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STEM vs. FLNC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STEM vs. FLNC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Stem, Inc. (STEM) and Fluence Energy, Inc. (FLNC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STEM achieves a -39.93% return, which is significantly lower than FLNC's 25.63% return.


STEM

1D
-9.78%
1M
-10.76%
YTD
-39.93%
6M
-47.56%
1Y
-10.39%
3Y*
-56.34%
5Y*
-57.40%
10Y*

FLNC

1D
-10.96%
1M
101.54%
YTD
25.63%
6M
25.19%
1Y
420.96%
3Y*
1.78%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STEM vs. FLNC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
STEM
Stem, Inc.
-39.93%24.79%-84.46%-56.60%-52.87%-17.63%
FLNC
Fluence Energy, Inc.
25.63%24.56%-33.42%39.07%-51.77%1.60%

Correlation

The correlation between STEM and FLNC is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2021

0.55

The correlation between STEM and FLNC shifts across timeframes, from 0.43 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

STEM:

$76.99M

FLNC:

$3.28B

EPS

STEM:

$16.99

FLNC:

-$0.26

PS Ratio

STEM:

0.50

FLNC:

1.52

Total Revenue (TTM)

STEM:

$152.75M

FLNC:

$2.58B

Gross Profit (TTM)

STEM:

$55.48M

FLNC:

$301.68M

EBITDA (TTM)

STEM:

$200.63M

FLNC:

$4.46M

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Return for Risk

STEM vs. FLNC — Risk / Return Rank

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

STEM
STEM Risk / Return Rank: 4141
Overall Rank
STEM Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
STEM Sortino Ratio Rank: 4949
Sortino Ratio Rank
STEM Omega Ratio Rank: 4747
Omega Ratio Rank
STEM Calmar Ratio Rank: 3636
Calmar Ratio Rank
STEM Martin Ratio Rank: 3636
Martin Ratio Rank

FLNC
FLNC Risk / Return Rank: 9292
Overall Rank
FLNC Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FLNC Sortino Ratio Rank: 9191
Sortino Ratio Rank
FLNC Omega Ratio Rank: 9090
Omega Ratio Rank
FLNC Calmar Ratio Rank: 9494
Calmar Ratio Rank
FLNC Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STEM vs. FLNC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stem, Inc. (STEM) and Fluence Energy, Inc. (FLNC). 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.


STEMFLNCDifference
Sharpe ratioReturn per unit of total volatility

-3.45

Sortino ratioReturn per unit of downside risk

-2.60

Omega ratioGain probability vs. loss probability

1.09

1.44

-0.35

Calmar ratioReturn relative to maximum drawdown

-0.14

6.71

-6.85

Martin ratioReturn relative to average drawdown

-0.23

13.62

-13.85

STEM vs. FLNC - Sharpe Ratio Comparison

The current STEM Sharpe Ratio is -0.09, which is lower than the FLNC Sharpe Ratio of 3.37. The chart below compares the historical Sharpe Ratios of STEM and FLNC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


STEMFLNCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

3.37

-3.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.36

-0.07

-0.28

Drawdowns

STEM vs. FLNC - Drawdown Comparison

The maximum STEM drawdown since its inception was -99.41%, which is greater than FLNC's maximum drawdown of -90.40%. Use the drawdown chart below to compare losses from any high point for STEM and FLNC.


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Drawdown Indicators


STEMFLNCDifference

Max Drawdown

Largest peak-to-trough decline

-99.41%

-90.40%

-9.01%

Max Drawdown (1Y)

Largest decline over 1 year

-72.31%

-63.30%

-9.01%

Max Drawdown (3Y)

Largest decline over 3 years

-95.98%

-88.40%

-7.58%

Max Drawdown (5Y)

Largest decline over 5 years

-99.20%

Current Drawdown

Current decline from peak

-99.10%

-33.93%

-65.17%

Average Drawdown

Average peak-to-trough decline

-79.12%

-53.85%

-25.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

45.79%

31.10%

+14.69%

Volatility

STEM vs. FLNC - Volatility Comparison

The current volatility for Stem, Inc. (STEM) is 30.04%, while Fluence Energy, Inc. (FLNC) has a volatility of 62.52%. This indicates that STEM experiences smaller price fluctuations and is considered to be less risky than FLNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STEMFLNCDifference

Volatility (1M)

Calculated over the trailing 1-month period

30.04%

62.52%

-32.48%

Volatility (6M)

Calculated over the trailing 6-month period

63.04%

92.96%

-29.92%

Volatility (1Y)

Calculated over the trailing 1-year period

121.65%

126.14%

-4.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

114.11%

98.23%

+15.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

117.40%

98.23%

+19.17%

Dividends

STEM vs. FLNC - Dividend Comparison

Neither STEM nor FLNC has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

STEM vs. FLNC - Financials Comparison

This section allows you to compare key financial metrics between Stem, Inc. and Fluence Energy, 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
29.00M
464.89M
(STEM) Total Revenue
(FLNC) Total Revenue
Values in USD except per share items

STEM vs. FLNC - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%20222023202420252026
37.4%
10.0%
Portfolio components
STEM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stem, Inc. reported a gross profit of 10.86M and revenue of 29.00M. Therefore, the gross margin over that period was 37.4%.

FLNC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fluence Energy, Inc. reported a gross profit of 46.63M and revenue of 464.89M. Therefore, the gross margin over that period was 10.0%.

STEM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stem, Inc. reported an operating income of -14.21M and revenue of 29.00M, resulting in an operating margin of -49.0%.

FLNC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fluence Energy, Inc. reported an operating income of -34.94M and revenue of 464.89M, resulting in an operating margin of -7.5%.

STEM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stem, Inc. reported a net income of -18.93M and revenue of 29.00M, resulting in a net margin of -65.3%.

FLNC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fluence Energy, Inc. reported a net income of -20.93M and revenue of 464.89M, resulting in a net margin of -4.5%.


Frequently Asked Questions


STEM and FLNC have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FLNC has higher volatility (62.52%) compared to STEM (30.04%). In terms of maximum drawdown, STEM dropped -99.41% vs FLNC's -90.40%.

FLNC currently has the higher Sharpe Ratio (3.37 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for STEM and FLNC

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