- ISIN
- US81758H1068
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Mar 7, 2024
Highlights
- Market Cap
- $512.06M
- Enterprise Value
- $471.65M
- EPS (TTM)
- -$2.07
- Total Revenue (TTM)
- $5.19M
- Gross Profit (TTM)
- -$22.91M
- EBITDA (TTM)
- -$138.16M
- Year Range
- $6.49 - $18.64
- Target Price
- $16.33
- ROA (TTM)
- -40.24%
- ROE (TTM)
- -43.16%
Share Price Chart
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Performance
SERV Performance Chart
Serve Robotics Inc (SERV) is down 34.5% since the beginning of the year. At $7 per share, SERV is trading 63.5% below its 52-week high of $19.
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Returns By Period
Serve Robotics Inc (SERV) has returned -34.49% so far this year and -34.74% over the past 12 months.
Serve Robotics Inc
- 1D
- -2.72%
- 1M
- -21.84%
- YTD
- -34.49%
- 6M
- -38.29%
- 1Y
- -34.74%
- 3Y*
- —
- 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%
SERV Monthly Returns History
Based on dividend-adjusted daily data since Mar 7, 2024, SERV's average daily return is +0.50%, while the average monthly return is +23.80%. At this rate, an investment would double in approximately 0.3 years.
Historically, 46% of months were positive and 54% were negative. The best month was Jul 2024 with a return of +798.5%, while the worst month was Mar 2024 at -65.7%. 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% | 11.73% | -0.85% | -27.27% | -34.49% | ||||||
| 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 | -65.67% | -48.35% | 8.27% | -32.29% | 798.46% | -51.51% | -6.42% | 27.42% | -14.12% | 55.17% | -10.00% |
Benchmark Metrics
Serve Robotics Inc has an annualized alpha of 114.77%, beta of 2.74, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since March 07, 2024.
- This stock participated in 338.87% of S&P 500 Index downside but only 116.18% 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
- 114.77%
- Beta
- 2.74
- R²
- 0.05
- Upside Capture
- 116.18%
- Downside Capture
- 338.87%
Return for Risk
Risk / Return Rank
SERV ranks 26 for risk / return — below 26% 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 Serve Robotics Inc (SERV) 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.
| SERV | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.37 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | 2.78 | -3.34 |
| Martin ratioReturn relative to average drawdown | -0.96 | 12.44 | -13.40 |
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 72.80%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 bear market2024 | -92.72%Jun 2024 | 3mo 20d | — | 2y 3moMar 2024 - now |
Drawdown Indicators
| SERV | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.72% | -56.78% | -35.94% |
Max Drawdown (1Y)Largest decline over 1 year | -62.90% | -9.10% | -53.80% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
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 | -72.80% | -1.80% | -71.00% |
Average DrawdownAverage peak-to-trough decline | -61.80% | -10.71% | -51.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.28% | 2.03% | +34.25% |
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 86.8. 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 SERV in comparison with other companies in the Specialty Industrial Machinery industry. Currently, SERV has a P/B value of 1.6. 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 | |
|---|---|
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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