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ISIN
US68572M1062
IPO Date
Aug 4, 2020

Highlights

Market Cap
$255.91B
Enterprise Value
$255.88B
EPS (TTM)
-$0.00
Total Revenue (TTM)
$32.72M
Gross Profit (TTM)
$32.55M
EBITDA (TTM)
-$54.72M
Year Range
$2.20 - $5.42
Target Price
$12.00
ROA (TTM)
-54.25%
ROE (TTM)
-132.55%

Share Price Chart


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Orchestra BioMed Holdings Inc.

Performance

OBIO Performance Chart

Orchestra BioMed Holdings Inc. (OBIO) is down 1.7% since the beginning of the year. At $4 per share, OBIO is trading 24.8% below its 52-week high of $5. Investors who bought $1,000 worth of OBIO shares 5 years ago would now be looking at an investment worth $404.


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S&P 500 Index

Returns By Period

Orchestra BioMed Holdings Inc. (OBIO) has returned -1.69% so far this year and 35.55% over the past 12 months.


Orchestra BioMed Holdings Inc.

1D
2.26%
1M
0.49%
YTD
-1.69%
6M
-7.48%
1Y
35.55%
3Y*
-21.27%
5Y*
-16.58%
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)

OBIO Monthly Returns History

Based on dividend-adjusted daily data since Aug 4, 2020, OBIO's average daily return is +0.06%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 42% of months were positive and 58% were negative. The best month was Mar 2023 with a return of +109.3%, while the worst month was Jun 2023 at -53.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, OBIO closed higher 44% of trading days. The best single day was Mar 6, 2023 with a return of +58.1%, while the worst single day was Apr 1, 2025 at -24.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-15.90%25.50%-2.97%-6.12%-2.01%4.35%-1.69%
202531.00%-10.50%-8.74%-30.61%-4.04%-5.96%14.18%-10.78%-9.16%57.26%36.41%-21.99%3.75%
2024-22.45%-9.04%-18.17%-16.32%57.14%17.60%-9.45%-9.21%-23.28%0.19%9.32%-28.95%-56.19%
2023-12.83%7.47%109.30%-17.73%-6.83%-53.33%-16.14%6.30%39.74%-46.22%32.62%46.78%-8.52%
2022-2.18%0.20%0.30%0.25%0.15%0.10%-0.30%-0.91%0.61%0.81%-0.80%0.81%-0.99%
2021-7.65%4.99%-9.90%-2.23%-6.13%-0.68%-2.84%-1.21%1.02%-0.30%0.10%2.13%-21.31%

Benchmark Metrics

Orchestra BioMed Holdings Inc. has an annualized alpha of 2.61%, beta of 0.85, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since August 04, 2020.

  • This stock participated in 129.71% of S&P 500 Index downside but only 14.57% 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
2.61%
Beta
0.85
0.03
Upside Capture
14.57%
Downside Capture
129.71%

Return for Risk

Risk / Return Rank

OBIO ranks 61 for risk / return — better than 61% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


OBIO Risk / Return Rank: 6161
Overall Rank
OBIO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
OBIO Sortino Ratio Rank: 6161
Sortino Ratio Rank
OBIO Omega Ratio Rank: 5959
Omega Ratio Rank
OBIO Calmar Ratio Rank: 6464
Calmar Ratio Rank
OBIO Martin Ratio Rank: 6060
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 Orchestra BioMed Holdings Inc. (OBIO) 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.


OBIOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-1.53

Omega ratioGain probability vs. loss probability

1.15

1.37

-0.22

Calmar ratioReturn relative to maximum drawdown

1.03

2.78

-1.76

Martin ratioReturn relative to average drawdown

1.83

12.44

-10.61

Dividends

Dividend History


Orchestra BioMed Holdings 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 Orchestra BioMed 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 Orchestra BioMed Holdings Inc. was 89.40%, occurring on Sep 23, 2025. The portfolio has not yet recovered.

The current Orchestra BioMed Holdings Inc. drawdown is 81.61%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 bear market2025
-89.40%Sep 2025
2y 5mo
3y 2moApr 2023 - now
2023 bear market2023
-42.60%Feb 2023
1y 12mo20d
2y 17dFeb 2021 - Mar 2023
2023 bear market2023
-33.00%Mar 2023
10d14d
24dMar 2023 - Mar 2023
2020 correction2020
-14.37%Nov 2020
2mo 29d1mo 26d
4mo 25dAug 2020 - Dec 2020
2021 correction2021
-13.31%Jan 2021
22d12d
1mo 4dJan 2021 - Feb 2021

Drawdown Indicators


OBIOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-89.40%

-56.78%

-32.62%

Max Drawdown (1Y)

Largest decline over 1 year

-34.77%

-9.10%

-25.67%

Max Drawdown (3Y)

Largest decline over 3 years

-78.18%

-18.90%

-59.28%

Max Drawdown (5Y)

Largest decline over 5 years

-89.40%

-25.43%

-63.97%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-81.61%

-1.80%

-79.81%

Average Drawdown

Average peak-to-trough decline

-51.68%

-10.71%

-40.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.50%

2.03%

+17.47%

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 Orchestra BioMed Holdings 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 Orchestra BioMed Holdings Inc. is priced in the market compared to other companies in the Biotechnology 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 OBIO relative to other companies in the Biotechnology industry. Currently, OBIO has a P/S ratio of 1,958.6. 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 OBIO in comparison with other companies in the Biotechnology industry. Currently, OBIO has a P/B value of 8,144.9. 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

Values in undefined except per share items
Portfolio Analyzer

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