PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
SurgePays Inc. Warrant (SURGW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Sector

Technology

IPO Date

Nov 2, 2021

Highlights

EPS (TTM)

-$3.39

Total Revenue (TTM)

$51.28M

Gross Profit (TTM)

-$3.33M

EBITDA (TTM)

-$21.80M

Year Range

$0.00 - $3.30

Share Price Chart


Loading data...

Compare to other instruments

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SurgePays Inc. Warrant, 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%-80.00%-60.00%-40.00%-20.00%0.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
-79.60%
1.92%
SURGW (SurgePays Inc. Warrant)
Benchmark (^GSPC)

Returns By Period


SURGW

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20249.05%30.57%-80.60%-5.17%-34.55%-25.42%-38.51%-76.80%-57.96%-49.69%-99.59%
2023-21.28%0.27%-34.23%-5.74%117.39%9.20%-34.43%-27.38%-12.31%-13.60%111.17%0.96%-10.64%
202231.65%14.91%4.72%6.74%13.53%11.27%112.50%-50.20%0.80%34.36%45.93%-6.37%318.30%
2021-14.12%-23.04%-33.91%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SURGW is 35, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SURGW is 3535
Overall Rank
The Sharpe Ratio Rank of SURGW is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of SURGW is 6969
Sortino Ratio Rank
The Omega Ratio Rank of SURGW is 6666
Omega Ratio Rank
The Calmar Ratio Rank of SURGW is 11
Calmar Ratio Rank
The Martin Ratio Rank of SURGW is 99
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. Warrant (SURGW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
SURGW
^GSPC

There is not enough data available to calculate the Sharpe ratio for SurgePays Inc. Warrant. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio0.001.002.003.00Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
-0.19
2.88
SURGW (SurgePays Inc. Warrant)
Benchmark (^GSPC)

Dividends

Dividend History


SurgePays Inc. Warrant 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%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
-99.79%
-2.32%
SURGW (SurgePays Inc. Warrant)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SurgePays Inc. Warrant. 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. Warrant was 99.91%, occurring on Oct 14, 2024. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.91%Feb 13, 2024157Oct 14, 2024
-72.57%Jun 14, 202390Oct 26, 202371Feb 9, 2024161
-67.21%Dec 13, 202266Mar 20, 202350Jun 2, 2023116
-59.17%Nov 9, 202118Dec 3, 2021110Jun 6, 2022128
-52.55%Aug 1, 202238Sep 27, 202245Dec 1, 202283

Volatility

Volatility Chart

The current SurgePays Inc. Warrant volatility is 235.27%, 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%50.00%100.00%150.00%200.00%250.00%300.00%350.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27
235.27%
3.23%
SURGW (SurgePays Inc. Warrant)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of SurgePays Inc. Warrant 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. Warrant.


Loading data...

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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab