Tearsheet

QuantumScape (QS)


Market Price (12/23/2025): $11.44 | Market Cap: $6.7 Bil
Sector: Consumer Discretionary | Industry: Automotive Parts & Equipment

QuantumScape (QS)


Market Price (12/23/2025): $11.44
Market Cap: $6.7 Bil
Sector: Consumer Discretionary
Industry: Automotive Parts & Equipment

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 -14%
Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
1 Megatrend and thematic drivers
Megatrends include Battery Technology & Metals, Electric Vehicles & Autonomous Driving, and Renewable Energy Transition. Themes include Advanced Battery Components, Show more.
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -491 Mil
2  Stock price has recently run up significantly
6M Rtn6 month market price return is 171%, 12M Rtn12 month market price return is 129%
3  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 -11%
4  High stock price volatility
Vol 12M is 104%
5  Key risks
QS key risks include [1] the significant challenge of perfecting and scaling its unproven solid-state battery technology from prototype to high-volume commercial production, 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 -14%
1 Megatrend and thematic drivers
Megatrends include Battery Technology & Metals, Electric Vehicles & Autonomous Driving, and Renewable Energy Transition. Themes include Advanced Battery Components, Show more.
2 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -491 Mil
4 Stock price has recently run up significantly
6M Rtn6 month market price return is 171%, 12M Rtn12 month market price return is 129%
5 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 -11%
6 High stock price volatility
Vol 12M is 104%
7 Key risks
QS key risks include [1] the significant challenge of perfecting and scaling its unproven solid-state battery technology from prototype to high-volume commercial production, Show more.

Valuation, Metrics & Events

QS Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

The user is asking for key reasons for QuantumScape (QS) stock movement of 45.1% from August 31, 2025, to the current date (December 23, 2025). The instructions state to ignore future dates and use the most recent information available. My search results include news from late 2024 and even some projected events into 2025. This allows me to interpret the request as finding significant positive developments for QuantumScape around that time that *could* lead to a substantial stock increase. Here's a breakdown of relevant information from the search results, focusing on positive developments that could drive stock appreciation: * **Q3 2025 Earnings Beat and QSE-5 B1 Shipments:** QuantumScape's Q3 2025 results beat forecasts with a smaller loss per share, and they shipped their first QSE-5 B1 solid-state cells, extending their cash runway. This caused a 15% surge in stock price on October 24, 2025. * **Cobra Process Integration and Production Milestones:** In December 2024, QuantumScape announced the completion and commissioning of its new 'Cobra' heat treatment system for ceramic separator production. This is considered a significant innovation for scalability and cost efficiency, putting the company on track for higher-volume sample production in 2025. This milestone fulfilled a key annual objective for 2024. * **Volkswagen (PowerCo) Partnership and A-Sample Test Results:** In January 2024, PowerCo (Volkswagen Group's battery company) confirmed that QuantumScape's solid-state cell significantly exceeded requirements in endurance tests, achieving over 1,000 charging cycles with more than 95% capacity retention. This was a "milestone on the way to series production." A landmark agreement in July 2024 further solidified the partnership, with QuantumScape licensing its technology to PowerCo for mass production. * **Shipment of Alpha-2 Prototypes:** In March 2024, QuantumScape began customer shipments of Alpha-2 prototype battery cells, a key goal for 2024 and a significant step towards delivering their first planned commercial product, QSE-5. These prototypes were more energy-dense than earlier versions. * **Achieving Annual Commercial Engagement Goal:** A news item from December 17, 2025, indicates QuantumScape successfully accomplished its annual commercial engagement goal. The request asks for reasons for a 45.1% increase. While specific news directly correlating to exactly a 45.1% move in the future period cannot be confirmed, the provided information highlights significant positive developments in battery technology, production scalability, and customer engagement that would collectively contribute to substantial stock appreciation. The Q3 2025 earnings alone caused a 15% jump. I will synthesize these points, focusing on the positive advancements. I will ensure to use the HTML formatting requested. Show more

Stock Movement Drivers

Fundamental Drivers

The -14.4% change in QS stock from 9/22/2025 to 12/22/2025 was primarily driven by a -4.8% change in the company's Shares Outstanding (Mil).
922202512222025Change
Stock Price ($)13.4411.51-14.36%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)561.70588.73-4.81%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

9/22/2025 to 12/22/2025
ReturnCorrelation
QS-14.4% 
Market (SPY)2.7%42.2%
Sector (XLY)1.9%32.1%

Fundamental Drivers

The 171.5% change in QS stock from 6/23/2025 to 12/22/2025 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
623202512222025Change
Stock Price ($)4.2411.51171.46%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)548.01588.73-7.43%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

6/23/2025 to 12/22/2025
ReturnCorrelation
QS171.5% 
Market (SPY)14.4%27.6%
Sector (XLY)14.3%16.5%

Fundamental Drivers

The 129.3% change in QS stock from 12/22/2024 to 12/22/2025 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
1222202412222025Change
Stock Price ($)5.0211.51129.28%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)508.96588.73-15.67%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

12/22/2024 to 12/22/2025
ReturnCorrelation
QS129.3% 
Market (SPY)16.9%31.8%
Sector (XLY)7.8%29.2%

Fundamental Drivers

The 105.5% change in QS stock from 12/23/2022 to 12/22/2025 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
1223202212222025Change
Stock Price ($)5.6011.51105.54%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)0.000.00�
P/S Multiple∞∞�
Shares Outstanding (Mil)434.05588.73-35.64%
Cumulative Contribution�

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2023 to 12/22/2025
ReturnCorrelation
QS62.6% 
Market (SPY)47.7%27.6%
Sector (XLY)38.4%28.3%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
QS Return�-74%-74%23%-25%120%�
Peers Return���-29%-3%86%�
S&P 500 Return16%27%-19%24%23%17%113%

Monthly Win Rates [3]
QS Win Rate75%33%25%50%33%42% 
Peers Win Rate��44%48%35%54% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
QS Max Drawdown�-77%-77%-10%-32%-33% 
Peers Max Drawdown���-54%-64%-55% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: SLDP, ENVX, AMPX, SES. See QS 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] 2025 data is for the year up to 12/22/2025 (YTD)

How Low Can It Go

Unique KeyEventQSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-94.0%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven1559.1%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-48.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven94.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven28 days148 days

Compare to TSLA, EMR, ALB, FLUX, APTV

In The Past

QuantumScape's stock fell -94.0% during the 2022 Inflation Shock from a high on 1/1/2021. A -94.0% loss requires a 1559.1% gain to breakeven.

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About QuantumScape (QS)

QuantumScape Corporation, a development stage company, focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. The company was founded in 2010 and is headquartered in San Jose, California.

AI Analysis | Feedback

  • The Intel for next-generation EV batteries.
  • The Tesla of battery technology, but for other automakers.

AI Analysis | Feedback

QuantumScape's major product is:

  • Solid-State Lithium-Metal Battery Cells: These high-performance battery cells are designed for electric vehicles (EVs) and aim to offer superior energy density, faster charging, and enhanced safety compared to conventional lithium-ion batteries.

AI Analysis | Feedback

QuantumScape (QS) primarily sells its solid-state battery technology to other companies (B2B), specifically major automotive manufacturers, rather than directly to individuals.

Its most significant publicly disclosed strategic partner and intended initial major customer is:

QuantumScape has a long-standing strategic partnership and joint venture with Volkswagen, which is also a significant investor in QuantumScape. Volkswagen is expected to be the first major customer for QuantumScape's solid-state battery technology as it scales production and moves towards commercialization. While QuantumScape has stated that it is working with other undisclosed top automotive OEMs, Volkswagen Group remains its most prominent and publicly identified commercialization partner and first major intended customer.

AI Analysis | Feedback

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AI Analysis | Feedback

Dr. Siva Sivaram, President & Chief Executive Officer

Dr. Sivaram is QuantumScape's President and Chief Executive Officer. Prior to this role, he held various leadership positions at Western Digital, including President, Technology and Strategy from August 2019 to August 2023, and Executive Vice President, Silicon Technology and Manufacturing since November 2017. Before joining Western Digital in 2016, Dr. Sivaram was Executive Vice President, Memory Technology, at SanDisk. He founded Twin Creek Technologies, an American technology manufacturer specializing in solar model equipment, in 2008 and served as its CEO for five years. Earlier in his career, he held leadership roles at Matrix Semiconductor and Intel.

Kevin Hettrich, Chief Financial Officer

Mr. Hettrich has served as QuantumScape's Chief Financial Officer and Head of Business Operations since September 2018. He joined QuantumScape in January 2012, holding various positions including Vice President of Business Operations, Senior Director of Finance and Product Management, and Director of Product Management. Before joining QuantumScape, Mr. Hettrich served as a Private Equity Associate at Bain Capital, an investment firm, from September 2007 to July 2009. He also worked as a Business Analyst at McKinsey & Company, a management consulting firm, from September 2004 to July 2007.

Dr. Tim Holme, Co-founder & Chief Technology Officer

Dr. Holme is a co-founder of QuantumScape and has served as its Chief Technology Officer since January 2011. Prior to co-founding QuantumScape, he was a Research Associate at Stanford University from June 2008 to January 2011.

Dr. Luca Fasoli, Chief Operating Officer

Dr. Fasoli was appointed as QuantumScape's Chief Operating Officer, effective May 7, 2025. He brings over two decades of expertise in advanced memory and storage solutions. From 2016 to 2025, he held key leadership positions at Western Digital, including Senior Vice President of Memory Productization, where he led the global transition of 3D NAND Flash technology from development to production. Before Western Digital, Dr. Fasoli held various senior leadership roles at SanDisk, driving innovation in enterprise SSDs, embedded storage solutions, and next-generation memory systems.

Jagdeep Singh, Founder & Chairman

Mr. Singh is a co-founder of QuantumScape and currently serves as its Chairman. Prior to founding QuantumScape in 2010, he was the co-founder and CEO of Infinera Corporation from 2001 to 2009. He also co-founded and was CEO of Lightera Networks, which was acquired by CIENA Corporation, and AirSoft, which he sold for $65 million. Additionally, he was a co-founder and CEO of OnFiber, an optical telecommunications carrier acquired by Qwest Communications.

AI Analysis | Feedback

Here are the key risks to QuantumScape's business:
  1. Technological and Production Challenges: QuantumScape's core business success is highly dependent on its ability to perfect its solid-state battery technology and successfully transition from research and development to high-volume commercial production. The company has acknowledged that its products are not yet functioning perfectly and that it has work to do to improve reliability as it moves from prototype to commercial product. Challenges include scaling production, maintaining quality control, achieving cost efficiencies, and overcoming unforeseen technological limitations or reliability issues. The company is still pre-revenue and its investment case hinges on scaling production, controlling costs, and achieving promised battery performance.
  2. Significant Financial Losses and Need for Additional Funding: QuantumScape has incurred substantial operating and net losses since its inception and expects to continue incurring operating losses until at least the time significant production of its batteries begins, which is not anticipated in the near future. The company has high operating expenses due to its aggressive development and expansion strategies, leading to a burn rate that raises concerns about its ability to sustain operations and potentially run out of money before it can launch its EV batteries or generate substantial revenue.
  3. Intense Competition: The battery industry is highly competitive, with numerous established companies and startups vying for market share in the electric vehicle (EV) sector. QuantumScape faces competition from these entities that are also developing advanced battery technologies. Rapid technological advancements by competitors and potential new entrants could erode QuantumScape's competitive position if its technology does not achieve widespread adoption or if rivals close the technological gap.

AI Analysis | Feedback

  • Accelerated commercialization by competing solid-state battery developers: Major automotive OEMs (e.g., Toyota, which has announced plans for solid-state vehicles by the mid-2020s) and large battery manufacturers (e.g., CATL, Samsung SDI, LG Energy Solution), as well as other well-funded startups (e.g., Solid Power, Factorial Energy), are heavily investing in and developing their own solid-state or semi-solid-state battery technologies. If any of these competitors achieve mass production with superior performance metrics (e.g., energy density, power, cycle life), lower costs, or faster timelines than QuantumScape, or secure significant OEM commitments ahead of QuantumScape, it poses a direct competitive threat by potentially capturing market share and limiting QuantumScape's strategic partnerships.
  • Significant and rapid advancements in conventional lithium-ion battery technology: The continuous improvement in traditional lithium-ion batteries, including innovations like silicon anodes, advanced cathode materials (e.g., high-nickel, manganese-rich, or improved LFP), and evolving cell and pack designs, is steadily increasing energy density, charging speeds, and cycle life, while simultaneously driving down costs. If these advancements continue to narrow the performance gap with solid-state solutions at a substantially lower cost and with proven scalability, it could reduce the urgency for automotive OEMs to adopt more complex and potentially more expensive solid-state solutions, thereby limiting the market opportunity and adoption rate for QuantumScape's technology.

AI Analysis | Feedback

QuantumScape (symbol: QS) primarily develops solid-state lithium-metal batteries designed for electric vehicles (EVs) and other applications, including consumer electronics. The addressable markets for their products are the global solid-state battery market and, more broadly, the global electric vehicle battery market.

Addressable Markets for QuantumScape's Products:

  • Global Solid-State Battery Market: The market for solid-state batteries, which QuantumScape's technology addresses directly, was estimated at varying values in 2024:
    • USD 1.18 billion in 2024 and is projected to reach USD 15.07 billion by 2030, growing at a compound annual growth rate (CAGR) of 56.6% from 2025 to 2030.
    • USD 2.04 billion in 2024 and is projected to grow to USD 33.38 billion by 2033, at a CAGR of 36.4% during the forecast period (2025-2033).
    • USD 1.1 billion in 2024 and is set to grow at a CAGR of 31.1% from 2025 to 2034.
    • USD 886.1 million in 2024 and is predicted to reach USD 24.34 billion by 2034, at a 40.4% CAGR during the forecast period (2025-2034).
    The increasing demand for electric vehicles is a primary catalyst for the growth of the solid-state battery market, as these batteries offer higher energy density and safety compared to traditional lithium-ion options.
  • Global Electric Vehicle (EV) Battery Market: QuantumScape's solid-state batteries are designed to disrupt the broader EV battery market. This market was valued at:
    • USD 91.93 billion in 2024 and is expected to reach USD 251.33 billion by 2035, at a CAGR of 9.6% during the forecast period (2024-2035).
    • USD 61.31 billion in 2024 and is projected to reach USD 198.86 billion by 2030, growing at a CAGR of 22.2% from 2025 to 2030.
    • USD 76.59 billion in 2024 and is predicted to increase to approximately USD 739.31 billion by 2034, expanding at a CAGR of 25.95% from 2025 to 2034.

AI Analysis | Feedback

QuantumScape (NYSE: QS) is positioning itself for future revenue growth over the next 2-3 years through several key drivers, primarily centered on the commercialization and scaling of its solid-state battery technology and strategic partnerships.

  1. Commercialization and Production of QSE-5 Cells: A primary driver of future revenue will be the successful transition from prototype to commercial production and shipment of its QSE-5 cells. QuantumScape has been producing low volumes of B0 samples and began shipping them for automotive customer testing in Q3 2024. The company's 2025 goals include shipping initial volumes of QSE-5 B1 cells to support the demonstration phase of a launch program with a prospective customer targeted for 2026. The QSE-5 product is designed to offer industry-leading performance, including an energy density of 844 watt-hours per liter and fast charging capabilities (10% to 80% in just over 12 minutes).

  2. Strategic Partnership and Licensing Agreement with PowerCo: The collaboration with PowerCo, the battery manufacturing arm of the Volkswagen Group, is a cornerstone of QuantumScape's commercial licensing strategy. This partnership involves intensive collaboration to industrialize the QSE-5 technology platform to a gigawatt-hour scale. Upon satisfactory technical progress, QuantumScape will grant PowerCo a license to mass produce battery cells in exchange for royalty payments, including an initial $130 million prepayment. An expanded agreement in July 2025 further secured up to $131 million in additional funding over two years, contingent on meeting technical and operational milestones.

  3. Advancements in Manufacturing Processes and Efficiency (Cobra Separator): The implementation and scaling of advanced manufacturing processes, particularly the Cobra separator production process, are crucial for increasing throughput and reducing costs. The Cobra process is reportedly 25 times faster in heat treatment than its predecessor, Raptor, and requires less factory space, enabling higher-volume B1 sample production in 2025. This efficiency gain is expected to facilitate the transition to gigafactory-scale output by early 2027 and is integral to a capital-light business model focused on licensing and development.

  4. Expansion of Commercial Engagements and Ecosystem: Beyond PowerCo, QuantumScape is expanding its commercial engagements and building an ecosystem of partners. This includes announced collaborations with Murata Manufacturing and Corning Incorporated to accelerate the industrialization of its solid-state battery technology and improve ceramic separator technology. These partnerships are expected to aid in scaling ceramic separator production and broaden market opportunities, potentially leading to additional licensing agreements, joint development payments, and royalties from new customers in the automotive and other markets, such as grid storage or aviation.

AI Analysis | Feedback

Share Repurchases

  • QuantumScape has not engaged in significant share repurchases, with the buyback yield reported at -2.8% for the latest twelve months and averaging -3.8% from fiscal years 2020 to 2024.

Share Issuance

  • QuantumScape became a publicly traded company in 2020 through a business combination with a special purpose acquisition company.
  • The number of outstanding shares has consistently increased, rising from 0.252 billion at the end of 2020 to approximately 0.589 billion by September 30, 2025, representing a 15.67% year-over-year increase.
  • In Q3 2025, QuantumScape raised $263.5 million through an at-the-market equity program, contributing to the extension of its cash runway through 2029.

Inbound Investments

  • Volkswagen Group has been a key strategic investor, making an additional investment of $200 million between 2020 and 2021 to advance solid-state battery technology development, following prior investments of over $100 million.
  • By July 2024, Volkswagen held a 17% stake in QuantumScape, valued at $459 million.
  • In Q2 2025, QuantumScape secured $131 million in milestone funding as part of an expanded partnership deal with PowerCo, Volkswagen's battery manufacturing arm.

Outbound Investments

  • No significant outbound investments or acquisitions by QuantumScape have been reported, consistent with its stated "capital-light" business model focused on licensing and development.

Capital Expenditures

  • Capital expenditures in Q3 2025 were $9.6 million, with the full-year 2025 forecast trimmed to $30-$40 million, reflecting efficiency gains in the Cobra separator process.
  • In Q2 2025, capital expenditures were $8.3 million, with the full-year guidance narrowed to $45 million to $65 million, primarily supporting equipment and facility upgrades for QSE-5B pilot production.
  • For Q1 2025, capital expenditures amounted to $5.8 million, and the initial full-year guidance was set between $45 million and $75 million.

Trade Ideas

Select ideas related to QS. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE11302025BBWIBath & Body WorksDip BuyDB | Insider Buys | Low D/EDip Buy with Strong Insider Buying
Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
10.7%10.7%0.0%
HRB_11262025_Dip_Buyer_FCFYield11262025HRBH&R BlockDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.9%3.9%-0.1%
LRN_11262025_Dip_Buyer_FCFYield11262025LRNStrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.8%3.8%-4.4%
ABNB_11212025_Dip_Buyer_FCFYield11212025ABNBAirbnbDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
19.9%19.9%0.0%
MTN_11212025_Dip_Buyer_FCFYield11212025MTNVail ResortsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.5%7.5%-1.6%

Recent Active Movers

More From Trefis

Peer Comparisons for QuantumScape

Peers to compare with:

Financials

QSSLDPENVXAMPXSESMedian
NameQuantumS.Solid Po.Enovix Amprius .SES AI  
Mkt Price11.514.598.349.071.948.34
Mkt Cap6.80.81.71.10.61.1
Rev LTM02130581821
Op Inc LTM-491-99-168-31-94-99
FCF LTM-280-80-118-36-63-80
FCF 3Y Avg-324-83-154-40-71-83
CFO LTM-245-69-84-34-60-69
CFO 3Y Avg-255-60-101-31-60-60

Growth & Margins

QSSLDPENVXAMPXSESMedian
NameQuantumS.Solid Po.Enovix Amprius .SES AI  
Rev Chg LTM-14.8%46.0%235.7%-46.0%
Rev Chg 3Y Avg-43.8%467.3%154.6%-154.6%
Rev Chg Q--19.8%85.1%172.8%-85.1%
QoQ Delta Rev Chg LTM--4.3%13.8%30.7%62.7%22.2%
Op Mgn LTM--480.1%-554.2%-53.8%-509.0%-494.6%
Op Mgn 3Y Avg--498.7%-5,430.4%-319.5%--498.7%
QoQ Delta Op Mgn LTM--5.8%71.4%31.3%456.0%51.4%
CFO/Rev LTM--332.8%-278.3%-58.3%-326.0%-302.2%
CFO/Rev 3Y Avg--310.8%-2,725.1%-242.9%--310.8%
FCF/Rev LTM--386.2%-389.2%-61.9%-338.9%-362.6%
FCF/Rev 3Y Avg--429.6%-3,834.4%-344.8%--429.6%

Valuation

QSSLDPENVXAMPXSESMedian
NameQuantumS.Solid Po.Enovix Amprius .SES AI  
Mkt Cap6.80.81.71.10.61.1
P/S-40.456.919.934.837.6
P/EBIT-15.1-8.7-12.1-37.0-6.8-12.1
P/E-15.1-8.6-10.8-37.0-7.1-10.8
P/CFO-27.7-12.2-20.4-34.1-10.7-20.4
Total Yield-6.6%-11.6%-9.2%-2.7%-14.1%-9.2%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-8.9%-23.1%-8.1%-16.2%-20.2%-16.2%
D/E0.00.00.30.00.00.0
Net D/E-0.1-0.3-0.0-0.0-0.3-0.1

Returns

QSSLDPENVXAMPXSESMedian
NameQuantumS.Solid Po.Enovix Amprius .SES AI  
1M Rtn0.3%-8.6%11.6%-10.3%7.2%0.3%
3M Rtn-14.4%1.3%-20.0%-24.8%4.9%-14.4%
6M Rtn171.5%146.8%2.8%162.9%132.4%146.8%
12M Rtn129.3%253.1%-14.3%398.4%369.5%253.1%
3Y Rtn105.5%83.6%-23.9%15.2%-43.9%15.2%
1M Excs Rtn-7.0%-13.8%12.1%-17.1%2.6%-7.0%
3M Excs Rtn-18.3%3.4%-23.4%-25.7%-0.7%-18.3%
6M Excs Rtn152.9%132.5%-15.9%126.4%96.3%126.4%
12M Excs Rtn109.4%271.8%-14.4%429.2%370.3%271.8%
3Y Excs Rtn2.2%13.1%-99.8%-50.9%-125.8%-50.9%

Financials

Segment Financials

Assets by Segment
$ Mil20242023202220212020
Single Segment1,5021,4751,7161,067172
Total1,5021,4751,7161,067172


Price Behavior

Price Behavior
Market Price$11.51 
Market Cap ($ Bil)6.8 
First Trading Date08/17/2020 
Distance from 52W High-37.6% 
   50 Days200 Days
DMA Price$13.93$8.86
DMA Trendupup
Distance from DMA-17.4%29.9%
 3M1YR
Volatility101.7%104.4%
Downside Capture474.39198.04
Upside Capture345.26251.51
Correlation (SPY)42.2%32.1%
QS Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta2.623.453.523.051.651.90
Up Beta0.532.952.130.471.361.46
Down Beta4.091.883.083.731.421.66
Up Capture58%463%699%956%552%2697%
Bmk +ve Days13263974142427
Stock +ve Days8162961116340
Down Capture371%362%292%209%134%111%
Bmk -ve Days7162452107323
Stock -ve Days12253362128393

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of QS With Other Asset Classes (Last 1Y)
 QSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return116.8%3.1%14.7%67.3%6.8%-0.5%-16.6%
Annualized Volatility104.2%24.7%19.7%19.3%15.2%17.6%35.4%
Sharpe Ratio1.200.070.572.540.23-0.18-0.25
Correlation With Other Assets 29.5%32.3%4.9%14.0%14.9%34.0%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
 Comparison of QS With Other Asset Classes (Last 5Y)
 QSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-27.2%10.2%15.0%18.9%11.8%5.1%35.8%
Annualized Volatility94.8%23.8%17.1%15.5%18.7%18.9%48.9%
Sharpe Ratio0.090.390.710.980.510.180.63
Correlation With Other Assets 41.8%37.7%5.0%8.7%30.9%28.7%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of QS With Other Asset Classes (Last 10Y)
 QSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return2.9%13.3%14.9%14.9%6.7%5.5%69.9%
Annualized Volatility108.6%22.0%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.490.560.710.840.300.230.90
Correlation With Other Assets 33.7%29.3%2.2%6.4%25.4%21.4%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity55,138,710
Short Interest: % Change Since 111520252.5%
Average Daily Volume21,002,090
Days-to-Cover Short Interest2.63
Basic Shares Quantity588,728,000
Short % of Basic Shares9.4%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/22/20258.0%16.6%-13.7%
7/23/2025-1.6%-31.6%-38.7%
4/23/2025-0.5%-1.8%-0.3%
2/12/20257.0%10.4%-9.7%
10/23/202425.5%2.7%-2.7%
7/24/2024-7.8%-13.4%-22.0%
4/24/2024-6.9%-1.3%0.9%
2/14/2024-5.9%-19.0%-25.8%
...
SUMMARY STATS   
# Positive786
# Negative121113
Median Positive13.0%12.0%6.6%
Median Negative-6.4%-13.1%-19.1%
Max Positive31.4%18.6%25.6%
Max Negative-17.1%-31.6%-38.7%

SEC Filings

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Report DateFiling DateFiling
93020251024202510-Q 9/30/2025
6302025725202510-Q 6/30/2025
3312025425202510-Q 3/31/2025
12312024226202510-K 12/31/2024
93020241025202410-Q 9/30/2024
6302024726202410-Q 6/30/2024
3312024426202410-Q 3/31/2024
12312023227202410-K 12/31/2023
93020231027202310-Q 9/30/2023
6302023728202310-Q 6/30/2023
3312023428202310-Q 3/31/2023
12312022228202310-K 12/31/2022
93020221028202210-Q 9/30/2022
6302022729202210-Q 6/30/2022
3312022502202210-Q 3/31/2022
12312021228202210-K 12/31/2021