- ISIN
- US01439L1089
- Sector
- Financial Services
- Industry
- Shell Companies
- IPO Date
- Dec 13, 2024
Highlights
- Market Cap
- $320.49M
- Enterprise Value
- $320.20M
- EPS (TTM)
- $0.26
- PE Ratio
- 40.86
- PEG Ratio
- 0.10
- EBITDA (TTM)
- $4.36M
- Year Range
- $10.30 - $10.78
- ROA (TTM)
- 2.62%
- ROE (TTM)
- 2,053.44%
- Avg. Volume (1M)
- 10K
- Avg. Volume Value (1M)
- $105.52K
Share Price Chart
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Performance
ALDF Performance Chart
Aldel Financial II Inc (ALDF) is up 2.3% since the beginning of the year. At $11 per share, ALDF is currently trading at its 52-week high.
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Returns By Period
Aldel Financial II Inc (ALDF) has returned 2.29% so far this year and 3.07% over the past 12 months.
Aldel Financial II Inc
- 1D
- -0.42%
- 1M
- 0.09%
- 6M
- 1.61%
- YTD
- 2.29%
- 1Y
- 3.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.74%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
ALDF Monthly Returns History
Based on dividend-adjusted daily data since Dec 13, 2024, ALDF's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, an investment would double in approximately 15.2 years.
Historically, 80% of months were positive and 20% were negative. The best month was May 2025 with a return of +2.2%, while the worst month was Jul 2025 at -0.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.
On a daily basis, ALDF closed higher 34% of trading days. The best single day was May 9, 2025 with a return of +1.1%, while the worst single day was Feb 6, 2026 at -0.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.67% | -0.09% | 0.09% | 0.57% | 0.47% | 0.14% | 0.42% | 2.29% | |||||
| 2025 | 0.30% | 0.70% | 0.80% | 0.89% | 2.16% | 0.67% | -0.68% | 0.19% | 0.11% | 0.33% | -0.05% | 0.10% | 5.64% |
| 2024 | -0.20% | -0.20% |
Benchmark Metrics
Aldel Financial II Inc has an annualized alpha of 4.86%, beta of -0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since December 13, 2024.
- This stock captured 9.75% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -17.78%) - a profile typical of hedging or uncorrelated assets.
- Beta of -0.00 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
- 4.86%
- Beta
- -0.00
- R²
- 0.00
- Upside Capture
- 9.75%
- Downside Capture
- -17.78%
Return for Risk
Risk / Return Rank
ALDF ranks 83 for risk / return — above 83% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Aldel Financial II Inc (ALDF) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALDF | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 2.00 | +1.52 |
| Martin ratioReturn relative to average drawdown | 8.00 | 8.49 | -0.49 |
Dividends
Dividend History
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 Aldel Financial II 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 Aldel Financial II Inc was 1.85%, occurring on Aug 12, 2025. Recovery took 61 trading sessions.
The current Aldel Financial II Inc drawdown is 0.42%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-1.85%Aug 2025 | 1mo 18d | 2mo 26d | 4mo 14dJun 2025 - Nov 2025 | — |
-0.85%Nov 2025 | 11d | 2mo 6d | 2mo 17dNov 2025 - Feb 2026 | — |
-0.76%Jun 2025 | 7d | 6d | 13dJun 2025 - Jun 2025 | 2025 selloff2025 |
-0.76%Feb 2026 | 3d | 2mo 16d | 2mo 19dFeb 2026 - Apr 2026 | — |
-0.54%Apr 2025 | 5d | 14d | 19dApr 2025 - Apr 2025 | 2025 selloff2025 |
Drawdown Indicators
| ALDF | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.85% | -56.78% | +54.93% |
Max Drawdown (1Y)Largest decline over 1 year | -0.85% | -9.10% | +8.25% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.42% | -1.58% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -0.41% | -10.70% | +10.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 2.14% | -1.77% |
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 Aldel Financial II Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Aldel Financial II Inc is priced in the market compared to other companies in the Shell Companies industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ALDF, comparing it with other companies in the Shell Companies industry. Currently, ALDF has a P/E ratio of 40.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for ALDF compared to other companies in the Shell Companies industry. ALDF currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ALDF in comparison with other companies in the Shell Companies industry. Currently, ALDF has a P/B value of 780.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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 | — |
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