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

Correlation

The correlation between SURG and SPOK 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

SURG vs. SPOK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SurgePays, Inc. (SURG) and Spok Holdings, Inc. (SPOK). 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
-50.00%
3.54%
SURG
SPOK

Key characteristics

Sharpe Ratio

SURG:

-0.83

SPOK:

0.39

Sortino Ratio

SURG:

-1.45

SPOK:

0.74

Omega Ratio

SURG:

0.83

SPOK:

1.10

Calmar Ratio

SURG:

-0.76

SPOK:

0.59

Martin Ratio

SURG:

-1.16

SPOK:

1.08

Ulcer Index

SURG:

64.91%

SPOK:

10.24%

Daily Std Dev

SURG:

90.90%

SPOK:

28.59%

Max Drawdown

SURG:

-100.00%

SPOK:

-90.60%

Current Drawdown

SURG:

-100.00%

SPOK:

-7.08%

Fundamentals

Market Cap

SURG:

$35.28M

SPOK:

$316.45M

EPS

SURG:

-$1.18

SPOK:

$0.71

PEG Ratio

SURG:

0.53

SPOK:

0.00

Total Revenue (TTM)

SURG:

$51.28M

SPOK:

$103.76M

Gross Profit (TTM)

SURG:

-$3.33M

SPOK:

$67.71M

EBITDA (TTM)

SURG:

-$21.80M

SPOK:

$18.50M

Returns By Period

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


SURG

YTD

-1.69%

1M

-2.78%

6M

-41.47%

1Y

-76.06%

5Y*

-38.66%

10Y*

-19.29%

SPOK

YTD

-2.74%

1M

-6.75%

6M

2.82%

1Y

11.37%

5Y*

16.01%

10Y*

4.89%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

SURG vs. SPOK — Risk-Adjusted Performance Rank

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

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

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
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.

SURG vs. SPOK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SurgePays, Inc. (SURG) and Spok Holdings, Inc. (SPOK). 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 SURG, currently valued at -0.83, compared to the broader market-4.00-2.000.002.00-0.830.39
The chart of Sortino ratio for SURG, currently valued at -1.45, compared to the broader market-4.00-2.000.002.004.00-1.450.74
The chart of Omega ratio for SURG, currently valued at 0.83, compared to the broader market0.501.001.502.000.831.10
The chart of Calmar ratio for SURG, currently valued at -0.76, compared to the broader market0.002.004.006.00-0.760.59
The chart of Martin ratio for SURG, currently valued at -1.16, compared to the broader market-10.000.0010.0020.00-1.161.08
SURG
SPOK

The current SURG Sharpe Ratio is -0.83, which is lower than the SPOK Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of SURG and SPOK, 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
-0.83
0.39
SURG
SPOK

Dividends

SURG vs. SPOK - Dividend Comparison

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


TTM20242023202220212020201920182017201620152014
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%
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%

Drawdowns

SURG vs. SPOK - Drawdown Comparison

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


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

Volatility

SURG vs. SPOK - Volatility Comparison

SurgePays, Inc. (SURG) has a higher volatility of 11.45% compared to Spok Holdings, Inc. (SPOK) at 6.55%. This indicates that SURG's price experiences larger fluctuations and is considered to be riskier than SPOK 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
11.45%
6.55%
SURG
SPOK

Financials

SURG vs. SPOK - Financials Comparison

This section allows you to compare key financial metrics between SurgePays, Inc. and Spok Holdings, 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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