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Aeries Technology Inc. (AERTW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

IPO Date

Dec 21, 2021

Highlights

Total Revenue (TTM)

$54.18M

Gross Profit (TTM)

$13.94M

EBITDA (TTM)

$32.30M

Year Range

$0.01 - $0.10

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart


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Returns By Period

Aeries Technology Inc. (AERTW) returned -45.71% year-to-date (YTD) and -62.38% over the past 12 months.


AERTW

YTD

-45.71%

1M

-5.00%

6M

-55.29%

1Y

-62.38%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of AERTW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-38.57%39.53%-0.33%-33.11%-5.00%-45.71%
2024-42.26%51.14%-18.24%-17.69%-31.21%-21.20%13.45%18.24%-10.03%0.86%-0.57%-0.28%-61.58%
2023-31.61%1.22%-30.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Aeries Technology Inc. (AERTW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Aeries Technology Inc. Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: -0.18
  • All Time: -0.21

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Aeries Technology Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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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 88.89%, occurring on Mar 18, 2025. The portfolio has not yet recovered.

The current Aeries Technology Inc. drawdown is 85.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.89%Nov 16, 2023138Mar 18, 2025
-25.93%Nov 8, 20234Nov 13, 20232Nov 15, 20236

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 AERTW relative to other companies in the Consulting Services industry. Currently, AERTW has a P/S ratio of 0.0. 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.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AERTW in comparison with other companies in the Consulting Services industry. Currently, AERTW has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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