- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Aug 20, 2021
Highlights
- Market Cap
- $72.16K
- Enterprise Value
- -$6.34M
- EPS (TTM)
- -$0.83
- Total Revenue (TTM)
- $9.05M
- Gross Profit (TTM)
- $4.35M
- EBITDA (TTM)
- -$3.11M
- Year Range
- $0.02 - $0.06
- ROA (TTM)
- -13.96%
- ROE (TTM)
- -29.17%
Share Price Chart
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Performance
SHFSW Performance Chart
SHF Holdings Inc (SHFSW) is down 34.8% since the beginning of the year. At $0 per share, SHFSW is trading 58.8% below its 52-week high of $0.
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Returns By Period
SHF Holdings Inc (SHFSW) has returned -34.83% so far this year and 11.18% over the past 12 months.
SHF Holdings Inc
- 1D
- 0.00%
- 1M
- -2.37%
- YTD
- -34.83%
- 6M
- -46.30%
- 1Y
- 11.18%
- 3Y*
- -0.93%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
SHFSW Monthly Returns History
Based on dividend-adjusted daily data since Aug 20, 2021, SHFSW's average daily return is +0.72%, while the average monthly return is 0.00%.
Historically, 41% of months were positive and 59% were negative. The best month was Sep 2023 with a return of +164.2%, while the worst month was Nov 2022 at -55.1%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SHFSW closed higher 33% of trading days. The best single day was Sep 2, 2025 with a return of +116.9%, while the worst single day was Jul 1, 2022 at -52.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.54% | -10.25% | -13.93% | -10.87% | 26.72% | -29.23% | -34.83% | ||||||
| 2025 | -30.00% | -6.67% | -12.50% | -10.61% | 2.28% | -1.34% | -0.90% | -18.72% | 89.89% | -1.78% | 11.75% | 2.16% | -11.57% |
| 2024 | -44.15% | 39.10% | 15.05% | -38.58% | 15.00% | 13.42% | -26.83% | -14.58% | -7.20% | -0.29% | -23.92% | 62.35% | -48.85% |
| 2023 | 35.35% | -46.94% | -41.90% | -31.30% | 11.11% | 0.50% | -2.99% | 17.44% | 164.19% | -9.09% | -21.82% | 94.88% | 33.44% |
| 2022 | -14.88% | -25.02% | -26.64% | -22.41% | 17.05% | 15.12% | -20.65% | 20.60% | -44.34% | -9.14% | -55.08% | 25.60% | -86.64% |
| 2021 | -21.78% | 4.57% | 11.13% | 10.00% | -14.55% | -14.56% |
Benchmark Metrics
SHF Holdings Inc has an annualized alpha of 499.94%, beta of 0.19, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 20, 2021.
- This stock participated in 119.82% of S&P 500 Index downside but only -82.19% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.19 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.00 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
- 499.94%
- Beta
- 0.19
- R²
- 0.00
- Upside Capture
- -82.19%
- Downside Capture
- 119.82%
Return for Risk
Risk / Return Rank
SHFSW ranks 59 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 SHF Holdings Inc (SHFSW) 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.
| SHFSW | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.32 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.46 | -2.25 |
| Martin ratioReturn relative to average drawdown | 0.37 | 10.92 | -10.54 |
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 SHF 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 SHF Holdings Inc was 97.54%, occurring on Aug 25, 2023. The portfolio has not yet recovered.
The current SHF Holdings Inc drawdown is 95.81%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -97.54%Aug 2023 | 1y 9mo | — | 4y 7moNov 2021 - now |
2021 bear market2021 | -22.73%Sep 2021 | 19d | 2mo 2d | 2mo 21dAug 2021 - Nov 2021 |
2021 correction2021 | -10.68%Nov 2021 | 2d | 5d | 7dNov 2021 - Nov 2021 |
Drawdown Indicators
| SHFSW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.54% | -56.78% | -40.76% |
Max Drawdown (1Y)Largest decline over 1 year | -55.67% | -9.10% | -46.57% |
Max Drawdown (3Y)Largest decline over 3 years | -83.41% | -18.90% | -64.51% |
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 | -95.81% | -3.21% | -92.60% |
Average DrawdownAverage peak-to-trough decline | -81.81% | -10.71% | -71.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.96% | 2.04% | +27.92% |
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 SHF Holdings 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 SHF Holdings Inc is priced in the market compared to other companies in the Banks - Regional 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 SHFSW relative to other companies in the Banks - Regional industry. Currently, SHFSW has a P/S ratio of 0.0. 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 SHFSW in comparison with other companies in the Banks - Regional industry. Currently, SHFSW has a P/B value of 0.0. 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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