Tearsheet

Universal Safety Products (UUU)


Market Price (3/30/2026): $5.93 | Market Cap: $13.7 Mil
Sector: Industrials | Industry: Building Products

Universal Safety Products (UUU)


Market Price (3/30/2026): $5.93
Market Cap: $13.7 Mil
Sector: Industrials
Industry: Building Products

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -18%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -25%
1 Attractive yield
FCF Yield is 7.6%
Stock price has recently run up significantly
12M Rtn12 month market price return is 293%
2  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -50%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -15%, Rev Chg QQuarterly Revenue Change % is -100%
3  Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 123%
4  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.1%
5  High stock price volatility
Vol 12M is 126%
6  Key risks
UUU key risks include [1] total dependence on Chinese imports and related tariffs, Show more.
0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -18%
1 Attractive yield
FCF Yield is 7.6%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -25%
3 Stock price has recently run up significantly
12M Rtn12 month market price return is 293%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -50%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -15%, Rev Chg QQuarterly Revenue Change % is -100%
5 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 123%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.1%
7 High stock price volatility
Vol 12M is 126%
8 Key risks
UUU key risks include [1] total dependence on Chinese imports and related tariffs, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Universal Safety Products (UUU) stock has gained about 35% since 11/30/2025 because of the following key factors:

1. Universal Safety Products reported a significant financial turnaround, with sales increasing by 40% to $6.23 million in the fourth quarter of fiscal year 2025 (ending March 31, 2025), and achieving a net income of $1.30 million, compared to a net loss in the prior year.

2. The company's strategic divestiture of its smoke alarm and carbon monoxide alarm business in May 2025 resulted in a $2.82 million gain in Q1 2025 net income.

Show more

Stock Movement Drivers

Fundamental Drivers

The 34.4% change in UUU stock from 11/30/2025 to 3/29/2026 was primarily driven by a 102.8% change in the company's P/S Multiple.
(LTM values as of)113020253292026Change
Stock Price ($)4.395.9034.4%
Change Contribution By: 
Total Revenues ($ Mil)1611-33.7%
P/S Multiple0.61.3102.8%
Shares Outstanding (Mil)220.0%
Cumulative Contribution34.4%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/29/2026
ReturnCorrelation
UUU34.4% 
Market (SPY)-5.3%26.8%
Sector (XLI)3.9%13.2%

Fundamental Drivers

The 112.3% change in UUU stock from 8/31/2025 to 3/29/2026 was primarily driven by a 346.7% change in the company's P/S Multiple.
(LTM values as of)83120253292026Change
Stock Price ($)2.785.90112.3%
Change Contribution By: 
Total Revenues ($ Mil)2311-52.5%
P/S Multiple0.31.3346.7%
Shares Outstanding (Mil)220.0%
Cumulative Contribution112.3%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/29/2026
ReturnCorrelation
UUU112.3% 
Market (SPY)0.6%25.7%
Sector (XLI)5.5%21.2%

Fundamental Drivers

The 250.4% change in UUU stock from 2/28/2025 to 3/29/2026 was primarily driven by a 604.5% change in the company's P/S Multiple.
(LTM values as of)22820253292026Change
Stock Price ($)1.685.90250.4%
Change Contribution By: 
Total Revenues ($ Mil)2211-50.3%
P/S Multiple0.21.3604.5%
Shares Outstanding (Mil)220.0%
Cumulative Contribution250.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/29/2026
ReturnCorrelation
UUU250.4% 
Market (SPY)9.8%9.6%
Sector (XLI)18.4%8.8%

Fundamental Drivers

The 169.5% change in UUU stock from 2/28/2023 to 3/29/2026 was primarily driven by a 411.0% change in the company's P/S Multiple.
(LTM values as of)22820233292026Change
Stock Price ($)2.195.90169.5%
Change Contribution By: 
Total Revenues ($ Mil)2111-47.3%
P/S Multiple0.21.3411.0%
Shares Outstanding (Mil)220.0%
Cumulative Contribution169.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/29/2026
ReturnCorrelation
UUU169.5% 
Market (SPY)69.4%4.9%
Sector (XLI)65.1%6.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
UUU Return-32%-40%-18%43%159%17%43%
Peers Return0%-16%14%19%-3%3%15%
S&P 500 Return27%-19%24%23%16%-5%72%

Monthly Win Rates [3]
UUU Win Rate33%42%50%42%58%67% 
Peers Win Rate52%43%42%57%53%53% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
UUU Max Drawdown-37%-44%-29%-32%-29%-24% 
Peers Max Drawdown-11%-34%-15%-13%-28%-5% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-5% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MMM, HON, MSA, DD, LAKE. See UUU Returns vs. Peers.
[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 3/27/2026 (YTD)

How Low Can It Go

Unique KeyEventUUUS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-87.0%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven670.8%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-61.6%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven160.2%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven84 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-86.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven645.4%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven405 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-93.4%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven1405.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1,480 days

Compare to MMM, HON, MSA, DD, LAKE

In The Past

Universal Safety Products's stock fell -87.0% during the 2022 Inflation Shock from a high on 2/10/2021. A -87.0% loss requires a 670.8% gain to breakeven.

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About Universal Safety Products (UUU)

Universal Security Instruments, Inc., together with its subsidiary, designs, markets, and distributes safety and security products for use in homes and businesses in the United States and internationally. It offers a line of safety alarms, including units powered by replaceable batteries, sealed batteries, and battery backup alarms; and smoke alarms, which include hearing impaired and heat alarms, as well as carbon monoxide alarms, door chimes, ventilation products, ground fault circuit interrupters, and other electrical devices under the UNIVERSAL and USI Electric trade names. The company provides its products to wholesale distributors; chain, discount, and television retailers; home center stores; catalog and mail order companies; electrical and lighting distributors, and manufactured housing companies; and other distributors. It also sells its products through independent sales organizations and sales representatives, as well as through its own sales catalogs and brochures, and website. The company was incorporated in 1969 and is headquartered in Owings Mills, Maryland.

AI Analysis | Feedback

Here are 1-2 brief analogies to describe Universal Safety Products (UUU):

  • The First Alert or Kidde of home safety: Like these established brands, UUU designs and distributes a range of essential safety alarms and electrical devices for homes and businesses.
  • Like Duracell or Energizer, but for safety alarms: UUU provides indispensable, everyday home safety products such as smoke and carbon monoxide detectors, much like those companies provide essential batteries.

AI Analysis | Feedback

  • Safety Alarms: A range of alarms including smoke alarms (with various power sources and features), heat alarms, and carbon monoxide alarms for residential and business safety.
  • Door Chimes: Devices used for signaling entry or notifications in homes and businesses.
  • Ventilation Products: Equipment designed to facilitate air movement and improve air quality.
  • Electrical Devices: Includes ground fault circuit interrupters (GFCIs) and other various electrical components for homes and businesses.

AI Analysis | Feedback

Major Customers of Universal Safety Products (UUU)

Universal Safety Products (UUU) primarily sells its products to other companies. The provided description identifies the following categories of businesses as its major customers:

  • Wholesale distributors
  • Chain, discount, and television retailers
  • Home center stores
  • Catalog and mail order companies
  • Electrical and lighting distributors
  • Manufactured housing companies
  • Other distributors

The provided company description does not list specific names of customer companies.

AI Analysis | Feedback

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AI Analysis | Feedback

Harvey B. Grossblatt, President, Chief Executive Officer, and Director

Mr. Grossblatt has served as the Chief Executive Officer of Universal Safety Products, Inc. (formerly Universal Security Instruments, Inc.) since August 2004 and its President since June 1996. He provides strategic leadership and vision, overseeing all aspects of the business, including product development, market strategy, financial performance, and corporate governance. In November 2024, he signed a letter agreement waiving certain change of control payments he was entitled to in connection with the company's asset purchase agreement with Feit Electric Company, Inc. This transaction, which closed in May 2025, involved the sale of company assets to an acquirer.

James B. Huff, Chief Financial Officer, Treasurer, and Secretary

Mr. Huff serves as the Chief Financial Officer, Treasurer, and Secretary for Universal Security Instruments, Inc. He has a distinguished career in financial management, bringing extensive experience to his multifaceted role. His responsibilities include overseeing the company's financial health, strategic financial planning, managing treasury functions, and ensuring robust corporate governance through his secretarial duties. His expertise is crucial in guiding the company through complex financial landscapes, driving profitability, and maintaining strong investor relations. Information regarding him founding or managing other companies, selling companies, or a pattern of managing companies backed by private equity firms is not available in the provided search results.

Phillip Haigh, Sales Manager

Mr. Haigh is a Sales Manager at Universal Security Instruments, Inc., where he is instrumental in driving the company's sales strategies and managing customer relationships within his designated territories. He identifies new business opportunities, fosters sales growth, leads sales teams, develops effective sales pitches, and ensures customer satisfaction.

Glenda Anderson, Sales Manager

Ms. Anderson is a Sales Manager at Universal Security Instruments, Inc., responsible for developing and executing sales plans to achieve company objectives. She plays a key part in building and maintaining relationships with clients, identifying market trends, and driving revenue growth for the company. Her expertise in sales and knowledge of the company's security products allow her to effectively serve the customer base and contribute to overall success.

AI Analysis | Feedback

The key risks to Universal Safety Products (symbol: UUU) are primarily centered around regulatory compliance and a significant strategic shift in its business operations.

  1. Risk of Delisting Due to Delayed Regulatory Filings: Universal Safety Products, Inc. received a notice of noncompliance from NYSE Regulation on July 16, 2025, for failing to timely file its Annual Report on Form 10-K for the fiscal year ended March 31, 2025. The company was granted a six-month grace period until January 15, 2026, to file the delayed Form 10-K and regain compliance with NYSE American listing standards. Failure to resolve this could lead to the delisting of its stock.
  2. Revenue Uncertainty Following Strategic Divestiture: In May 2025, Universal Safety Products, Inc. announced the sale of its smoke and carbon monoxide alarm business to Feit Electric Company. This divestiture represents a "massive strategic shift" that is expected to redefine the company's entire revenue base. While financial results for Q4 and fiscal year 2025 showed improvements, the long-term impact of this significant change on the company's revenue streams and overall business model presents a key risk and uncertainty regarding future performance and growth.

AI Analysis | Feedback

The increasing market penetration and technological advancements of smart home safety and security devices, such as internet-connected smoke and carbon monoxide detectors and integrated security systems offered by companies like Google Nest and Ring, which integrate into larger smart home ecosystems and provide features like remote monitoring, smartphone alerts, and interoperability with other smart devices, thereby potentially displacing demand for Universal Safety Products' traditional, standalone safety products.

AI Analysis | Feedback

Universal Safety Products (trading under Universal Security Instruments, Inc., symbol: UUU) operates in several addressable markets for its main safety and security products. The key markets and their estimated sizes are detailed below:

Smoke Alarms

  • The global smoke detector market was valued at USD 2.29 billion in 2025 and is projected to increase to approximately USD 4.78 billion by 2034.
  • In the U.S., the smoke alarm market size was estimated at USD 343.0 million in 2024 and is projected to grow to USD 798.0 million by 2035. The U.S. smoke alarm market is also projected to grow from USD 0.74 billion in 2025 to USD 1.25 billion by 2033.

Carbon Monoxide Alarms

  • The global carbon monoxide alarms market was valued at USD 483.86 million in 2025 and is projected to reach USD 1006.61 million by 2035. Another estimate values the global market at USD 390.8 million in 2023, projected to reach USD 879.7 million by 2032.
  • North America leads the carbon monoxide alarms market, accounting for over 40% of global installations in 2023.

Residential Ventilation Systems

  • The global residential ventilation systems market size is expected to grow from USD 28.51 billion in 2024 and is estimated to reach USD 50.29 billion by 2032.
  • In North America, the residential ventilation systems market held a major share of more than 40% of the global revenue with a market size of USD 11.40 billion in 2024. The demand for ventilation equipment in the U.S. is valued at USD 9.5 billion in 2025 and is projected to reach USD 18.0 billion by 2035.

Ground Fault Circuit Interrupters (GFCIs)

  • The global Ground Fault Circuit Interrupter (GFCI) products market is currently valued at USD 4.2 billion in 2024 and is anticipated to reach between USD 5.5 billion and USD 7.0 billion by the end of the forecast period (next five to seven years).
  • The Ground Fault Circuit Interrupter market size is expected to reach USD 3.42 billion by 2030.
  • The U.S. dominates the GFCI market with approximately a 60% market share.

Broader Home Safety and Security Market

  • The global home security products and solutions market, estimated at US$87 billion in 2023, is expected to reach US$159.9 billion by 2030.
  • The global smart home security market size was estimated at USD 40.38 billion in 2025 and is predicted to increase to approximately USD 163.15 billion by 2035.
  • North America dominated the global smart home security market, holding more than a 37% share in 2025. North America is also the largest regional market for home security solutions.

AI Analysis | Feedback

Universal Safety Products (symbol: UUU) is expected to have its future revenue growth driven by the following factors over the next 2-3 years:
  • Growth in Existing Product Lines Beyond Smoke and Carbon Monoxide Alarms: Following the sale of its smoke alarm and carbon monoxide alarm business in May 2025, Universal Safety Products intends to continue marketing its other product lines, which include wiring devices, door chimes, ventilation products, ground fault circuit interrupters, and various electrical devices. Increased sales and market penetration in these continuing segments will contribute to revenue growth.
  • Exploration and Launch of New Business Opportunities: The company is actively "exploring other business opportunities to drive long-term value for shareholders." This strategic initiative to identify and potentially enter new markets or introduce new product categories will be a key driver of future revenue as the company reshapes its portfolio.
  • Strength of the U.S. Housing Market: Universal Safety Products' overall sales are heavily reliant on the vigor of the U.S. housing market. Specifically, demand in new home construction and new home sales directly influences the sales performance of its Universal Electric subsidiary, which supplies products to the electrical distribution trade and manufactured housing companies. A robust housing market will positively impact the company's revenue.

AI Analysis | Feedback

Share Issuance

  • In February 2026, Universal Safety Products, Inc. issued 405,000 shares of common stock by converting approximately $1.5 million in principal and accrued interest from a convertible note.
  • This transaction increased the total outstanding common shares to 2,717,887 as of February 3, 2026, and shifted debt into equity, resulting in dilution for existing shareholders.

Outbound Investments

  • In May 2025, Universal Safety Products, Inc. completed the sale of its smoke alarm and carbon monoxide alarm business to Feit Electric Company.
  • This strategic divestiture fundamentally altered the company's revenue profile, providing a significant financial boost and a cleaner balance sheet.
  • The Asset Purchase Agreement for this sale, which included certain inventory and non-tangible assets, was initially entered into in November 2024.

Capital Expenditures

  • As of the trailing twelve months ending December 2024, Universal Safety Products, Inc. reported minimal capital expenditures, with Investing Cash Flow recorded as $0.00.
  • The company's negative operating cash flow during the same period suggested that core operations were not generating enough cash, which likely limited significant capital expenditures.

Better Bets vs. Universal Safety Products (UUU)

Trade Ideas

Select ideas related to UUU.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
EFX_2272026_Monopoly_xInd_xCD_Getting_Cheaper02272026EFXEquifaxMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.0%0.0%0.0%
LZ_2202026_Dip_Buyer_High_CFO_Margins_ExInd_DE02202026LZLegalZoom.comDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
7.2%7.2%-5.0%
ADP_2132026_Dip_Buyer_ValueBuy02132026ADPAutomatic Data ProcessingDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
1.1%1.1%-3.0%
TREX_2132026_Dip_Buyer_ValueBuy02132026TREXTrexDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-3.2%-3.2%-5.9%
PCTY_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026PCTYPaylocityDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-0.6%-0.6%-4.8%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

UUUMMMHONMSADDLAKEMedian
NameUniversa.3M Honeywel.MSA Safe.DuPont d.Lakeland. 
Mkt Price5.90143.04223.12165.2645.267.5894.15
Mkt Cap0.076.4141.76.518.70.112.6
Rev LTM1124,94837,4421,8757,5241934,699
Op Inc LTM-34,7916,567392918-11655
FCF LTM11,3965,42229516-23156
FCF 3Y Avg12,3665,082196-535-1098
CFO LTM12,3066,408364560-21462
CFO 3Y Avg13,6025,948251723-8487

Growth & Margins

UUUMMMHONMSADDLAKEMedian
NameUniversa.3M Honeywel.MSA Safe.DuPont d.Lakeland. 
Rev Chg LTM-50.3%1.5%7.8%3.7%1.4%27.4%2.6%
Rev Chg 3Y Avg-14.8%-9.5%2.0%7.3%-11.9%20.7%-3.7%
Rev Chg Q-99.6%2.0%8.8%2.2%-21.2%4.0%2.1%
QoQ Delta Rev Chg LTM-33.7%0.5%1.5%0.6%-4.2%1.0%0.5%
Op Mgn LTM-24.5%19.2%17.5%20.9%12.2%-5.8%14.9%
Op Mgn 3Y Avg-9.4%-0.0%18.4%21.5%11.9%0.2%6.0%
QoQ Delta Op Mgn LTM-16.3%-1.3%-0.6%-0.1%-1.3%-3.5%-1.3%
CFO/Rev LTM9.6%9.2%17.1%19.4%7.4%-10.8%9.4%
CFO/Rev 3Y Avg4.8%13.9%17.0%13.7%10.2%-3.6%11.9%
FCF/Rev LTM9.6%5.6%14.5%15.8%0.2%-12.0%7.6%
FCF/Rev 3Y Avg4.8%9.1%14.5%10.7%-8.1%-5.0%6.9%

Valuation

UUUMMMHONMSADDLAKEMedian
NameUniversa.3M Honeywel.MSA Safe.DuPont d.Lakeland. 
Mkt Cap0.076.4141.76.518.70.112.6
P/S1.33.13.83.42.50.42.8
P/EBIT-4.814.820.816.2-84.7-2.66.1
P/E-78.423.530.023.2-24.0-2.010.6
P/CFO13.233.122.117.833.4-3.519.9
Total Yield-1.3%5.3%5.4%4.3%-1.0%-49.3%1.7%
Dividend Yield0.0%1.0%2.1%0.0%3.2%1.5%1.2%
FCF Yield 3Y Avg12.6%4.2%3.8%3.1%-1.6%-9.7%3.4%
D/E0.10.20.30.10.20.70.2
Net D/E-0.20.10.20.10.10.50.1

Returns

UUUMMMHONMSADDLAKEMedian
NameUniversa.3M Honeywel.MSA Safe.DuPont d.Lakeland. 
1M Rtn15.9%-13.5%-8.4%-15.4%-9.6%-17.3%-11.5%
3M Rtn18.0%-11.4%13.6%1.1%10.1%-12.3%5.6%
6M Rtn39.5%-5.6%14.9%-2.7%49.9%-50.0%6.1%
12M Rtn292.7%0.6%14.9%13.0%56.0%-62.4%14.0%
3Y Rtn214.2%84.3%33.4%29.5%70.1%-46.9%51.8%
1M Excs Rtn25.8%-6.1%0.9%-7.9%-2.3%-11.7%-4.2%
3M Excs Rtn28.3%-2.3%22.0%10.8%18.8%-5.1%14.8%
6M Excs Rtn14.3%-2.1%18.7%2.0%56.8%-45.4%8.1%
12M Excs Rtn273.5%-16.1%1.9%-2.0%39.5%-73.9%-0.1%
3Y Excs Rtn149.7%24.8%-27.0%-29.9%14.4%-107.1%-6.3%

Comparison Analyses

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Financials

Price Behavior

Price Behavior
Market Price$5.90 
Market Cap ($ Bil)0.0 
First Trading Date08/18/1995 
Distance from 52W High-12.6% 
   50 Days200 Days
DMA Price$5.10$4.33
DMA Trendupup
Distance from DMA15.8%36.1%
 3M1YR
Volatility117.8%126.8%
Downside Capture1.300.17
Upside Capture403.78164.77
Correlation (SPY)26.8%9.8%
UUU Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta3.195.124.472.540.680.36
Up Beta2.874.214.045.200.360.42
Down Beta1.544.304.633.230.76-0.18
Up Capture458%742%667%329%219%46%
Bmk +ve Days9203170142431
Stock +ve Days11223467128360
Down Capture295%436%322%99%64%81%
Bmk -ve Days12213054109320
Stock -ve Days10182655116350

[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 UUU
UUU287.1%126.1%1.60-
Sector ETF (XLI)20.5%19.2%0.849.5%
Equity (SPY)14.5%18.9%0.599.7%
Gold (GLD)50.2%27.7%1.468.6%
Commodities (DBC)17.8%17.6%0.8510.9%
Real Estate (VNQ)0.4%16.4%-0.150.7%
Bitcoin (BTCUSD)-23.7%44.2%-0.4923.4%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with UUU
UUU-1.1%95.9%0.40-
Sector ETF (XLI)12.3%17.2%0.5610.0%
Equity (SPY)11.8%17.0%0.5410.5%
Gold (GLD)20.7%17.7%0.962.6%
Commodities (DBC)11.6%18.9%0.508.0%
Real Estate (VNQ)3.0%18.8%0.075.0%
Bitcoin (BTCUSD)4.0%56.6%0.2912.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with UUU
UUU5.3%101.2%0.50-
Sector ETF (XLI)13.0%19.8%0.5811.1%
Equity (SPY)14.0%17.9%0.6712.4%
Gold (GLD)13.3%15.8%0.703.5%
Commodities (DBC)8.2%17.6%0.396.9%
Real Estate (VNQ)4.7%20.7%0.199.9%
Bitcoin (BTCUSD)66.4%66.8%1.069.2%

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Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 228202614.0%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1.4 days
Basic Shares Quantity2.3 Mil
Short % of Basic Shares3.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/18/2025-3.7%-7.0%-14.5%
SUMMARY STATS   
# Positive000
# Negative111
Median Positive   
Median Negative-3.7%-7.0%-14.5%
Max Positive   
Max Negative-3.7%-7.0%-14.5%

SEC Filings

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Report DateFiling DateFiling
12/31/202502/19/202610-Q
09/30/202511/19/202510-Q
06/30/202508/19/202510-Q
03/31/202507/29/202510-K
12/31/202402/14/202510-Q
09/30/202411/19/202410-Q
06/30/202408/19/202410-Q
03/31/202407/12/202410-K
12/31/202302/20/202410-Q
09/30/202311/20/202310-Q
06/30/202308/21/202310-Q
03/31/202307/14/202310-K
12/31/202202/16/202310-Q
09/30/202211/21/202210-Q
06/30/202208/17/202210-Q
03/31/202207/14/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Ault, Milton C IiiAult Lending, LLCBuy10220264.997003,490793,242Form
2Ault, Milton C IiiAult Lending, LLCBuy10220264.933,36016,580801,644Form
3Ault, Milton C IiiAult Lending, LLCBuy123020255.01100501759,732Form
4Ault, Milton C IiiAult Lending, LLCBuy123020254.926,80533,489779,027Form
5Ault, Milton C IiiAult Lending, LLCBuy123020255.01100501793,569Form