- ISIN
- US23834J1025
- CUSIP
- 23834J102
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Apr 26, 2021
Highlights
- Market Cap
- $5.01B
- Enterprise Value
- $5.22B
- EPS (TTM)
- $15.57
- PE Ratio
- 23.94
- PEG Ratio
- 0.11
- Total Revenue (TTM)
- $551.52M
- Gross Profit (TTM)
- $427.68M
- EBITDA (TTM)
- $165.95M
- Year Range
- $152.21 - $458.25
- Target Price
- $345.00
- ROA (TTM)
- 42.42%
- ROE (TTM)
- 110.44%
- Avg. Volume (1M)
- 461K
- Avg. Volume Value (1M)
- $187.81M
Share Price Chart
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Performance
DAVE Performance Chart
Dave Inc. (DAVE) is up 68.3% since the beginning of the year. At $373 per share, DAVE is trading 18.7% below its 52-week high of $458. Investors who bought $1,000 worth of DAVE shares 5 years ago would now be looking at an investment worth $1,181.
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Returns By Period
Dave Inc. (DAVE) has returned 68.33% so far this year and 60.14% over the past 12 months.
Dave Inc.
- 1D
- -1.31%
- 1M
- -3.79%
- 6M
- 127.68%
- YTD
- 68.33%
- 1Y
- 60.14%
- 3Y*
- 285.61%
- 5Y*
- 3.39%
- 10Y*
- —
- ALL TIME*
- 3.33%
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%
DAVE Monthly Returns History
Based on dividend-adjusted daily data since Apr 26, 2021, DAVE's average daily return is +0.19%, while the average monthly return is +6.02%. At this rate, an investment would double in approximately 1.0 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2024 with a return of +155.9%, while the worst month was Jun 2022 at -70.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, DAVE closed higher 49% of trading days. The best single day was Mar 5, 2024 with a return of +64.4%, while the worst single day was Feb 14, 2022 at -36.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -26.07% | 18.07% | -9.92% | 56.24% | 3.89% | 31.86% | 0.03% | 68.33% | |||||
| 2025 | 10.24% | 5.05% | -17.88% | 14.71% | 111.79% | 33.66% | -12.15% | -9.58% | -6.51% | 20.05% | -8.80% | 1.44% | 154.73% |
| 2024 | 106.44% | 51.30% | 41.81% | 17.93% | 2.88% | -32.76% | 20.00% | 3.41% | 6.28% | -3.50% | 155.91% | -11.92% | 936.61% |
| 2023 | -2.16% | -7.38% | -27.94% | -7.59% | -3.21% | -1.66% | 16.89% | 23.60% | -19.48% | -15.00% | 13.85% | 39.75% | -9.64% |
| 2022 | 22.44% | -65.18% | 63.62% | -43.36% | -43.46% | -69.95% | 0.26% | -25.36% | -30.33% | -12.40% | 29.62% | -28.82% | -97.17% |
| 2021 | 0.61% | 0.41% | -0.10% | -0.30% | 0.30% | 0.20% | 0.40% | 0.50% | 2.50% | 4.59% |
Benchmark Metrics
Dave Inc. has an annualized alpha of 28.81%, beta of 1.83, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since April 26, 2021.
- This stock captured 368.06% of S&P 500 Index gains and 233.62% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.10 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
- 28.81%
- Beta
- 1.83
- R²
- 0.10
- Upside Capture
- 368.06%
- Downside Capture
- 233.62%
Return for Risk
Risk / Return Rank
DAVE ranks 71 for risk / return — above 71% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Dave Inc. (DAVE) 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.
| DAVE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.00 | -0.51 |
| Martin ratioReturn relative to average drawdown | 3.26 | 8.49 | -5.24 |
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 Dave 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 Dave Inc. was 99.01%, occurring on May 19, 2023. The portfolio has not yet recovered.
The current Dave Inc. drawdown is 18.56%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-99.01%May 2023 | 1y 3mo | — | 4y 6moFeb 2022 - now | — |
-51.80%Jan 2022 | 8d | 17d | 25dJan 2022 - Jan 2022 | Bear market2022 |
-2.70%Jun 2021 | 1mo 6d | 3mo 9d | 4mo 15dApr 2021 - Sep 2021 | — |
-2.70%Dec 2021 | 1mo 8d | 1d | 1mo 9dNov 2021 - Dec 2021 | — |
-1.00%Oct 2021 | 23d | 26d | 1mo 19dSep 2021 - Nov 2021 | — |
Drawdown Indicators
| DAVE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.01% | -56.78% | -42.23% |
Max Drawdown (1Y)Largest decline over 1 year | -39.11% | -9.10% | -30.01% |
Max Drawdown (3Y)Largest decline over 3 years | -44.67% | -18.90% | -25.77% |
Max Drawdown (5Y)Largest decline over 5 years | -99.01% | -25.43% | -73.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -18.56% | -1.58% | -16.98% |
Average DrawdownAverage peak-to-trough decline | -67.63% | -10.70% | -56.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.88% | 2.14% | +15.74% |
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 Dave 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 Dave Inc. is priced in the market compared to other companies in the Software - Application 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 DAVE, comparing it with other companies in the Software - Application industry. Currently, DAVE has a P/E ratio of 23.9. 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 DAVE compared to other companies in the Software - Application industry. DAVE currently has a PEG ratio of 0.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for DAVE relative to other companies in the Software - Application industry. Currently, DAVE has a P/S ratio of 9.8. 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 DAVE in comparison with other companies in the Software - Application industry. Currently, DAVE has a P/B value of 26.3. 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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