Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

STEM Relative to the S&P 500

STEM Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Stem, Inc. (NYSE:STEM) seasonal charts above shows that a Buy Date of May 12 and a Sell Date of August 4 has resulted in a geometric average return of 32.2% above the benchmark rate of the S&P 500 Total Return Index over the past 4 years. This seasonal timeframe has shown positive results compared to the benchmark in 3 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 4 years by an average of 95.67% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Industrials sector, which runs from October 29 to May 10. The seasonal chart for the broad sector is available via the following link: Industrials Sector Seasonal Chart.

A word of caution: Only 4 years of data is available for shares of STEM, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Stem, Inc. engages in the provision of an energy storage system, hardware, ongoing software platform and professional services, and solar asset performance monitoring and control. The company was founded in 2009 and is headquartered in Houston, TX.

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Stocks mentioned in this post: STEM