Stereotaxis (STXS)
Market Price (2/7/2026): $2.035 | Market Cap: $187.2 MilSector: Health Care | Industry: Health Care Equipment
Stereotaxis (STXS)
Market Price (2/7/2026): $2.035Market Cap: $187.2 MilSector: Health CareIndustry: Health Care Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -28% | Weak multi-year price returns2Y Excs Rtn is -46%, 3Y Excs Rtn is -73% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -80% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Digital Health & Telemedicine. Themes include Targeted Therapies, and Robotic Surgery. | Weak revenue growthRev Chg QQuarterly Revenue Change % is -19% | |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 33% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -28%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -28% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -17% | ||
| Key risksSTXS key risks include [1] competition from simpler and faster alternative technologies that could negate its robotic advantages, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -28% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Digital Health & Telemedicine. Themes include Targeted Therapies, and Robotic Surgery. |
| Weak multi-year price returns2Y Excs Rtn is -46%, 3Y Excs Rtn is -73% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -80% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -19% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 33% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -28%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -28% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -17% |
| Key risksSTXS key risks include [1] competition from simpler and faster alternative technologies that could negate its robotic advantages, Show more. |
Qualitative Assessment
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1. Weaker-than-Expected Q3 2025 Financial Results: Stereotaxis reported its third-quarter 2025 financial results on November 11, 2025, which showed a revenue of $7.5 million, missing analyst forecasts by 10.98%. The company also reported an Earnings Per Share (EPS) of -$0.07, worse than the analyst estimate of -$0.01. This financial underperformance led to a 7% drop in shares during after-hours trading.
2. Persistent Unprofitability and Cash Flow Concerns: The company continues to face challenges with profitability, reporting a net loss of $3.8 million in Q2 2025 and an adjusted operating loss of $2.5 million in Q3 2025. Analysts have highlighted concerns regarding Stereotaxis's financial stability, noting a limited cash runway of approximately two years and the potential need for additional financing. The company's valuation is also considered poor based on its book value relative to its share price.
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Stock Movement Drivers
Fundamental Drivers
The -30.2% change in STXS stock from 10/31/2025 to 2/6/2026 was primarily driven by a -22.8% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.91 | 2.03 | -30.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 32 | 30 | -5.4% |
| P/S Multiple | 8.0 | 6.2 | -22.8% |
| Shares Outstanding (Mil) | 88 | 92 | -4.4% |
| Cumulative Contribution | -30.2% |
Market Drivers
10/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| STXS | -30.2% | |
| Market (SPY) | 1.3% | 38.4% |
| Sector (XLV) | 9.3% | 26.6% |
Fundamental Drivers
The -10.6% change in STXS stock from 7/31/2025 to 2/6/2026 was primarily driven by a -14.2% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.27 | 2.03 | -10.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 28 | 30 | 9.3% |
| P/S Multiple | 7.2 | 6.2 | -14.2% |
| Shares Outstanding (Mil) | 88 | 92 | -4.6% |
| Cumulative Contribution | -10.6% |
Market Drivers
7/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| STXS | -10.6% | |
| Market (SPY) | 9.6% | 42.1% |
| Sector (XLV) | 21.5% | 30.1% |
Fundamental Drivers
The -16.1% change in STXS stock from 1/31/2025 to 2/6/2026 was primarily driven by a -24.8% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.42 | 2.03 | -16.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 25 | 30 | 19.6% |
| P/S Multiple | 8.3 | 6.2 | -24.8% |
| Shares Outstanding (Mil) | 86 | 92 | -6.7% |
| Cumulative Contribution | -16.1% |
Market Drivers
1/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| STXS | -16.1% | |
| Market (SPY) | 15.8% | 40.6% |
| Sector (XLV) | 8.8% | 27.7% |
Fundamental Drivers
The -6.9% change in STXS stock from 1/31/2023 to 2/6/2026 was primarily driven by a -17.3% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312023 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.18 | 2.03 | -6.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 29 | 30 | 3.4% |
| P/S Multiple | 5.7 | 6.2 | 8.9% |
| Shares Outstanding (Mil) | 76 | 92 | -17.3% |
| Cumulative Contribution | -6.9% |
Market Drivers
1/31/2023 to 2/6/2026| Return | Correlation | |
|---|---|---|
| STXS | -6.9% | |
| Market (SPY) | 76.2% | 23.4% |
| Sector (XLV) | 23.8% | 18.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| STXS Return | 22% | -67% | -15% | 30% | 1% | -14% | -61% |
| Peers Return | 32% | -15% | 2% | 16% | 3% | 3% | 41% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| STXS Win Rate | 50% | 25% | 58% | 42% | 50% | 0% | |
| Peers Win Rate | 67% | 46% | 58% | 60% | 60% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| STXS Max Drawdown | -13% | -75% | -31% | -1% | -30% | -14% | |
| Peers Max Drawdown | -11% | -45% | -25% | -22% | -13% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EW, MASI, UFPT, ATRC, MDLN.
[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 2/6/2026 (YTD)
How Low Can It Go
| Event | STXS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -86.0% | -25.4% |
| % Gain to Breakeven | 616.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -67.2% | -33.9% |
| % Gain to Breakeven | 205.1% | 51.3% |
| Time to Breakeven | 93 days | 148 days |
| 2018 Correction | ||
| % Loss | -36.1% | -19.8% |
| % Gain to Breakeven | 56.5% | 24.7% |
| Time to Breakeven | 70 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -86.0% | -56.8% |
| % Gain to Breakeven | 615.6% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to EW, MASI, UFPT, ATRC, MDLN
In The Past
Stereotaxis's stock fell -86.0% during the 2022 Inflation Shock from a high on 6/21/2021. A -86.0% loss requires a 616.2% gain to breakeven.
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About Stereotaxis (STXS)
AI Analysis | Feedback
Here are 1-2 brief analogies for Stereotaxis (STXS):
- Stereotaxis is like the Intuitive Surgical for heart procedures.
- Stereotaxis is like Stryker's Mako Robotics for heart procedures.
AI Analysis | Feedback
- Stereotaxis Genesis RMN System: A robotic magnetic navigation system designed to precisely guide catheters within the heart for treating complex arrhythmias.
- Stereotaxis Niobe ES System: An earlier generation robotic magnetic navigation platform used to enable physicians to remotely control and navigate catheters during electrophysiology procedures.
- VIMAG Navigational Catheters: Proprietary, magnetically responsive catheters designed to be used in conjunction with Stereotaxis' robotic systems for diagnostic mapping and therapeutic ablation.
- Stereotaxis System Support and Services: Comprehensive technical support, maintenance, training, and software updates provided for their robotic magnetic navigation platforms.
AI Analysis | Feedback
Stereotaxis (STXS) sells its robotic systems, software, and related disposables primarily to other companies and organizations within the healthcare sector, rather than directly to individuals.
Based on the company's public filings (e.g., 10-K reports), Stereotaxis does not have a small number of major customer companies that individually account for a significant portion of its revenue. The company explicitly states that it does not believe the loss of any single customer would have a material adverse effect on its business. Instead, Stereotaxis serves a broad global base of numerous healthcare institutions.
Therefore, specific names of publicly traded major customer companies cannot be provided as none meet the threshold of a concentrated "major customer." However, the major categories of customer organizations Stereotaxis serves include:
- Hospitals: These are the primary purchasers and end-users of Stereotaxis's robotic magnetic navigation systems for performing advanced electrophysiology procedures to treat complex heart arrhythmias. This category includes a wide range of facilities, from large urban hospitals to smaller community hospitals with cardiology programs.
- University Medical Centers and Academic Institutions: Often leaders in medical research, education, and advanced patient care, these institutions are key adopters of innovative medical technologies like those offered by Stereotaxis. They also play a significant role in training future electrophysiologists.
- Large Integrated Delivery Networks (IDNs) / Health Systems: These organizations encompass multiple hospitals, clinics, and other healthcare facilities operating under a unified system. Stereotaxis often engages with these larger systems to implement its technology across several of their member institutions, benefiting from consolidated purchasing and standardized care pathways.
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- Benchmark Electronics, Inc. (BMK)
- Analog Devices, Inc. (ADI)
- TE Connectivity Ltd. (TEL)
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```htmlDavid Fischel, Chief Executive Officer & Chairman
David Fischel has served as a Director of Stereotaxis since September 2016 and as CEO and Chairman of the Board since February 2017. He has led the company's efforts to achieve financial health, commercial growth, and an innovation strategy. Before joining Stereotaxis, he spent over ten years as Principal and portfolio manager for medical device investments at DAFNA Capital Management, LLC. Prior to DAFNA Capital, he was a research analyst at SCP Vitalife, a healthcare venture capital fund. His transition from investor to operator at Stereotaxis was driven by a desire to build something meaningful. He is a Certified Public Accountant, Chartered Financial Analyst, and Chartered Alternative Investment Analyst.
Kimberly Peery, Chief Financial Officer
Kimberly Peery joined Stereotaxis in 2003 and was appointed Chief Financial Officer in September 2019. Prior to her tenure at Stereotaxis, she served as a controller at various private companies.
Patricia Williams, General Counsel & Secretary
Patricia Williams joined Stereotaxis in 2025. She brings over 20 years of experience as General Counsel for significant healthcare organizations and publicly traded companies, including Peabody Energy, SSM Health, RehabCare Group (which was acquired by Kindred Healthcare), and Thermadyne Holdings. Her experience encompasses all legal activities, operations, commercial agreements, litigation, corporate governance, and mergers and acquisitions.
Frank Van Hyfte, Vice President, EMEA Sales
Frank Van Hyfte joined Stereotaxis in 2022, bringing over 20 years of medical technology sales leadership. He spent more than 15 years at Intuitive Surgical, where he advanced from a Clinical Specialist to Director of Direct and Indirect Markets across Europe, the Middle East, India, and Africa. Subsequently, he held senior commercial leadership roles at Exact Imaging, EDAP TMS, and eCential Robotics.
Keith Galloway, Vice President of Operations
Keith Galloway joined the Stereotaxis team in 2010 and was promoted to Vice President of Operations in September 2019. He has over 15 years of experience, with a focus on strategy and financial analytics. Before Stereotaxis, he participated in an Executive Development Program and served as a Senior Financial Analyst at Anheuser Busch/InBev. Mr. Galloway is a CFA Charterholder.
```AI Analysis | Feedback
The key risks to Stereotaxis's (STXS) business include intense competition, significant regulatory hurdles coupled with challenges in product adoption, and ongoing concerns about its financial health and profitability.
- Competition: Stereotaxis operates in a highly competitive market within the medical technology sector. It faces strong competition from established companies like Intuitive Surgical, Medtronic, Biosense Webster (a Johnson & Johnson company), Boston Scientific, and Abbott, which dominate with widely adopted ablation and mapping catheters. Additionally, emerging technologies, such as pulsed-field ablation (PFA), are seen as potentially simpler and faster alternatives that could attract physician interest and make it challenging for Stereotaxis to gain rapid market share despite its robotic advantages.
- Regulatory Challenges and Product Adoption: As a medical technology company, Stereotaxis is subject to rigorous regulatory requirements. Delays or failures in obtaining necessary regulatory approvals for its new products, such as the MAGiC catheter and Genesis X, could significantly hinder product launches and impact overall growth. Furthermore, the company's success depends heavily on the widespread adoption of its robotic systems and disposable devices by hospitals. Historically, Stereotaxis has faced difficulties achieving consistent usage of its platforms and high upfront costs have at times deterred consistent purchases by hospitals.
- Financial Health and Profitability: Stereotaxis has experienced a challenging financial environment, including a negative three-year revenue growth rate and a gross margin at the lower end of its historical range, indicating pressure on profitability. The company has been unprofitable and is not forecasted to become profitable within the next three years. Financial health indicators, such as a low Piotroski F-Score and a high Beneish M-Score, have also raised concerns regarding potential financial manipulation and limited liquidity.
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Stereotaxis (STXS) primarily operates within the electrophysiology ablation market and the broader arrhythmia treatment market, offering robotic systems, instruments, and information solutions for minimally invasive endovascular procedures, particularly for cardiac arrhythmias and coronary artery disease.
The addressable markets for Stereotaxis' main products and services are:
-
Global Electrophysiology Ablation Market: This market was valued at approximately USD 3.60 billion in 2024 and is projected to reach around USD 9.06 billion by 2035, growing at a Compound Annual Growth Rate (CAGR) of 8.75% from 2025 to 2035. Another estimate values the global electrophysiology mapping and ablation devices market at USD 6.73 billion in 2024, expected to grow to USD 13.27 billion by 2032, at a CAGR of 8.86%. The market is also projected to grow from USD 4.95 billion in 2025 to USD 8.22 billion by 2035, at a CAGR of 5.2%.
-
North American Electrophysiology Ablation Market: North America held the largest share of the global electrophysiology devices market in 2024, accounting for 39.4% of total revenue. The U.S. electrophysiology mapping and ablation devices market alone captured over 81% of North America's revenue in 2024.
-
European Electrophysiology Ablation Market: This market is projected to grow from USD 1.24 billion in 2025 to USD 1.98 billion by 2035, with Germany holding a leading market share.
-
Japanese Electrophysiology (EP) Market: Approximately 47,000 procedures are performed annually in Japan's EP market, which was expected to grow at an annual rate of 10% through 2018. Japan represents the second-largest medical device market globally, after the U.S.
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Global Arrhythmia Treatment Market: This broader market was valued at USD 15.3 billion in 2024 and is expected to reach USD 26.2 billion by 2035, with a CAGR of 5.02% from 2025 to 2035. Other estimates place the market at USD 18.7 billion in 2024, projected to reach USD 32.4 billion by 2034, registering a CAGR of 5.6%. A separate report estimated the market at USD 8.71 billion in 2024, projected to reach USD 13.78 billion by 2034, growing at a CAGR of 4.7%.
-
North American Arrhythmia Treatment Market: This market was valued at USD 6.5 billion in 2023 and is anticipated to grow to USD 10.0 billion by 2032. The U.S. alone accounted for nearly 66% of the North American arrhythmia treatment market in 2024.
-
European Arrhythmia Treatment Market: Valued at USD 4.0 billion in 2023, this market is expected to reach USD 6.5 billion.
-
Top 7 Major Markets (US, EU4, UK, and Japan) for Cardiac Arrhythmias: This market reached a value of USD 5.1 billion in 2024 and is expected to reach USD 8.7 billion by 2035. The United States holds the largest share within this group.
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Stereotaxis (STXS) is expected to experience future revenue growth over the next 2-3 years driven by several key factors:
- Growth in Recurring Revenue from Catheters and Disposables: Stereotaxis anticipates significant growth in its high-margin recurring revenue stream, primarily driven by its proprietary catheters and disposables. The acquisition of APT, alongside the strong reception and increasing adoption of its Map-iT catheter in the US and the European commercial launch of the MAGiC ablation catheter, are expected to fuel this growth. Management has guided recurring revenue to scale to $7 million by the fourth quarter of 2025.
- Increased Sales of GenesisX Robotic Systems: The company's next-generation GenesisX robotic magnetic navigation system is a significant growth driver. Following its CE Mark approval and U.S. FDA clearance, the GenesisX system is expected to increase system sales, particularly in Europe initially, with substantial growth anticipated in 2026.
- Launch and Commercialization of New Interventional Catheters: The FDA clearance of the MAGiC Sweep catheter, Stereotaxis' first interventional catheter approval in nearly 20 years, marks a critical catalyst for revenue growth. This, along with other innovations in its pipeline, is expected to translate into commercial adoption and contribute meaningfully to sales.
- Expansion into New Therapeutic Areas and Geographies: Stereotaxis is strategically focused on innovation and expanding into new markets, such as endovascular surgery platforms. The company is also working on advancing robotic pulsed field ablation for cardiac arrhythmias through collaborations, which could open new revenue streams.
- Enhanced Market Adoption of Robotic Electrophysiology: The broader adoption of Stereotaxis' robotic magnetic navigation technology, which offers improved safety, precision, and stability for complex arrhythmia treatments, is expected to drive overall demand for its systems and consumables. The company's efforts in modernizing interventional cath labs with systems like Synchrony also contribute to this trend.
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Share Issuance
- Stereotaxis completed a registered direct offering in July 2025, raising approximately $12.5 million through the sale of common stock to a strategic industry partner and institutional investors. An initial closing of $8.5 million occurred in July 2025, with a second closing of $4.0 million anticipated by November 25, 2025.
- In July 2024, the company issued 1,486,620 shares of common stock as upfront consideration for the acquisition of Access Point Technologies, with an additional 4,613,380 common shares included in the earnout consideration.
- The number of outstanding shares for Stereotaxis increased by 4.54% year-over-year as of October 6, 2025, reaching 91.07 million shares.
Inbound Investments
- A registered direct offering in July 2025 secured approximately $12.5 million for Stereotaxis, with investments coming from a strategic industry partner and select institutional investors.
Outbound Investments
- On July 31, 2024, Stereotaxis completed the acquisition of Access Point Technologies EP, Inc., a developer of electrophysiology catheters, for approximately $15.1 million.
- The acquisition of Access Point Technologies aims to enhance Stereotaxis' product portfolio with high-quality diagnostic catheters and is expected to contribute approximately $5 million in annual revenue during the first year post-acquisition.
Capital Expenditures
- Capital expenditures were approximately -$35,000 in the last 12 months as of October 6, 2025.
- Quarterly capital expenditures for Stereotaxis were reported as $2,000 for December 2024.
- The company prioritizes disciplined use of funds, focusing capital on accelerating research and development and achieving regulatory milestones to advance its product ecosystem.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Stereotaxis Earnings Notes | 12/16/2025 | |
| How Low Can Stereotaxis Stock Really Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 63.00 |
| Mkt Cap | 2.1 |
| Rev LTM | 1,390 |
| Op Inc LTM | 114 |
| FCF LTM | 87 |
| FCF 3Y Avg | 56 |
| CFO LTM | 99 |
| CFO 3Y Avg | 67 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 19.6% |
| Rev Chg 3Y Avg | 11.4% |
| Rev Chg Q | 11.4% |
| QoQ Delta Rev Chg LTM | 2.5% |
| Op Mgn LTM | 7.3% |
| Op Mgn 3Y Avg | 8.9% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 9.5% |
| CFO/Rev 3Y Avg | 8.1% |
| FCF/Rev LTM | 7.7% |
| FCF/Rev 3Y Avg | 5.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.1 |
| P/S | 3.4 |
| P/EBIT | -7.8 |
| P/E | -7.9 |
| P/CFO | 36.2 |
| Total Yield | -1.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 1.1% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.9% |
| 3M Rtn | 6.3% |
| 6M Rtn | 2.8% |
| 12M Rtn | -7.0% |
| 3Y Rtn | -9.0% |
| 1M Excs Rtn | -3.0% |
| 3M Excs Rtn | 4.0% |
| 6M Excs Rtn | -7.2% |
| 12M Excs Rtn | -22.6% |
| 3Y Excs Rtn | -72.6% |
Price Behavior
| Market Price | $2.03 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -43.1% | |
| 50 Days | 200 Days | |
| DMA Price | $2.42 | $2.49 |
| DMA Trend | up | down |
| Distance from DMA | -16.2% | -18.4% |
| 3M | 1YR | |
| Volatility | 61.0% | 61.9% |
| Downside Capture | 277.55 | 211.43 |
| Upside Capture | 80.95 | 163.84 |
| Correlation (SPY) | 35.2% | 40.1% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.36 | 1.62 | 1.86 | 2.20 | 1.28 | 0.99 |
| Up Beta | 3.58 | 2.34 | 3.56 | 2.42 | 1.01 | 0.92 |
| Down Beta | -0.26 | 0.40 | 1.11 | 1.91 | 0.91 | 0.97 |
| Up Capture | 132% | 172% | 73% | 225% | 240% | 81% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 18 | 27 | 58 | 121 | 321 |
| Down Capture | 304% | 266% | 233% | 217% | 144% | 105% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 21 | 31 | 60 | 116 | 368 |
[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 STXS | |
|---|---|---|---|---|
| STXS | -20.0% | 62.1% | -0.12 | - |
| Sector ETF (XLV) | 7.7% | 17.3% | 0.27 | 27.7% |
| Equity (SPY) | 15.4% | 19.4% | 0.61 | 40.4% |
| Gold (GLD) | 73.9% | 24.8% | 2.19 | 11.3% |
| Commodities (DBC) | 8.9% | 16.6% | 0.34 | 18.3% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 28.7% |
| Bitcoin (BTCUSD) | -33.5% | 42.9% | -0.83 | 33.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with STXS | |
|---|---|---|---|---|
| STXS | -15.0% | 68.6% | 0.05 | - |
| Sector ETF (XLV) | 8.1% | 14.5% | 0.37 | 23.4% |
| Equity (SPY) | 14.4% | 17.0% | 0.68 | 29.0% |
| Gold (GLD) | 21.4% | 16.9% | 1.03 | 4.7% |
| Commodities (DBC) | 11.5% | 18.9% | 0.49 | 0.5% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 21.7% |
| Bitcoin (BTCUSD) | 13.9% | 57.8% | 0.46 | 16.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with STXS | |
|---|---|---|---|---|
| STXS | 2.9% | 76.5% | 0.39 | - |
| Sector ETF (XLV) | 10.9% | 16.5% | 0.54 | 22.1% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 25.6% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | 4.3% |
| Commodities (DBC) | 8.0% | 17.6% | 0.37 | 4.4% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 22.7% |
| Bitcoin (BTCUSD) | 67.1% | 66.6% | 1.07 | 14.2% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -14.7% | -19.6% | -16.8% |
| 8/7/2025 | 14.2% | 32.4% | 31.5% |
| 5/12/2025 | 1.9% | 1.0% | 7.2% |
| 3/3/2025 | -5.8% | -9.2% | -14.6% |
| 11/12/2024 | 22.2% | 8.1% | 21.1% |
| 8/12/2024 | 11.7% | 6.1% | 21.1% |
| 5/13/2024 | -3.2% | -3.2% | -10.2% |
| 3/4/2024 | -6.9% | -1.9% | 13.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 11 |
| # Negative | 11 | 12 | 10 |
| Median Positive | 12.5% | 9.9% | 21.1% |
| Median Negative | -6.9% | -12.4% | -19.5% |
| Max Positive | 32.3% | 32.4% | 40.9% |
| Max Negative | -26.5% | -40.7% | -36.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/14/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/11/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/09/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 05/11/2022 | 10-Q |
| 12/31/2021 | 03/10/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Isaac, Paul J | See Footnote | Buy | 11182025 | 2.24 | 20,000 | 44,800 | 6,241,888 | Form | |
| 2 | Isaac, Paul J | Direct | Buy | 11182025 | 2.18 | 10,000 | 21,800 | 212,112 | Form | |
| 3 | Isaac, Paul J | Direct | Buy | 3112025 | 1.81 | 38,000 | 68,780 | 158,011 | Form | |
| 4 | Isaac, Paul J | Direct | Buy | 3102025 | 1.81 | 23,299 | 42,171 | 88,809 | Form | |
| 5 | Isaac, Paul J | See Footnote | Buy | 3102025 | 1.79 | 1,489 | 2,665 | 4,952,137 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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