- ISIN
- US42240Q1040
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Feb 10, 2022
Highlights
- Market Cap
- $77.91M
- Enterprise Value
- $76.24M
- EPS (TTM)
- $0.26
- PE Ratio
- 11.81
- PEG Ratio
- 0.00
- Total Revenue (TTM)
- $8.97M
- Gross Profit (TTM)
- $3.15M
- EBITDA (TTM)
- -$3.12M
- Year Range
- $2.50 - $33.40
- ROA (TTM)
- 53.37%
- ROE (TTM)
- 79.40%
Share Price Chart
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Performance
HTCR Performance Chart
HeartCore Enterprises Inc (HTCR) is down 49.9% since the beginning of the year. At $3 per share, HTCR is trading 90.8% below its 52-week high of $33.
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Returns By Period
HeartCore Enterprises Inc (HTCR) has returned -49.87% so far this year and -65.96% over the past 12 months.
HeartCore Enterprises Inc
- 1D
- -4.82%
- 1M
- -3.47%
- YTD
- -49.87%
- 6M
- -52.19%
- 1Y
- -65.96%
- 3Y*
- -50.88%
- 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%
HTCR Monthly Returns History
Based on dividend-adjusted daily data since Feb 10, 2022, HTCR's average daily return is +0.05%, while the average monthly return is -1.05%.
Historically, 36% of months were positive and 64% were negative. The best month was Aug 2025 with a return of +129.7%, while the worst month was Feb 2022 at -53.0%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.
On a daily basis, HTCR closed higher 44% of trading days. The best single day was Jun 8, 2022 with a return of +114.7%, while the worst single day was Apr 1, 2026 at -26.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -13.93% | 2.25% | -16.49% | -31.23% | 17.34% | -15.47% | -49.87% | ||||||
| 2025 | -16.25% | -18.42% | -39.52% | -24.67% | 16.76% | -25.74% | -0.47% | 129.70% | -27.71% | -0.04% | -31.73% | -35.11% | -80.25% |
| 2024 | -18.76% | 27.15% | 46.43% | -10.53% | -13.65% | -4.44% | 3.07% | -1.31% | 23.37% | 21.18% | 64.08% | 7.40% | 199.21% |
| 2023 | 28.57% | -8.55% | -9.81% | 2.07% | 48.22% | -2.05% | -0.00% | -25.17% | -7.85% | -30.68% | 0.31% | -6.94% | -29.89% |
| 2022 | -53.00% | 22.54% | -41.32% | -27.81% | 94.26% | 26.58% | -41.33% | -34.09% | 51.72% | -38.07% | -16.51% | -81.80% |
Benchmark Metrics
HeartCore Enterprises Inc has an annualized alpha of -2.20%, beta of 1.13, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since February 10, 2022.
- This stock participated in 245.55% of S&P 500 Index downside but only 66.30% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.02 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
- -2.20%
- Beta
- 1.13
- R²
- 0.02
- Upside Capture
- 66.30%
- Downside Capture
- 245.55%
Return for Risk
Risk / Return Rank
HTCR ranks 20 for risk / return — in the bottom 20% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for HeartCore Enterprises Inc (HTCR) 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.
| HTCR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.52 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.37 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 2.78 | -3.54 |
| Martin ratioReturn relative to average drawdown | -1.08 | 12.44 | -13.51 |
Dividends
Dividend History
HeartCore Enterprises Inc provided a 84.97% dividend yield over the last twelve months, with an annual payout of $2.60 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $2.60 | $2.60 | $0.80 |
Dividend yield | 84.97% | 42.60% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for HeartCore Enterprises Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.60 | $0.00 | $2.60 |
| 2024 | $0.40 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 |
Dividend Yield & Payout
Dividend Yield
HeartCore Enterprises Inc has a dividend yield of 84.97%, which means its dividend payment is significantly above the market average.
Payout Ratio
HeartCore Enterprises Inc has a payout ratio of 47.39%, which is quite average when compared to the overall market. This suggests that HeartCore Enterprises Inc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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 HeartCore Enterprises 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 HeartCore Enterprises Inc was 96.75%, occurring on May 18, 2026. The portfolio has not yet recovered.
The current HeartCore Enterprises Inc drawdown is 96.22%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -96.75%May 2026 | 4y 3mo | — | 4y 4moFeb 2022 - now |
Drawdown Indicators
| HTCR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.75% | -56.78% | -39.97% |
Max Drawdown (1Y)Largest decline over 1 year | -88.02% | -9.10% | -78.92% |
Max Drawdown (3Y)Largest decline over 3 years | -94.56% | -18.90% | -75.66% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -96.22% | -1.80% | -94.42% |
Average DrawdownAverage peak-to-trough decline | -78.67% | -10.71% | -67.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 61.33% | 2.03% | +59.30% |
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 HeartCore Enterprises 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 HeartCore Enterprises 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 HTCR, comparing it with other companies in the Software - Application industry. Currently, HTCR has a P/E ratio of 11.8. 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 HTCR compared to other companies in the Software - Application industry. HTCR currently has a PEG ratio of 0.0. 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 HTCR relative to other companies in the Software - Application industry. Currently, HTCR has a P/S ratio of 9.2. 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 HTCR in comparison with other companies in the Software - Application industry. Currently, HTCR has a P/B value of 8.9. 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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