ATS (ATS)
Market Price (2/20/2026): $32.55 | Market Cap: $3.2 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
ATS (ATS)
Market Price (2/20/2026): $32.55Market Cap: $3.2 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% | Trading close to highsDist 52W High is -0.4% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 41x, P/EPrice/Earnings or Price/(Net Income) is 169x |
| Attractive yieldFCF Yield is 8.1% | Weak multi-year price returns2Y Excs Rtn is -51%, 3Y Excs Rtn is -84% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.8% |
| Low stock price volatilityVol 12M is 46% | Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 15.8 | |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Electric Vehicles & Autonomous Driving. Themes include Factory Automation, EV Manufacturing, Show more. | Key risksATS key risks include [1] challenges in successfully integrating its acquisitions and [2] a high dependency on a limited number of critical suppliers. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Attractive yieldFCF Yield is 8.1% |
| Low stock price volatilityVol 12M is 46% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and Electric Vehicles & Autonomous Driving. Themes include Factory Automation, EV Manufacturing, Show more. |
| Trading close to highsDist 52W High is -0.4% |
| Weak multi-year price returns2Y Excs Rtn is -51%, 3Y Excs Rtn is -84% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 41x, P/EPrice/Earnings or Price/(Net Income) is 169x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.8% |
| Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 15.8 |
| Key risksATS key risks include [1] challenges in successfully integrating its acquisitions and [2] a high dependency on a limited number of critical suppliers. |
Qualitative Assessment
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ATS (ATS) stock has gained about 20% since 10/31/2025 because of the following key factors:
1. Strong Fiscal Q2 2026 Financial Results Exceeded Expectations.
ATS reported its second-quarter fiscal 2026 results on November 5, 2025, which showed significant year-over-year growth. Revenues increased by 18.9% to $728.5 million (CAD), while adjusted EBITDA surged by 32.4% to $103.7 million (CAD). Adjusted basic earnings per share saw an 80% increase to $0.45 (CAD) compared to the prior year.
2. Resolution of Prior EV Customer Dispute Improved Financial Outlook.
A significant factor contributing to investor confidence was the settlement with an electric vehicle (EV) customer, which resulted in a CAD 194 million (approximately USD 134.75 million) receivable expected in Q1 Fiscal 2026. This settlement positively impacted ATS's balance sheet by reducing net debt, providing greater financial flexibility, and addressing previous concerns related to the transportation segment.
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1. Strong Fiscal Q2 2026 Financial Results Exceeded Expectations.
ATS reported its second-quarter fiscal 2026 results on November 5, 2025, which showed significant year-over-year growth. Revenues increased by 18.9% to $728.5 million (CAD), while adjusted EBITDA surged by 32.4% to $103.7 million (CAD). Adjusted basic earnings per share saw an 80% increase to $0.45 (CAD) compared to the prior year.
2. Resolution of Prior EV Customer Dispute Improved Financial Outlook.
A significant factor contributing to investor confidence was the settlement with an electric vehicle (EV) customer, which resulted in a CAD 194 million (approximately USD 134.75 million) receivable expected in Q1 Fiscal 2026. This settlement positively impacted ATS's balance sheet by reducing net debt, providing greater financial flexibility, and addressing previous concerns related to the transportation segment.
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Stock Movement Drivers
Fundamental Drivers
The 18.5% change in ATS stock from 10/31/2025 to 2/19/2026 was primarily driven by a 9.4% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.46 | 32.53 | 18.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,576 | 2,800 | 8.7% |
| P/S Multiple | 1.0 | 1.1 | 9.4% |
| Shares Outstanding (Mil) | 98 | 98 | -0.4% |
| Cumulative Contribution | 18.5% |
Market Drivers
10/31/2025 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ATS | 18.5% | |
| Market (SPY) | 0.4% | 45.5% |
| Sector (XLI) | 13.7% | 46.8% |
Fundamental Drivers
The 7.2% change in ATS stock from 7/31/2025 to 2/19/2026 was primarily driven by a 10.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312025 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 30.35 | 32.53 | 7.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,533 | 2,800 | 10.5% |
| P/S Multiple | 1.2 | 1.1 | -2.9% |
| Shares Outstanding (Mil) | 98 | 98 | -0.1% |
| Cumulative Contribution | 7.2% |
Market Drivers
7/31/2025 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ATS | 7.2% | |
| Market (SPY) | 8.6% | 45.5% |
| Sector (XLI) | 16.5% | 50.1% |
Fundamental Drivers
The 19.8% change in ATS stock from 1/31/2025 to 2/19/2026 was primarily driven by a 725.3% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.15 | 32.53 | 19.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,851 | 2,800 | -1.8% |
| Net Income Margin (%) | 4.6% | 0.7% | -85.2% |
| P/E Multiple | 20.5 | 168.9 | 725.3% |
| Shares Outstanding (Mil) | 98 | 98 | -0.1% |
| Cumulative Contribution | 19.8% |
Market Drivers
1/31/2025 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ATS | 19.8% | |
| Market (SPY) | 14.7% | 62.7% |
| Sector (XLI) | 28.8% | 61.8% |
Fundamental Drivers
The -19.3% change in ATS stock from 1/31/2023 to 2/19/2026 was primarily driven by a -88.1% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.31 | 32.53 | -19.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,350 | 2,800 | 19.2% |
| Net Income Margin (%) | 5.7% | 0.7% | -88.1% |
| P/E Multiple | 27.7 | 168.9 | 509.4% |
| Shares Outstanding (Mil) | 92 | 98 | -6.5% |
| Cumulative Contribution | -19.3% |
Market Drivers
1/31/2023 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ATS | -19.3% | |
| Market (SPY) | 74.7% | 50.4% |
| Sector (XLI) | 80.7% | 51.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ATS Return | 128% | -22% | 39% | -29% | -10% | 14% | 80% |
| Peers Return | -7% | -26% | 46% | 110% | 34% | 0% | 181% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 83% |
Monthly Win Rates [3] | |||||||
| ATS Win Rate | 75% | 42% | 58% | 33% | 50% | 100% | |
| Peers Win Rate | 53% | 42% | 64% | 56% | 64% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ATS Max Drawdown | -1% | -39% | 0% | -42% | -31% | 0% | |
| Peers Max Drawdown | -17% | -41% | -3% | -8% | -24% | -14% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GGG, GHM, GCDT, GPGI, OLOX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/19/2026 (YTD)
How Low Can It Go
| Event | ATS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -42.3% | -25.4% |
| % Gain to Breakeven | 73.4% | 34.1% |
| Time to Breakeven | 274 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -40.1% | -33.9% |
| % Gain to Breakeven | 67.0% | 51.3% |
| Time to Breakeven | 253 days | 148 days |
| 2018 Correction | ||
| % Loss | -46.9% | -19.8% |
| % Gain to Breakeven | 88.2% | 24.7% |
| Time to Breakeven | 749 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -77.2% | -56.8% |
| % Gain to Breakeven | 338.8% | 131.3% |
| Time to Breakeven | 1,136 days | 1,480 days |
Compare to GGG, GHM, GCDT, GPGI, OLOX
In The Past
ATS's stock fell -42.3% during the 2022 Inflation Shock from a high on 2/1/2022. A -42.3% loss requires a 73.4% gain to breakeven.
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About ATS (ATS)
ATS Corporation, together with its subsidiaries, provides automation solutions worldwide. The company is also involved in planning, designing, building, commissioning, and servicing automated manufacturing and assembly systems, including automation products and test solutions. In addition, it offers pre-automation services comprising discovery and analysis, concept development, simulation, and total cost of ownership modelling; post automation services, including training, process optimization, preventative maintenance, emergency and on-call support, spare parts, retooling, retrofits, and equipment relocation; and contract manufacturing services, as well as after sales and services. Further, the company provides engineering design, prototyping, process verification, specification writing, software and manufacturing process controls development, standard automation products/platforms, equipment design and build, third-party equipment qualification, procurement and integration, automation system installation, product line commissioning, validation, and documentation services. Additionally, it offers value engineering, supply chain management, and integration and manufacturing capabilities, as well as other automation products and solutions; and software and digital solutions comprising connected factory floor management systems to capture, analyze, and use real time machine performance data to troubleshoot, deliver process and product solutions, prevent equipment downtime, drive operational efficiency, and unlock performance for sustainable production improvements. ATS Corporation serves life sciences, transportation and mobility, consumer products, food and beverage, electronics, nuclear, packaging, warehousing and distribution, and energy markets. The company was formerly known as ATS Automation Tooling Systems Inc. and changed its name to ATS Corporation in November 2022. ATS Corporation was founded in 1978 and is headquartered in Cambridge, Canada.
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Here are 1-2 brief analogies to describe ATS Automation Tooling Systems Inc.:
- Accenture for industrial automation
- Cisco for manufacturing automation infrastructure
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- Custom Automated Manufacturing Systems: ATS designs, builds, and installs bespoke automation lines for a wide range of manufacturing processes across various industries.
- Integrated Assembly and Test Solutions: These are specialized automation systems focused on precise product assembly, quality inspection, and performance testing for complex products.
- Material Handling and Processing Systems: ATS provides automated solutions for the efficient movement, storage, processing, and packaging of materials within industrial production environments.
- Aftermarket Parts and Services: This includes a comprehensive suite of post-installation support, such as spare parts, preventative maintenance, system upgrades, and technical assistance to ensure operational efficiency and longevity of automation systems.
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Major Customers of ATS Automation Tooling Systems Inc. (ATS)
ATS Automation Tooling Systems Inc. (symbol: ATS) primarily sells its advanced automation solutions, custom assembly, and test systems to other companies (B2B) rather than directly to individuals. Due to the proprietary and confidential nature of their custom automation projects and client relationships, ATS does not publicly disclose the names of its specific major customer companies. Their customer base typically consists of large, global, blue-chip corporations.
However, ATS broadly identifies its major customers by the industries they serve. These industries represent the key sectors where ATS's customers operate and are critical to their business, utilizing ATS's solutions for manufacturing efficiency, quality, and innovation:
- Life Sciences: This segment includes pharmaceutical companies, medical device manufacturers, and other healthcare-related businesses. These customers utilize ATS solutions for automated production, assembly, and testing of critical medical products and devices.
- Food & Beverage: Customers in this sector rely on ATS for automation solutions that enhance efficiency, quality control, and safety in food processing, packaging, and handling operations.
- Consumer Products: This category includes manufacturers of a wide array of everyday consumer goods, from household items to personal care products, which leverage ATS's automation for high-volume, precise production.
- Electronics: Customers in the electronics industry, including semiconductor and device manufacturers, use ATS's precision automation for intricate assembly and testing processes of electronic components and finished products.
- Nuclear: ATS provides specialized automation and tooling solutions to companies operating in the nuclear energy sector, focusing on critical applications, maintenance, and safety protocols.
- Automotive: This segment includes automotive manufacturers and their suppliers who utilize ATS's automation for various stages of vehicle production, from engine and transmission assembly to battery manufacturing and electric vehicle components.
While specific company names are not disclosed, these industries represent the diverse and global base of major customers that ATS serves.
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Ryan McLeod, Interim Chief Executive Officer
Mr. McLeod was appointed Interim Chief Executive Officer in August 2025, having previously served as Chief Financial Officer since November 2020. He joined ATS Corporation in 2007 as Manager of Reporting and Compliance, progressing to Director of Finance in 2010, and Vice President and Corporate Controller in 2014. Prior to joining ATS, he held a finance management role at CIBC Mellon and started his career at Ernst & Young LLP.
Anne Cybulski, Interim Chief Financial Officer
Ms. Cybulski was appointed as Interim Chief Financial Officer in 2025. She has served as VP, Corporate Controller since 2022 and joined ATS Corporation in 2009, holding various finance operations and business partnering positions. Before ATS, Ms. Cybulski spent nine years with Ernst & Young LLP.
Gordon Raman, Chief Legal Officer
Mr. Raman joined ATS Corporation in 2024 as Chief Legal Officer. In this role, he oversees the company's legal, compliance, and risk functions globally. Before joining ATS, Mr. Raman was a partner with Fasken Martineau DuMoulin LLP, focusing on mergers and acquisitions, corporate governance, and capital markets. He also chaired Fasken's ESG and Sustainability Practice. Earlier in his career, he was a partner with Borden Ladner Gervais LLP for over 20 years.
Jeff Adamson, Chief Information Officer
Mr. Adamson is the Chief Information Officer of ATS Corporation, having joined the company in 2023. He is responsible for planning and managing the company's IT activities, including systems development, process improvements, and building infrastructure. Previously, Mr. Adamson worked with Sanmina Corporation, overseeing global IT services. He also held leadership positions at Benchmark Electronics and NEC Corp., bringing over 20 years of progressive leadership experience.
Miroslav Kafedzhiev, President, ATS Industrial Automation
Mr. Kafedzhiev is the President of ATS Industrial Automation, having joined the company in 2024. Before his current role, he led RECARO Car Seating globally after returning from Japan to Germany, and then led the Industrial Air Filtration division at Camfil.
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ATS Corporation faces several key risks to its business, primarily stemming from macroeconomic factors, its growth strategy, and operational dependencies.- Macroeconomic Headwinds and Cyclical Industry Exposure: The company is exposed to broader economic downturns, inflationary pressures, and the cyclical nature of certain industries it serves. For example, a 15% drop in Q2 order bookings was largely attributed to lower transportation bookings, indicating a cyclical rather than structural issue. ATS is strategically pivoting away from volatile cyclical industries like electric vehicles (EV) towards more stable sectors such as life sciences and food & beverage, due to fluctuating demand. Economic uncertainty and inflationary pressures can directly impact demand for ATS's products and services.
- Acquisition and Integration Challenges: As ATS pursues growth through acquisitions, the successful integration of these new businesses presents a continuous risk. While the company has a track record of integrating acquisitions, execution challenges in combining operations remain a key consideration.
- Supply Chain Disruptions: ATS is highly dependent on critical components provided by a limited number of suppliers. This reliance makes the company vulnerable to supply chain issues, which could significantly impact earnings by dampening the ability to complete projects.
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ATS Corporation (ATS) operates in several significant addressable markets related to industrial automation and services across various industries globally.
- Global Industrial Automation Market: The global industrial automation market was valued at approximately USD 205 billion in 2023 and is projected to reach USD 395 billion by 2030, exhibiting a compound annual growth rate (CAGR) of 9.8% during the forecast period. Another estimate places the market size at USD 221.64 billion in 2025, forecast to climb to USD 325.51 billion by 2030, at a 7.99% CAGR. This market encompasses the control systems, robots, computers, and information technologies used in industries to enhance productivity, flexibility, and quality while reducing labor costs and errors.
- Global Industrial Automation Services Market: This market reached USD 233.5 billion in 2024 and is expected to grow to USD 459.5 billion by 2033, with a CAGR of 7.42% during 2025-2033. Europe represents the largest segment for these services.
- Global Industrial Automation Market in Life Sciences Industry: The market size for industrial automation in the life sciences industry is expected to increase by USD 3.66 billion between 2024 and 2029, growing at a CAGR of 8.7%.
- Global Lab Automation Market: The global lab automation market size is estimated at USD 8.36 billion in 2025 and is anticipated to reach approximately USD 14.78 billion by 2034, expanding at a CAGR of 6.55% from 2025 to 2034. North America held the highest revenue share of 38% in 2024.
- Global Nuclear Plant Services Market: This market was valued at USD 67.08 billion in 2023 and is expected to reach USD 90.75 billion by 2029, with a CAGR of 5.01% during the forecast period. Another projection indicates the market size was over USD 71.29 billion in 2024 and is anticipated to cross USD 136.1 billion by 2037, growing at more than 5.1% CAGR between 2025 and 2037. North America held the largest market share in 2023.
- Global Automatic Assembly Machines Market: This market is expected to grow from $2,624.73 million in 2023 to $4,098.88 million by 2030, with a CAGR of 6.51%. The North American market for automatic assembly machines is projected to reach $1,718.66 million by 2030, at a CAGR of 6.61%, while Asia-Pacific is expected to reach $1,178.43 million by 2030, with a CAGR of 7.62%.
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Here are 3-5 expected drivers of future revenue growth for ATS Corporation (symbol: ATS) over the next 2-3 years:
- Diversification and Growth in Key End-Markets: ATS is strategically shifting its focus and seeing significant growth in regulated markets such as life sciences, food & beverage, consumer products, and the energy sector. Life sciences, particularly in areas like radiopharmaceuticals and integrated solutions, consistently shows strong demand and robust funnel activity with longer revenue cycles. The company is also capitalizing on opportunities in nuclear energy and grid battery storage within the energy sector, while reducing its reliance on the transportation sector, especially electric vehicle (EV) projects.
- Strategic Acquisitions: A significant contributor to ATS's revenue growth is its strategy of disciplined acquisitions. Recent additions to its portfolio, such as Avidity and Paxiom Group, have been highlighted for their contributions to revenue and for creating synergistic growth opportunities with attractive margin profiles.
- Strong and Diversified Order Backlog: ATS has consistently reported a substantial and growing order backlog, providing clear revenue visibility for future periods. For instance, the company reported a record order backlog of approximately $2.1 billion as of March 31, 2025, and $1.9 billion at the end of Q1 fiscal 2025. This robust backlog signifies confirmed future revenue across its diversified portfolio.
- Organic Expansion and Innovation: ATS is committed to driving organic growth through innovation and the introduction of new products and services. The company continues to invest in advancements within its offerings, such as a virtual reality training platform and other technological developments, especially within the life sciences segment. This organic expansion is supported by the consistent application of its ATS Business Model.
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Share Repurchases
- ATS initiated a Normal Course Issuer Bid (NCIB) in November 2023, authorizing the repurchase of up to 4,200,000 common shares.
- An NCIB was initiated in November 2022, authorizing the repurchase of up to 4,000,000 shares.
- A Normal Course Issuer Bid was authorized in November 2021 to repurchase up to 3,622,764 common shares.
Outbound Investments
- ATS acquired paragon automation in the third quarter of 2023 for approximately $110 million.
- In the fourth quarter of 2023, ATS completed the acquisition of CFT S.p.A. for €180 million, which was approximately $195 million USD.
- ATS acquired the Industrial Automation Systems Business from IPG Photonics Corporation in October 2021 for approximately $325 million.
Capital Expenditures
- Total capital expenditures were $55.4 million for the fiscal year ended March 31, 2023.
- Capital expenditures amounted to $46.9 million for the fiscal year ended March 31, 2022.
- Capital expenditures were $32.4 million for the fiscal year ended March 31, 2021.
- The primary focus of capital expenditures generally relates to the expansion of facilities, infrastructure, software, and production equipment.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| null | 10/17/2025 | |
| Fundamental Metrics: ... | 06/19/2024 |
| Title | |
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| ARTICLES |
Trade Ideas
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 27.52 |
| Mkt Cap | 3.2 |
| Rev LTM | 238 |
| Op Inc LTM | 18 |
| FCF LTM | 22 |
| FCF 3Y Avg | 59 |
| CFO LTM | 25 |
| CFO 3Y Avg | 79 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.8% |
| Rev Chg 3Y Avg | 1.0% |
| Rev Chg Q | 4.7% |
| QoQ Delta Rev Chg LTM | 1.1% |
| Op Mgn LTM | 5.6% |
| Op Mgn 3Y Avg | 7.4% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 12.1% |
| CFO/Rev 3Y Avg | 12.4% |
| FCF/Rev LTM | 9.2% |
| FCF/Rev 3Y Avg | 5.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.2 |
| P/S | 3.7 |
| P/EBIT | 40.7 |
| P/E | 58.7 |
| P/CFO | 22.9 |
| Total Yield | 1.7% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.5% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.9% |
| 3M Rtn | 20.4% |
| 6M Rtn | 13.7% |
| 12M Rtn | 10.1% |
| 3Y Rtn | 6.3% |
| 1M Excs Rtn | -2.8% |
| 3M Excs Rtn | 15.0% |
| 6M Excs Rtn | 6.9% |
| 12M Excs Rtn | -1.9% |
| 3Y Excs Rtn | -58.1% |
Price Behavior
Price Behavior
| Market Price | $32.53 | |
| Market Cap ($ Bil) | 3.2 | |
| First Trading Date | 12/28/2006 | |
| Distance from 52W High | -0.4% | |
| 50 Days | 200 Days | |
| DMA Price | $28.99 | $28.30 |
| DMA Trend | up | up |
| Distance from DMA | 12.2% | 15.0% |
| 3M | 1YR | |
| Volatility | 37.7% | 46.3% |
| Downside Capture | 72.54 | 149.75 |
| Upside Capture | 218.62 | 143.59 |
| Correlation (SPY) | 49.3% | 63.8% |
ATS Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.44 | 2.98 | 2.18 | 1.75 | 1.56 | 1.26 |
| Up Beta | 2.12 | 1.80 | 1.34 | 1.40 | 1.69 | 1.40 |
| Down Beta | 4.12 | 3.56 | 2.22 | 1.91 | 1.14 | 1.22 |
| Up Capture | 326% | 366% | 270% | 156% | 230% | 92% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 12 | 23 | 30 | 62 | 126 | 345 |
| Down Capture | 327% | 233% | 214% | 187% | 138% | 107% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 8 | 18 | 31 | 63 | 124 | 370 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATS | |
|---|---|---|---|---|
| ATS | 23.6% | 45.3% | 0.59 | - |
| Sector ETF (XLI) | 28.6% | 19.2% | 1.18 | 63.7% |
| Equity (SPY) | 13.0% | 19.4% | 0.51 | 64.1% |
| Gold (GLD) | 71.2% | 25.5% | 2.08 | 3.5% |
| Commodities (DBC) | 7.3% | 16.9% | 0.25 | 19.6% |
| Real Estate (VNQ) | 6.4% | 16.7% | 0.20 | 51.8% |
| Bitcoin (BTCUSD) | -30.2% | 44.9% | -0.66 | 36.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATS | |
|---|---|---|---|---|
| ATS | 8.4% | 40.1% | 0.35 | - |
| Sector ETF (XLI) | 16.2% | 17.2% | 0.76 | 49.9% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 49.7% |
| Gold (GLD) | 22.0% | 17.1% | 1.05 | 11.3% |
| Commodities (DBC) | 11.0% | 19.0% | 0.47 | 16.1% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 41.0% |
| Bitcoin (BTCUSD) | 6.9% | 57.1% | 0.34 | 21.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATS | |
|---|---|---|---|---|
| ATS | 7.5% | 41.5% | 0.44 | - |
| Sector ETF (XLI) | 15.5% | 19.8% | 0.69 | 42.1% |
| Equity (SPY) | 15.8% | 17.9% | 0.76 | 43.2% |
| Gold (GLD) | 15.0% | 15.6% | 0.80 | 6.6% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 19.6% |
| Real Estate (VNQ) | 6.8% | 20.7% | 0.29 | 34.9% |
| Bitcoin (BTCUSD) | 67.7% | 66.7% | 1.07 | 19.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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