-9.5%-7.0%
D/E-0.10.60.1-0.1
Net D/E-0.00.30.1-0.1

Returns

STAKFTIHLXFTKLSEMedian
NameStak TechnipF.Helix En.Flotek I.Leishen . 
1M Rtn-9.4%5.9%3.0%28.4%-1.8%3.0%
3M Rtn-52.4%15.1%14.0%55.6%-5.4%14.0%
6M Rtn-69.9%44.4%7.8%160.8%-10.2%7.8%
12M Rtn-89.2%61.2%-27.2%276.5%-17.0%
3Y Rtn-89.2%301.6%-3.4%174.1%-85.3%
1M Excs Rtn-7.1%3.4%-0.3%19.5%-2.2%-0.3%
3M Excs Rtn-60.9%9.1%5.6%55.1%-13.9%5.6%
6M Excs Rtn-91.6%22.7%-13.9%139.0%-31.9%-13.9%
12M Excs Rtn-106.4%44.1%-45.5%265.5%--0.7%
3Y Excs Rtn-166.0%221.4%-46.3%85.8%-19.8%

Financials

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity81,727
Short Interest: % Change Since 9302025-76.3%
Average Daily Volume977,996
Days-to-Cover Short Interest1

SEC Filings

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Report DateFiling DateFiling
1231202442320256-K 12/31/2024
63020242262025424B4 6/30/2024
63020236202024DRS/A 6/30/2023

Insider Activity

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