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Bloom Energy Corporation (BE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0937121079

CUSIP

093712107

Sector

Industrials

IPO Date

Jul 25, 2018

Highlights

Market Cap

$5.93B

EPS (TTM)

-$0.54

PEG Ratio

3.12

Total Revenue (TTM)

$1.26B

Gross Profit (TTM)

$314.92M

EBITDA (TTM)

-$14.23M

Year Range

$8.41 - $26.92

Target Price

$19.69

Short %

30.65%

Short Ratio

9.01

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BE vs. PLUG BE vs. PBW BE vs. VOO BE vs. AAPL BE vs. SPY BE vs. ET BE vs. LNG BE vs. VST BE vs. NPWR BE vs. NRG
Popular comparisons:
BE vs. PLUG BE vs. PBW BE vs. VOO BE vs. AAPL BE vs. SPY BE vs. ET BE vs. LNG BE vs. VST BE vs. NPWR BE vs. NRG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bloom Energy Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
79.23%
14.28%
BE (Bloom Energy Corporation)
Benchmark (^GSPC)

Returns By Period

Bloom Energy Corporation had a return of 81.89% year-to-date (YTD) and 75.03% in the last 12 months.


BE

YTD

81.89%

1M

170.82%

6M

70.92%

1Y

75.03%

5Y (annualized)

37.28%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

26.78%

1M

5.56%

6M

14.46%

1Y

31.61%

5Y (annualized)

14.25%

10Y (annualized)

11.32%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-23.51%-22.53%28.16%-0.98%46.63%-25.00%10.62%-12.04%-11.34%-9.09%185.94%81.89%
202330.39%-13.00%-8.11%-16.46%-17.60%19.17%9.24%-16.07%-11.54%-21.57%38.85%2.49%-22.59%
2022-31.24%47.21%8.78%-23.15%-5.60%-5.82%22.61%25.61%-21.33%-6.40%13.79%-10.19%-12.81%
202121.81%-18.28%-5.19%-3.99%-6.93%11.17%-18.87%-1.74%-12.61%66.99%-12.09%-20.20%-23.48%
20205.49%15.10%-42.34%46.65%4.69%35.49%11.76%28.78%14.75%-29.66%93.99%16.88%283.67%
2019-5.31%53.12%-10.71%5.42%-20.70%13.61%-14.83%-57.13%-27.46%-5.85%113.07%14.57%-25.15%
2018-7.80%29.93%13.79%-30.31%-30.74%-39.33%-60.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BE is 73, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BE is 7373
Overall Rank
The Sharpe Ratio Rank of BE is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of BE is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BE is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BE is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BE is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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


Sharpe ratio
The chart of Sharpe ratio for BE, currently valued at 0.92, compared to the broader market-4.00-2.000.002.004.000.922.64
The chart of Sortino ratio for BE, currently valued at 2.14, compared to the broader market-4.00-2.000.002.004.002.143.52
The chart of Omega ratio for BE, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.49
The chart of Calmar ratio for BE, currently valued at 1.08, compared to the broader market0.002.004.006.001.083.82
The chart of Martin ratio for BE, currently valued at 3.03, compared to the broader market-10.000.0010.0020.0030.003.0316.94
BE
^GSPC

The current Bloom Energy Corporation Sharpe ratio is 0.92. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bloom Energy Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.92
2.64
BE (Bloom Energy Corporation)
Benchmark (^GSPC)

Dividends

Dividend History


Bloom Energy Corporation 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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-36.88%
0
BE (Bloom Energy Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bloom Energy Corporation. 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 Bloom Energy Corporation was 92.54%, occurring on Oct 24, 2019. Recovery took 307 trading sessions.

The current Bloom Energy Corporation drawdown is 36.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.54%Sep 27, 2018271Oct 24, 2019307Jan 13, 2021578
-79.88%Feb 9, 2021765Feb 23, 2024
-21.14%Aug 9, 20187Aug 17, 20184Aug 23, 201811
-15.96%Jul 26, 20181Jul 26, 20186Aug 3, 20187
-15.84%Jan 27, 20213Jan 29, 20214Feb 4, 20217

Volatility

Volatility Chart

The current Bloom Energy Corporation volatility is 50.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
50.51%
3.39%
BE (Bloom Energy Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bloom Energy Corporation.


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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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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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