Highlights
- Market Cap
- $623.12M
- Enterprise Value
- $523.94M
- EPS (TTM)
- -$1.60
- Total Revenue (TTM)
- $2.65M
- Gross Profit (TTM)
- -$15.38M
- EBITDA (TTM)
- -$103.99M
- Year Range
- $4.66 - $18.64
- Target Price
- $20.67
- ROA (TTM)
- -27.56%
- ROE (TTM)
- -28.90%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Serve Robotics Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Serve Robotics Inc (SERV) has returned -18.69% so far this year and 46.78% over the past 12 months.
Serve Robotics Inc
- 1D
- 9.18%
- 1M
- -15.52%
- YTD
- -18.69%
- 6M
- -27.43%
- 1Y
- 46.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 7, 2024, SERV's average daily return is +0.46%, while the average monthly return is +26.76%. At this rate, your investment would double in approximately 0.2 years.
Historically, 48% of months were positive and 52% were negative. The best month was Jul 2024 with a return of +798.5%, while the worst month was Mar 2024 at -79.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.
On a daily basis, SERV closed higher 46% of trading days. The best single day was Jul 19, 2024 with a return of +187.1%, while the worst single day was Mar 11, 2024 at -77.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.48% | -4.22% | -15.52% | -18.69% | |||||||||
| 2025 | 22.89% | -45.69% | -36.18% | 7.30% | 89.63% | -2.22% | -10.93% | 8.93% | 4.77% | 13.76% | -22.45% | 1.17% | -23.11% |
| 2024 | -79.40% | -48.35% | 8.27% | -32.29% | 798.46% | -51.51% | -6.42% | 27.42% | -14.12% | 55.17% | -46.00% |
Benchmark Metrics
Serve Robotics Inc has an annualized alpha of 125.56%, beta of 2.64, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since March 08, 2024.
- This stock participated in 309.85% of S&P 500 Index downside but only 15.59% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.05 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
- 125.56%
- Beta
- 2.64
- R²
- 0.05
- Upside Capture
- 15.59%
- Downside Capture
- 309.85%
Return for Risk
Risk / Return Rank
SERV ranks 58 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Serve Robotics Inc (SERV) and compare them to a chosen benchmark (S&P 500 Index).
| SERV | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.90 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.39 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.40 | -0.79 |
Martin ratioReturn relative to average drawdown | 1.22 | 6.61 | -5.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SERV risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 Serve Robotics 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 Serve Robotics Inc was 92.72%, occurring on Jun 26, 2024. The portfolio has not yet recovered.
The current Serve Robotics Inc drawdown is 66.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.72% | Mar 8, 2024 | 76 | Jun 26, 2024 | — | — | — |
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 Serve Robotics 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 Serve Robotics Inc is priced in the market compared to other companies in the Specialty Industrial Machinery 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 SERV relative to other companies in the Specialty Industrial Machinery industry. Currently, SERV has a P/S ratio of 201.4. 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 SERV in comparison with other companies in the Specialty Industrial Machinery industry. Currently, SERV has a P/B value of 1.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |