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SPOK vs. SURG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SPOK and SURG is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

Performance

SPOK vs. SURG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Spok Holdings, Inc. (SPOK) and SurgePays, Inc. (SURG). The values are adjusted to include any dividend payments, if applicable.

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
3.54%
-50.00%
SPOK
SURG

Key characteristics

Sharpe Ratio

SPOK:

0.39

SURG:

-0.83

Sortino Ratio

SPOK:

0.74

SURG:

-1.45

Omega Ratio

SPOK:

1.10

SURG:

0.83

Calmar Ratio

SPOK:

0.59

SURG:

-0.76

Martin Ratio

SPOK:

1.08

SURG:

-1.16

Ulcer Index

SPOK:

10.24%

SURG:

64.91%

Daily Std Dev

SPOK:

28.59%

SURG:

90.90%

Max Drawdown

SPOK:

-90.60%

SURG:

-100.00%

Current Drawdown

SPOK:

-7.08%

SURG:

-100.00%

Fundamentals

Market Cap

SPOK:

$316.45M

SURG:

$35.28M

EPS

SPOK:

$0.71

SURG:

-$1.18

PEG Ratio

SPOK:

0.00

SURG:

0.53

Total Revenue (TTM)

SPOK:

$103.76M

SURG:

$51.28M

Gross Profit (TTM)

SPOK:

$67.71M

SURG:

-$3.33M

EBITDA (TTM)

SPOK:

$18.50M

SURG:

-$21.80M

Returns By Period

In the year-to-date period, SPOK achieves a -2.74% return, which is significantly lower than SURG's -1.69% return. Over the past 10 years, SPOK has outperformed SURG with an annualized return of 4.89%, while SURG has yielded a comparatively lower -19.29% annualized return.


SPOK

YTD

-2.74%

1M

-6.75%

6M

2.82%

1Y

11.37%

5Y*

16.01%

10Y*

4.89%

SURG

YTD

-1.69%

1M

-2.78%

6M

-41.47%

1Y

-76.06%

5Y*

-38.66%

10Y*

-19.29%

*Annualized

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Risk-Adjusted Performance

SPOK vs. SURG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPOK
The Risk-Adjusted Performance Rank of SPOK is 6161
Overall Rank
The Sharpe Ratio Rank of SPOK is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of SPOK is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SPOK is 5454
Omega Ratio Rank
The Calmar Ratio Rank of SPOK is 7272
Calmar Ratio Rank
The Martin Ratio Rank of SPOK is 6161
Martin Ratio Rank

SURG
The Risk-Adjusted Performance Rank of SURG is 1010
Overall Rank
The Sharpe Ratio Rank of SURG is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of SURG is 66
Sortino Ratio Rank
The Omega Ratio Rank of SURG is 88
Omega Ratio Rank
The Calmar Ratio Rank of SURG is 66
Calmar Ratio Rank
The Martin Ratio Rank of SURG is 1919
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.

SPOK vs. SURG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Spok Holdings, Inc. (SPOK) and SurgePays, Inc. (SURG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for SPOK, currently valued at 0.39, compared to the broader market-4.00-2.000.002.000.39-0.83
The chart of Sortino ratio for SPOK, currently valued at 0.74, compared to the broader market-4.00-2.000.002.004.000.74-1.45
The chart of Omega ratio for SPOK, currently valued at 1.09, compared to the broader market0.501.001.502.001.100.83
The chart of Calmar ratio for SPOK, currently valued at 0.59, compared to the broader market0.002.004.006.000.59-0.76
The chart of Martin ratio for SPOK, currently valued at 1.08, compared to the broader market-10.000.0010.0020.001.08-1.16
SPOK
SURG

The current SPOK Sharpe Ratio is 0.39, which is higher than the SURG Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of SPOK and SURG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.39
-0.83
SPOK
SURG

Dividends

SPOK vs. SURG - Dividend Comparison

SPOK's dividend yield for the trailing twelve months is around 8.02%, while SURG has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SPOK
Spok Holdings, Inc.
8.02%7.80%8.09%15.29%5.36%4.49%4.09%3.77%3.19%3.61%3.41%2.88%
SURG
SurgePays, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SPOK vs. SURG - Drawdown Comparison

The maximum SPOK drawdown since its inception was -90.60%, smaller than the maximum SURG drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for SPOK and SURG. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-7.08%
-100.00%
SPOK
SURG

Volatility

SPOK vs. SURG - Volatility Comparison

The current volatility for Spok Holdings, Inc. (SPOK) is 6.55%, while SurgePays, Inc. (SURG) has a volatility of 11.45%. This indicates that SPOK experiences smaller price fluctuations and is considered to be less risky than SURG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
6.55%
11.45%
SPOK
SURG

Financials

SPOK vs. SURG - Financials Comparison

This section allows you to compare key financial metrics between Spok Holdings, Inc. and SurgePays, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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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.

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