Highlights
- Market Cap
- $600.35M
- Enterprise Value
- $583.54M
- EPS (TTM)
- -$4.85
- Total Revenue (TTM)
- $92.88M
- Gross Profit (TTM)
- $11.09M
- EBITDA (TTM)
- -$60.93M
- Year Range
- $6.60 - $45.03
- ROA (TTM)
- -24.85%
- ROE (TTM)
- -30.90%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Forge Global Holdings Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Forge Global Holdings Inc (FRGE) has returned 0.99% so far this year and 433.81% over the past 12 months.
Forge Global Holdings Inc
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.99%
- 6M
- 166.27%
- 1Y
- 433.81%
- 3Y*
- 19.68%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 22, 2022, FRGE's average daily return is +0.10%, while the average monthly return is +1.69%. At this rate, your investment would double in approximately 3.4 years.
Historically, 41% of months were positive and 59% were negative. The best month was Mar 2022 with a return of +109.8%, while the worst month was Sep 2022 at -54.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 11 months.
On a daily basis, FRGE closed higher 44% of trading days. The best single day was Mar 30, 2022 with a return of +73.9%, while the worst single day was May 16, 2022 at -37.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.31% | 0.67% | 0.00% | 0.99% | |||||||||
| 2025 | -17.28% | 29.87% | -43.80% | 71.89% | -4.07% | 36.98% | 15.13% | -14.01% | -10.34% | 29.82% | 102.19% | 0.45% | 219.12% |
| 2024 | -44.02% | 8.33% | -7.21% | -5.18% | -13.66% | -7.59% | -0.68% | -3.45% | -6.43% | -11.45% | -6.03% | -14.60% | -72.86% |
| 2023 | 21.97% | -14.69% | -2.78% | -23.43% | 7.46% | 68.75% | 19.75% | -15.81% | -17.14% | 25.12% | 29.92% | 3.94% | 98.27% |
| 2022 | 109.78% | -44.21% | 3.54% | -46.81% | -48.70% | -28.46% | -54.19% | -11.43% | -10.97% | 25.36% | -89.29% |
Benchmark Metrics
Forge Global Holdings Inc has an annualized alpha of 12.32%, beta of 1.10, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since March 23, 2022.
- This stock participated in 217.79% of S&P 500 Index downside but only 70.35% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.03 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
- 12.32%
- Beta
- 1.10
- R²
- 0.03
- Upside Capture
- 70.35%
- Downside Capture
- 217.79%
Return for Risk
Risk / Return Rank
FRGE ranks 98 for risk / return — in the top 98% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Forge Global Holdings Inc (FRGE) and compare them to a chosen benchmark (S&P 500 Index).
| FRGE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.98 | 0.90 | +3.09 |
Sortino ratioReturn per unit of downside risk | 5.02 | 1.39 | +3.63 |
Omega ratioGain probability vs. loss probability | 1.83 | 1.21 | +0.62 |
Calmar ratioReturn relative to maximum drawdown | 9.20 | 1.40 | +7.80 |
Martin ratioReturn relative to average drawdown | 21.72 | 6.61 | +15.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FRGE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 Forge Global Holdings 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 Forge Global Holdings Inc was 98.69%, occurring on Apr 4, 2025. The portfolio has not yet recovered.
The current Forge Global Holdings Inc drawdown is 92.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.69% | Mar 31, 2022 | 756 | Apr 4, 2025 | — | — | — |
| -22.91% | Mar 23, 2022 | 2 | Mar 24, 2022 | 1 | Mar 25, 2022 | 3 |
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 Forge Global Holdings 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 Forge Global Holdings 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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for FRGE relative to other companies in the Software - Application industry. Currently, FRGE has a P/S ratio of 6.3. 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 FRGE in comparison with other companies in the Software - Application industry. Currently, FRGE has a P/B value of 3.0. 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
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EBIT | — |
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Minority Interest | — |
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Net Interest Income | — |