- ISIN
- US0869211039
- Sector
- Industrials
- Industry
- Aerospace & Defense
Highlights
- Market Cap
- $3.66B
- Enterprise Value
- $2.29B
- EPS (TTM)
- -$3.43
- Total Revenue (TTM)
- $37.97M
- Gross Profit (TTM)
- $19.08M
- EBITDA (TTM)
- -$768.23M
- Year Range
- $13.43 - $39.50
- Target Price
- $32.29
- ROA (TTM)
- -39.18%
- ROE (TTM)
- -45.72%
Share Price Chart
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Performance
BETA Performance Chart
BETA Technologies, Inc (BETA) is down 43.7% since the beginning of the year. At $16 per share, BETA is trading 59.8% below its 52-week high of $40.
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Returns By Period
BETA Technologies, Inc
- 1D
- 0.89%
- 1M
- -5.31%
- YTD
- -43.74%
- 6M
- -49.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
BETA Monthly Returns History
Based on dividend-adjusted daily data since Nov 4, 2025, BETA's average daily return is -0.36%, while the average monthly return is -8.06%.
Historically, 38% of months were positive and 63% were negative. The best month was May 2026 with a return of +15.1%, while the worst month was Jan 2026 at -23.8%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BETA closed higher 47% of trading days. The best single day was Feb 11, 2026 with a return of +15.6%, while the worst single day was Feb 5, 2026 at -12.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -23.79% | -12.56% | -21.81% | 8.37% | 15.13% | -13.47% | -43.74% | ||||||
| 2025 | -19.79% | 3.45% | -17.03% |
Benchmark Metrics
BETA Technologies, Inc has an annualized alpha of -71.89%, beta of 2.84, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since November 04, 2025.
- This stock participated in 418.75% of S&P 500 Index downside but only -19.87% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.26 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
- -71.89%
- Beta
- 2.84
- R²
- 0.26
- Upside Capture
- -19.87%
- Downside Capture
- 418.75%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BETA Technologies, Inc (BETA) 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.
| BETA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.46 | — |
| Martin ratioReturn relative to average drawdown | — | 10.92 | — |
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 BETA Technologies, 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 BETA Technologies, Inc was 63.07%, occurring on Mar 30, 2026. The portfolio has not yet recovered.
The current BETA Technologies, Inc drawdown is 56.88%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -63.07%Mar 2026 | 4mo 24d | — | 7mo 20dNov 2025 - now |
Drawdown Indicators
| BETA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.07% | -56.78% | -6.29% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
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 | -56.88% | -3.21% | -53.67% |
Average DrawdownAverage peak-to-trough decline | -41.59% | -10.71% | -30.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.04% | — |
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 BETA Technologies, 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 BETA Technologies, Inc is priced in the market compared to other companies in the Aerospace & Defense 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 BETA relative to other companies in the Aerospace & Defense industry. Currently, BETA has a P/S ratio of 96.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BETA in comparison with other companies in the Aerospace & Defense industry. Currently, BETA has a P/B value of 2.1. 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 | — |
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