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Power REIT (PW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US73933H1014

CUSIP

73933H101

IPO Date

Mar 17, 1980

Highlights

Market Cap

$3.80M

EPS (TTM)

-$7.29

Total Revenue (TTM)

$3.00M

Gross Profit (TTM)

$769.30K

EBITDA (TTM)

-$17.69M

Year Range

$0.60 - $2.70

Target Price

$44.00

Short %

0.98%

Short Ratio

2.38

Share Price Chart


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Compare to other instruments

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Power REIT

Performance

Performance Chart


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S&P 500

Returns By Period

Power REIT (PW) returned -18.05% year-to-date (YTD) and 81.47% over the past 12 months. Over the past 10 years, PW returned -14.20% annually, underperforming the S&P 500 benchmark at 10.84%.


PW

YTD

-18.05%

1M

-5.23%

6M

-4.39%

1Y

81.47%

3Y*

-64.02%

5Y*

-45.83%

10Y*

-14.20%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of PW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-4.83%-9.16%-2.60%-1.79%-0.92%-18.05%
2024-10.73%12.74%16.24%-40.78%59.72%25.16%38.36%0.40%-39.70%45.95%10.00%9.92%104.71%
202318.58%-5.85%-15.30%-28.25%-27.61%-15.46%3.05%-43.20%20.83%-40.52%-11.59%6.51%-83.55%
2022-9.25%-22.81%-18.38%-31.81%-14.74%-44.41%21.29%10.10%-37.24%-17.99%-38.29%-26.85%-94.27%
202141.33%-0.48%20.42%-0.40%1.75%-12.39%-6.72%12.09%18.96%-2.13%7.24%31.37%157.92%
2020-6.00%45.98%-15.55%32.02%69.72%23.02%-9.69%-21.63%-2.60%18.57%16.94%-2.80%196.78%
2019-2.00%11.15%-1.48%0.18%-0.52%-3.17%55.34%8.66%3.58%-19.23%16.24%-5.46%60.71%
2018-1.70%0.77%2.46%0.48%-3.84%1.18%0.25%-1.23%-0.33%-3.81%2.07%-5.41%-9.06%
2017-8.09%4.19%-1.19%4.67%-0.87%9.43%2.79%-17.81%-0.47%-3.47%-0.33%0.95%-12.25%
2016-4.58%2.91%9.47%-2.94%7.46%42.45%7.45%-6.67%16.00%13.18%-15.13%-10.03%60.58%
201514.71%-9.69%0.00%-28.97%-18.13%15.31%-16.38%-5.15%-7.39%4.84%-7.97%6.33%-47.66%
20145.80%-0.43%-4.97%3.98%1.08%-2.04%-2.21%4.40%9.84%-1.58%-2.00%-14.80%-5.01%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, PW is among the top 24% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PW is 7676
Overall Rank
The Sharpe Ratio Rank of PW is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of PW is 8787
Sortino Ratio Rank
The Omega Ratio Rank of PW is 8484
Omega Ratio Rank
The Calmar Ratio Rank of PW is 7676
Calmar Ratio Rank
The Martin Ratio Rank of PW is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Power REIT (PW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Power REIT Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.45
  • 5-Year: -0.39
  • 10-Year: -0.16
  • All Time: -0.03

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Power REIT compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


Power REIT 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 Power REIT. 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 Power REIT was 99.48%, occurring on Apr 29, 2024. The portfolio has not yet recovered.

The current Power REIT drawdown is 98.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.48%Jan 14, 2022573Apr 29, 2024
-71.64%Oct 17, 2011971Nov 13, 2015952Feb 25, 20201923
-53.58%Feb 26, 202016Mar 18, 202040May 14, 202056
-46.21%Jun 24, 202057Sep 14, 202078Jan 5, 2021135
-29.54%Jan 2, 2009511Mar 10, 201182Jul 7, 2011593
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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 Power REIT over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Power REIT, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -158.9%.


-6.00-5.00-4.00-3.00-2.00-1.000.001.0020212022202320242025
-0.47
0.99
Actual
Estimate

Valuation

The Valuation section provides an overview of how Power REIT is priced in the market compared to other companies in the REIT - Specialty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for PW compared to other companies in the REIT - Specialty industry. PW 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 PW relative to other companies in the REIT - Specialty industry. Currently, PW has a P/S ratio of 1.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PW in comparison with other companies in the REIT - Specialty industry. Currently, PW has a P/B value of 10.8. 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