Heritage Distilling Holding Stock Performance
| IPST Stock | 2.16 0.01 0.47% |
The company retains a Market Volatility (i.e., Beta) of 2.85, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Heritage Distilling will likely underperform. At this point, Heritage Distilling has a negative expected return of -2.49%. Please make sure to check out Heritage Distilling's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Heritage Distilling performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Heritage Distilling Holding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of conflicting performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in January 2026. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return 2.38 | Five Day Return (43.42) | Year To Date Return (93.48) | Ten Year Return (96.84) | All Time Return (96.84) |
1 | Is Heritage Distilling Holding Company Inc. stock a smart buy before Fed meeting - Quarterly Earnings Summary High Yield Stock Recommendations - newser.com | 10/14/2025 |
2 | What catalysts could drive Heritage Distilling Holding Company Inc. stock higher - 2025 Earnings Surprises Fast Moving Market Watchlists - newser.com | 10/29/2025 |
3 | Why is IPs price up today New partnership, whale demand more | 11/13/2025 |
4 | IP Strategy Reports Third Quarter Financial Results | 11/18/2025 |
5 | IP Strategy Regains Compliance with Nasdaq Minimum Bid Price Requirement | 11/20/2025 |
6 | Investing In Whiskey For Cask-Strength Returns | 11/24/2025 |
7 | Story Protocol Surges 21 percent on New Prediction Markets and Privacy Upgrade | 11/26/2025 |
8 | IP Strategy Publishes Monthly Validator Ecosystem Update | 12/02/2025 |
9 | Heritage Distilling Highlights Strong November Validator Performance - MSN | 12/05/2025 |
10 | Why retail investors favor Heritage Distilling Holding Company Inc. stock - GDP Growth Safe Entry Momentum Tips - | 12/18/2025 |
| Begin Period Cash Flow | 76.9 K | |
| Total Cashflows From Investing Activities | -101.3 K |
Heritage Distilling Relative Risk vs. Return Landscape
If you would invest 1,456 in Heritage Distilling Holding on September 25, 2025 and sell it today you would lose (1,241) from holding Heritage Distilling Holding or give up 85.23% of portfolio value over 90 days. Heritage Distilling Holding is currently does not generate positive expected returns and assumes 9.7098% risk (volatility on return distribution) over the 90 days horizon. In different words, 87% of stocks are less volatile than Heritage, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Heritage Distilling Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Distilling's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heritage Distilling Holding, and traders can use it to determine the average amount a Heritage Distilling's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2568
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| Negative Returns | IPST |
Based on monthly moving average Heritage Distilling is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heritage Distilling by adding Heritage Distilling to a well-diversified portfolio.
Heritage Distilling Fundamentals Growth
Heritage Stock prices reflect investors' perceptions of the future prospects and financial health of Heritage Distilling, and Heritage Distilling fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heritage Stock performance.
| Revenue | 8.4 M | ||||
| EBITDA | 5.05 M | ||||
| Net Income | 710.46 K | ||||
| Total Debt | 17.18 M | ||||
| Cash Flow From Operations | (11.22 M) | ||||
| Total Asset | 28 M | ||||
| Retained Earnings | (74.13 M) | ||||
| Working Capital | (9.89 M) | ||||
About Heritage Distilling Performance
Assessing Heritage Distilling's fundamental ratios provides investors with valuable insights into Heritage Distilling's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Heritage Distilling is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 143.73 | 218.82 | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | (1.05) | (1.10) | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.90 | 0.94 |
Things to note about Heritage Distilling performance evaluation
Checking the ongoing alerts about Heritage Distilling for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heritage Distilling help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heritage Distilling generated a negative expected return over the last 90 days | |
| Heritage Distilling has high historical volatility and very poor performance | |
| Heritage Distilling Holding was previously known as CASK Old and was traded on NASDAQ Exchange under the symbol CASK. | |
| Heritage Distilling generates negative cash flow from operations | |
| Heritage Distilling has a strong financial position based on the latest SEC filings | |
| Latest headline from news.google.com: Why retail investors favor Heritage Distilling Holding Company Inc. stock - GDP Growth Safe Entry Momentum Tips - |
- Analyzing Heritage Distilling's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heritage Distilling's stock is overvalued or undervalued compared to its peers.
- Examining Heritage Distilling's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heritage Distilling's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heritage Distilling's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heritage Distilling's stock. These opinions can provide insight into Heritage Distilling's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Heritage Stock Analysis
When running Heritage Distilling's price analysis, check to measure Heritage Distilling's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Distilling is operating at the current time. Most of Heritage Distilling's value examination focuses on studying past and present price action to predict the probability of Heritage Distilling's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Distilling's price. Additionally, you may evaluate how the addition of Heritage Distilling to your portfolios can decrease your overall portfolio volatility.