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SurgePays, Inc. (SURG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US86882L2043

CUSIP

86882L204

Sector

Technology

IPO Date

Sep 22, 2005

Highlights

Market Cap

$31.45M

EPS (TTM)

-$1.18

PEG Ratio

0.53

Total Revenue (TTM)

$83.60M

Gross Profit (TTM)

$3.85M

EBITDA (TTM)

-$21.06M

Year Range

$1.33 - $9.23

Target Price

$6.00

Short %

2.78%

Short Ratio

3.13

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SURG vs. SPOK SURG vs. SPY
Popular comparisons:
SURG vs. SPOK SURG vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SurgePays, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%JuneJulyAugustSeptemberOctoberNovember
-99.98%
282.21%
SURG (SurgePays, Inc.)
Benchmark (^GSPC)

Returns By Period

SurgePays, Inc. had a return of -72.87% year-to-date (YTD) and -72.35% in the last 12 months. Over the past 10 years, SurgePays, Inc. had an annualized return of -19.43%, while the S&P 500 had an annualized return of 11.18%, indicating that SurgePays, Inc. did not perform as well as the benchmark.


SURG

YTD

-72.87%

1M

-0.57%

6M

-55.47%

1Y

-72.35%

5Y (annualized)

-36.20%

10Y (annualized)

-19.43%

^GSPC (Benchmark)

YTD

25.15%

1M

2.74%

6M

12.53%

1Y

30.93%

5Y (annualized)

13.79%

10Y (annualized)

11.18%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20248.53%10.86%-50.39%-5.45%0.55%-12.84%-7.52%-44.41%12.20%-9.24%-72.87%
2023-7.62%-4.79%-22.18%-4.23%59.53%6.56%-19.43%-14.09%-7.51%-7.26%48.62%0.00%-1.68%
202245.54%2.38%35.55%-18.38%38.14%5.00%39.75%-37.63%8.08%21.54%19.17%-0.46%224.75%
2021-3.83%32.74%66.67%-10.00%-33.78%-19.46%-12.50%-0.29%14.61%-16.67%-51.00%-17.55%-65.62%
20208.33%-9.23%-17.12%18.40%7.08%-25.81%-28.26%-10.91%-38.13%-6.54%83.53%-24.68%-60.83%
201944.47%2.91%11.33%26.39%-29.56%-14.29%27.08%-24.59%-31.52%-13.65%14.89%-4.00%-21.05%
20188.97%-55.29%-15.79%2.50%-11.59%-15.14%58.43%-12.80%14.71%2.54%-3.73%-1.30%-51.28%
2017-46.83%-62.38%66.17%-49.85%210.00%25.16%76.86%2.01%14.29%-4.50%8.44%88.29%160.00%
2016-72.27%-31.89%105.00%1.70%-21.00%-28.57%1.60%-11.52%-31.03%303.23%39.60%-14.04%-33.33%
2015-30.00%14.29%-0.00%-72.83%600.00%-28.57%-20.00%90.00%-34.21%38.00%59.42%-18.18%95.65%
201414.29%0.00%400.00%-50.25%-9.55%-44.44%50.00%-33.33%-0.00%-0.00%0.00%42.86%
20134.76%-68.18%71.43%-33.33%50.00%-41.67%42.86%0.00%-67.00%112.12%0.00%0.00%-66.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SURG is 9, indicating that it is in the bottom 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of SURG is 99
Combined Rank
The Sharpe Ratio Rank of SURG is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of SURG is 77
Sortino Ratio Rank
The Omega Ratio Rank of SURG is 88
Omega Ratio Rank
The Calmar Ratio Rank of SURG is 77
Calmar Ratio Rank
The Martin Ratio Rank of SURG is 1313
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 SurgePays, Inc. (SURG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SURG, currently valued at -0.79, compared to the broader market-4.00-2.000.002.004.00-0.792.53
The chart of Sortino ratio for SURG, currently valued at -1.24, compared to the broader market-4.00-2.000.002.004.00-1.243.39
The chart of Omega ratio for SURG, currently valued at 0.85, compared to the broader market0.501.001.502.000.851.47
The chart of Calmar ratio for SURG, currently valued at -0.72, compared to the broader market0.002.004.006.00-0.723.65
The chart of Martin ratio for SURG, currently valued at -1.23, compared to the broader market0.0010.0020.0030.00-1.2316.21
SURG
^GSPC

The current SurgePays, Inc. Sharpe ratio is -0.79. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SurgePays, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.79
2.53
SURG (SurgePays, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


SurgePays, Inc. 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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-100.00%
-0.53%
SURG (SurgePays, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SurgePays, 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 SurgePays, Inc. was 100.00%, occurring on Sep 6, 2024. The portfolio has not yet recovered.

The current SurgePays, Inc. drawdown is 100.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-100%Nov 19, 20082882Sep 6, 2024
-84.34%Nov 16, 200727Apr 25, 200850Aug 11, 200877
-20.44%Aug 15, 20081Aug 15, 200863Nov 17, 200864
-10.89%Oct 17, 20071Oct 17, 20072Oct 22, 20073

Volatility

Volatility Chart

The current SurgePays, Inc. volatility is 31.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
31.33%
3.97%
SURG (SurgePays, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of SurgePays, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for SurgePays, Inc..


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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