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IPO Date
Jan 2, 2001

Highlights

Market Cap
$38.03M
Enterprise Value
$55.24M
EPS (TTM)
-$0.02
Total Revenue (TTM)
$69.20M
Gross Profit (TTM)
$17.24M
EBITDA (TTM)
$1.39M
Year Range
$0.26 - $1.52
ROA (TTM)
-2.23%
ROE (TTM)
78.69%

Share Price Chart


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Aeries Technology Inc.

Performance

AERT Performance Chart

Aeries Technology Inc. (AERT) is up 51.3% since the beginning of the year. At $1 per share, AERT is trading 48.6% below its 52-week high of $2.


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S&P 500 Index

Returns By Period

Aeries Technology Inc. (AERT) has returned 51.31% so far this year and 18.24% over the past 12 months.


Aeries Technology Inc.

1D
0.18%
1M
25.81%
YTD
51.31%
6M
47.17%
1Y
18.24%
3Y*
-57.68%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AERT Monthly Returns History

Based on dividend-adjusted daily data since Dec 17, 2021, AERT's average daily return is -0.03%, while the average monthly return is -1.03%.

Historically, 56% of months were positive and 44% were negative. The best month was Jun 2025 with a return of +102.6%, while the worst month was Nov 2023 at -72.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 9 months.

On a daily basis, AERT closed higher 36% of trading days. The best single day was Sep 18, 2025 with a return of +63.9%, while the worst single day was Nov 7, 2023 at -63.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.12%-38.65%-0.92%98.24%20.87%4.00%51.31%
2025-35.09%1.62%-5.46%27.59%-18.64%102.62%-28.15%-17.25%-6.27%-3.96%-15.30%-6.80%-44.57%
2024-11.60%7.69%7.98%-19.84%-31.94%34.81%26.46%-20.08%20.26%-29.47%-41.36%-2.11%-62.80%
20230.39%0.39%0.68%-0.77%0.19%1.17%0.10%0.67%0.86%-19.75%-72.79%8.23%-75.49%
2022-0.31%1.03%0.41%0.30%-0.61%0.20%0.71%0.20%0.70%0.60%0.70%0.69%4.72%
20210.10%0.10%

Benchmark Metrics

Aeries Technology Inc. has an annualized alpha of -10.89%, beta of 0.25, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since December 20, 2021.

  • This stock participated in 128.48% of S&P 500 Index downside but only -67.44% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.25 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-10.89%
Beta
0.25
0.00
Upside Capture
-67.44%
Downside Capture
128.48%

Return for Risk

Risk / Return Rank

AERT ranks 52 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


AERT Risk / Return Rank: 5252
Overall Rank
AERT Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
AERT Sortino Ratio Rank: 6464
Sortino Ratio Rank
AERT Omega Ratio Rank: 6161
Omega Ratio Rank
AERT Calmar Ratio Rank: 4646
Calmar Ratio Rank
AERT Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Aeries Technology Inc. (AERT) and compare them to S&P 500 Index.


AERTBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.13

2.39

-2.26

Sortino ratio

Return per unit of downside risk

1.49

3.25

-1.77

Omega ratio

Gain probability vs. loss probability

1.17

1.43

-0.26

Calmar ratio

Return relative to maximum drawdown

0.23

3.11

-2.88

Martin ratio

Return relative to average drawdown

0.35

14.38

-14.03

Dividends

Dividend History


Aeries Technology Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Aeries Technology Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Aeries Technology Inc. was 97.40%, occurring on Feb 24, 2026. The portfolio has not yet recovered.

The current Aeries Technology Inc. drawdown is 92.90%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-97.40%Feb 2026
2y 4mo
2y 7moOct 2023 - now
2023 pullback2023
-2.65%Oct 2023
5d6d
11dOct 2023 - Oct 2023
2023 pullback2023
-2.00%May 2023
18d3mo 9d
3mo 27dApr 2023 - Aug 2023
Bear market2022
-1.01%May 2022
25d1mo 28d
2mo 23dApr 2022 - Jul 2022
2023 pullback2023
-0.85%Sep 2023
0s16d
16dSep 2023 - Oct 2023

Drawdown Indicators


AERTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-97.40%

-56.78%

-40.62%

Max Drawdown (1Y)

Largest decline over 1 year

-78.50%

-9.10%

-69.40%

Max Drawdown (3Y)

Largest decline over 3 years

-97.40%

-18.90%

-78.50%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-92.90%

0.00%

-92.90%

Average Drawdown

Average peak-to-trough decline

-51.29%

-10.72%

-40.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

52.34%

1.97%

+50.37%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Aeries Technology Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Aeries Technology Inc. is priced in the market compared to other companies in the Consulting Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AERT relative to other companies in the Consulting Services industry. Currently, AERT has a P/S ratio of 0.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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