Urgently (ULY)
Market Price (3/7/2026): $2.07 | Market Cap: $3.0 MilSector: Information Technology | Industry: Application Software
Urgently (ULY)
Market Price (3/7/2026): $2.07Market Cap: $3.0 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail. Themes include Online Marketplaces. | Weak multi-year price returns2Y Excs Rtn is -123%, 3Y Excs Rtn is -168% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -11 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.6% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1865% | |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -18%, Rev Chg QQuarterly Revenue Change % is -9.1% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -5.9%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -10% | ||
| 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 -850% | ||
| High stock price volatilityVol 12M is 1129% | ||
| Key risksULY key risks include [1] an immediate threat of Nasdaq delisting due to severe financial distress and non-compliance, Show more. |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail. Themes include Online Marketplaces. |
| Weak multi-year price returns2Y Excs Rtn is -123%, 3Y Excs Rtn is -168% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -11 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.6% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 1865% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -18%, Rev Chg QQuarterly Revenue Change % is -9.1% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -5.9%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -10% |
| 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 -850% |
| High stock price volatilityVol 12M is 1129% |
| Key risksULY key risks include [1] an immediate threat of Nasdaq delisting due to severe financial distress and non-compliance, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Urgently (ULY) stock has gained about 10% since 11/30/2025 because of the following key factors:
1. Anticipated 20% Revenue Growth for 2026. Urgently projected a 20% revenue growth for 2026, driven by expected customer renewals and new contracts in the insurance sector. This forward-looking positive guidance on future business expansion likely boosted investor confidence.
2. Improved Q3 2025 Gross Margin and Reduced Operating Loss. The company's third-quarter 2025 earnings, reported on November 12, 2025, showed an expanded gross margin of 25% and a reduced GAAP operating loss, indicating improvements in operational efficiency. While overall revenue declined by 9% year-over-year to $32.9 million for the quarter, these efficiency gains were seen as a positive sign.
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1. Anticipated 20% Revenue Growth for 2026. Urgently projected a 20% revenue growth for 2026, driven by expected customer renewals and new contracts in the insurance sector. This forward-looking positive guidance on future business expansion likely boosted investor confidence.
2. Improved Q3 2025 Gross Margin and Reduced Operating Loss. The company's third-quarter 2025 earnings, reported on November 12, 2025, showed an expanded gross margin of 25% and a reduced GAAP operating loss, indicating improvements in operational efficiency. While overall revenue declined by 9% year-over-year to $32.9 million for the quarter, these efficiency gains were seen as a positive sign.
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Stock Movement Drivers
Fundamental Drivers
The 8.3% change in ULY stock from 11/30/2025 to 3/6/2026 was primarily driven by a 8.3% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3062026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.91 | 2.07 | 8.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 128 | 128 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | 8.3% |
| Shares Outstanding (Mil) | 1 | 1 | 0.0% |
| Cumulative Contribution | 8.3% |
Market Drivers
11/30/2025 to 3/6/2026| Return | Correlation | |
|---|---|---|
| ULY | 8.3% | |
| Market (SPY) | -1.6% | 12.6% |
| Sector (XLK) | -4.1% | 18.9% |
Fundamental Drivers
The -51.7% change in ULY stock from 8/31/2025 to 3/6/2026 was primarily driven by a -43.3% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3062026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.29 | 2.07 | -51.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 131 | 128 | -2.5% |
| P/S Multiple | 0.0 | 0.0 | -43.3% |
| Shares Outstanding (Mil) | 1 | 1 | -12.7% |
| Cumulative Contribution | -51.7% |
Market Drivers
8/31/2025 to 3/6/2026| Return | Correlation | |
|---|---|---|
| ULY | -51.7% | |
| Market (SPY) | 4.5% | 14.8% |
| Sector (XLK) | 4.8% | 20.7% |
Fundamental Drivers
The -75.0% change in ULY stock from 2/28/2025 to 3/6/2026 was primarily driven by a -61.1% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3062026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.28 | 2.07 | -75.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 156 | 128 | -18.0% |
| P/S Multiple | 0.1 | 0.0 | -61.1% |
| Shares Outstanding (Mil) | 1 | 1 | -21.7% |
| Cumulative Contribution | -75.0% |
Market Drivers
2/28/2025 to 3/6/2026| Return | Correlation | |
|---|---|---|
| ULY | -75.0% | |
| Market (SPY) | 14.2% | -4.1% |
| Sector (XLK) | 22.3% | -3.9% |
Fundamental Drivers
nullnull
Market Drivers
2/28/2023 to 3/6/2026| Return | Correlation | |
|---|---|---|
| ULY | ||
| Market (SPY) | 76.0% | -3.0% |
| Sector (XLK) | 105.2% | -2.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ULY Return | - | - | -44% | -84% | -52% | -25% | -97% |
| Peers Return | 44% | -44% | 74% | 2% | 16% | -0% | 65% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| ULY Win Rate | - | - | 33% | 17% | 33% | 33% | |
| Peers Win Rate | 56% | 36% | 72% | 56% | 46% | 42% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| ULY Max Drawdown | - | - | -59% | -86% | -95% | -34% | |
| Peers Max Drawdown | -3% | -52% | -7% | -21% | -33% | -23% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GNRC, CAMP, VRRM, HCI.
[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 3/6/2026 (YTD)
How Low Can It Go
ULY has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -34.0% | -25.4% |
| % Gain to Breakeven | 51.6% | 34.1% |
| Time to Breakeven | 278 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -31.5% | -33.9% |
| % Gain to Breakeven | 46.0% | 51.3% |
| Time to Breakeven | 79 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.1% | -19.8% |
| % Gain to Breakeven | 31.8% | 24.7% |
| Time to Breakeven | 105 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -53.6% | -56.8% |
| % Gain to Breakeven | 115.3% | 131.3% |
| Time to Breakeven | 1,183 days | 1,480 days |
Compare to GNRC, CAMP, VRRM, HCI
In The Past
SPDR Select Sector Fund's stock fell -34.0% during the 2022 Inflation Shock from a high on 12/27/2021. A -34.0% loss requires a 51.6% gain to breakeven.
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Asset Allocation
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About Urgently (ULY)
AI Analysis | Feedback
Here are 1-2 brief analogies for Urgently (ULY):
- Uber for roadside assistance: It digitizes and streamlines the dispatch of roadside assistance, making it an on-demand, app-driven experience for customers of automakers and insurers.
- Salesforce for roadside assistance management: It provides a B2B SaaS platform that helps automotive and insurance companies efficiently manage and deliver roadside assistance services.
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- Digital Roadside Assistance Service: Provides on-demand roadside assistance such as towing, jump starts, and tire changes to consumers via a mobile app and web platform.
- Enterprise Roadside Assistance Platform: Offers its digital platform and network to businesses like automotive OEMs and insurance companies to enhance their customer's roadside assistance experience.
AI Analysis | Feedback
Urgently (ULY) operates primarily as a B2B (business-to-business) company, providing its SaaS (Software-as-a-Service) and marketplace platform for roadside assistance and mobility services to other enterprises. These enterprises then offer Urgently's services to their own end-customers.
Its major customers include leading automotive original equipment manufacturers (OEMs) and other mobility service providers. Key customer companies include:
- Mercedes-Benz Group AG (Symbol: MBGAF)
- Porsche AG (Symbol: DRPRF)
- Hyundai Motor Company (Symbol: HYMLY)
- Kia Corporation (Symbol: KIMTF)
- BMW AG (Symbol: BMWYY)
- Jaguar Land Rover (a subsidiary of Tata Motors Limited, Symbol: TTM)
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nullAI Analysis | Feedback
Matt Booth, Chief Executive Officer and President
Matt Booth brings over 20 years of experience in the technology and software industries. He has served as Urgently's CEO since August 2022 and President since December 2020, having previously held roles such as Chief Strategy Officer and Strategic Advisor at the company. Prior to joining Urgently, Mr. Booth was CEO and an advisor at Connectivity, a customer intelligence solutions company, from July 2013 to July 2018. He also held various positions at BIA Kelsey, a media research and consulting firm, including Chief Strategy Officer. Notably, Mr. Booth founded Done Right (Perform Local, Inc.), a software company that was sold to Tree (NASDAQ: TREE) in 2005. Earlier in his career, he served as VP of Strategy and Planning for Citysearch.
Michael Port, Chief Financial Officer
Michael Port was appointed Chief Financial Officer of Urgently, effective June 6, 2025, succeeding Timothy C. Huffmyer. Prior to this promotion, he served as the company's Senior Vice President of Finance. Mr. Port's background includes serving as Vice President of Finance and Controller of Lordstown Motors Corp. He also held the position of CFO at Energy Focus Inc., an LED lighting product manufacturer, and worked as a consultant for Nu Ride Inc., bringing significant automotive and financial expertise.
Gabe Huerta, Chief Product & Technology Officer
Gabe Huerta serves as Urgently's Chief Product & Technology Officer. He possesses over 13 years of experience in data-driven business leadership and strategic product development, with a strong background in building large, scalable SaaS platforms for major U.S. and international enterprise brands.
Harrison Russell, SVP of Partnerships
Harrison Russell holds the title of Senior Vice President of Partnerships at Urgently.
Jenny Mitchell, VP, Finance Strategy & Investor Relations
Jenny Mitchell is the Vice President of Finance Strategy & Investor Relations for Urgently. She actively participates in the company's financial results conference calls.
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```htmlKey Risks to Urgently (ULY)
- Risk of Nasdaq Delisting and Severe Financial Distress: Urgently Inc. (ULY) faces a significant and immediate risk of delisting from Nasdaq due to its non-compliance with the exchange's net income requirements. The company has a history of negative shareholder equity, a high debt load, and a limited cash runway, indicating severe financial challenges. It has been given deadlines to submit compliance plans to avoid delisting.
- History of Significant Operating Losses and Challenge to Achieve Sustained Profitability: Urgently has a history of reporting significant operating losses. While the company has shown improvements in reducing its GAAP and non-GAAP operating losses and increasing gross margins, it continues to report substantial net losses, and its revenue has seen year-over-year decreases. The ability to achieve and maintain consistent profitability and positive cash flow remains a critical ongoing challenge for the business.
- Intense Competition and Rapidly Changing Industry Environment: Urgently operates in a highly competitive and rapidly evolving market for roadside and mobility assistance services. This competitive landscape requires continuous innovation, expansion into new solutions and technologies, and effective customer acquisition and retention strategies to sustain growth and market position.
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nullAI Analysis | Feedback
Urgently (ULY) operates in the markets of digital roadside assistance and broader mobility assistance technology.
Roadside Assistance Market
- The global vehicle roadside assistance market was estimated at approximately USD 26.58 billion in 2024 and is projected to reach USD 35.36 billion by 2030. Urgently's CEO, Matt Booth, also stated that the global roadside assistance market is $26 billion and is expected to grow to over $30 billion.
- In the U.S., the roadside assistance market was valued at USD 5.88 billion in 2021 and is projected to grow to USD 7.73 billion by 2029. Another estimate projects the U.S. roadside assistance market to reach USD 9.1 billion by 2030.
Mobility Assistance Market
- Urgently's CEO indicated that the broader global mobility market is "over a hundred billion dollars".
- For the more specific "Mobility Aid Devices Market," the global size was valued at USD 18.7 billion in 2024 and is projected to reach USD 29.4 billion by 2034. Similarly, the global personal mobility devices market was estimated at USD 12.12 billion in 2024 and is predicted to increase to approximately USD 23.29 billion by 2034.
- In the U.S., the personal mobility devices market size was estimated at USD 3.27 billion in 2024 and is predicted to be worth around USD 6.46 billion by 2034.
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Urgently (NASDAQ: ULY) anticipates several key drivers for its future revenue growth over the next 2-3 years, focusing on expanding its customer base, leveraging technological advancements, and capitalizing on evolving market trends.
- Expansion and Acquisition of New Customer Partners: Urgently expects to drive revenue growth by securing new customer partnerships and expanding relationships with existing ones, particularly within the B2B sector including automotive, insurance, fleet, and logistics companies. The company has explicitly stated its focus on "winning new business and renewing expanding relationships with our customer partners". This strategy aims to generate "net volume and rate increases" from these partnerships.
- Technological Innovation and Platform Enhancements (AI and Machine Learning): A significant driver for Urgently is its commitment to technology leadership and continuous innovation of its digitally native software platform. The platform utilizes "location-based services, real-time data, AI and machine-to-machine communication" to power roadside assistance solutions. Initiatives like the launch of "SPARK," an AI-powered market analyzer, are designed to enhance service performance and operational efficiencies, which can attract and retain high-value customer partners.
- Expansion into the Insurance Sector: Urgently is strategically positioned for "accelerated B2B revenue growth" through its expansion into the insurance sector. Analysts and company statements point to this area as a source for "recurring high-value contracts" and significant growth potential.
- Capitalizing on Connected Mobility and EV Adoption: The increasing digitization of vehicles and the growing adoption of electric vehicles (EVs) present a substantial market opportunity. Urgently's technology-driven platform is "uniquely position[ed] to capture market share from legacy providers" in the connected mobility assistance services market, driving long-term revenue growth.
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Share Issuance
- In October 2023, Urgently's existing stockholders owned approximately 60.3% and Otonomo's shareholders owned about 39.7% of the combined company following the all-stock reverse merger, which involved the issuance of 5,427,789 shares of Urgently common stock to Otonomo shareholders.
- In February 2025, Urgently issued 1,358,073 shares of common stock to Highbridge Capital Management, Onex Credit, and Whitebox Advisors in exchange for foregoing certain fees and extending second lien term loans.
- In March 2025, Urgently effected a 1-for-12 reverse stock split to regain Nasdaq compliance, which reduced the total authorized shares from 1,000,000,000 to 500,000,000.
Inbound Investments
- In December 2021, Urgently secured up to $75 million in new financing from Highbridge, Onex Credit, and Whitebox Advisors.
- In February 2025, Urgently entered into a new credit agreement for an asset-based revolving credit facility of up to $20 million with MidCap Financial.
Outbound Investments
- In October 2023, Urgently completed the acquisition of Otonomo Technologies Ltd. through an all-stock transaction.
Capital Expenditures
- In the second quarter of 2025, Urgently capitalized approximately $1.2 million in software, primarily for platform enhancements.
- Urgently expects to capitalize approximately $1.5 million in the third quarter of 2025 for continued software enhancements.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Urgently Earnings Notes | 12/16/2025 | |
| Is Urgently Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 02282026 | BMI | Badger Meter | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
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| 02272026 | ITRI | Itron | 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 | 0.0% | 0.0% | 0.0% |
| 02272026 | FSLR | First Solar | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 02272026 | PEGA | Pegasystems | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.47 |
| Mkt Cap | 2.1 |
| Rev LTM | 902 |
| Op Inc LTM | 114 |
| FCF LTM | 137 |
| FCF 3Y Avg | 238 |
| CFO LTM | 256 |
| CFO 3Y Avg | 282 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.7% |
| Rev Chg 3Y Avg | 9.7% |
| Rev Chg Q | 3.7% |
| QoQ Delta Rev Chg LTM | 3.9% |
| Op Mgn LTM | -0.9% |
| Op Mgn 3Y Avg | 9.7% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 10.4% |
| CFO/Rev 3Y Avg | 19.6% |
| FCF/Rev LTM | 6.4% |
| FCF/Rev 3Y Avg | 13.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.1 |
| P/S | 2.6 |
| P/EBIT | 4.8 |
| P/E | 7.1 |
| P/CFO | 4.8 |
| Total Yield | 1.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.4% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.7% |
| 3M Rtn | -0.2% |
| 6M Rtn | -0.2% |
| 12M Rtn | -8.3% |
| 3Y Rtn | -6.6% |
| 1M Excs Rtn | 10.8% |
| 3M Excs Rtn | 16.9% |
| 6M Excs Rtn | -6.0% |
| 12M Excs Rtn | -28.4% |
| 3Y Excs Rtn | -72.9% |
Price Behavior
Price Behavior
| Market Price | $2.07 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 10/19/2023 | |
| Distance from 52W High | -86.1% | |
| 50 Days | 200 Days | |
| DMA Price | $2.32 | $3.71 |
| DMA Trend | down | indeterminate |
| Distance from DMA | -10.6% | -44.2% |
| 3M | 1YR | |
| Volatility | 159.8% | 1,133.6% |
| Downside Capture | 130.88 | 287.11 |
| Upside Capture | 99.47 | 117.47 |
| Correlation (SPY) | 11.6% | -4.2% |
ULY Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.22 | 2.30 | 2.09 | 1.77 | -2.45 | -3.84 |
| Up Beta | 0.79 | 6.92 | 5.41 | 2.39 | -0.05 | -0.85 |
| Down Beta | -8.15 | 1.36 | 1.49 | 2.11 | -3.48 | -2.20 |
| Up Capture | 211% | 237% | 205% | 28% | 116% | -1% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 9 | 19 | 25 | 45 | 93 | 230 |
| Down Capture | 301% | 150% | 174% | 225% | 163% | 110% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 21 | 35 | 75 | 152 | 342 |
[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 ULY | |
|---|---|---|---|---|
| ULY | -69.4% | 1,133.6% | 0.92 | - |
| Sector ETF (XLK) | 24.6% | 27.2% | 0.79 | -3.9% |
| Equity (SPY) | 16.4% | 19.2% | 0.66 | -4.2% |
| Gold (GLD) | 77.1% | 26.1% | 2.17 | 2.8% |
| Commodities (DBC) | 19.6% | 17.1% | 0.89 | -3.2% |
| Real Estate (VNQ) | 3.1% | 16.6% | 0.01 | -2.9% |
| Bitcoin (BTCUSD) | -21.4% | 45.5% | -0.39 | -3.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ULY | |
|---|---|---|---|---|
| ULY | -50.0% | 741.5% | 0.51 | - |
| Sector ETF (XLK) | 16.2% | 24.7% | 0.59 | -2.7% |
| Equity (SPY) | 13.0% | 17.0% | 0.60 | -3.0% |
| Gold (GLD) | 24.2% | 17.2% | 1.14 | 2.7% |
| Commodities (DBC) | 11.9% | 19.0% | 0.51 | -1.5% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | -1.5% |
| Bitcoin (BTCUSD) | 7.5% | 56.8% | 0.35 | -1.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ULY | |
|---|---|---|---|---|
| ULY | -29.3% | 741.5% | 0.51 | - |
| Sector ETF (XLK) | 22.2% | 24.2% | 0.84 | -2.7% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | -3.0% |
| Gold (GLD) | 15.1% | 15.6% | 0.80 | 2.7% |
| Commodities (DBC) | 9.0% | 17.6% | 0.43 | -1.5% |
| Real Estate (VNQ) | 6.1% | 20.7% | 0.26 | -1.5% |
| Bitcoin (BTCUSD) | 66.7% | 66.8% | 1.06 | -1.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -3.9% | -20.0% | -14.5% |
| 8/12/2025 | -0.4% | -6.3% | -21.5% |
| 3/12/2025 | -40.3% | 624.1% | 865.5% |
| 11/12/2024 | -2.8% | -14.1% | -15.5% |
| 8/12/2024 | -2.9% | -10.1% | -13.9% |
| 3/14/2024 | -22.1% | -38.5% | -48.3% |
| 11/14/2023 | -0.2% | 1.7% | -26.4% |
| SUMMARY STATS | |||
| # Positive | 0 | 2 | 1 |
| # Negative | 7 | 5 | 6 |
| Median Positive | 312.9% | 865.5% | |
| Median Negative | -2.9% | -14.1% | -18.5% |
| Max Positive | 624.1% | 865.5% | |
| Max Negative | -40.3% | -38.5% | -48.3% |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ben, Volkow | Direct | Sell | 9222025 | 3.78 | 800 | 3,023 | 51,367 | Form | |
| 2 | Ben, Volkow | Direct | Sell | 9222025 | 4.06 | 1,457 | 5,911 | 49,232 | Form | |
| 3 | Ben, Volkow | Direct | Sell | 8222025 | 4.59 | 800 | 3,668 | 68,546 | Form | |
| 4 | Ben, Volkow | Direct | Sell | 8222025 | 4.55 | 556 | 2,529 | 65,471 | Form | |
| 5 | Ben, Volkow | Direct | Sell | 8202025 | 4.93 | 300 | 1,479 | 80,612 | 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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