- ISIN
- US85859N1028
- CUSIP
- 85859N102
- Sector
- Technology
- Industry
- Software - Infrastructure
- IPO Date
- Oct 8, 2020
Highlights
- Market Cap
- $76.99M
- Enterprise Value
- $369.47M
- EPS (TTM)
- $16.99
- PE Ratio
- 0.53
- Total Revenue (TTM)
- $152.75M
- Gross Profit (TTM)
- $55.48M
- EBITDA (TTM)
- $200.63M
- Year Range
- $5.93 - $32.23
- Target Price
- $11.00
- ROA (TTM)
- 51.03%
- ROE (TTM)
- -54.10%
Share Price Chart
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Performance
STEM Performance Chart
Stem, Inc. (STEM) is down 39.9% since the beginning of the year. At $9 per share, STEM is trading 72.0% below its 52-week high of $32. Investors who bought $1,000 worth of STEM shares 5 years ago would now be looking at an investment worth $14.
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Returns By Period
Stem, Inc. (STEM) has returned -39.93% so far this year and -10.39% over the past 12 months.
Stem, Inc.
- 1D
- -9.78%
- 1M
- -10.76%
- YTD
- -39.93%
- 6M
- -47.56%
- 1Y
- -10.39%
- 3Y*
- -56.34%
- 5Y*
- -57.40%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
STEM Monthly Returns History
Based on dividend-adjusted daily data since Oct 8, 2020, STEM's average daily return is +0.04%, while the average monthly return is -0.47%.
Historically, 39% of months were positive and 61% were negative. The best month was Jul 2025 with a return of +109.0%, while the worst month was Aug 2024 at -52.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 8 months.
On a daily basis, STEM closed higher 45% of trading days. The best single day was Dec 4, 2020 with a return of +69.1%, while the worst single day was Aug 7, 2024 at -40.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.65% | -32.63% | -15.89% | 21.04% | -9.16% | -7.00% | -39.93% | ||||||
| 2025 | 0.61% | -29.22% | -18.42% | 54.41% | -9.58% | -36.31% | 108.99% | 16.21% | 15.80% | 11.93% | -11.78% | -13.01% | 24.79% |
| 2024 | -23.71% | -9.46% | -18.28% | -15.98% | -27.72% | -16.54% | 9.91% | -52.20% | -40.28% | 8.41% | 3.84% | 53.83% | -84.46% |
| 2023 | 10.29% | -17.24% | -30.51% | -25.40% | 30.50% | 3.62% | 23.60% | -28.01% | -16.70% | -20.28% | -15.09% | 35.19% | -56.60% |
| 2022 | -35.27% | -22.48% | 15.65% | -34.88% | 20.50% | -17.13% | 58.24% | 38.75% | -15.14% | 1.95% | -3.90% | -31.60% | -52.87% |
| 2021 | 32.45% | 26.13% | -22.24% | -4.48% | -0.20% | 42.11% | -24.72% | -7.82% | -4.40% | -0.75% | -10.50% | -10.60% | -7.28% |
Benchmark Metrics
Stem, Inc. has an annualized alpha of -20.31%, beta of 2.21, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since October 09, 2020.
- This stock participated in 208.39% of S&P 500 Index downside but only -7.99% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.10 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
- -20.31%
- Beta
- 2.21
- R²
- 0.10
- Upside Capture
- -7.99%
- Downside Capture
- 208.39%
Return for Risk
Risk / Return Rank
STEM ranks 42 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 Stem, Inc. (STEM) and compare them to S&P 500 Index.
| STEM | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.09 | 2.24 | -2.33 |
Sortino ratioReturn per unit of downside risk | 0.79 | 3.07 | -2.28 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.41 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.93 | -3.07 |
Martin ratioReturn relative to average drawdown | -0.23 | 13.52 | -13.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 Stem, 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 Stem, Inc. was 99.41%, occurring on Apr 16, 2025. The portfolio has not yet recovered.
The current Stem, Inc. drawdown is 99.10%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -99.41%Apr 2025 | 4y 1mo | — | 5y 3moFeb 2021 - now |
2021 bear market2021 | -32.11%Jan 2021 | 14d | 12d | 26dJan 2021 - Feb 2021 |
2021 bear market2021 | -21.04%Jan 2021 | 7d | 3d | 10dDec 2020 - Jan 2021 |
2020 correction2020 | -12.46%Dec 2020 | 2d | 2d | 4dDec 2020 - Dec 2020 |
2021 correction2021 | -11.26%Feb 2021 | 1d | 5d | 6dFeb 2021 - Feb 2021 |
Drawdown Indicators
| STEM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.41% | -56.78% | -42.63% |
Max Drawdown (1Y)Largest decline over 1 year | -72.31% | -9.10% | -63.21% |
Max Drawdown (3Y)Largest decline over 3 years | -95.98% | -18.90% | -77.08% |
Max Drawdown (5Y)Largest decline over 5 years | -99.20% | -25.43% | -73.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -99.10% | -0.74% | -98.36% |
Average DrawdownAverage peak-to-trough decline | -79.12% | -10.72% | -68.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 45.79% | 1.97% | +43.82% |
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 Stem, 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 Stem, Inc. is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for STEM, comparing it with other companies in the Software - Infrastructure industry. Currently, STEM has a P/E ratio of 0.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for STEM relative to other companies in the Software - Infrastructure industry. Currently, STEM has a P/S ratio of 0.5. 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.
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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