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

Correlation

The correlation between SPOK and SURG is 0.37, 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.


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.

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Key characteristics

Sharpe Ratio

SPOK:

0.60

SURG:

-0.21

Sortino Ratio

SPOK:

1.10

SURG:

0.43

Omega Ratio

SPOK:

1.15

SURG:

1.05

Calmar Ratio

SPOK:

0.99

SURG:

-0.28

Martin Ratio

SPOK:

2.86

SURG:

-0.54

Ulcer Index

SPOK:

6.24%

SURG:

52.67%

Daily Std Dev

SPOK:

28.61%

SURG:

117.40%

Max Drawdown

SPOK:

-90.59%

SURG:

-100.00%

Current Drawdown

SPOK:

-3.06%

SURG:

-100.00%

Fundamentals

Market Cap

SPOK:

$333.27M

SURG:

$56.13M

EPS

SPOK:

$0.77

SURG:

-$2.84

PEG Ratio

SPOK:

0.00

SURG:

0.53

PS Ratio

SPOK:

2.40

SURG:

1.40

PB Ratio

SPOK:

2.19

SURG:

7.24

Total Revenue (TTM)

SPOK:

$139.04M

SURG:

$40.03M

Gross Profit (TTM)

SPOK:

$103.29M

SURG:

-$25.45M

EBITDA (TTM)

SPOK:

$23.69M

SURG:

-$51.30M

Returns By Period

In the year-to-date period, SPOK achieves a 4.98% return, which is significantly lower than SURG's 54.49% return. Over the past 10 years, SPOK has outperformed SURG with an annualized return of 6.27%, while SURG has yielded a comparatively lower -14.05% annualized return.


SPOK

YTD

4.98%

1M

1.78%

6M

2.68%

1Y

15.29%

3Y*

45.63%

5Y*

19.78%

10Y*

6.27%

SURG

YTD

54.49%

1M

-2.83%

6M

38.89%

1Y

-24.86%

3Y*

-15.76%

5Y*

-29.24%

10Y*

-14.05%

*Annualized

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Spok Holdings, Inc.

SurgePays, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 7373
Overall Rank
The Sharpe Ratio Rank of SPOK is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of SPOK is 6767
Sortino Ratio Rank
The Omega Ratio Rank of SPOK is 6767
Omega Ratio Rank
The Calmar Ratio Rank of SPOK is 8383
Calmar Ratio Rank
The Martin Ratio Rank of SPOK is 7777
Martin Ratio Rank

SURG
The Risk-Adjusted Performance Rank of SURG is 4141
Overall Rank
The Sharpe Ratio Rank of SURG is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of SURG is 4949
Sortino Ratio Rank
The Omega Ratio Rank of SURG is 4747
Omega Ratio Rank
The Calmar Ratio Rank of SURG is 3232
Calmar Ratio Rank
The Martin Ratio Rank of SURG is 3939
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.


The current SPOK Sharpe Ratio is 0.60, which is higher than the SURG Sharpe Ratio of -0.21. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SPOK vs. SURG - Dividend Comparison

SPOK's dividend yield for the trailing twelve months is around 7.73%, while SURG has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SPOK
Spok Holdings, Inc.
7.73%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 -90.59%, 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.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SPOK vs. SURG - Volatility Comparison

The current volatility for Spok Holdings, Inc. (SPOK) is 13.48%, while SurgePays, Inc. (SURG) has a volatility of 41.81%. 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.


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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


0.0010.00M20.00M30.00M40.00M20212022202320242025
36.29M
10.58M
(SPOK) Total Revenue
(SURG) Total Revenue
Values in USD except per share items

SPOK vs. SURG - Profitability Comparison

The chart below illustrates the profitability comparison between Spok Holdings, Inc. and SurgePays, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%20212022202320242025
80.1%
-27.8%
(SPOK) Gross Margin
(SURG) Gross Margin
SPOK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Spok Holdings, Inc. reported a gross profit of 29.08M and revenue of 36.29M. Therefore, the gross margin over that period was 80.1%.

SURG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, SurgePays, Inc. reported a gross profit of -2.94M and revenue of 10.58M. Therefore, the gross margin over that period was -27.8%.

SPOK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Spok Holdings, Inc. reported an operating income of 6.02M and revenue of 36.29M, resulting in an operating margin of 16.6%.

SURG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, SurgePays, Inc. reported an operating income of -7.58M and revenue of 10.58M, resulting in an operating margin of -71.7%.

SPOK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Spok Holdings, Inc. reported a net income of 5.20M and revenue of 36.29M, resulting in a net margin of 14.3%.

SURG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, SurgePays, Inc. reported a net income of -7.64M and revenue of 10.58M, resulting in a net margin of -72.2%.