XWELL (XWEL)
Market Price (5/11/2026): $1.44 | Market Cap: $8.3 MilSector: Health Care | Industry: Life Sciences Tools & Services
XWELL (XWEL)
Market Price (5/11/2026): $1.44Market Cap: $8.3 MilSector: Health CareIndustry: Life Sciences Tools & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and Health & Wellness Trends. Themes include Experiential Retail, and Traveler Wellness Services. | Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -150% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -32% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 116% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -16%, Rev Chg QQuarterly Revenue Change % is -4.2% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -40% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 224% 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 -204% High stock price volatilityVol 12M is 241% Key risksXWEL key risks include [1] substantial doubt about its ability to continue as a going concern, Show more. |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and Health & Wellness Trends. Themes include Experiential Retail, and Traveler Wellness Services. |
| Weak multi-year price returns2Y Excs Rtn is -62%, 3Y Excs Rtn is -150% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -32% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 116% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -16%, Rev Chg QQuarterly Revenue Change % is -4.2% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -40% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 224% |
| 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 -204% |
| High stock price volatilityVol 12M is 241% |
| Key risksXWEL key risks include [1] substantial doubt about its ability to continue as a going concern, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Significant Capital Infusion and Balance Sheet Strengthening.
XWELL announced a private placement on February 24, 2026, securing approximately $31.3 million in gross proceeds through the issuance of Series H Convertible Preferred Stock and common stock warrants. This capital raise was crucial for strengthening the company's balance sheet, with proceeds allocated to repurchase roughly $5.95 million of certain notes and redeem Series G preferred stock for a total of $9 million. The market reacted strongly to this financial restructuring, with XWEL's stock surging over 220% on February 25, 2026.
2. Strategic Pivot to AI-Powered Global Biosecurity.
XWELL aggressively advanced its biosecurity strategy within the period. On February 3, 2026, the company announced a strategic partnership with PieQ to develop an AI-powered biosecurity forecasting platform to bolster the CDC's Traveler-based Genomic Surveillance program. This initiative aims for early detection and monitoring of emerging infectious diseases at international travel hubs and large-scale mass gathering events. Further solidifying this strategic direction, XWELL reaffirmed its commitment to biosecurity in January 2026 and appointed Dr. Cindy Friedman, a former CDC senior advisor, as a senior advisor to guide its global biosecurity initiatives.
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Stock Movement Drivers
Fundamental Drivers
The 365.9% change in XWEL stock from 1/31/2026 to 5/10/2026 was primarily driven by a 373.5% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.32 | 1.47 | 365.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 30 | 29 | -1.1% |
| P/S Multiple | 0.1 | 0.3 | 373.5% |
| Shares Outstanding (Mil) | 6 | 6 | -0.5% |
| Cumulative Contribution | 365.9% |
Market Drivers
1/31/2026 to 5/10/2026| Return | Correlation | |
|---|---|---|
| XWEL | 365.9% | |
| Market (SPY) | 3.6% | 13.4% |
| Sector (XLV) | -6.9% | 2.4% |
Fundamental Drivers
The 66.3% change in XWEL stock from 10/31/2025 to 5/10/2026 was primarily driven by a 86.3% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.88 | 1.47 | 66.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 31 | 29 | -4.5% |
| P/S Multiple | 0.2 | 0.3 | 86.3% |
| Shares Outstanding (Mil) | 5 | 6 | -6.5% |
| Cumulative Contribution | 66.3% |
Market Drivers
10/31/2025 to 5/10/2026| Return | Correlation | |
|---|---|---|
| XWEL | 66.3% | |
| Market (SPY) | 5.5% | 12.0% |
| Sector (XLV) | 0.3% | 3.1% |
Fundamental Drivers
The 93.2% change in XWEL stock from 4/30/2025 to 5/10/2026 was primarily driven by a 146.8% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.76 | 1.47 | 93.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 34 | 29 | -13.8% |
| P/S Multiple | 0.1 | 0.3 | 146.8% |
| Shares Outstanding (Mil) | 5 | 6 | -9.2% |
| Cumulative Contribution | 93.2% |
Market Drivers
4/30/2025 to 5/10/2026| Return | Correlation | |
|---|---|---|
| XWEL | 93.2% | |
| Market (SPY) | 30.4% | 10.1% |
| Sector (XLV) | 4.0% | 0.6% |
Fundamental Drivers
The -70.0% change in XWEL stock from 4/30/2023 to 5/10/2026 was primarily driven by a -47.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5102026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.90 | 1.47 | -70.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 56 | 29 | -47.8% |
| P/S Multiple | 0.4 | 0.3 | -19.9% |
| Shares Outstanding (Mil) | 4 | 6 | -28.3% |
| Cumulative Contribution | -70.0% |
Market Drivers
4/30/2023 to 5/10/2026| Return | Correlation | |
|---|---|---|
| XWEL | -70.0% | |
| Market (SPY) | 78.7% | 4.0% |
| Sector (XLV) | 13.0% | -1.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| XWEL Return | 70% | -82% | -76% | -13% | -69% | 176% | -95% |
| Peers Return | 4% | -15% | -8% | -24% | 38% | -15% | -26% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 7% | 95% |
Monthly Win Rates [3] | |||||||
| XWEL Win Rate | 67% | 25% | 25% | 50% | 33% | 60% | |
| Peers Win Rate | 56% | 53% | 47% | 42% | 42% | 42% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| XWEL Max Drawdown | -13% | -83% | -80% | -27% | -69% | -38% | |
| Peers Max Drawdown | -20% | -41% | -42% | -35% | -16% | -35% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: A, ATEC, CERS, ALMR, POAS.
[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 5/8/2026 (YTD)
How Low Can It Go
| Event | XWEL | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.6% | -18.8% |
| % Gain to Breakeven | 55.2% | 23.1% |
| Time to Breakeven | 103 days | 79 days |
| 2020 COVID-19 Crash | ||
| % Loss | -89.7% | -33.7% |
| % Gain to Breakeven | 868.8% | 50.9% |
| Time to Breakeven | 77 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -20.6% | -19.2% |
| % Gain to Breakeven | 26.0% | 23.7% |
| Time to Breakeven | 12 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -18.0% | -17.9% |
| % Gain to Breakeven | 21.9% | 21.8% |
| Time to Breakeven | 3 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -11.0% | -15.4% |
| % Gain to Breakeven | 12.4% | 18.2% |
| Time to Breakeven | 46 days | 125 days |
In The Past
XWELL's stock fell -35.6% during the 2025 US Tariff Shock. Such a loss loss requires a 55.2% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | XWEL | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.6% | -18.8% |
| % Gain to Breakeven | 55.2% | 23.1% |
| Time to Breakeven | 103 days | 79 days |
| 2020 COVID-19 Crash | ||
| % Loss | -89.7% | -33.7% |
| % Gain to Breakeven | 868.8% | 50.9% |
| Time to Breakeven | 77 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -20.6% | -19.2% |
| % Gain to Breakeven | 26.0% | 23.7% |
| Time to Breakeven | 12 days | 105 days |
In The Past
XWELL's stock fell -35.6% during the 2025 US Tariff Shock. Such a loss loss requires a 55.2% 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 XWELL (XWEL)
AI Analysis | Feedback
Analogy 1: It's like a CVS MinuteClinic meets a nail salon, but exclusively located in airports.
Analogy 2: Imagine a Starbucks, but for quick health and relaxation services at the airport.
AI Analysis | Feedback
- Airport Spa Services: Provides services such as massage, nail care, and skin care for travelers at airport locations.
- Airport Wellness and Diagnostic Services: Offers screening and rapid testing for communicable diseases (e.g., COVID-19, influenza, RSV), seasonal flu vaccinations, and other medical diagnostic tests at airport wellness centers.
- Retail Products: Sells a variety of spa, travel, and general retail products to the traveling public.
AI Analysis | Feedback
XWELL (symbol: XWEL) sells primarily to individuals.
The company serves the following categories of customers:
- Air Travelers Seeking Spa and Relaxation Services: Individuals at airports who are looking for massage, nail care, skin care, and other spa services to relax or rejuvenate during their travels.
- Travelers and Airport Patrons Requiring Health Screening and Diagnostic Testing: Individuals utilizing the wellness centers for rapid testing for communicable diseases such as COVID-19, influenza, and RSV, as well as seasonal flu vaccinations and other medical diagnostic services.
- Consumers of Travel and Wellness Retail Products: Travelers purchasing various spa-related products, travel essentials, and health-focused retail items offered at XWELL's airport locations.
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- Abbott Laboratories (ABT)
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Ezra Ernst, Chief Executive Officer
Ezra Ernst joined XWELL as CEO in September 2024, after serving as CEO of XWELL brands XpresCheck and HyperPointe since January 2022 and March 2020, respectively. He brings over 20 years of executive experience in health, wellness, and biosecurity. Ernst previously held roles as CEO and Chief Commercial Officer at leading wellness firms, where he developed scalable solutions. Under his leadership, XpresCheck successfully increased revenue and reputational awareness, notably through the development of the Traveler-based Genomic Surveillance (TGS) program with the Centers for Disease Control and Prevention (CDC). He is passionate about purpose-driven leadership, focusing on advancing well-being and public safety.
Ian Brown, Chief Financial Officer
Ian Brown was appointed XWELL's CFO in January 2025, bringing over 25 years of senior finance experience. His background spans startups, media, and consumer products, with expertise in corporate finance, strategic planning, investor relations, systems transformation, financial operations, and back-office process improvement. Brown previously served as a Managing Director of the Strategic FP&A Group at Accordion from 2022 to 2025 and worked at FTI Consulting in their Technology Transformation group from 2014 to 2022. He was also the CFO of two early-stage companies and was a colleague of Ezra Ernst at Wolters Kluwer. Additionally, he has experience in media investment banking.
Patti Ward, Chief Operating Officer
Patti Ward is an accomplished leader with extensive expertise across the health and wellness sectors. As Chief Operating Officer, she is responsible for driving innovation at the intersection of public health, wellness, and emerging technology, overseeing the development of solutions that improve global health security and operational effectiveness.
Summer Bernard, Director of National Spa Operations
Summer Bernard possesses over seven years of experience in medical spa management. She has a strong background in tactical planning, product knowledge, and maintaining a focus on client satisfaction, having led both individual locations and national operations.
AI Analysis | Feedback
The key risks to XWELL (symbol: XWEL) primarily revolve around its financial viability, its inherent dependence on the travel industry, and broader market challenges including intense competition and corporate governance issues.
- Financial Condition and Profitability: XWELL has consistently reported significant operating losses and net losses, including an operating loss of approximately $16.7 million and a net loss of approximately $16.9 million for 2024. Despite some revenue growth, the company's financial performance indicates ongoing challenges in achieving sustained profitability. XWELL also exhibits weak gross profit margins, recorded at 18.35% as of Q1 2024, which raises concerns about its ability to effectively manage costs. Furthermore, the company has shown reliance on external financing to support its operations and expansion plans, as evidenced by a $4 million private placement in January 2025. A substantial risk is the possibility of delisting from Nasdaq, which would severely impair its ability to raise additional capital, affect the trading of its securities, and negatively impact stock value and liquidity.
- Reliance on Air Travel and Airport Operations: A significant portion of XWELL's business model is built around providing spa and wellness services at airports. This inherently links its performance to the health and stability of international and domestic air travel, as well as the amount of time passengers spend in airports post-security. Disruptions to air travel, such as pandemics, economic downturns, or heightened security concerns, can severely impact its primary revenue streams. While XWELL is making efforts to diversify by expanding into off-airport locations, such as the Naples Wax Center and an upcoming XpresSpa in Penn Station, it remains highly susceptible to factors affecting airport traffic and operations.
- Market Volatility and Competition/Governance Issues: XWELL operates within the "personal services" industry, facing competition from various rivals. The company's stock has demonstrated high volatility, with a beta of 1.91, indicating it is 91% more volatile than the S&P 500. Historically, XWELL has experienced a sharp decline in shareholder value, with its stock plummeting approximately 99% between February 2016 and July 2024. Adding to these market-driven risks are ongoing corporate governance challenges, including litigation initiated by a significant shareholder alleging breaches of fiduciary duties and attempts to hinder alternative director nominations, which could introduce uncertainty regarding the company's leadership and strategic direction.
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The company faces a clear emerging threat from the declining demand for its COVID-19 testing services. The XpresTest segment, which includes COVID-19 screening and testing, was a significant growth area for XWELL during the pandemic. As global travel restrictions ease and the acute phase of the pandemic recedes, the need for airport-based COVID-19 testing is diminishing rapidly, directly impacting a substantial revenue stream for this segment.
Additionally, the widespread availability and increasing adoption of convenient and affordable at-home diagnostic testing kits for various communicable diseases (including influenza, RSV, and COVID-19) represent another clear emerging threat. These at-home solutions offer travelers an alternative to visiting an airport wellness center for testing, potentially eroding the market for XWELL's XpresTest services by shifting consumer behavior towards self-testing.
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Addressable Markets for XWELL's Main Products and Services
Spa Services (XpresSpa Segment)
- The global spa services market was estimated to be around USD 89.78 billion in 2023 and is projected to grow to approximately USD 199.19 billion by 2033, with a compound annual growth rate (CAGR) of 8.30% during that period. Other estimates place the global spa services market at USD 140.0 billion in 2025, projected to reach USD 363.1 billion by 2035 with a CAGR of 10.0%.
- The global wellness tourism market, which encompasses spa services, generated approximately USD 814.6 billion in revenue in 2022 and is expected to reach USD 2,096.3 billion by 2030, growing at a CAGR of 12.5%. Other reports indicate the global wellness tourism market size reached USD 1,004.5 billion in 2024 and is expected to reach USD 1,682.8 billion by 2033.
- In the United States, the spa industry generated a record USD 22.5 billion in revenue in 2024. The U.S. spa services industry held a dominant share of 83.2% within the North American market in 2025. North America accounted for 39.7% of the global wellness tourism market in 2022.
Wellness Centers and Medical Diagnostic Testing (XpresTest Segment)
- The global rapid diagnostics market was valued at USD 35.3 billion in 2024 and is expected to reach USD 68.9 billion by 2034, growing at a CAGR of 6.8% from 2025 to 2034. Another report estimated the global rapid diagnostics market size at USD 51.12 billion in 2025, predicted to reach approximately USD 280.03 billion by 2034, expanding at a CAGR of 20.80%.
- The global diagnostic rapid test kits market was valued at USD 24.52 billion in 2023 and is expected to reach USD 41.03 billion by 2031, growing at a CAGR of 6.64%.
- North America holds the largest market share in the global rapid diagnostics market, with approximately 34% of global testing adoption. The U.S. market for rapid diagnostics was valued at USD 16.8 billion in 2024.
Retail Products (Integrated Digital Platform and Relevant Retail Offering)
- The global travel retail market was valued at USD 79.93 billion in 2024 and is expected to reach USD 229.45 billion by 2032, growing at a CAGR of 14.09%. Other estimates for the global travel retail market include a valuation of USD 75.1 billion in 2024, projected to reach USD 128.9 billion by 2030.
- Airports and airline outlets represented a significant portion of the travel retail market, holding a 55.91% market share in 2024.
AI Analysis | Feedback
XWELL (NASDAQ: XWEL) is focusing on several key drivers to fuel its revenue growth over the next two to three years:
- Expansion of XpresSpa Locations and Enhanced Operational Efficiencies: XWELL aims to accelerate growth both within and outside airport locations. The company has already seen significant revenue growth in its XpresSpa segment, including international airport spas, attributed to more effective staff deployment, new service introductions, and enhanced operational efficiencies.
- Growth and Expansion of the XpresTest Segment and Biosecurity Opportunities: The XpresTest segment, which includes its biosurveillance partnership, is a considerable revenue contributor. XWELL has secured a three-year extension of its Traveler-based Genomic Surveillance Program with the Centers for Disease Control and Prevention (CDC). Furthermore, the company plans to explore international biosecurity opportunities, including large-scale deployments at major global events like the 2026 World Cup and the Olympics.
- Acquisition and Organic Expansion of Off-Airport Wellness and Beauty Offerings: XWELL is actively expanding its footprint beyond airports through acquisitions and organic growth. The acquisition of Naples Wax Center has performed well, with plans for additional locations. The company also intends to acquire select medical spas to expand into the high-growth wellness and beauty sector and enhance its presence in urban areas beyond travel hubs.
- Strategic Partnerships and Global Reach: XWELL is leveraging strategic partnerships to expand its offerings and reach. Notably, its partnership with Priority Pass has been expanded internationally to include select airports in the Middle East and Europe, introducing new revenue streams and providing broader access to XWELL's wellness services.
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Share Repurchases
- In March 2026, XWELL utilized $9 million from a private placement to repurchase outstanding senior secured convertible notes, redeem all Series G preferred stock, and retire 8.8 million existing warrants.
Share Issuance
- In February and March 2026, XWELL completed a private placement that raised approximately $31.3 million through the issuance of Series H Convertible Preferred Stock and accompanying warrants. The Series H preferred stock is initially convertible into up to 66,666,669 common shares, with warrants allowing for the purchase of an equal number of common shares.
- In January 2025, the company closed a $4 million private placement consisting of convertible preferred stock and warrants.
- XWELL's shares outstanding significantly increased from approximately 2 million in December 2020 to 6 million in September 2025.
Inbound Investments
- A significant inbound investment occurred in February and March 2026, with a $31.3 million private placement from an accredited investor.
- In January 2025, XWELL received a $4 million private placement from certain accredited investors, which involved the issuance of convertible preferred stock and warrants.
Outbound Investments
- In September 2023, XWELL acquired Naples Wax Center, a group of hair removal boutiques in Florida, for approximately $1.5 million, marking a strategic expansion beyond airports.
- In March 2025, XWELL announced plans to acquire select medical spas by the end of 2025, intending to use the $4 million private placement for this expansion into the wellness and beauty sector.
Capital Expenditures
- In the last 12 months (up to approximately March 2026), XWELL's capital expenditures were -$2.99 million.
- Management is implementing capital spending controls as part of strategic initiatives to reduce operating expenses and enhance cash flow.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| XWELL Earnings Notes | 12/16/2025 | |
| Would You Still Hold XWELL Stock If It Fell Another 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 04302026 | GEHC | GE HealthCare Technologies | 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% |
| 04302026 | IQV | IQVIA | 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% |
| 04302026 | UHS | Universal Health Services | 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% |
| 04302026 | ABT | Abbott Laboratories | 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% |
| 04302026 | ZBIO | Zenas BioPharma | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 5.06 |
| Mkt Cap | 0.8 |
| Rev LTM | 502 |
| Op Inc LTM | -6 |
| FCF LTM | -1 |
| FCF 3Y Avg | -12 |
| CFO LTM | 27 |
| CFO 3Y Avg | -10 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 12.6% |
| Rev Chg 3Y Avg | 6.3% |
| Rev Chg Q | 10.3% |
| QoQ Delta Rev Chg LTM | 2.3% |
| Op Inc Chg LTM | 40.6% |
| Op Inc Chg 3Y Avg | 23.9% |
| Op Mgn LTM | -3.8% |
| Op Mgn 3Y Avg | -12.3% |
| QoQ Delta Op Mgn LTM | 1.7% |
| CFO/Rev LTM | 3.9% |
| CFO/Rev 3Y Avg | -4.8% |
| FCF/Rev LTM | -0.3% |
| FCF/Rev 3Y Avg | -12.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.8 |
| P/S | 1.9 |
| P/Op Inc | -12.4 |
| P/EBIT | -7.9 |
| P/E | -4.9 |
| P/CFO | 23.0 |
| Total Yield | -6.4% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -4.1% |
| D/E | 0.4 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 16.2% |
| 3M Rtn | -0.8% |
| 6M Rtn | -6.0% |
| 12M Rtn | 9.0% |
| 3Y Rtn | -22.6% |
| 1M Excs Rtn | 5.8% |
| 3M Excs Rtn | -7.6% |
| 6M Excs Rtn | -14.9% |
| 12M Excs Rtn | -22.7% |
| 3Y Excs Rtn | -105.9% |
Price Behavior
| Market Price | $1.47 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 07/27/2010 | |
| Distance from 52W High | -13.5% | |
| 50 Days | 200 Days | |
| DMA Price | $1.29 | $0.94 |
| DMA Trend | up | up |
| Distance from DMA | 14.3% | 56.7% |
| 3M | 1YR | |
| Volatility | 466.2% | 242.4% |
| Downside Capture | -0.07 | 0.57 |
| Upside Capture | 589.37 | 141.04 |
| Correlation (SPY) | 14.6% | 10.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.54 | 2.05 | 4.10 | 3.01 | 1.95 | 0.41 |
| Up Beta | 2.16 | 1.28 | 3.62 | 5.16 | 2.52 | -0.23 |
| Down Beta | 3.56 | 2.06 | 0.43 | 0.38 | 0.94 | -0.03 |
| Up Capture | 127% | 124% | 1000% | 251% | 171% | 18% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 9 | 19 | 30 | 50 | 109 | 310 |
| Down Capture | 736% | 280% | 7% | 148% | 126% | 106% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 13 | 24 | 34 | 72 | 139 | 409 |
[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 XWEL | |
|---|---|---|---|---|
| XWEL | 87.0% | 241.5% | 0.86 | - |
| Sector ETF (XLV) | 7.9% | 15.4% | 0.30 | 0.5% |
| Equity (SPY) | 29.0% | 12.5% | 1.83 | 10.1% |
| Gold (GLD) | 39.8% | 27.0% | 1.22 | -1.5% |
| Commodities (DBC) | 50.6% | 18.0% | 2.21 | -2.0% |
| Real Estate (VNQ) | 13.0% | 13.5% | 0.66 | -0.6% |
| Bitcoin (BTCUSD) | -17.4% | 42.1% | -0.34 | 17.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with XWEL | |
|---|---|---|---|---|
| XWEL | -43.7% | 130.9% | -0.04 | - |
| Sector ETF (XLV) | 4.9% | 14.6% | 0.16 | 2.5% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 9.5% |
| Gold (GLD) | 20.9% | 17.9% | 0.95 | 0.9% |
| Commodities (DBC) | 13.8% | 19.1% | 0.59 | 0.3% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 7.0% |
| Bitcoin (BTCUSD) | 7.0% | 56.0% | 0.34 | 8.0% |
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 XWEL | |
|---|---|---|---|---|
| XWEL | -51.6% | 138.3% | -0.13 | - |
| Sector ETF (XLV) | 9.3% | 16.5% | 0.46 | 7.8% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 13.9% |
| Gold (GLD) | 13.4% | 15.9% | 0.69 | 1.0% |
| Commodities (DBC) | 9.3% | 17.8% | 0.44 | 6.5% |
| Real Estate (VNQ) | 5.8% | 20.7% | 0.24 | 13.7% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 7.4% |
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 |
| 4/1/2026 | -7.8% | 6.0% | 10.3% |
| 11/14/2025 | 11.8% | -9.7% | -12.5% |
| 8/14/2025 | -5.8% | -10.0% | -10.0% |
| 4/15/2025 | -0.3% | 2.4% | 23.7% |
| 11/14/2024 | -1.5% | -13.9% | 11.9% |
| 8/14/2024 | 1.0% | -5.7% | -17.9% |
| 4/16/2024 | 1.5% | 3.6% | 34.3% |
| 11/14/2023 | -4.1% | 17.0% | 23.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 5 | 9 |
| # Negative | 13 | 13 | 9 |
| Median Positive | 1.5% | 6.0% | 12.4% |
| Median Negative | -5.8% | -9.7% | -21.1% |
| Max Positive | 11.8% | 34.9% | 34.3% |
| Max Negative | -14.0% | -26.3% | -38.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 04/01/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/20/2025 | 10-Q |
| 12/31/2024 | 04/15/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/16/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 04/17/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
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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