Stak (STAK)
Market Price (10/31/2025): $0.7541 | Market Cap: $-Sector: Energy | Industry: Oil & Gas Equipment & Services
Stak (STAK)
Market Price (10/31/2025): $0.7541Market Cap: $-Sector: EnergyIndustry: Oil & Gas Equipment & Services
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
| Weak multi-year price returns2Y Excs Rtn is -154%, 3Y Excs Rtn is -166% | Penny stockMkt Price is 0.8 | |
| High stock price volatilityVol 12M is 152% |
| Weak multi-year price returns2Y Excs Rtn is -154%, 3Y Excs Rtn is -166% |
| Penny stockMkt Price is 0.8 |
| High stock price volatilityVol 12M is 152% |
Market Valuation & Key Metrics
STAK Stock
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| STAK Return | 0% | 0% | 0% | 0% | 0% | -89% | -90% |
| Peers Return | -21% | -22% | 48% | 13% | 36% | 7% | 49% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 110% |
Monthly Win Rates [3] | |||||||
| STAK Win Rate | 0% | 0% | 0% | 0% | 0% | 11% | |
| Peers Win Rate | 30% | 25% | 38% | 33% | 35% | 44% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 67% | |
Max Drawdowns [4] | |||||||
| STAK Max Drawdown | 0% | 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
| Event | STAK | S&P 500 |
|---|---|---|
| 2008 Global Financial Crisis | ||
| % Loss | -97.8% | -56.8% |
| % Gain to Breakeven | 4400.0% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1480 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.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| Day 8 of Loss Streak for Stak Stock with -54% Return (vs. -88% YTD) [9/4/2025] | Notification | |
| Day 8 of Loss Streak for Stak Stock with -54% Return (vs. -88% YTD) [9/4/2025] | Notification |
Trade Ideas
Select past ideas related to STAK. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 09302025 | TDW | Tidewater | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.4% | -5.4% | -11.3% |
| 09302025 | OKE | ONEOK | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -8.6% | -8.6% | -8.6% |
| 08312025 | LEU | Centrus Energy | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 90.0% | 90.0% | -1.3% |
| 05312025 | KNTK | Kinetik | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -14.1% | -14.1% | -18.1% |
| 04302025 | WHD | Cactus | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.1% | 14.5% | -11.4% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 09302025 | TDW | Tidewater | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.4% | -5.4% | -11.3% |
| 09302025 | OKE | ONEOK | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -8.6% | -8.6% | -8.6% |
| 08312025 | LEU | Centrus Energy | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 90.0% | 90.0% | -1.3% |
| 05312025 | KNTK | Kinetik | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -14.1% | -14.1% | -18.1% |
| 04302025 | WHD | Cactus | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.1% | 14.5% | -11.4% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Stak
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 6.76 |
| Mkt Cap | 1.0 |
| Rev LTM | 1,312 |
| Op Inc LTM | 84 |
| FCF LTM | 78 |
| FCF 3Y Avg | 110 |
| CFO LTM | 102 |
| CFO 3Y Avg | 137 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.2% |
| Rev Chg 3Y Avg | 23.5% |
| Rev Chg Q | 12.7% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Mgn LTM | 9.4% |
| Op Mgn 3Y Avg | 7.6% |
| QoQ Delta Op Mgn LTM | 0.8% |
| CFO/Rev LTM | 7.7% |
| CFO/Rev 3Y Avg | 10.5% |
| FCF/Rev LTM | 6.0% |
| FCF/Rev 3Y Avg | 8.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.0 |
| P/S | 1.7 |
| P/EBIT | 13.3 |
| P/E | 23.3 |
| P/CFO | 9.8 |
| Total Yield | 4.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 7.0% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.0% |
| 3M Rtn | 14.0% |
| 6M Rtn | 7.8% |
| 12M Rtn | 17.0% |
| 3Y Rtn | 85.3% |
| 1M Excs Rtn | -0.3% |
| 3M Excs Rtn | 5.6% |
| 6M Excs Rtn | -13.9% |
| 12M Excs Rtn | -0.7% |
| 3Y Excs Rtn | 19.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12312024 | 4232025 | 6-K 12/31/2024 |
| 6302024 | 2262025 | 424B4 6/30/2024 |
| 6302023 | 6202024 | DRS/A 6/30/2023 |
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |