PowerBank (SUUN)
Market Price (1/24/2026): $1.77 | Market Cap: $63.9 MilSector: Utilities | Industry: Renewable Electricity
PowerBank (SUUN)
Market Price (1/24/2026): $1.77Market Cap: $63.9 MilSector: UtilitiesIndustry: Renewable Electricity
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Battery Technology & Metals, and Renewable Energy Transition. Themes include Advanced Battery Components, and Battery Storage & Grid Modernization. | Weak multi-year price returns2Y Excs Rtn is -113%, 3Y Excs Rtn is -138% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -16% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 109% | ||
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -32% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -50%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -74% | ||
| 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 -52% | ||
| High stock price volatilityVol 12M is 109% | ||
| Key risksSUUN key risks include [1] heavy dependence on government clean-energy subsidies, Show more. |
| Megatrend and thematic driversMegatrends include Battery Technology & Metals, and Renewable Energy Transition. Themes include Advanced Battery Components, and Battery Storage & Grid Modernization. |
| Weak multi-year price returns2Y Excs Rtn is -113%, 3Y Excs Rtn is -138% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -16% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 109% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -32% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -50%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -74% |
| 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 -52% |
| High stock price volatilityVol 12M is 109% |
| Key risksSUUN key risks include [1] heavy dependence on government clean-energy subsidies, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
PowerBank (SUUN) stock has gained about 15% since 9/30/2025 because of the following key factors:
1. Transition to Independent Power Producer (IPP) Model and Robust Project Pipeline.
PowerBank has been strategically transitioning its business model towards operating as an Independent Power Producer (IPP), a move that aims to generate long-term recurring revenues. This shift gained significant traction throughout 2025. The company's strategic focus on expanding its IPP asset base is evident, with several large projects, totaling 48 MW of capacity, anticipated to reach "permission to operate" in fiscal year 2026. PowerBank's development pipeline now exceeds 1 gigawatt, building on its existing 100 MW of built project capacity.
2. Strong Fiscal Q1 2026 Financial Performance.
PowerBank reported a return to profitability in its fiscal first quarter of 2026, which ended September 30, 2025, with results announced on November 17, 2025. The company posted a net income of $1.01 million, a significant improvement from a net loss of $(26.49) million in the prior year's comparable quarter. Key financial highlights included a 27% year-over-year increase in revenue to $19.15 million, a 106% surge in gross profit to $8.54 million, and a 145% rise in Adjusted EBITDA to $4.84 million. Operational successes included the Geddes 3.79 MW solar project achieving commercial operation, which also resulted in a $1.47 million USD payment from NYSERDA.
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1. Transition to Independent Power Producer (IPP) Model and Robust Project Pipeline.
PowerBank has been strategically transitioning its business model towards operating as an Independent Power Producer (IPP), a move that aims to generate long-term recurring revenues. This shift gained significant traction throughout 2025. The company's strategic focus on expanding its IPP asset base is evident, with several large projects, totaling 48 MW of capacity, anticipated to reach "permission to operate" in fiscal year 2026. PowerBank's development pipeline now exceeds 1 gigawatt, building on its existing 100 MW of built project capacity.
2. Strong Fiscal Q1 2026 Financial Performance.
PowerBank reported a return to profitability in its fiscal first quarter of 2026, which ended September 30, 2025, with results announced on November 17, 2025. The company posted a net income of $1.01 million, a significant improvement from a net loss of $(26.49) million in the prior year's comparable quarter. Key financial highlights included a 27% year-over-year increase in revenue to $19.15 million, a 106% surge in gross profit to $8.54 million, and a 145% rise in Adjusted EBITDA to $4.84 million. Operational successes included the Geddes 3.79 MW solar project achieving commercial operation, which also resulted in a $1.47 million USD payment from NYSERDA.
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Stock Movement Drivers
Fundamental Drivers
The 15.7% change in SUUN stock from 9/30/2025 to 1/23/2026 was primarily driven by a 23.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 1232026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.53 | 1.77 | 15.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 36 | 45 | 23.6% |
| P/S Multiple | 1.3 | 1.4 | 7.5% |
| Shares Outstanding (Mil) | 31 | 36 | -13.0% |
| Cumulative Contribution | 15.7% |
Market Drivers
9/30/2025 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SUUN | 15.7% | |
| Market (SPY) | 3.5% | 20.0% |
| Sector (XLU) | -2.4% | 14.9% |
Fundamental Drivers
The 16.4% change in SUUN stock from 6/30/2025 to 1/23/2026 was primarily driven by a 23.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302025 | 1232026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.52 | 1.77 | 16.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 36 | 45 | 23.6% |
| P/S Multiple | 1.3 | 1.4 | 8.2% |
| Shares Outstanding (Mil) | 31 | 36 | -13.0% |
| Cumulative Contribution | 16.4% |
Market Drivers
6/30/2025 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SUUN | 16.4% | |
| Market (SPY) | 11.9% | 9.7% |
| Sector (XLU) | 4.9% | 1.6% |
Fundamental Drivers
The -13.7% change in SUUN stock from 12/31/2024 to 1/23/2026 was primarily driven by a -32.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 12312024 | 1232026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.05 | 1.77 | -13.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 66 | 45 | -32.1% |
| P/S Multiple | 0.9 | 1.4 | 50.6% |
| Shares Outstanding (Mil) | 30 | 36 | -15.6% |
| Cumulative Contribution | -13.7% |
Market Drivers
12/31/2024 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SUUN | -13.7% | |
| Market (SPY) | 18.6% | 9.2% |
| Sector (XLU) | 14.8% | 8.4% |
Fundamental Drivers
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Market Drivers
12/31/2022 to 1/23/2026| Return | Correlation | |
|---|---|---|
| SUUN | ||
| Market (SPY) | 86.9% | 7.4% |
| Sector (XLU) | 31.4% | 6.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SUUN Return | - | - | -0% | -56% | -12% | 2% | -61% |
| Peers Return | -5% | 22% | -31% | -25% | 17% | 23% | -13% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| SUUN Win Rate | - | - | 38% | 42% | 50% | 100% | |
| Peers Win Rate | 44% | 48% | 40% | 38% | 55% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| SUUN Max Drawdown | - | - | -5% | -58% | -37% | -17% | |
| Peers Max Drawdown | -22% | -31% | -49% | -36% | -42% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ORA, STEM, AGIG, BEPC, CWEN.
[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 1/23/2026 (YTD)
How Low Can It Go
SUUN has limited trading history. Below is the Utilities sector ETF (XLU) in its place.
| Event | XLU | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -28.1% | -25.4% |
| % Gain to Breakeven | 39.0% | 34.1% |
| Time to Breakeven | 347 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -36.7% | -33.9% |
| % Gain to Breakeven | 58.0% | 51.3% |
| Time to Breakeven | 633 days | 148 days |
| 2018 Correction | ||
| % Loss | -16.4% | -19.8% |
| % Gain to Breakeven | 19.6% | 24.7% |
| Time to Breakeven | 308 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -48.8% | -56.8% |
| % Gain to Breakeven | 95.2% | 131.3% |
| Time to Breakeven | 2,058 days | 1,480 days |
Compare to ORA, STEM, AGIG, BEPC, CWEN
In The Past
SPDR Select Sector Fund's stock fell -28.1% during the 2022 Inflation Shock from a high on 9/12/2022. A -28.1% loss requires a 39.0% gain to breakeven.
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SolarBank Corporation operates as an independent renewable and clean energy project developer and asset operator in Canada and the United States. The company engages in the site origination, development, financing, engineering, procurement, construction, operation, maintenance, and asset management of solar photovoltaic power generation projects. It offers solar energy solutions in the areas of behind-the-meter solar power plants, electricity grid connected community solar gardens, and utility scale solar farms. The company was formerly known as Abundant Solar Energy Inc. and changed its name to SolarBank Corporation in October 2022. SolarBank Corporation was incorporated in 2013 and is headquartered in Toronto, Canada.
AI Analysis | Feedback
Here are 1-3 brief analogies for PowerBank (SUUN), which is SunPower Corporation:
- Tesla for residential and commercial solar energy.
- The Carrier of home and business solar power.
- The Generac of solar energy systems.
AI Analysis | Feedback
It appears there might be a misunderstanding regarding the company name. The public company with the symbol SUUN is **Sunnova Energy International Inc.**, not 'PowerBank'. Here are the major services provided by Sunnova Energy International Inc.:- Solar Energy Systems: Provides comprehensive residential solar power systems, including design, installation, and ongoing maintenance.
- Battery Storage Solutions: Offers integrated battery storage systems to capture and store solar energy for later use, providing energy resilience and backup power.
- Energy Management Services: Delivers intelligent home energy management tools and services to optimize energy consumption and system performance.
- Financing Options: Provides diverse financing structures, such as leases, power purchase agreements, and loans, to make solar and storage systems accessible to homeowners.
- EV Charging Integration: Facilitates the integration of electric vehicle charging solutions within a homeowner's comprehensive energy ecosystem.
AI Analysis | Feedback
I was unable to find a public company named "PowerBank" with the stock symbol "SUUN" in my database of publicly traded companies. Therefore, I cannot identify its major customers as requested.
AI Analysis | Feedback
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AI Analysis | Feedback
Dr. Richard Lu, President & CEO, Director
Dr. Lu has over 25 years of global energy experience, developing and implementing growth strategies across North America, Europe, and Asia. He leads PowerBank's team of developers, engineers, asset operators, and managers in the clean and renewable energy space. Dr. Lu founded PowerBank (formerly SolarBank) in 2013, with a vision to create an "A to Z" integrated company for developing, building, operating, and owning assets, drawing on his prior experience with utilities like Enbridge and Toronto Hydro. He previously served as Managing Director of Sky Solar Holdings Co., Ltd. (NASDAQ: SKYS) and as VP of Business Development at ARISE Technology Corporation. He has also held senior positions at Toronto Hydro Corporation, Enbridge Gas Distribution, Husky Injection Molding Systems Ltd., and Dillon Consulting. In 2023, he oversaw the development and sale of three 21MW DC ground-mount solar power projects in Upstate New York to Honeywell for $41 million USD, and has a $49.5 million USD deal with Qcells for four solar projects in New York.
Sam Sun, Chief Financial Officer
Mr. Sun is a Chartered Professional Accountant in Canada with over 15 years of experience in corporate finance, accounting, and internal control. He has served as head of finance or finance director at various Canadian, U.S., and Chinese public and private companies within the cleantech, marketplace, manufacturing, and mining sectors.
Andrew van Doorn, Chief Operating Officer
Mr. van Doorn possesses over 28 years of executive leadership experience in Engineering and Construction within the Renewable Energy and Utility sectors, with more than 200MW of solar projects completed. He is a Professional Engineer in Ontario and a former Chairman of the Canadian Solar Industries Association (CANSIA).
Tracy Zheng, Chief Development Officer
Ms. Zheng is an accomplished business strategist with over 25 years of experience in brand marketing, investments, business development, and solar project operations. She has held senior marketing positions specializing in branding and strategy at companies such as Colgate-Palmolive and Clairol.
Matt Wayrynen, Executive Chairman, Director
Mr. Wayrynen led Solar Flow-Through Funds since its inception in 2012, a company he guided through raising over $150 million in project financing and managed its regulatory, financial, and managerial challenges. Solar Flow-Through Funds was acquired by PowerBank in 2024. His background includes resource company management, venture capital, startup financing, and mergers and acquisitions.
AI Analysis | Feedback
The key risks to PowerBank (SUUN) primarily revolve around its reliance on governmental policies, operational execution challenges, and significant financial vulnerabilities.
- Policy Dependence and Subsidy Uncertainty: PowerBank's business model is heavily contingent on governmental support, specifically US Investment Tax Credits and Canadian clean-energy incentives. Any alterations, reductions, or elimination of these clean-energy subsidy programs could severely impact the returns from new projects and deter fresh investment, thereby hindering the company's growth and profitability.
- Execution Risks and Financial Distress: The company faces substantial risks in executing its renewable energy projects, including permitting delays and escalating borrowing costs, particularly for battery energy storage systems. Financially, PowerBank is experiencing deep losses, negative operating margins, and consistent negative free cash flow. Its financial health is considered poor, with a distress-level Altman Z-Score suggesting a potential bankruptcy risk within two years. The company's small operational scale and dependence on external funding further amplify these execution and financial challenges.
- Liquidity Constraints and Share Price Volatility: PowerBank suffers from thin liquidity due to limited institutional investor participation and low daily trading volume of its shares. This constraint increases the cost of capital and the risk of dilutive financing. Furthermore, the company's share price has demonstrated high volatility, adding another layer of risk for investors.
AI Analysis | Feedback
- Changes to Net Metering Policies: States are increasingly revising net metering policies (like California's NEM 3.0), which significantly reduce the financial benefits for homeowners exporting excess solar power back to the grid. This directly impacts the economic viability and return on investment for rooftop solar installations, making it harder for companies like Sunrun to attract customers and maintain traditional sales models without greater emphasis on costly battery storage. The ongoing shifts in these policies represent a clear emerging threat to the core financial proposition of residential solar.
- Expansion of Community Solar Programs: Community solar allows multiple customers to subscribe to a share of a larger, off-site solar project, often without requiring rooftop installation or ownership. As community solar programs gain traction, become more accessible, and potentially offer more competitive pricing in various markets, they present an alternative to individual rooftop solar solutions. This could divert a significant portion of potential customers, particularly those who rent, have unsuitable rooftops, or prefer a lower upfront commitment, away from Sunrun's traditional rooftop installation business model.
AI Analysis | Feedback
PowerBank (SUUN) is an independent renewable and clean energy project developer, power producer, and asset operator in Canada and the United States, focusing on solar photovoltaic power generation projects, battery energy storage systems (BESS), EV-charging projects, and power solutions for data centers.
The addressable markets for their main products and services are as follows:
-
Battery Energy Storage Systems (BESS):
- The global battery energy storage market was valued at approximately USD 12.20 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 14.0% from 2025 to 2034. Other estimates show the global market at USD 20 billion in 2023, projected to reach USD 71.66 billion by 2030 (CAGR of 20%). Another report estimates the global market size at USD 10.16 billion in 2025, predicted to increase to USD 86.87 billion by 2034 (CAGR of 26.92%).
- In North America, the battery energy storage market held the largest share and is poised to maintain its dominance with a projected CAGR ranging between 16.1% and 31.28%. The U.S. battery energy storage system market size is estimated at USD 3.35 billion in 2025 and is projected to be worth around USD 29.10 billion by 2034, growing at a CAGR of 27.12%.
-
Portable Power Stations:
- The global portable power station market size was estimated at USD 3.18 billion in 2024 and is projected to reach USD 19.91 billion by 2033, growing at a CAGR of 21.5% from 2025 to 2033. Another report valued the global portable power station market at USD 603.06 million in 2024, projected to grow to USD 1,099.64 million by 2032 (CAGR of 7.53%).
- The North American portable power station market held a 39% revenue share of the overall market in 2024 and was valued at USD 288.34 million in 2024.
-
Solar Generators:
- The global solar generator market size was valued at USD 591.09 million in 2024. It is projected to grow from USD 632.74 million in 2025 to USD 1,018.29 million by 2032, exhibiting a CAGR of 7.03%. Another estimate placed the global market size at USD 608.4 million in 2024, expected to reach USD 1,210.6 million by 2033, with a CAGR of 7.55% from 2025 to 2033.
- North America dominated the global solar generator market with a share of 35.49% in 2024 and is expected to account for 39.90% share by 2035.
-
Power solutions for Data Centers:
- The global data center market, which PowerBank is strategically expanding into for power supply, storage, and development, was valued at USD 242.72 billion in 2024 and is projected to grow to USD 584.86 billion by 2025.
- Solar Photovoltaic (PV) power generation projects (utility-scale and community solar): null
- EV-charging projects: null
AI Analysis | Feedback
PowerBank (NASDAQ: SUUN) is anticipated to drive future revenue growth over the next two to three years through several strategic initiatives in the renewable energy sector. Here are 3-5 expected drivers of PowerBank's future revenue growth: * Expansion of Independent Power Producer (IPP) Portfolio: PowerBank's core strategy emphasizes growing its Independent Power Producer (IPP) asset base, which is designed to generate long-term recurring revenues. The company saw a significant increase of 1,508% in IPP revenues in fiscal year 2025. This expansion involves retaining more projects and working to finance these assets for continued ownership. * Development and Growth of Solar and Battery Energy Storage Systems (BESS) Projects: The company is actively developing and advancing solar photovoltaic (PV) power generation projects and battery energy storage systems, particularly in key markets like New York. These projects often benefit from governmental incentives, such as the New York State Energy Research and Development Authority's (NYSERDA) NY-Sun Program. PowerBank has a development pipeline exceeding one gigawatt and has completed over 100 megawatts of renewable energy projects. * Strategic Entry into the Data Center Market: PowerBank is strategically positioning itself to address the booming data center market, outlining its intent to pursue data center power supply, storage, and development. This initiative is driven by the escalating demand for power from advancements in artificial intelligence, cloud computing, and high-performance computing, with the data center market projected for substantial growth. * Securing Engineering, Procurement, and Construction (EPC) and Operations & Maintenance (O&M) Contracts: Beyond owning and operating IPP assets, PowerBank also generates revenue by selling developed projects and subsequently securing Engineering, Procurement, and Construction (EPC) agreements to build them. The company further expects to retain Operations & Maintenance (O&M) contracts for these projects after construction completion, providing ongoing revenue streams. * Leveraging Policy and Tax Credits in North America: PowerBank is strategically focused on U.S. states with established interconnection and permitting processes to accelerate project construction and capitalize on expiring investment tax credits for solar projects. Simultaneously, the company maintains a strong presence in Canada and plans to collaborate with federal and provincial authorities to advance domestic renewable energy initiatives, aligning with government priorities.AI Analysis | Feedback
Share Repurchases
No specific dollar amount for share repurchases made by PowerBank (SUUN) has been identified within the last 3-5 years.
Share Issuance
- In March 2025, PowerBank secured a registered direct offering worth US$8.5 million from an institutional investor.
- This offering included potential additional proceeds of up to US$10.65 million through warrant exercises, bringing the total potential value to US$19.15 million.
Inbound Investments
- PowerBank secured over US$67.5 million in financial commitments from strategic and financial partners in 2024.
- A US$25.8 million project finance facility was secured from the Royal Bank of Canada to fund two battery energy storage projects.
- The company announced up to US$100 million in project-based financing through a mandate with CIM Group in FY 2025.
Outbound Investments
- In 2024, PowerBank completed a US$45 million acquisition of Solar Flow-Through Funds Ltd. (SFF).
Capital Expenditures
- PowerBank is undertaking significant investments in solar and battery energy storage system (BESS) projects, with a development pipeline exceeding 1 GW of solar PV and battery energy storage projects.
- Notable project developments include a US$49.5 million transaction with Qcells for the sale and construction of four solar projects in New York and mechanical completion on three community solar projects under a US$41 million Engineering, Procurement, and Construction (EPC) contract with Honeywell.
- The company received US$1.47 million from NYSERDA for the Geddes Solar Project in November 2025 and completed an US$11.35 million, 5.9 MW Manlius Solar Project.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Would You Still Hold PowerBank Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons for PowerBank
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 27.31 |
| Mkt Cap | 4.2 |
| Rev LTM | 944 |
| Op Inc LTM | 172 |
| FCF LTM | -33 |
| FCF 3Y Avg | -11 |
| CFO LTM | 352 |
| CFO 3Y Avg | 342 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -10.5% |
| Rev Chg 3Y Avg | 3.5% |
| Rev Chg Q | 17.9% |
| QoQ Delta Rev Chg LTM | 4.2% |
| Op Mgn LTM | 12.5% |
| Op Mgn 3Y Avg | 17.7% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 9.3% |
| CFO/Rev 3Y Avg | 25.8% |
| FCF/Rev LTM | -19.8% |
| FCF/Rev 3Y Avg | -27.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Development and operation of solar photovoltaic power generation projects | 18 | 10 | |
| Total | 18 | 10 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Independent Power Producer (IPP) Production | 17 | ||
| Corporate and other activities | 13 | ||
| Development & Engineering, Procurement, and Construction (EPC) | 10 | ||
| Total | 40 |
Price Behavior
Price Behavior
| Market Price | $1.77 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 05/11/2023 | |
| Distance from 52W High | -72.3% | |
| 50 Days | 200 Days | |
| DMA Price | $1.63 | $1.75 |
| DMA Trend | down | down |
| Distance from DMA | 8.3% | 1.3% |
| 3M | 1YR | |
| Volatility | 97.6% | 109.5% |
| Downside Capture | 169.59 | 47.50 |
| Upside Capture | 156.78 | 12.36 |
| Correlation (SPY) | 8.2% | 8.5% |
SUUN Betas & Captures as of 12/31/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.27 | 0.43 | 1.42 | 0.57 | 0.47 | -0.24 |
| Up Beta | 9.64 | 1.24 | 0.77 | 0.80 | 0.71 | 0.23 |
| Down Beta | -5.01 | -2.29 | -0.41 | 1.30 | 0.70 | 0.15 |
| Up Capture | 792% | 171% | 334% | 37% | -1% | -2% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 10 | 19 | 31 | 56 | 108 | 262 |
| Down Capture | 381% | 68% | 197% | -4% | 10% | 47% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 11 | 21 | 31 | 62 | 126 | 307 |
[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 SUUN | |
|---|---|---|---|---|
| SUUN | -24.9% | 109.6% | 0.22 | - |
| Sector ETF (XLU) | 11.0% | 15.7% | 0.47 | 5.4% |
| Equity (SPY) | 14.7% | 19.3% | 0.58 | 8.4% |
| Gold (GLD) | 81.5% | 20.4% | 2.83 | 3.6% |
| Commodities (DBC) | 8.3% | 15.4% | 0.32 | 7.7% |
| Real Estate (VNQ) | 4.9% | 16.6% | 0.11 | 1.9% |
| Bitcoin (BTCUSD) | -13.6% | 39.7% | -0.28 | -4.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUUN | |
|---|---|---|---|---|
| SUUN | -23.3% | 91.5% | -0.22 | - |
| Sector ETF (XLU) | 9.3% | 17.2% | 0.41 | 7.2% |
| Equity (SPY) | 14.4% | 17.1% | 0.68 | 7.6% |
| Gold (GLD) | 21.9% | 15.7% | 1.13 | 4.4% |
| Commodities (DBC) | 11.9% | 18.7% | 0.52 | 3.8% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 7.4% |
| Bitcoin (BTCUSD) | 19.5% | 57.9% | 0.54 | 6.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SUUN | |
|---|---|---|---|---|
| SUUN | -12.4% | 91.5% | -0.22 | - |
| Sector ETF (XLU) | 10.3% | 19.2% | 0.46 | 7.2% |
| Equity (SPY) | 15.5% | 18.0% | 0.74 | 7.6% |
| Gold (GLD) | 16.2% | 14.9% | 0.90 | 4.4% |
| Commodities (DBC) | 8.4% | 17.6% | 0.40 | 3.8% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 7.4% |
| Bitcoin (BTCUSD) | 70.6% | 66.7% | 1.10 | 6.2% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
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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