STEM Inc
0 likes10 views
Stem, Inc. is a digital energy storage provider with a bearish outlook and a market cap of $2.06 billion, experiencing a 45.84% decline in capital gains over the past year. The company offers energy storage systems and operates an AI platform while facing challenges such as low market capitalization and negative cash flow. Analysts have mixed ratings, with an average target price of $19.86, indicating a potential upside of 48.85%.
STEM Inc
- 2. Page 1 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | NYE | Common Stock Values as of 2nd Oct, 2022 Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Last Close USD 13.34 Change +0.00(+0.00%) Market Cap USD 2.06B 1 Yr Capital Gain -45.84% 1 Yr Dividend Return N/A 1 Yr Total Return -45.84% Earning Growth (5 yr) N/A Average Target Price 19.86(+48.85% ) Average Analyst Rating Strong Buy Fundamental Analysis Bearish Our view of the stock is Bearish with a score of 2.9 out of 10, where 0 is very bearish and 10 very bullish What to like Low volatility The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns. Positive free cash flow The company had positive total free cash flow in the most recent four quarters. What to not like Low market capitalization This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future. Poor risk adjusted returns This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution. Below median dividend returns The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income. Negative cashflow The company had negative total cash flow in the most recent four quarters. Overpriced on free cash flow basis The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
- 3. Page 2 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | | Common Stock Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Adjusted Closing Share Volume Relative Returns Relative Performance (Total Returns) Security Capital Gain Dividend Return Total Return VTI Vanguard Total Stock Market Index Fund ETF Shares -13.8% -1.3% -15.1% Company Overview Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled services to operate the energy storage systems. In addition, it offers system design and engineering services, supply chain management, energy storage value stream optimization, warranty and preventive maintenance plan management, operation and maintenance reporting, and program enrollment and incentive management services. The company serves commercial and industrial enterprises, independent power producers, renewable project developers, and utilities and grid operators. Stem, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
- 4. Page 3 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. Company Website https://www.stem.com Address 100 California Street, San Francisco, CA, United States, 94111 Fiscal Year End December Employees 213 Technical Indicators Value Value Beta N/A 52 Week High 27.50 Short Ratio 3.08 52 Week Low 5.72 Shorted Shares 13,664,818 200 Day Moving Average 11.44 Shorted Shares Previous Month 12,978,591 50 Day Moving Average 14.02 Shares Held By Insiders 882.80% Short Percentage N/A Shares Held by Institutions 58.05 Dividend Yield N/A
- 5. Page 4 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | | Common Stock Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Market Performance Market Performance vs. Industry / Classification (Software-Infrastructure) Market Performance vs. Exchange (Nasdaq Global Select) Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade YTD Capital Gain -29.68% -45.7% 60% -23.0% 34% Dividend Return N/A 0.9% N/A 2.2% N/A Total Return -29.68% -45.7% 58% -21.3% 29% Trailing 12 Months Capital Gain -45.84% -45.5% 49% -20.9% 14% Dividend Return N/A 1.4% N/A 2.9% N/A Total Return -45.84% -45.5% 49% -18.2% 13% Trailing 5 Years Capital Gain N/A 14.5% 100% -9.3% 100% Dividend Return N/A 5.4% N/A 12.3% N/A Total Return N/A 26.8% 100% 5.5% 100% Average Annual (5 Year Horizon) Capital Gain -10.90% -1.1% 19% 1.9% 7% Dividend Return N/A 1.3% N/A 2.0% N/A Total Return -10.90% -1.1% 19% 5.2% 7% Risk Return Profile Volatility (Standard Deviation) 23.76% 33.8% 81% 21.9% 46% Risk Adjusted Return -45.85% N/A 17% 28.5% 10% Market Capitalization 2.06B 3.39B 37% 0.88B 69%
- 6. Page 5 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. Key Financial Ratios Ratios vs. Industry / Classification (Computer Hardware) Ratios vs. Exchange (Nasdaq Global Select) Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade Market Value peratio 12.2 22.9 71% 15.5 62% pbratio 3.3 4.3 69% 1.4 22% pcfratio -20.3 14.9 86% 5.3 87% pfcfratio 35.4 4.1 16% 6.9 5% Management Effectiveness retequity 4.85% -8.6% 70% 10.2% 37% retinvcap -15.22% -8.8% 40% 5.3% 11% retass -6.08% -3.7% 33% 2.4% 10% debtequityratio 47.65% 81.8% 64% 66.0% 61% Technical Ratios yield N/A 1.5% N/A 3.4% N/A sratio 3.08 3.63 60% 2.49 43% spercent 9.54% 4.7% 16% 3.5% 29% beta N/A 1.05 N/A 1.04 N/A
- 7. Page 6 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | | Common Stock Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Recent Analyst Ratings Price Action Rating Action Analyst Rating Price date Target Up Guggenheim Securities USD 17 2022-09-30 Maintains Morgan Stanley Equal-Weight USD 20 » USD 21 2022-09-29 Maintains Cowen Outperform USD 22 » USD 20 2022-09-29 Initiated by Northland Capital Outperform USD 24 2022-09-07 Maintains Morgan Stanley Equal-Weight USD 13 » USD 20 2022-08-18 Target Lowered by Goldman Sachs Buy USD 19 » USD 17 2022-05-13 Target Lowered by Susquehanna Bancshares USD 25 » USD 20 2022-05-06 Initiated by Morgan Stanley Equal Weight USD 13 2022-03-23 Initiated by Guggenheim Securities Buy USD 16 2022-03-22 Target Lowered by Susquehanna Bancshares USD 35 » USD 25 2022-02-25 Initiates Coverage On Wolfe Research Outperform USD 35 2021-11-22 Initiates Coverage On Susquehanna Bancshares Positive USD 35 2021-07-19 Target Raised by Goldman Sachs Buy USD 30 » USD 34 2021-07-02 Initiated by Credit Suisse Outperform USD 48 2021-06-29 Initiates Coverage On Goldman Sachs Buy USD 30 2021-05-24
- 8. Page 7 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | | Common Stock Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Annual Financial (USD)
- 9. Page 8 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | | Common Stock Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Quarterly Financial (USD)
- 10. Page 9 of 9 Any information in this report is not , and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. We recommend seeking a licensed professional for investment advice. STEM:NYE (Stem Inc) Software-Infrastructure | | Common Stock Stock Target Advisor Detailed Stock Report Report Date: 3rd October, 2022 Largest Industry Peers for Software-Infrastructure Symbol Company Name Price(Change) Market Cap ORCL Oracle Corporation N/A USD 164.62B VMW VMware Inc N/A USD 46.20B SQ Block Inc N/A USD 33.37B NET Cloudflare Inc N/A USD 17.96B PLTR Palantir Technologies Inc N/A USD 17.31B FLT Fleetcor Technologies Inc N/A USD 13.58B GDDY Godaddy Inc N/A USD 11.24B PLAN Anaplan Inc N/A USD 9.59B TOST Toast Inc N/A USD 8.64B TIXT TELUS International N/A USD 7.63B ETFs Containing STEM Symbol Company Name Weight Mer Price(Change) Market Cap SOGU The Short De-SPAC ETF 0.00 % 0.00 % N/A USD 0.03B The Stock Target Advisor platform run millions of calculations every day on over 30,000 Canadian and American stocks, comparing and ranking their financial and market performance against their sectors and exchange. We represent the percentile ranking using the following grading system. Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage A+ 97%-100% A 93%-96% A- 90%-92% B+ 97%-89% B 83%-86% B- 80%-82% C+ 77%-79% C 73%-76% C- 70%-72% D+ 67%-69% D 63%-66% D- 60%-62% F 0%-59%