PortfoliosLab logoPortfoliosLab logo
ISIN
US34379V1035
CUSIP
34379V103
Sector
Utilities
IPO Date
Oct 28, 2021

Highlights

Market Cap
$3.33B
Enterprise Value
$3.33B
EPS (TTM)
-$0.26
Total Revenue (TTM)
$2.58B
Gross Profit (TTM)
$301.68M
EBITDA (TTM)
$4.46M
Year Range
$5.74 - $33.51
Target Price
$19.15
ROA (TTM)
-1.78%
ROE (TTM)
-11.35%

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

FLNC Performance Chart

Fluence Energy, Inc. (FLNC) is up 27.4% since the beginning of the year. At $25 per share, FLNC is trading 24.8% below its 52-week high of $34.


Loading charts...

S&P 500 Index

Returns By Period

Fluence Energy, Inc. (FLNC) has returned 27.35% so far this year and 332.08% over the past 12 months.


Fluence Energy, Inc.

1D
1.57%
1M
17.22%
YTD
27.35%
6M
23.18%
1Y
332.08%
3Y*
1.80%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLNC Monthly Returns History

Based on dividend-adjusted daily data since Oct 28, 2021, FLNC's average daily return is +0.17%, while the average monthly return is +3.52%. At this rate, an investment would double in approximately 1.7 years.

Historically, 47% of months were positive and 53% were negative. The best month was Oct 2025 with a return of +94.4%, while the worst month was Feb 2025 at -56.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 7 months.

On a daily basis, FLNC closed higher 48% of trading days. The best single day was Jun 1, 2026 with a return of +43.8%, while the worst single day was Feb 11, 2025 at -46.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202655.56%-49.50%-11.45%-11.48%55.01%33.42%27.35%
2025-18.07%-56.03%-15.21%-15.67%14.91%42.77%21.01%-8.87%45.95%94.44%-6.48%0.71%24.56%
2024-16.69%-23.05%13.41%2.88%40.86%-31.00%-5.54%12.15%23.63%-4.23%-13.52%-15.58%-33.42%
202340.76%-22.66%8.46%-10.81%37.32%7.42%9.76%-9.88%-12.75%-24.66%44.80%-4.90%39.07%
2022-47.41%-27.65%-3.10%-30.05%6.87%-3.27%44.94%45.20%-26.87%2.33%15.07%-0.17%-51.77%
20216.18%-10.91%12.21%6.15%

Benchmark Metrics

Fluence Energy, Inc. has an annualized alpha of 15.31%, beta of 2.29, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since October 28, 2021.

  • This stock captured 458.12% of S&P 500 Index gains and 245.01% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.16 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
15.31%
Beta
2.29
0.16
Upside Capture
458.12%
Downside Capture
245.01%

Return for Risk

Risk / Return Rank

FLNC ranks 91 for risk / return — in the top 91% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FLNC Risk / Return Rank: 9191
Overall Rank
FLNC Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
FLNC Sortino Ratio Rank: 9090
Sortino Ratio Rank
FLNC Omega Ratio Rank: 8989
Omega Ratio Rank
FLNC Calmar Ratio Rank: 9393
Calmar Ratio Rank
FLNC Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fluence Energy, Inc. (FLNC) 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.


FLNCBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.32

Omega ratioGain probability vs. loss probability

1.39

1.37

+0.03

Calmar ratioReturn relative to maximum drawdown

5.29

2.78

+2.50

Martin ratioReturn relative to average drawdown

10.57

12.44

-1.87

Dividends

Dividend History


Fluence Energy, Inc. 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Fluence Energy, 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 Fluence Energy, Inc. was 90.40%, occurring on Apr 21, 2025. The portfolio has not yet recovered.

The current Fluence Energy, Inc. drawdown is 33.02%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-90.40%Apr 2025
3y 5mo
4y 7moNov 2021 - now
2021 pullback2021
-7.55%Nov 2021
8d1d
9dNov 2021 - Nov 2021

Drawdown Indicators


FLNCBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-90.40%

-56.78%

-33.62%

Max Drawdown (1Y)

Largest decline over 1 year

-63.30%

-9.10%

-54.20%

Max Drawdown (3Y)

Largest decline over 3 years

-88.40%

-18.90%

-69.50%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-33.02%

-1.80%

-31.22%

Average Drawdown

Average peak-to-trough decline

-53.62%

-10.71%

-42.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.60%

2.03%

+29.57%

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 Fluence Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Fluence Energy, Inc. is priced in the market compared to other companies in the Utilities - Renewable 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 FLNC relative to other companies in the Utilities - Renewable industry. Currently, FLNC has a P/S ratio of 1.5. 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 FLNC in comparison with other companies in the Utilities - Renewable industry. Currently, FLNC has a P/B value of 9.0. 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

Values in undefined except per share items
Portfolio Analyzer

Build a portfolio with FLNC

Add Fluence Energy, 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 FLNC