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Highlights

Market Cap
$400.58M
Enterprise Value
$387.39M
EPS (TTM)
-$20.47
Total Revenue (TTM)
$42.85M
Gross Profit (TTM)
$29.79M
EBITDA (TTM)
-$439.96M
Year Range
$4.03 - $46.00
ROA (TTM)
-169.85%
ROE (TTM)
-187.43%

Share Price Chart


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Forward Industries, Inc

Performance

FWDI Performance Chart

Forward Industries, Inc (FWDI) is down 36.2% since the beginning of the year. At $4 per share, FWDI is trading 90.8% below its 52-week high of $46. Investors who bought $1,000 worth of FWDI shares 5 years ago would now be looking at an investment worth $156.


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S&P 500 Index

Returns By Period

Forward Industries, Inc (FWDI) has returned -36.16% so far this year and -30.02% over the past 12 months. Over the last ten years, FWDI has returned -10.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


Forward Industries, Inc

1D
-6.01%
1M
-6.01%
YTD
-36.16%
6M
-50.41%
1Y
-30.02%
3Y*
-25.97%
5Y*
-31.06%
10Y*
-10.36%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FWDI Monthly Returns History

Based on dividend-adjusted daily data since Jun 15, 1995, FWDI's average daily return is +0.21%, while the average monthly return is +1.86%. At this rate, an investment would double in approximately 3.1 years.

Historically, 45% of months were positive and 55% were negative. The best month was Dec 1997 with a return of +125.0%, while the worst month was Aug 1998 at -53.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, FWDI closed higher 43% of trading days. The best single day was Aug 11, 2015 with a return of +161.3%, while the worst single day was Dec 18, 1996 at -53.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.82%-34.67%4.48%4.06%1.95%-10.21%-36.16%
202521.41%-20.47%-13.18%62.65%-5.63%-8.32%107.36%25.68%68.00%-43.72%-38.15%-25.73%33.54%
2024-0.67%-10.14%-6.70%-11.49%-8.67%-3.05%-16.60%-6.05%0.00%-5.63%15.34%21.92%-32.14%
202317.59%-10.32%-1.33%-8.52%0.98%-6.80%-9.27%-5.61%-7.51%-6.55%-0.08%2.73%-31.93%
2022-1.92%2.61%9.55%-5.23%-12.27%2.80%16.33%-8.19%-15.29%-1.50%-5.34%-13.59%-31.31%
202173.08%14.92%-21.27%-5.26%5.56%3.86%-11.49%-0.76%-8.08%-5.44%-18.81%-14.99%-14.29%

Benchmark Metrics

Forward Industries, Inc has an annualized alpha of 60.24%, beta of 0.54, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 16, 1995.

  • This stock participated in 75.18% of S&P 500 Index downside but only 22.99% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.54 may look defensive, but with R2 of 0.01 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 0.01 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
60.24%
Beta
0.54
0.01
Upside Capture
22.99%
Downside Capture
75.18%

Return for Risk

Risk / Return Rank

FWDI ranks 35 for risk / return — below 35% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FWDI Risk / Return Rank: 3535
Overall Rank
FWDI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
FWDI Sortino Ratio Rank: 4141
Sortino Ratio Rank
FWDI Omega Ratio Rank: 4040
Omega Ratio Rank
FWDI Calmar Ratio Rank: 3030
Calmar Ratio Rank
FWDI Martin Ratio Rank: 3333
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 Forward Industries, Inc (FWDI) and compare them to S&P 500 Index.


FWDIBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.49

Sortino ratioReturn per unit of downside risk

-2.63

Omega ratioGain probability vs. loss probability

1.05

1.41

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.34

2.93

-3.26

Martin ratioReturn relative to average drawdown

-0.45

13.52

-13.97

Dividends

Dividend History


Forward Industries, 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Forward Industries, 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 Forward Industries, Inc was 98.85%, occurring on Sep 24, 2024. The portfolio has not yet recovered.

The current Forward Industries, Inc drawdown is 98.53%.


Related event

Drawdown

Fall

Recovery

Underwater

2024 bear market2024
-98.85%Sep 2024
19y 20d
20y 9moSep 2005 - now
1997 bear market1997
-93.92%Jan 1997
9mo 5d8y 7d
8y 9moApr 1996 - Jan 2005
1995 bear market1995
-53.66%Dec 1995
1d1mo 2d
1mo 3dDec 1995 - Jan 1996
1995 bear market1995
-52.56%Dec 1995
0s8d
8dDec 1995 - Dec 1995
1995 bear market1995
-51.39%Nov 1995
0s6d
6dNov 1995 - Nov 1995

Drawdown Indicators


FWDIBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-98.85%

-56.78%

-42.07%

Max Drawdown (1Y)

Largest decline over 1 year

-89.56%

-9.10%

-80.46%

Max Drawdown (3Y)

Largest decline over 3 years

-89.56%

-18.90%

-70.66%

Max Drawdown (5Y)

Largest decline over 5 years

-89.72%

-25.43%

-64.29%

Max Drawdown (10Y)

Largest decline over 10 years

-93.24%

-33.92%

-59.32%

Current Drawdown

Current decline from peak

-98.53%

-0.74%

-97.79%

Average Drawdown

Average peak-to-trough decline

-82.24%

-10.72%

-71.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

66.25%

1.97%

+64.28%

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 Forward Industries, 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 Forward Industries, Inc is priced in the market compared to other companies in the Footwear & Accessories 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 FWDI relative to other companies in the Footwear & Accessories industry. Currently, FWDI has a P/S ratio of 5.0. 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 FWDI in comparison with other companies in the Footwear & Accessories industry. Currently, FWDI has a P/B value of 0.7. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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

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