United Homes (UHG)
Market Price (2/16/2026): $2.58 | Market Cap: $151.7 MilSector: Consumer Discretionary | Industry: Homebuilding
United Homes (UHG)
Market Price (2/16/2026): $2.58Market Cap: $151.7 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 -33% | Weak multi-year price returns2Y Excs Rtn is -101%, 3Y Excs Rtn is -140% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 81% |
| Megatrend and thematic driversMegatrends include Housing & Community Development. Themes include Residential Construction, Suburban & Exurban Growth, and Affordable Housing Solutions. | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 195x | |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.8%, Rev Chg QQuarterly Revenue Change % is -23% | ||
| 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% | ||
| High stock price volatilityVol 12M is 108% | ||
| 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 -33% |
| 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 -101%, 3Y Excs Rtn is -140% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 81% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 195x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -6.8%, Rev Chg QQuarterly Revenue Change % is -23% |
| 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% |
| High stock price volatilityVol 12M is 108% |
| Key risksUHG key risks include [1] a mass leadership exodus and board turmoil due to conflict with its controlling chairman, Show more. |
Qualitative Assessment
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United Homes (UHG) stock has gained about 70% since 10/31/2025 because of the following key factors:
1. Positive Shift in the Homebuilding Sector Driven by Lower Mortgage Rates and Favorable Market Conditions: The overall homebuilding sector experienced a significant rally from late 2025 into early 2026, largely fueled by falling mortgage rates, which dropped over 100 basis points from their peak. This made homeownership more accessible and stimulated buyer demand. Concurrently, moderating construction costs provided relief to builders' profit margins. Analysts observed a "right-sized" inventory and strong consumer intent to buy, leading to predictions for a better housing year in 2026.
2. Enhanced Investor Confidence in the U.S. Residential Construction Industry through M&A and Policy Expectations: Market sentiment was further buoyed by major corporate activity, including the announcement in February 2026 of Tri Pointe Homes' acquisition by Japan's Sumitomo Forestry for approximately $4.5 billion. This deal signaled a strong vote of confidence in the long-term prospects of the U.S. residential construction market, driving homebuilder stocks to their highest levels in over two years. Additionally, reports in early February 2026 about the Trump administration considering programs to stimulate new home construction further contributed to the sector's rally.
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1. Positive Shift in the Homebuilding Sector Driven by Lower Mortgage Rates and Favorable Market Conditions: The overall homebuilding sector experienced a significant rally from late 2025 into early 2026, largely fueled by falling mortgage rates, which dropped over 100 basis points from their peak. This made homeownership more accessible and stimulated buyer demand. Concurrently, moderating construction costs provided relief to builders' profit margins. Analysts observed a "right-sized" inventory and strong consumer intent to buy, leading to predictions for a better housing year in 2026.
2. Enhanced Investor Confidence in the U.S. Residential Construction Industry through M&A and Policy Expectations: Market sentiment was further buoyed by major corporate activity, including the announcement in February 2026 of Tri Pointe Homes' acquisition by Japan's Sumitomo Forestry for approximately $4.5 billion. This deal signaled a strong vote of confidence in the long-term prospects of the U.S. residential construction market, driving homebuilder stocks to their highest levels in over two years. Additionally, reports in early February 2026 about the Trump administration considering programs to stimulate new home construction further contributed to the sector's rally.
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Stock Movement Drivers
Fundamental Drivers
The 70.9% change in UHG stock from 10/31/2025 to 2/15/2026 was primarily driven by a 82.9% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.51 | 2.58 | 70.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 446 | 418 | -6.2% |
| P/S Multiple | 0.2 | 0.4 | 82.9% |
| Shares Outstanding (Mil) | 59 | 59 | -0.3% |
| Cumulative Contribution | 70.9% |
Market Drivers
10/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| UHG | 70.9% | |
| Market (SPY) | -0.0% | 29.6% |
| Sector (XLY) | -3.2% | 26.3% |
Fundamental Drivers
The -31.2% change in UHG stock from 7/31/2025 to 2/15/2026 was primarily driven by a -25.7% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.75 | 2.58 | -31.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 450 | 418 | -7.1% |
| P/S Multiple | 0.5 | 0.4 | -25.7% |
| Shares Outstanding (Mil) | 59 | 59 | -0.3% |
| Cumulative Contribution | -31.2% |
Market Drivers
7/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| UHG | -31.2% | |
| Market (SPY) | 8.2% | 6.1% |
| Sector (XLY) | 5.1% | 5.5% |
Fundamental Drivers
The -37.8% change in UHG stock from 1/31/2025 to 2/15/2026 was primarily driven by a -19.5% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.15 | 2.58 | -37.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 446 | 418 | -6.2% |
| P/S Multiple | 0.5 | 0.4 | -19.5% |
| Shares Outstanding (Mil) | 48 | 59 | -17.7% |
| Cumulative Contribution | -37.8% |
Market Drivers
1/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| UHG | -37.8% | |
| Market (SPY) | 14.3% | 15.4% |
| Sector (XLY) | 0.7% | 12.9% |
Fundamental Drivers
The -74.5% change in UHG stock from 1/31/2023 to 2/15/2026 was primarily driven by a -52.8% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.10 | 2.58 | -74.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 494 | 418 | -15.4% |
| P/S Multiple | 0.8 | 0.4 | -52.8% |
| Shares Outstanding (Mil) | 38 | 59 | -36.1% |
| Cumulative Contribution | -74.5% |
Market Drivers
1/31/2023 to 2/15/2026| Return | Correlation | |
|---|---|---|
| UHG | -74.5% | |
| Market (SPY) | 74.0% | 16.3% |
| Sector (XLY) | 60.0% | 16.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UHG Return | -0% | 3% | -16% | -50% | -63% | 54% | -75% |
| Peers Return | 48% | -21% | 82% | -0% | -7% | 16% | 130% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| UHG Win Rate | 60% | 75% | 67% | 42% | 33% | 100% | |
| Peers Win Rate | 73% | 42% | 60% | 58% | 42% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| UHG Max Drawdown | -1% | -0% | -48% | -52% | -76% | 0% | |
| Peers Max Drawdown | -4% | -42% | -0% | -7% | -19% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[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 2/13/2026 (YTD)
How Low Can It Go
| Event | UHG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -74.9% | -25.4% |
| % Gain to Breakeven | 297.7% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to DHI, LEN, PHM, NVR, MTH
In The Past
United Homes's stock fell -74.9% during the 2022 Inflation Shock from a high on 3/31/2023. A -74.9% loss requires a 297.7% gain to breakeven.
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About United Homes (UHG)
United Homes Group, Inc. operates as a homebuilder in the Southeast that provides affordable homes for the entry-level and first move-up buyer segments. United Homes Group, Inc. is based in Irmo, South Carolina.
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United Homes (UHG) is like:
- D.R. Horton for the Southeast U.S.
- A regional version of Lennar, specializing in new home construction.
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- Residential Homes: United Homes Group's primary product is the construction and sale of new single-family homes and townhomes.
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United Homes Group (symbol: UHG) sells primarily to individuals, not other companies. The company designs, constructs, and sells single-family homes and townhomes directly to consumers.
Based on its business model and target markets, UHG primarily serves the following major categories of individual customers:
- First-Time Homebuyers: This category includes individuals and families who are purchasing a home for the very first time. They typically seek affordable and value-driven housing options in desirable communities.
- First-Time Move-Up Buyers: These are individuals or families who currently own a home but are looking to upgrade to a larger, newer, or more amenity-rich home. This move is often driven by changing family needs, increased income, or a desire for a different community or lifestyle.
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John G. (Jack) Micenko, Jr., Chief Executive Officer and President
Mr. Micenko was appointed CEO of United Homes Group in May 2025, having previously served as President since July 2023. He has over 20 years of experience in the residential real estate and mortgage finance industry. Before joining United Homes Group, he was a Managing Director at BTIG, where he led the firm's Housing Ecosystem investment banking practice. His career also includes roles at Susquehanna International Group LLP, Lehman Brothers Holdings Inc., and Friedman Billings Ramsey Group.
Keith Feldman, Chief Financial Officer
Mr. Feldman serves as the Chief Financial Officer of United Homes Group. Prior to this role, he was the Chief Financial Officer of DiamondHead Holdings Corporation (DHHC) and also served as a Director before its merger with Great Southern Homes (GSH), which formed United Homes Group. Mr. Feldman was also the Chief Financial Officer and Treasurer of NorthStar Realty Europe Corp. His extensive experience 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. He is a CPA and CFA.
Michael Nieri, Executive Chairman
Mr. Nieri is the Executive Chairman of United Homes Group, and previously served as the company's CEO and Chairman of the Board since it became a public company in 2023. He founded Great Southern Homes, Inc. (GSH) in June 2004, serving as its President and Chairman prior to the business combination that created United Homes Group. He has built over 15,000 homes in high-growth markets across the Southeast, dedicating his career to providing affordable, well-built homes. Mr. Nieri has received numerous industry awards, including induction into the South Carolina Housing Hall of Fame and the 2020 Hearthstone BUILDER Humanitarian Award.
Jeremy Pyle, Co-Chief Operating Officer
Mr. Pyle was appointed co-Chief Operating Officer in May 2025. He was previously the company's co-Executive Vice President of Construction Services, overseeing and directing all construction activities. Mr. Pyle has been with Great Southern Homes in various construction roles since 2005. As co-COO, he continues to lead homebuilding and construction operations.
Shelton Twine, Co-Chief Operating Officer
Mr. Twine is a co-Chief Operating Officer for United Homes Group, overseeing day-to-day operations and executing the company's strategic vision. For 20 years prior to the business combination of GSH with DiamondHead Holdings Corporation, he was a key member of the management team of GSH and its affiliated entities, holding various positions including Chief Operating Officer and Vice-President. He is a licensed real estate broker.
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The key risks to United Homes Group (UHG) are primarily centered around significant internal instability, challenging macroeconomic conditions, and underlying financial concerns.
- Leadership Exodus and Management Turmoil: United Homes Group experienced a mass leadership exodus with six of its seven board directors planning to resign due to disagreements with the Chairman, who is also the controlling shareholder, over his refusal to step down. This event led to a significant plunge in the company's stock price and created substantial uncertainty and risk for investors due to the resulting chaos and lack of leadership clarity.
- Industry Headwinds and Macroeconomic Pressures: The company faces severe challenges from the broader homebuilding industry. These include high interest rates, which reduce overall housing demand and disrupt mortgage financing. Additionally, increased prices for labor, land, and raw materials due to construction inflation and potential tariffs significantly raise operational costs. These factors contribute to declining housing activity, including falling housing completions, starts, and building permits, which directly impact UHG's revenue, profits, and net new orders.
- Financial Distress and Debt Concerns: United Homes Group carries a notable amount of debt and has reported an earnings before interest and tax (EBIT) loss over the past year, alongside shrinking revenue. The company's balance sheet indicates significant liabilities compared to its cash reserves and short-term receivables, raising concerns about its ability to meet financial obligations. Analysts have also assigned a probability of bankruptcy for UHG, highlighting the financial fragility.
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The clear emerging threat to traditional homebuilders like United Homes Group is the advent and scaling of 3D printing technology for home construction. Companies are actively developing and deploying this technology, which promises significantly reduced construction times, lower labor costs, and greater design flexibility compared to conventional stick-built methods. As these technologies mature and achieve greater economies of scale, they pose a direct challenge to the established construction processes and cost structures of traditional homebuilders.
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United Homes Group (UHG) is a homebuilding company that specializes in the design, construction, and sale of single-family houses, including detached, duplex, and townhouses. Their primary focus is on entry-level and first-move-up buyers in the southeastern United States, particularly in South Carolina, North Carolina, and Georgia. For their main product, single-family home construction, the addressable market can be estimated at a national level due to the interconnected nature of the U.S. housing market:- The U.S. residential construction market size is projected to reach USD 1.69 trillion by 2030, growing from USD 1.35 trillion in 2025, with new construction representing a significant share. The new construction segment is expected to grow with an anticipated compound annual growth rate (CAGR) of 11.3% from 2025 to 2033.
- Specifically, the single-family housing construction market in the U.S. was valued at approximately $771.08 billion in 2024 and is projected to grow to $1.02 trillion by 2029, at a CAGR of 6.2%.
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United Homes Group (UHG) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic geographic expansion, product innovation, and operational efficiencies. These key drivers include:
- Geographic Expansion into High-Growth Southeastern Markets: UHG is actively expanding its footprint beyond its core markets of South Carolina and Georgia, with a stated intent to grow into North Carolina. The company also aims to enter additional Southeastern states, including Alabama, Florida, Kentucky, Tennessee, and Virginia, through both organic expansion and potential mergers and acquisitions. This strategy targets regions with positive demographics, population, and employment growth, as well as favorable migration patterns.
- Launch of Refreshed Product Lines with Higher Margins: In early 2025, UHG initiated a "Fresh Floor" product redesign, introducing new home designs intended to meet current consumer demands and achieve higher gross margins. These refreshed product lines, featuring higher-margin designs, are being rolled out across new communities and are already contributing to improved operational metrics.
- Increased Community Count and Sales Volume: UHG plans to increase its number of active communities, with 28 new communities slated for launch in the second and third quarters of 2025. This expansion in community footprint, combined with encouraging sequential improvements in sales and a focus on selling homes before completion to reduce inventory holding costs, is anticipated to boost the volume of home closings and net new orders.
- Leveraging a Land-Light Operating Strategy: The company's "land-light operating strategy" involves controlling its lot pipeline through option contracts rather than extensive land ownership. This approach is designed to provide greater flexibility, reduce balance sheet risk, and enhance capital efficiency, thereby enabling UHG to deploy capital more effectively into new projects and support overall growth.
- Operational Efficiencies and Cost Savings Initiatives: UHG is focused on improving its operations and profitability through key initiatives aimed at driving efficiencies and achieving cost savings. This includes efforts such as systematic rebid initiatives for construction costs, which, by enhancing profitability and freeing up capital, can indirectly support and fund future revenue-generating activities and competitive pricing strategies.
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Share Repurchases
- Executive Chairman Michael P. Nieri acquired 250,000 shares of Class A Common Stock for $487,500 on May 22, 2025.
- In the year prior to May 2025, Nieri also made a larger purchase of $4.5 million worth of shares at a price of $5.00 per share.
- Over the last year (prior to May 2025), company insiders collectively bought 1.99 million shares valued at $8.7 million, while selling only $22,000 worth of shares.
Share Issuance
- United Homes Group went public via a SPAC merger in 2023, which resulted in significant share dilution.
- The SPAC merger included $80 million convertible notes, which were later redeemed for $70 million in cash plus over 10 million shares.
- As part of the SPAC merger, 11.6 million warrants and 21.8 million contingent earn-out shares were granted, representing potential future share issuance.
Inbound Investments
- The company became publicly traded in 2023 through a SPAC merger, serving as a key event for raising capital.
- The SPAC merger's capital structure included $80 million in convertible notes, later redeemed for $70 million in cash and over 10 million shares.
- Executive Chairman Michael P. Nieri has made significant personal investments, including a $487,500 purchase of 250,000 shares in May 2025 and a prior $4.5 million share acquisition.
Outbound Investments
- United Homes Group acquired Herring Homes, a small Raleigh, NC homebuilder, for $2.2 million in 2023, aimed at geographic expansion.
- In August 2023, the company acquired Rosewood Communities for $24.7 million to expand into the move-up home market in the Greenville/Clemson, SC area.
- In November 2023, United Homes Group announced the acquisition of the homebuilding business of Creekside Custom Homes.
Capital Expenditures
- United Homes Group employs a "land-light" operating strategy, managing its land supply through lot option contracts with third parties and land bank partners, which limits direct capital expenditure for land acquisition and development.
- As of September 30, 2025, the company's inventories, which encompass land held for development and homes under construction, totaled $174.6 million.
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 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 132.42 |
| Mkt Cap | 24.5 |
| Rev LTM | 13,827 |
| Op Inc LTM | 2,220 |
| FCF LTM | 595 |
| FCF 3Y Avg | 1,555 |
| CFO LTM | 669 |
| CFO 3Y Avg | 1,624 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -4.9% |
| Rev Chg 3Y Avg | -0.1% |
| Rev Chg Q | -7.9% |
| QoQ Delta Rev Chg LTM | -1.9% |
| Op Mgn LTM | 10.8% |
| Op Mgn 3Y Avg | 14.0% |
| QoQ Delta Op Mgn LTM | -1.4% |
| CFO/Rev LTM | 6.4% |
| CFO/Rev 3Y Avg | 8.5% |
| FCF/Rev LTM | 5.8% |
| FCF/Rev 3Y Avg | 8.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 24.5 |
| P/S | 1.2 |
| P/EBIT | 11.5 |
| P/E | 13.6 |
| P/CFO | 21.3 |
| Total Yield | 8.1% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 6.0% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.9% |
| 3M Rtn | 19.4% |
| 6M Rtn | -2.3% |
| 12M Rtn | 6.9% |
| 3Y Rtn | 49.8% |
| 1M Excs Rtn | 6.4% |
| 3M Excs Rtn | 17.2% |
| 6M Excs Rtn | -6.9% |
| 12M Excs Rtn | -5.2% |
| 3Y Excs Rtn | -14.6% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Great Southern Homes (GSH) South Carolina | 417 | ||||
| Rosewood | 4 | ||||
| Other | 0 | ||||
| Corporate | 0 | ||||
| Single Segment | 477 | 433 | 327 | 272 | |
| Total | 421 | 477 | 433 | 327 | 272 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Great Southern Homes (GSH) South Carolina | 224 | ||||
| Rosewood | 31 | ||||
| Corporate | 26 | ||||
| Other | 17 | ||||
| Total | 299 |
Price Behavior
Price Behavior
| Market Price | $2.58 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 03/29/2021 | |
| Distance from 52W High | -42.5% | |
| 50 Days | 200 Days | |
| DMA Price | $1.70 | $2.73 |
| DMA Trend | down | up |
| Distance from DMA | 52.2% | -5.4% |
| 3M | 1YR | |
| Volatility | 80.5% | 109.2% |
| Downside Capture | 85.09 | 142.61 |
| Upside Capture | 491.22 | 77.38 |
| Correlation (SPY) | 23.7% | 15.1% |
UHG Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.38 | 2.15 | 2.63 | 0.88 | 0.90 | 1.16 |
| Up Beta | -4.61 | -3.77 | 0.77 | -0.78 | 0.65 | 0.90 |
| Down Beta | -2.88 | 1.06 | 2.48 | 1.13 | 0.75 | 0.86 |
| Up Capture | 952% | 989% | 511% | -14% | 47% | 66% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 10 | 24 | 30 | 59 | 110 | 358 |
| Down Capture | 429% | 62% | 227% | 193% | 133% | 111% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 8 | 15 | 29 | 63 | 134 | 370 |
[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 | -43.7% | 108.5% | 0.04 | - |
| Sector ETF (XLY) | 4.6% | 24.2% | 0.13 | 13.0% |
| Equity (SPY) | 14.0% | 19.4% | 0.55 | 15.5% |
| Gold (GLD) | 74.3% | 25.3% | 2.17 | 8.7% |
| Commodities (DBC) | 7.0% | 16.7% | 0.24 | 10.0% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.28 | 11.9% |
| Bitcoin (BTCUSD) | -29.8% | 44.9% | -0.65 | 5.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UHG | |
|---|---|---|---|---|
| UHG | -31.1% | 86.0% | -0.14 | - |
| Sector ETF (XLY) | 6.9% | 23.7% | 0.25 | 11.6% |
| Equity (SPY) | 13.3% | 17.0% | 0.62 | 12.3% |
| Gold (GLD) | 22.1% | 17.0% | 1.06 | 8.3% |
| Commodities (DBC) | 10.5% | 18.9% | 0.44 | 3.7% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 8.5% |
| Bitcoin (BTCUSD) | 8.3% | 57.2% | 0.37 | 6.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UHG | |
|---|---|---|---|---|
| UHG | -17.0% | 86.0% | -0.14 | - |
| Sector ETF (XLY) | 13.9% | 21.9% | 0.58 | 11.6% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 12.3% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | 8.3% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 3.7% |
| Real Estate (VNQ) | 6.4% | 20.7% | 0.27 | 8.5% |
| Bitcoin (BTCUSD) | 67.9% | 66.7% | 1.07 | 6.2% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 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% |
| 8/10/2023 | -3.5% | -10.5% | -24.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 4 | 2 |
| # Negative | 4 | 5 | 7 |
| Median Positive | 2.5% | 4.9% | 2.9% |
| 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 |
|---|---|---|
| 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 | Direct | Buy | 5272025 | 1.95 | 50,000 | 97,500 | 97,500 | Form | |
| 2 | Lincks, Maigan Nieri | Two Blue Stallions, LLC | Buy | 5272025 | 2.01 | 31,151 | 62,520 | 330,093 | Form | |
| 3 | Lincks, Maigan Nieri | Two Blue Stallions, LLC | Buy | 5272025 | 2.00 | 33,330 | 66,660 | 395,602 | Form | |
| 4 | Nieri, Patrick Michael | Direct | Buy | 5272025 | 1.95 | 50,000 | 97,500 | 97,500 | 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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