PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Bloom Energy Corporation (BE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0937121079
CUSIP093712107
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap$2.31B
EPS (TTM)-$1.29
PEG Ratio1.05
Total Revenue (TTM)$1.33B
Gross Profit (TTM)$230.98M
EBITDA (TTM)-$60.03M
Year Range$8.41 - $18.14
Target Price$17.49
Short %29.52%
Short Ratio6.73

Share Price Chart


Loading data...

Compare to other instruments

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


Bloom Energy Corporation

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

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.


0.00%20.00%40.00%60.00%AprilMayJuneJulyAugustSeptember
6.08%
7.53%
BE (Bloom Energy Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bloom Energy Corporation had a return of -28.11% year-to-date (YTD) and -30.95% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-28.11%16.44%
1 month-4.49%3.92%
6 months6.08%7.53%
1 year-30.95%24.48%
5 years (annualized)19.17%13.10%
10 years (annualized)N/A10.86%

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%-28.11%
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 28, 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 2828
BE (Bloom Energy Corporation)
The Sharpe Ratio Rank of BE is 2828Sharpe Ratio Rank
The Sortino Ratio Rank of BE is 3030Sortino Ratio Rank
The Omega Ratio Rank of BE is 3131Omega Ratio Rank
The Calmar Ratio Rank of BE is 2727Calmar Ratio Rank
The Martin Ratio Rank of BE is 2323Martin 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.


BE
Sharpe ratio
The chart of Sharpe ratio for BE, currently valued at -0.41, compared to the broader market-4.00-2.000.002.00-0.41
Sortino ratio
The chart of Sortino ratio for BE, currently valued at -0.17, compared to the broader market-6.00-4.00-2.000.002.004.00-0.17
Omega ratio
The chart of Omega ratio for BE, currently valued at 0.98, compared to the broader market0.501.001.502.000.98
Calmar ratio
The chart of Calmar ratio for BE, currently valued at -0.37, compared to the broader market0.001.002.003.004.005.00-0.37
Martin ratio
The chart of Martin ratio for BE, currently valued at -1.13, compared to the broader market-5.000.005.0010.0015.0020.00-1.13
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.86, compared to the broader market-4.00-2.000.002.001.86
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.53, compared to the broader market-6.00-4.00-2.000.002.004.002.53
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.001.002.003.004.005.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.89, compared to the broader market-5.000.005.0010.0015.0020.008.89

Sharpe Ratio

The current Bloom Energy Corporation Sharpe ratio is -0.41. 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-1.000.001.002.003.00AprilMayJuneJulyAugustSeptember
-0.41
1.86
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%AprilMayJuneJulyAugustSeptember
-75.05%
-2.00%
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 75.05%.


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 20.06%, 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%5.00%10.00%15.00%20.00%25.00%30.00%AprilMayJuneJulyAugustSeptember
20.06%
4.58%
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.


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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