- ISIN
- US67010L1008
- Sector
- Industrials
- Industry
- Electrical Equipment & Parts
- IPO Date
- Feb 2, 2022
Highlights
- Market Cap
- $118.70M
- Enterprise Value
- $252.43M
- EPS (TTM)
- -$1.23
- Total Revenue (TTM)
- $12.86M
- Gross Profit (TTM)
- -$38.67M
- EBITDA (TTM)
- -$117.70M
- Year Range
- $0.59 - $3.86
- ROA (TTM)
- -48.06%
- ROE (TTM)
- -86.53%
Share Price Chart
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Performance
NVX Performance Chart
Novonix Ltd ADR (NVX) is down 32.7% since the beginning of the year. At $1 per share, NVX is trading 82.4% below its 52-week high of $4.
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Returns By Period
Novonix Ltd ADR (NVX) has returned -32.67% so far this year and -37.04% over the past 12 months.
Novonix Ltd ADR
- 1D
- -2.16%
- 1M
- -5.56%
- YTD
- -32.67%
- 6M
- -39.29%
- 1Y
- -37.04%
- 3Y*
- -36.29%
- 5Y*
- —
- 10Y*
- —
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%
NVX Monthly Returns History
Based on dividend-adjusted daily data since Feb 2, 2022, NVX's average daily return is -0.16%, while the average monthly return is -4.48%.
Historically, 36% of months were positive and 64% were negative. The best month was Feb 2024 with a return of +50.7%, while the worst month was Jun 2022 at -44.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.
On a daily basis, NVX closed higher 42% of trading days. The best single day was Nov 25, 2024 with a return of +39.4%, while the worst single day was Nov 27, 2024 at -26.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.48% | -3.55% | -27.37% | 4.35% | -0.72% | -4.87% | -32.67% | ||||||
| 2025 | -18.89% | -24.66% | 3.64% | -0.88% | 0.00% | -10.62% | 18.32% | 24.69% | -14.09% | 17.97% | -22.52% | -13.68% | -43.89% |
| 2024 | -24.74% | 50.68% | 1.82% | 0.89% | -15.49% | -6.28% | 5.31% | -10.34% | 8.88% | -0.27% | 7.90% | -9.09% | -7.22% |
| 2023 | 28.78% | -19.70% | -15.09% | -28.89% | -5.08% | 9.17% | -1.62% | 0.38% | -18.70% | -14.08% | 1.09% | 4.86% | -52.68% |
| 2022 | -32.58% | 27.33% | -22.41% | -20.43% | -44.03% | 24.70% | -19.32% | -29.22% | 48.94% | -11.57% | -33.76% | -81.57% |
Benchmark Metrics
Novonix Ltd ADR has an annualized alpha of -45.68%, beta of 1.58, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since February 03, 2022.
- This stock participated in 240.33% of S&P 500 Index downside but only 11.89% 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
- -45.68%
- Beta
- 1.58
- R²
- 0.09
- Upside Capture
- 11.89%
- Downside Capture
- 240.33%
Return for Risk
Risk / Return Rank
NVX ranks 28 for risk / return — below 28% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Novonix Ltd ADR (NVX) and compare them to S&P 500 Index.
| NVX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.37 | 2.24 | -2.61 |
Sortino ratioReturn per unit of downside risk | 0.03 | 3.07 | -3.05 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.41 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | -0.47 | 2.93 | -3.39 |
Martin ratioReturn relative to average drawdown | -0.68 | 13.52 | -14.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 Novonix Ltd ADR. 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 Novonix Ltd ADR was 97.30%, occurring on May 19, 2026. The portfolio has not yet recovered.
The current Novonix Ltd ADR drawdown is 96.94%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -97.30%May 2026 | 4y 3mo | — | 4y 4moFeb 2022 - now |
Drawdown Indicators
| NVX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.30% | -56.78% | -40.52% |
Max Drawdown (1Y)Largest decline over 1 year | -79.59% | -9.10% | -70.49% |
Max Drawdown (3Y)Largest decline over 3 years | -82.25% | -18.90% | -63.35% |
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 | -96.94% | -0.74% | -96.20% |
Average DrawdownAverage peak-to-trough decline | -84.08% | -10.72% | -73.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 54.59% | 1.97% | +52.62% |
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 Novonix Ltd ADR 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 Novonix Ltd ADR is priced in the market compared to other companies in the Electrical Equipment & Parts 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 NVX relative to other companies in the Electrical Equipment & Parts industry. Currently, NVX has a P/S ratio of 8.8. 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 NVX in comparison with other companies in the Electrical Equipment & Parts industry. Currently, NVX has a P/B value of 0.5. 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 | |
|---|---|
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Total Revenue | — |
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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 | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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