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Upturn AI SWOT - About
NeoVolta Inc. Common Stock (NEOV)
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Upturn Advisory Summary
07/11/2025: NEOV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $7.5
1 Year Target Price $7.5
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.93% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 155.27M USD | Price to earnings Ratio - | 1Y Target Price 7.5 |
Price to earnings Ratio - | 1Y Target Price 7.5 | ||
Volume (30-day avg) 1 | Beta -0.26 | 52 Weeks Range 1.80 - 6.11 | Updated Date 07/12/2025 |
52 Weeks Range 1.80 - 6.11 | Updated Date 07/12/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.12 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -96.68% | Operating Margin (TTM) -68.07% |
Management Effectiveness
Return on Assets (TTM) -46.22% | Return on Equity (TTM) -91.79% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 156194611 | Price to Sales(TTM) 36.49 |
Enterprise Value 156194611 | Price to Sales(TTM) 36.49 | ||
Enterprise Value to Revenue 36.71 | Enterprise Value to EBITDA -41.04 | Shares Outstanding 34124900 | Shares Floating 29073027 |
Shares Outstanding 34124900 | Shares Floating 29073027 | ||
Percent Insiders 14.8 | Percent Institutions 27.82 |
Upturn AI SWOT
NeoVolta Inc. Common Stock
Company Overview
History and Background
NeoVolta Inc. was founded in 2011 and focuses on energy storage solutions for residential and commercial use. The company's aim is to provide sustainable and cost-effective energy solutions through innovative technology.
Core Business Areas
- Residential Energy Storage: Design, development, and distribution of energy storage systems for homes, allowing homeowners to store solar energy and use it when needed.
- Commercial Energy Storage: Providing energy storage solutions for businesses and commercial properties to reduce energy costs and improve energy resilience.
Leadership and Structure
CEO: Brent Willson. The company has a board of directors overseeing strategic decisions and management teams responsible for different departments like R&D, sales, and marketing.
Top Products and Market Share
Key Offerings
- NV14 Energy Storage System: A residential energy storage system. While precise market share data is challenging to obtain due to the fragmented nature of the energy storage market, it's estimated that NeoVolta holds a small percentage. Competitors include Tesla (TSLA), Generac (GNRC), and Enphase Energy (ENPH).
Market Dynamics
Industry Overview
The energy storage industry is rapidly growing due to increasing adoption of renewable energy sources and declining battery costs. The market is driven by government incentives, increasing energy costs, and growing environmental awareness.
Positioning
NeoVolta is positioned as a provider of reliable and efficient energy storage solutions, targeting homeowners and businesses seeking to reduce their reliance on the grid and lower energy costs. Their competitive advantage lies in the reliability and longevity of their products.
Total Addressable Market (TAM)
The global energy storage market is expected to reach hundreds of billions of dollars in the coming years. NeoVolta, with its focus on residential and commercial solutions, is positioned to capture a portion of this growing market.
Upturn SWOT Analysis
Strengths
- Innovative technology
- Reliable product performance
- Strong customer support
- Focus on sustainability
Weaknesses
- Limited market share
- Dependence on solar energy adoption
- Smaller scale compared to major competitors
- Financial performance
Opportunities
- Expanding into new geographic markets
- Developing partnerships with solar installers
- Increasing government incentives for energy storage
- Growing demand for energy resilience
Threats
- Intense competition from larger players
- Fluctuations in battery costs
- Changes in government regulations
- Economic downturn affecting consumer spending
Competitors and Market Share
Key Competitors
- TSLA
- GNRC
- ENPH
Competitive Landscape
NeoVolta faces significant challenges in competing with larger, more established players like Tesla, Generac, and Enphase. These companies have greater financial resources, brand recognition, and distribution networks.
Growth Trajectory and Initiatives
Historical Growth: Limited historical growth due to financial difficulties.
Future Projections: Analyst estimates are unavailable due to the company's size and financial performance.
Recent Initiatives: Focus on sales and marketing efforts to increase product adoption.
Summary
NeoVolta is an energy storage company facing financial difficulties and intense competition. The company's innovative technology and focus on sustainability are strengths, but its limited market share, volatile finances, and dependence on solar energy adoption pose significant challenges. To survive it needs a turnaround strategy. This would have to include new product sales, debt restructuring and funding from existing shareholders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Third Party Market Analysis
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial professional. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About NeoVolta Inc. Common Stock
Exchange NASDAQ | Headquaters Poway, CA, United States | ||
IPO Launch date 2020-05-20 | CEO - | ||
Sector Industrials | Industry Electrical Equipment & Parts | Full time employees 10 | Website https://www.neovolta.com |
Full time employees 10 | Website https://www.neovolta.com | ||
NeoVolta Inc. designs, manufactures, and sells energy storage systems in the United States. The company provides NV14, NV14-K, and NV 24 energy storage systems, which stores and uses energy through batteries and an inverter at residential or commercial sites. NeoVolta Inc. markets and sells its products directly to certified solar installers and solar equipment distributors. The company was founded in 2018 and is headquartered in Poway, California.
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