- ISIN
- US31189P1021
- CUSIP
- 31189P102
- Sector
- Healthcare
- Industry
- Biotechnology
- IPO Date
- Oct 1, 2013
Highlights
- Market Cap
- $258.07M
- Enterprise Value
- $300.02M
- EPS (TTM)
- -$1.09
- Total Revenue (TTM)
- $6.32M
- Gross Profit (TTM)
- -$7.88M
- EBITDA (TTM)
- -$135.03M
- Year Range
- $0.91 - $2.88
- Target Price
- $39.50
- ROA (TTM)
- -45.59%
- ROE (TTM)
- -72.29%
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
FATE Performance Chart
Fate Therapeutics, Inc. (FATE) is up 118.8% since the beginning of the year. At $2 per share, FATE is trading 25.3% below its 52-week high of $3. Investors who bought $1,000 worth of FATE shares 5 years ago would now be looking at an investment worth $26.
Loading charts...
Returns By Period
Fate Therapeutics, Inc. (FATE) has returned 118.81% so far this year and 80.67% over the past 12 months. Over the last ten years, FATE has returned 1.30% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Fate Therapeutics, Inc.
- 1D
- 2.87%
- 1M
- -4.44%
- YTD
- 118.81%
- 6M
- 104.76%
- 1Y
- 80.67%
- 3Y*
- -24.57%
- 5Y*
- -51.90%
- 10Y*
- 1.30%
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%
FATE Monthly Returns History
Based on dividend-adjusted daily data since Oct 1, 2013, FATE's average daily return is +0.11%, while the average monthly return is +2.05%. At this rate, an investment would double in approximately 2.8 years.
Historically, 48% of months were positive and 52% were negative. The best month was May 2026 with a return of +127.2%, while the worst month was Dec 2022 at -51.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.
On a daily basis, FATE closed higher 47% of trading days. The best single day was May 6, 2015 with a return of +46.0%, while the worst single day was Jan 6, 2023 at -61.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 21.11% | 24.37% | -18.92% | 4.17% | 127.20% | -24.30% | 118.81% | ||||||
| 2025 | -21.21% | -13.85% | -29.46% | 62.00% | -5.47% | -7.44% | -1.79% | -5.45% | 21.15% | 7.14% | -15.56% | -13.81% | -40.45% |
| 2024 | 64.71% | 15.10% | 3.53% | -46.19% | -6.84% | -10.87% | 62.50% | -31.14% | -4.63% | -32.29% | 33.76% | -47.95% | -55.88% |
| 2023 | -40.93% | 2.68% | -6.86% | 6.49% | -16.80% | -5.74% | -13.24% | -39.23% | -15.54% | -14.62% | 37.57% | 50.20% | -62.93% |
| 2022 | -29.05% | -16.77% | 12.21% | -26.33% | -19.12% | 7.27% | 23.20% | -14.38% | -14.27% | -6.65% | -0.48% | -51.54% | -82.76% |
| 2021 | -0.33% | -1.00% | -8.10% | 5.99% | -12.35% | 13.30% | -4.60% | -11.53% | -19.09% | -9.23% | 2.25% | 6.36% | -35.65% |
Benchmark Metrics
Fate Therapeutics, Inc. has an annualized alpha of 8.40%, beta of 1.51, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since October 01, 2013.
- This stock participated in 215.57% of S&P 500 Index downside but only 160.75% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.09 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
- 8.40%
- Beta
- 1.51
- R²
- 0.09
- Upside Capture
- 160.75%
- Downside Capture
- 215.57%
Return for Risk
Risk / Return Rank
FATE ranks 71 for risk / return — better than 71% 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 Fate Therapeutics, Inc. (FATE) 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.
| FATE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.78 | -0.83 |
| Martin ratioReturn relative to average drawdown | 3.35 | 12.44 | -9.09 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Fate Therapeutics, 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 Fate Therapeutics, Inc. was 99.42%, occurring on Apr 3, 2025. The portfolio has not yet recovered.
The current Fate Therapeutics, Inc. drawdown is 98.17%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -99.42%Apr 2025 | 4y 2mo | — | 5y 5moJan 2021 - now |
2016 bear market2016 | -87.85%May 2016 | 2y 1mo | 1y 9mo | 3y 11moMar 2014 - Mar 2018 |
COVID crash2020 | -45.80%Mar 2020 | 18d | 2mo 6d | 2mo 24dFeb 2020 - May 2020 |
2013 bear market2013 | -45.76%Nov 2013 | 1mo 1d | 3mo 25d | 4mo 26dOct 2013 - Mar 2014 |
2019 bear market2019 | -40.49%Nov 2019 | 3mo 20d | 2mo 9d | 5mo 29dJul 2019 - Jan 2020 |
Drawdown Indicators
| FATE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.42% | -56.78% | -42.64% |
Max Drawdown (1Y)Largest decline over 1 year | -41.58% | -9.10% | -32.48% |
Max Drawdown (3Y)Largest decline over 3 years | -91.86% | -18.90% | -72.96% |
Max Drawdown (5Y)Largest decline over 5 years | -99.29% | -25.43% | -73.86% |
Max Drawdown (10Y)Largest decline over 10 years | -99.42% | -33.92% | -65.50% |
Current DrawdownCurrent decline from peak | -98.17% | -1.80% | -96.37% |
Average DrawdownAverage peak-to-trough decline | -58.62% | -10.71% | -47.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.22% | 2.03% | +22.19% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Fate Therapeutics, 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 Fate Therapeutics, Inc. is priced in the market compared to other companies in the Biotechnology 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 FATE relative to other companies in the Biotechnology industry. Currently, FATE has a P/S ratio of 40.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for FATE in comparison with other companies in the Biotechnology industry. Currently, FATE has a P/B value of 1.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |
Build a portfolio with FATE
Add Fate Therapeutics, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with FATE