United Homes (UHG)
Market Price (5/4/2026): $1.22 | Market Cap: $71.8 MilSector: Consumer Discretionary | Industry: Homebuilding
United Homes (UHG)
Market Price (5/4/2026): $1.22Market Cap: $71.8 MilSector: Consumer DiscretionaryIndustry: Homebuilding
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 -70% Megatrend and thematic driversMegatrends include Housing & Community Development. Themes include Residential Construction, Suburban & Exurban Growth, and Affordable Housing Solutions. | Weak multi-year price returns2Y Excs Rtn is -124%, 3Y Excs Rtn is -168% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -29,000, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 0.0% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 172% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.6%, Rev Chg QQuarterly Revenue Change % is -8.5% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.8%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.3% 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 -27% High stock price volatilityVol 12M is 115% Key risksUHG key risks include [1] a mass leadership exodus and board turmoil due to conflict with its controlling chairman, 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 -70% |
| Megatrend and thematic driversMegatrends include Housing & Community Development. Themes include Residential Construction, Suburban & Exurban Growth, and Affordable Housing Solutions. |
| Weak multi-year price returns2Y Excs Rtn is -124%, 3Y Excs Rtn is -168% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -29,000, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 0.0% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 172% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.6%, Rev Chg QQuarterly Revenue Change % is -8.5% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.8%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.3% |
| 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 -27% |
| High stock price volatilityVol 12M is 115% |
| Key risksUHG key risks include [1] a mass leadership exodus and board turmoil due to conflict with its controlling chairman, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Discounted Acquisition by Stanley Martin Homes: The most significant factor in United Homes' stock decline was the announcement on February 23, 2026, that it would be acquired by Stanley Martin Homes for $1.18 per share in an all-cash transaction. This acquisition price represented a substantial discount of over 50% from United Homes' closing price of $2.38 on the trading day prior to the announcement, causing the stock to fall over 51% immediately. This effectively capped the stock's value and reflected underlying issues.
2. Severe Corporate Governance Instability: A critical precursor to the discounted sale was a period of significant corporate governance turmoil. In October 2025, six of the seven board members resigned due to allegations that the controlling shareholder, who held 79% of the voting power, refused to step down or empower management. This destabilization raised serious concerns among auditors, lenders, land banking partners, and insurers, threatening compliance with loan covenants and Nasdaq listing requirements.
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Stock Movement Drivers
Fundamental Drivers
The -38.4% change in UHG stock from 1/31/2026 to 5/3/2026 was primarily driven by a -36.6% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5032026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.98 | 1.22 | -38.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 418 | 407 | -2.7% |
| P/S Multiple | 0.3 | 0.2 | -36.6% |
| Shares Outstanding (Mil) | 59 | 59 | 0.0% |
| Cumulative Contribution | -38.4% |
Market Drivers
1/31/2026 to 5/3/2026| Return | Correlation | |
|---|---|---|
| UHG | -38.4% | |
| Market (SPY) | 3.6% | 13.0% |
| Sector (XLY) | -1.9% | 18.4% |
Fundamental Drivers
The -19.2% change in UHG stock from 10/31/2025 to 5/3/2026 was primarily driven by a -11.1% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5032026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.51 | 1.22 | -19.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 446 | 407 | -8.8% |
| P/S Multiple | 0.2 | 0.2 | -11.1% |
| Shares Outstanding (Mil) | 59 | 59 | -0.4% |
| Cumulative Contribution | -19.2% |
Market Drivers
10/31/2025 to 5/3/2026| Return | Correlation | |
|---|---|---|
| UHG | -19.2% | |
| Market (SPY) | 5.5% | 21.1% |
| Sector (XLY) | -0.7% | 22.7% |
Fundamental Drivers
The -37.4% change in UHG stock from 4/30/2025 to 5/3/2026 was primarily driven by a -17.3% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5032026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.95 | 1.22 | -37.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 464 | 407 | -12.3% |
| P/S Multiple | 0.2 | 0.2 | -17.3% |
| Shares Outstanding (Mil) | 51 | 59 | -13.7% |
| Cumulative Contribution | -37.4% |
Market Drivers
4/30/2025 to 5/3/2026| Return | Correlation | |
|---|---|---|
| UHG | -37.4% | |
| Market (SPY) | 30.4% | 11.4% |
| Sector (XLY) | 21.2% | 9.8% |
Fundamental Drivers
The -90.2% change in UHG stock from 4/30/2023 to 5/3/2026 was primarily driven by a -36.1% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 4302023 | 5032026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.48 | 1.22 | -90.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 407 | 0.0% |
| P/S Multiple | � | 0.2 | 0.0% |
| Shares Outstanding (Mil) | 38 | 59 | -36.1% |
| Cumulative Contribution | 0.0% |
Market Drivers
4/30/2023 to 5/3/2026| Return | Correlation | |
|---|---|---|
| UHG | -90.2% | |
| Market (SPY) | 78.7% | 18.7% |
| Sector (XLY) | 64.4% | 17.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UHG Return | -0% | 3% | -16% | -50% | -63% | -25% | -88% |
| Peers Return | 48% | -21% | 82% | -0% | -7% | -2% | 95% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 92% |
Monthly Win Rates [3] | |||||||
| UHG Win Rate | 60% | 75% | 67% | 42% | 33% | 50% | |
| Peers Win Rate | 73% | 42% | 60% | 58% | 42% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| UHG Max Drawdown | -1% | -0% | -48% | -52% | -76% | -26% | |
| Peers Max Drawdown | -4% | -42% | -0% | -7% | -19% | -11% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DHI, LEN, PHM, NVR, MTH.
[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 5/1/2026 (YTD)
How Low Can It Go
| Event | UHG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -57.9% | -18.8% |
| % Gain to Breakeven | 137.8% | 23.1% |
| Time to Breakeven | 70 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -18.2% | -6.7% |
| % Gain to Breakeven | 22.3% | 7.1% |
| Time to Breakeven | 4 days | 31 days |
In The Past
United Homes's stock fell -57.9% during the 2025 US Tariff Shock. Such a loss loss requires a 137.8% gain to breakeven.
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Asset Allocation
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| Event | UHG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -57.9% | -18.8% |
| % Gain to Breakeven | 137.8% | 23.1% |
| Time to Breakeven | 70 days | 79 days |
In The Past
United Homes's stock fell -57.9% during the 2025 US Tariff Shock. Such a loss loss requires a 137.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About United Homes (UHG)
AI Analysis | Feedback
Here are 1-3 brief analogies for United Homes Group (UHG):
- A regional D.R. Horton
- The IKEA for starter homes
AI Analysis | Feedback
- Residential Homes: Construction and sale of affordable single-family homes and townhomes targeted at entry-level and first move-up homebuyers.
AI Analysis | Feedback
United Homes Group, Inc. (UHG) sells primarily to individuals. Based on its business description, it serves the following customer categories:
- Entry-Level Buyers: Individuals or families purchasing their first home, typically seeking affordability and value.
- First Move-Up Buyers: Individuals or families who already own a home but are looking to upgrade to a larger or different home, often driven by life changes such as growing families or increased income.
AI Analysis | Feedback
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John G. (Jack) Micenko, Jr. - Chief Executive Officer and President
Mr. Micenko has over 20 years of experience in residential real estate and mortgage finance. Prior to joining United Homes Group, he was a Managing Director at BTIG LLC, where he led the firm's Housing Ecosystem investment banking practice. He was instrumental in United Homes Group's transition to a public company and previously held roles at Susquehanna International Group LLP, Lehman Brothers, and Friedman Billings and Ramsey.
Keith Feldman - Chief Financial Officer
Mr. Feldman previously served as the Chief Financial Officer and Treasurer of NorthStar Realty Europe Corp. (NYSE: NRE), a NYSE-listed REIT focused on European commercial real estate properties. He was also the Chief Financial Officer of DiamondHead Holdings Corporation (DHHC) prior to its business combination with Great Southern Homes, which created United Homes Group. His career includes various roles in capital markets, corporate finance, and investor relations at companies such as Colony Capital, NorthStar Realty Finance Corp., Goldman Sachs, J.P. Morgan, Chase, and KPMG LLP. Mr. Feldman is a CPA and CFA.
Michael Nieri - Executive Chairman
Mr. Nieri founded Great Southern Homes, Inc. (GSH) in June 2004, serving as its President and Chairman. He led the company prior to its business combination with DiamondHead Holdings Corporation (DHHC) that formed United Homes Group in 2023, taking the company public. He has dedicated his career to building over 15,000 affordably priced homes in high-growth markets across the Southeast, with Great Southern Homes growing significantly in South Carolina and Georgia. Early ownership of Great Southern Homes was founder-controlled, relying on founder capital and bank/project financing for growth.
Jeremy Pyle - Co-Chief Operating Officer
Mr. Pyle was previously United Homes Group's co-Executive Vice President of Construction Services, overseeing and directing all construction activities. He has been a key member of the management team, working for Great Southern Homes in various construction roles since 2005.
Shelton Twine - Co-Chief Operating Officer
Mr. Twine oversees day-to-day operations and the strategic vision for United Homes Group. He was a key member of the management team of Great Southern Homes (GSH) and its affiliated entities for 20 years, holding various positions including Chief Operating Officer and Vice-President. He is a licensed real estate broker.
AI Analysis | Feedback
The key risks to United Homes Group, Inc. (UHG) primarily revolve around its pending acquisition, recent governance turmoil, and general exposure to housing market fluctuations.
- Risk of Take-Private Transaction and Shareholder Litigation: United Homes Group, Inc. has agreed to be acquired by Stanley Martin Homes, LLC in a take-private deal for $1.18 per share, a price significantly lower than its previous trading levels. This transaction, expected to close in Q2 2026, has prompted investigations by several law firms into potential breaches of fiduciary duties by UHG's board of directors and possible federal securities law violations. Shareholders could pursue legal action regarding the fairness of the deal price and the circumstances surrounding the transaction.
- Governance and Leadership Instability: In October 2025, UHG experienced significant internal turmoil with the mass resignation of six board members. These resignations stemmed from disputes with the Executive Chairman, Michael Nieri, who refused requests to step down and forgo further compensation after a strategic review process. This leadership crisis led to a substantial drop in the company's stock price and raised concerns about its ability to maintain a functioning board and avoid Nasdaq compliance breaches.
- Adverse Housing Market Conditions: As a homebuilder, United Homes Group is highly susceptible to risks associated with the broader housing market. The company faced challenges from industry headwinds such as high interest rates, inflation, and declining housing activity, which contributed to weaker financial results in 2025, including a decrease in revenue, a drop in home closings, and a net loss.
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United Homes Group (UHG) operates in the residential construction market within the Southeast region of the United States, primarily focusing on affordable homes for entry-level and first move-up buyer segments. The addressable market for residential construction in the Southeast U.S. is substantial. In 2026, the overall U.S. residential construction market is estimated to be USD 1.41 trillion. The Southeast region accounted for 41.12% of the U.S. residential construction market share in 2025. Based on these figures, the estimated market size for residential construction in the Southeast U.S. is approximately USD 579.88 billion in 2026. UHG's main products and services cater to entry-level and first move-up homebuyers. The affordable tier of the residential real estate market is identified as the fastest-growing price band, with a projected compound annual growth rate (CAGR) of 2.22% through 2031. This growth is driven by builders adapting to reach price points below USD 350,000 in various markets. United Homes Group's average sales price in Q2 2025 was approximately $349,000, which is below the national median new home sales price of $402,000, underscoring its focus on these segments. Entry-level and first move-up buyers represent a significant portion of UHG's business, accounting for approximately 80% to 92% of their closings and revenue in recent years. The region also experiences significant population growth and in-migration, further fueling demand for housing, particularly in the segments UHG targets.AI Analysis | Feedback
Here are the expected drivers of future revenue growth for United Homes Group, Inc. (UHG) over the next 2-3 years:- Expansion of Community Count and Geographic Footprint: United Homes Group has demonstrated a strategy of expanding its presence, as evidenced by its acquisition of Creekside Custom Homes in the Myrtle Beach market in fiscal year 2024. The company's significant lot pipeline, which consisted of approximately 7,200 lots owned or controlled as of December 31, 2025, positions it for future community development and growth in its Southeastern markets. This ongoing expansion in the number of active communities is a key driver for increasing the volume of homes available for sale.
- Increased Home Deliveries and Net New Orders: A primary driver of revenue growth for a homebuilder is an increase in the number of homes delivered and a robust backlog of net new orders. While there have been fluctuations, UHG reported a 19% year-over-year increase in net new orders in the fourth quarter of 2024. An emphasis on converting its substantial lot pipeline into new home starts and subsequently into completed sales will directly contribute to revenue.
- Growth in Average Sales Price (ASP): United Homes Group has shown a trend of increasing its average sale price for production-built homes, with ASP rising to approximately $324,000 in Q4 2024 and further to approximately $329,000 in Q4 2025. Continued increases in ASP, driven by market demand or product enhancements, will directly translate to higher revenue per home sold.
- Improved Product Mix and Optimized Home Designs: The company has highlighted the introduction of refreshed home designs, which have resulted in gross margins approximately 300 basis points higher than legacy products. This focus on a more profitable product mix and improved designs can drive revenue growth by increasing the perceived value and attractiveness of its homes, potentially leading to higher sales volumes and better pricing.
AI Analysis | Feedback
Share Issuance
- In December 2024, United Homes Group priced a secondary public offering of 7,420,057 shares of Class A common stock at $5.00 per share, with the company not receiving any proceeds from the sale as the shares were issued to convertible noteholders as part of a redemption.
- As part of this redemption, the company issued 10,168,850 shares of Class A common stock (including offered and option shares) along with $70,000,000 in cash to redeem convertible notes payable.
- Immediately prior to the expected Q2 2026 merger close with Stanley Martin Homes, United Homes Group is required to issue 21,866,379 shares of common stock to satisfy existing earn-out obligations from a prior business combination agreement.
Inbound Investments
- Upon going public through a SPAC merger in 2023, Great Southern Homes (the predecessor to UHG) received $71.5 million from an $80 million convertible note from PIPE investors, which included a 6.25% issue discount and bore 15% annual interest.
- A separate set of "equity" PIPE investors contributed $4.7 million and received 589,000 shares during the same period.
Outbound Investments
- United Homes Group has entered into an agreement to be acquired by Stanley Martin Homes in an all-cash merger, representing an enterprise value of approximately $221 million.
- Shareholders of United Homes will receive $1.18 per share in cash upon the closing of the transaction, which is expected in the second quarter of 2026.
- Following the completion of the merger, United Homes Group will become a wholly owned subsidiary of Stanley Martin Homes and will no longer be publicly traded.
Capital Expenditures
- Annual capital expenditures for United Homes Group in 2023 were $162.3K.
- Annual capital expenditures for UHG in 2024 were $31.8K.
- For the period ending September 30, 2025, capital expenditures for UHG were $999K.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| United Homes Earnings Notes | 12/16/2025 | |
| With United Homes Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 04022026 | SKY | Champion Homes | 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 | 3.1% | 3.1% | -1.2% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 103.83 |
| Mkt Cap | 19.5 |
| Rev LTM | 13,585 |
| Op Inc LTM | 1,980 |
| FCF LTM | 667 |
| FCF 3Y Avg | 1,463 |
| CFO LTM | 692 |
| CFO 3Y Avg | 1,532 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -6.6% |
| Rev Chg 3Y Avg | -0.5% |
| Rev Chg Q | -10.5% |
| QoQ Delta Rev Chg LTM | -2.8% |
| Op Inc Chg LTM | -37.6% |
| Op Inc Chg 3Y Avg | -20.1% |
| Op Mgn LTM | 9.9% |
| Op Mgn 3Y Avg | 13.6% |
| QoQ Delta Op Mgn LTM | -0.8% |
| CFO/Rev LTM | 7.8% |
| CFO/Rev 3Y Avg | 7.3% |
| FCF/Rev LTM | 7.4% |
| FCF/Rev 3Y Avg | 6.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 19.5 |
| P/S | 1.0 |
| P/Op Inc | 9.7 |
| P/EBIT | 9.3 |
| P/E | 11.8 |
| P/CFO | 13.8 |
| Total Yield | 9.1% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 5.2% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.0% |
| 3M Rtn | -11.4% |
| 6M Rtn | -7.6% |
| 12M Rtn | -7.2% |
| 3Y Rtn | 9.5% |
| 1M Excs Rtn | -5.3% |
| 3M Excs Rtn | -15.6% |
| 6M Excs Rtn | -12.8% |
| 12M Excs Rtn | -36.7% |
| 3Y Excs Rtn | -66.6% |
Price Behavior
| Market Price | $1.22 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 03/29/2021 | |
| Distance from 52W High | -72.8% | |
| 50 Days | 200 Days | |
| DMA Price | $1.19 | $2.33 |
| DMA Trend | down | down |
| Distance from DMA | 2.1% | -47.7% |
| 3M | 1YR | |
| Volatility | 114.1% | 116.1% |
| Downside Capture | 1.75 | 1.11 |
| Upside Capture | 33.67 | 88.79 |
| Correlation (SPY) | 13.4% | 11.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.12 | -0.00 | 1.00 | 1.57 | 1.06 | 1.12 |
| Up Beta | -0.18 | -0.19 | 0.36 | 0.24 | 0.66 | 0.80 |
| Down Beta | 0.34 | -0.03 | 1.44 | 1.94 | 0.84 | 0.93 |
| Up Capture | -0% | 9% | 31% | 195% | 66% | 50% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 6 | 11 | 25 | 54 | 114 | 355 |
| Down Capture | -66% | 7% | 246% | 206% | 154% | 112% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 6 | 11 | 16 | 46 | 110 | 356 |
[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 UHG | |
|---|---|---|---|---|
| UHG | -42.6% | 115.5% | 0.19 | - |
| Sector ETF (XLY) | 21.3% | 18.8% | 0.90 | 10.4% |
| Equity (SPY) | 30.6% | 12.5% | 1.88 | 12.0% |
| Gold (GLD) | 39.5% | 27.2% | 1.20 | 3.7% |
| Commodities (DBC) | 51.5% | 17.9% | 2.20 | 3.9% |
| Real Estate (VNQ) | 13.1% | 13.5% | 0.67 | 4.7% |
| Bitcoin (BTCUSD) | -17.1% | 42.2% | -0.33 | 10.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UHG | |
|---|---|---|---|---|
| UHG | -40.7% | 88.6% | -0.28 | - |
| Sector ETF (XLY) | 6.7% | 23.8% | 0.24 | 12.2% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 12.5% |
| Gold (GLD) | 20.5% | 17.9% | 0.94 | 6.4% |
| Commodities (DBC) | 14.3% | 19.1% | 0.61 | 3.3% |
| Real Estate (VNQ) | 3.5% | 18.8% | 0.09 | 7.7% |
| Bitcoin (BTCUSD) | 7.7% | 56.2% | 0.35 | 7.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UHG | |
|---|---|---|---|---|
| UHG | -23.0% | 88.0% | -0.27 | - |
| Sector ETF (XLY) | 12.7% | 22.0% | 0.53 | 12.2% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 12.5% |
| Gold (GLD) | 13.6% | 15.9% | 0.71 | 6.3% |
| Commodities (DBC) | 9.7% | 17.7% | 0.46 | 3.3% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 7.7% |
| Bitcoin (BTCUSD) | 67.7% | 66.9% | 1.07 | 7.4% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/12/2026 | 0.0% | 0.0% | 0.0% |
| 11/6/2025 | -7.6% | -7.6% | -19.3% |
| 8/7/2025 | 2.5% | 3.7% | 4.4% |
| 3/12/2025 | -5.3% | -3.4% | -25.2% |
| 11/8/2024 | 4.3% | 3.0% | -26.3% |
| 8/8/2024 | 3.7% | 6.1% | -1.7% |
| 3/14/2024 | -8.6% | -5.4% | -19.4% |
| 11/9/2023 | 1.5% | 7.8% | 1.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 5 | 3 |
| # Negative | 4 | 5 | 7 |
| Median Positive | 2.0% | 3.7% | 1.4% |
| Median Negative | -6.5% | -5.4% | -24.0% |
| Max Positive | 4.3% | 7.8% | 4.4% |
| Max Negative | -8.6% | -10.5% | -26.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/13/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/14/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/15/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 07/31/2023 | 424B3 |
| 06/30/2022 | 10/11/2022 | S-4 |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lincks, Maigan Nieri | Two Blue Stallions, LLC | Buy | 5272025 | 2.00 | 33,330 | 66,660 | 395,602 | Form | |
| 2 | Nieri, Patrick Michael | Two Blue Stallions, LLC | Buy | 5272025 | 2.00 | 33,330 | 66,660 | 395,602 | Form | |
| 3 | Nieri, Pennington W | Co-Exec. VP - Construction | Two Blue Stallions, LLC | Buy | 5272025 | 2.00 | 33,340 | 66,680 | 395,720 | Form |
| 4 | Lincks, Maigan Nieri | Two Blue Stallions, LLC | Buy | 5272025 | 2.01 | 31,151 | 62,520 | 330,093 | Form | |
| 5 | Nieri, Patrick Michael | Two Blue Stallions, LLC | Buy | 5272025 | 2.01 | 31,151 | 62,520 | 330,093 | 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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