Bloom Energy Corp

10-Year Study

BE.US · Industrials · US · Common Stock

Executive Summary: Bloom Energy Corp has compounded at 33.0% annually over the last 10 years, with a maximum drawdown of 91.0% and an annualized volatility of 120.9%.

1Y CAGR
+1316.5%
3Y CAGR
+154.7%
5Y CAGR
+55.2%
10Y CAGR
+33.0%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
91.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
1.02
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
3.25
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
123.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +291.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · -25.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
50%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202674.22.8-13.055.0————————141.8%
20256.21.9-18.2-6.80.829.556.341.659.756.3-17.3-20.5291.2%
2024-23.5-22.528.2-1.046.6-25.010.6-12.0-11.3-9.1185.9-19.150.1%
202330.4-13.0-8.1-16.5-17.619.29.2-16.1-11.5-21.638.82.5-22.6%
2022-31.247.28.8-23.1-5.6-5.822.625.6-21.3-6.413.8-10.2-12.8%
202121.8-18.3-5.2-4.0-6.911.2-18.9-1.7-12.667.0-12.1-20.2-23.5%
20205.515.1-42.346.74.735.511.828.814.8-29.794.016.9283.7%
2019-5.353.1-10.75.4-20.713.6-14.8-57.1-27.5-5.8113.114.6-25.2%
2018———————29.913.8-30.3-30.7-39.3-56.7%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 120.9%. The dominant macroeconomic risk driver is VTI.US, accounting for 49.7% of variance. Idiosyncratic stock-specific factors contribute 16.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2018-07-0110000
2018-08-0112993.49240780911
2018-09-0114785.24945770065
2018-10-0110303.687635574837
2018-11-017136.6594360086765
2018-12-014329.718004338395
2019-01-014099.783080260303
2019-02-016277.657266811279
2019-03-015605.206073752711
2019-04-015908.893709327548
2019-05-014685.466377440347
2019-06-015323.210412147506
2019-07-014533.6225596529275
2019-08-011943.600867678959
2019-09-011409.9783080260304
2019-10-011327.5488069414316
2019-11-012828.6334056399132
2019-12-013240.7809110629064
2020-01-013418.655097613883
2020-02-013934.9240780911064
2020-03-012268.9804772234274
2020-04-013327.548806941432
2020-05-013483.731019522776
2020-06-014720.173535791758
2020-07-015275.488069414317
2020-08-016793.926247288503
2020-09-017796.095444685466
2020-10-015483.7310195227765
2020-11-0110637.744034707157
2020-12-0112433.839479392625
2021-01-0115145.336225596526
2021-02-0112377.440347071584
2021-03-0111735.3579175705
2021-04-0111266.811279826463
2021-05-0110485.90021691974
2021-06-0111657.266811279827
2021-07-019457.70065075922
2021-08-019292.841648590022
2021-09-018121.475054229934
2021-10-0113561.822125813449
2021-11-0111921.908893709327
2021-12-019514.099783080259
2022-01-016542.299349240781
2022-02-019631.236442516269
2022-03-0110477.223427331885
2022-04-018052.060737527115
2022-05-017600.867678958784
2022-06-017158.351409978308
2022-07-018776.572668112798
2022-08-0111023.861171366594
2022-09-018672.451193058569
2022-10-018117.136659436009
2022-11-019236.44251626898
2022-12-018295.010845986986
2023-01-0110815.618221258133
2023-02-019409.97830802603
2023-03-018646.42082429501
2023-04-017223.427331887201
2023-05-015952.277657266811
2023-06-017093.275488069415
2023-07-017748.3731019522775
2023-08-016503.253796095445
2023-09-015752.711496746203
2023-10-014511.930585683297
2023-11-016264.6420824295
2023-12-016420.824295010846
2024-01-014911.062906724512
2024-02-013804.7722342733186
2024-03-014876.355748373102
2024-04-014828.633405639914
2024-05-017080.260303687635
2024-06-015310.1952277657265
2024-07-015874.186550976138
2024-08-015167.028199566161
2024-09-014581.344902386118
2024-10-014164.859002169197
2024-11-0111908.893709327549
2024-12-019635.574837310196
2025-01-0110229.93492407809
2025-02-0110420.824295010847
2025-03-018529.284164859002
2025-04-017947.939262472885
2025-05-018013.0151843817775
2025-06-0110377.440347071584
2025-07-0116221.258134490237
2025-08-0122967.462039045553
2025-09-0136689.80477223427
2025-10-0157336.22559652928
2025-11-0147392.62472885033
2025-12-0137696.31236442516
2026-01-0165670.2819956616
2026-02-0167535.79175704988
2026-03-0158780.91106290673
2026-04-0191132.32104121475
Annual Return Matrix
YearAnnual Return
2019-0.25150300601202413
20202.8366800535475236
2021-0.23482205163991632
2022-0.12813497492020054
2023-0.2259414225941423
20240.5006756756756756
20252.9122017109410177
20261.4175394176545058
Total Factor Risk
1.2094009240453423
VTI.US Exposure
0.4969358955341301
VEA.US Exposure
0.023310074601191777
VWO.US Exposure
-0.005584749755149137
QQQ.US Exposure
-0.06276670605368916
VTV.US Exposure
-0.043944915857164514
IJR.US Exposure
0.0984745052073606
QUAL.US Exposure
-0.06972056053209817
SHV.US Exposure
0.20340819715182923
TLT.US Exposure
-0.021499390268239785
LQD.US Exposure
0.16082297042453422
HYG.US Exposure
0.003743267797801787
GLD.US Exposure
0.011928395787513237
USO.US Exposure
0.001994509961523233
VNQ.US Exposure
0.014895167950060908
BTC-USD.CC Exposure
0.029212565227417938
CPER.US Exposure
-0.01069043258522368
VIX.INDX Exposure
-0.015458739658421768
UUP.US Exposure
0.0010845654916677846
TIP.US Exposure
0.019309485186516307
Idiosyncratic Exposure
0.164545894388439
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
120.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$38.1B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+35.8%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+105.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
4.1% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
3.19
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Bloom Energy Corp a high-risk investment?

Bloom Energy Corp (BE.US) has an annualized volatility of 120.9% and experienced a maximum drawdown of 91.0% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of BE.US?

Over the past 10 years, BE.US has generated a Compound Annual Growth Rate (CAGR) of 33.0%. It has had a positive return in 50% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

Run a Full Backtest on Bloom Energy Corp

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest