- ISIN
- KYG5501C1252
- Sector
- Financial Services
- Industry
- Shell Companies
- IPO Date
- Aug 9, 2024
Highlights
- Market Cap
- $248.40M
- Enterprise Value
- $248.28M
- EPS (TTM)
- $0.32
- PE Ratio
- 33.36
- PEG Ratio
- 0.15
- EBITDA (TTM)
- $1.66M
- Year Range
- $10.41 - $11.23
- ROA (TTM)
- 3.50%
- ROE (TTM)
- -86.47%
Share Price Chart
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Performance
CUB Performance Chart
Lionheart Holdings (CUB) is up 1.6% since the beginning of the year. At $11 per share, CUB is trading 3.8% below its 52-week high of $11.
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Returns By Period
Lionheart Holdings (CUB) has returned 1.60% so far this year and 2.47% over the past 12 months.
Lionheart Holdings
- 1D
- -0.74%
- 1M
- -0.09%
- YTD
- 1.60%
- 6M
- 1.65%
- 1Y
- 2.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CUB Monthly Returns History
Based on dividend-adjusted daily data since Aug 9, 2024, CUB's average daily return is +0.02%, while the average monthly return is +0.35%. At this rate, an investment would double in approximately 16.5 years.
Historically, 83% of months were positive and 17% were negative. The best month was May 2025 with a return of +1.8%, while the worst month was Nov 2025 at -0.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 1 months.
On a daily basis, CUB closed higher 33% of trading days. The best single day was Jun 3, 2026 with a return of +0.6%, while the worst single day was Jun 22, 2026 at -0.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.47% | 0.22% | 0.53% | 0.19% | 0.46% | -0.28% | 1.60% | ||||||
| 2025 | 0.30% | 0.59% | 0.79% | 0.30% | 1.84% | 0.10% | -0.29% | 0.29% | 0.10% | 1.05% | -0.47% | 0.57% | 5.25% |
| 2024 | 0.45% | -0.10% | 0.23% | 0.27% | 0.50% | 1.35% |
Benchmark Metrics
Lionheart Holdings has an annualized alpha of 4.28%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 09, 2024.
- This stock captured 6.98% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -20.71%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.01 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
- 4.28%
- Beta
- 0.01
- R²
- 0.00
- Upside Capture
- 6.98%
- Downside Capture
- -20.71%
Return for Risk
Risk / Return Rank
CUB ranks 76 for risk / return — better than 76% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lionheart Holdings (CUB) 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.
| CUB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 2.78 | -0.33 |
| Martin ratioReturn relative to average drawdown | 7.73 | 12.44 | -4.71 |
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 Lionheart Holdings. 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 Lionheart Holdings was 1.01%, occurring on Jun 22, 2026. The portfolio has not yet recovered.
The current Lionheart Holdings drawdown is 1.01%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -1.01%Jun 2026 | 17d | — | 18d 6hJun 2026 - now |
2025 pullback2025 | -0.95%Jul 2025 | 20d | 3mo 4d | 3mo 24dJun 2025 - Oct 2025 |
2025 pullback2025 | -0.75%Nov 2025 | 3d | 25d | 28dNov 2025 - Dec 2025 |
2026 pullback2026 | -0.46%Apr 2026 | 1d | 8d | 9dApr 2026 - Apr 2026 |
2026 pullback2026 | -0.37%Jan 2026 | 0s | 9d | 9dJan 2026 - Jan 2026 |
Drawdown Indicators
| CUB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.01% | -56.78% | +55.77% |
Max Drawdown (1Y)Largest decline over 1 year | -1.01% | -9.10% | +8.09% |
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 | -1.01% | -1.80% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -0.17% | -10.71% | +10.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 2.03% | -1.71% |
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 Lionheart Holdings 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 Lionheart Holdings 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 CUB, comparing it with other companies in the Shell Companies industry. Currently, CUB has a P/E ratio of 33.4. 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 CUB compared to other companies in the Shell Companies industry. CUB currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
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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