Stem Inc Stock Performance

STEM Stock  USD 2.19  0.33  17.74%   
The entity has a beta of 6.38, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Stem will likely underperform. Stem Inc has an expected return of -0.66%. Please make sure to validate Stem maximum drawdown, as well as the relationship between the accumulation distribution and price action indicator , to decide if Stem Inc performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Stem Inc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's technical and fundamental indicators remain very healthy which may send shares a bit higher in April 2024. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more

Actual Historical Performance (%)

Five Day Return
3.79
Year To Date Return
(41.44)
Ten Year Return
(77.42)
All Time Return
(77.42)
1
Exercise or conversion by Matt Tappin of 14318 shares of Stem subject to Rule 16b-3
01/03/2024
2
Exercise or conversion by Rahul Shukla of 8000 shares of Stem subject to Rule 16b-3
01/19/2024
3
Disposition of 48631 shares by William Bush of Stem subject to Rule 16b-3
02/20/2024
4
STEM anuncia la retiro voluntario de productos de STEM Kills Wasps Hornets Yellow Jackets Aerosol debido a un posible defecto en el tapn
02/22/2024
5
Acquisition by John Carrington of 34737 shares of Stem subject to Rule 16b-3
02/23/2024
6
Stem Inc. mixed Q4 results prompt RothMKM to cut stock price target to 2.70
02/29/2024
7
Disposition of 20204 shares by Rahul Shukla of Stem at 2.47 subject to Rule 16b-3
03/04/2024
8
Energize Project Funds CS Praxis Training, Offers 350 Stipend, District Support, Multiple Cohorts for 1,000 Louisiana Educators
03/08/2024
9
Disposition of 21428 shares by Larsh Johnson of Stem at 2.0 subject to Rule 16b-3
03/13/2024
10
Acquisition by Michael Carlson of 10118 shares of Stem at 1.75 subject to Rule 16b-3
03/14/2024
11
Disposition of 16747 shares by Alan Russo of Stem subject to Rule 16b-3
03/15/2024
12
Verizon ofrece acceso gratuito a su programa de aprendizaje de STEM
03/18/2024
13
Accelerate Learning and CloudLabs Partner to Bring Gamified STEM Simulations to K-12 Schools
03/19/2024
14
Stem sinks as Goldman downgrades on recent weak guidance, execution
03/22/2024
15
Acquisition by David Buzby of 33800 shares of Stem at 1.81 subject to Rule 16b-3
03/25/2024
16
This Singapore female tech expert is developing a device to help people with dementia in case they get lost
03/26/2024
17
Top Student Innovators from across the United States Showcase STEM Projects at the First-Ever National STEM Festival, Co-presented by EXPLR and the U.S. Departm...
03/27/2024
Begin Period Cash Flow87.9 M
Free Cash Flow-225.6 M
  

Stem Relative Risk vs. Return Landscape

If you would invest  374.00  in Stem Inc on December 30, 2023 and sell it today you would lose (155.00) from holding Stem Inc or give up 41.44% of portfolio value over 90 days. Stem Inc is currently does not generate positive expected returns and assumes 6.5532% risk (volatility on return distribution) over the 90 days horizon. In different words, 57% of stocks are less volatile than Stem, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Stem is expected to under-perform the market. In addition to that, the company is 11.44 times more volatile than its market benchmark. It trades about -0.1 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Stem Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Stem's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Stem Inc, and traders can use it to determine the average amount a Stem's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1012

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Negative ReturnsSTEM

Estimated Market Risk

 6.55
  actual daily
57
57% of assets are less volatile

Expected Return

 -0.66
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.1
  actual daily
0
Most of other assets perform better
Based on monthly moving average Stem is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stem by adding Stem to a well-diversified portfolio.

Stem Fundamentals Growth

Stem Stock prices reflect investors' perceptions of the future prospects and financial health of Stem, and Stem fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stem Stock performance.

About Stem Performance

To evaluate Stem Inc Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Stem generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Stem Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Stem Inc market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Stem's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed(0.15)(0.16)
Return On Assets(0.10)(0.11)
Return On Equity(0.33)(0.35)

Things to note about Stem Inc performance evaluation

Checking the ongoing alerts about Stem for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Stem Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Stem Inc generated a negative expected return over the last 90 days
Stem Inc has high historical volatility and very poor performance
Stem Inc has high likelihood to experience some financial distress in the next 2 years
The company reported the previous year's revenue of 461.51 M. Net Loss for the year was (140.41 M) with profit before overhead, payroll, taxes, and interest of 35.66 M.
Stem Inc currently holds about 334.89 M in cash with (207.38 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 2.17.
Stem Inc has a frail financial position based on the latest SEC disclosures
Roughly 74.0% of the company shares are owned by institutional investors
Latest headline from prnewswire.com: Top Student Innovators from across the United States Showcase STEM Projects at the First-Ever National STEM Festival, Co-presented by EXPLR and the U.S. Department of Education
Evaluating Stem's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stem's stock performance include:
  • Analyzing Stem's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stem's stock is overvalued or undervalued compared to its peers.
  • Examining Stem's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Stem's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stem's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Stem's stock. These opinions can provide insight into Stem's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Stem's stock performance is not an exact science, and many factors can impact Stem's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Stem Inc is a strong investment it is important to analyze Stem's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Stem's future performance. For an informed investment choice regarding Stem Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stem Inc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Stem Inc information on this page should be used as a complementary analysis to other Stem's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for Stem Stock analysis

When running Stem's price analysis, check to measure Stem's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stem is operating at the current time. Most of Stem's value examination focuses on studying past and present price action to predict the probability of Stem's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stem's price. Additionally, you may evaluate how the addition of Stem to your portfolios can decrease your overall portfolio volatility.
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Is Stem's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stem. If investors know Stem will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stem listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.90)
Revenue Per Share
2.966
Quarterly Revenue Growth
0.077
Return On Assets
(0.08)
Return On Equity
(0.29)
The market value of Stem Inc is measured differently than its book value, which is the value of Stem that is recorded on the company's balance sheet. Investors also form their own opinion of Stem's value that differs from its market value or its book value, called intrinsic value, which is Stem's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stem's market value can be influenced by many factors that don't directly affect Stem's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stem's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stem is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stem's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.