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ESS Tech, Inc.NYSE:GWH Stok Raporu

Piyasa Değeri US$31.8m
Hisse Fiyatı
US$0.78
US$2.75
71.6% değerinin altında içsel indirim
1Y-49.1%
7D1.8%
Portföy Değeri
​
Görünüm

ESS Tech, Inc.

NYSE:GWH Stok Raporu

Piyasa değeri: US$31.8m

ESS Tech (GWH) Hisse Özeti

Bir enerji depolama şirketi olan ESS Tech, Inc. dünya çapında ticari ve şebeke ölçeğinde enerji depolama uygulamaları için demir akışlı pillerin tasarımı ve üretimi ile uğraşmaktadır. Daha fazla detay

Ödüller

Gelirin yılda 126.63% oranında artması öngörülüyor

Kazançlar son 5 yılda yılda 30.5% oranında arttı

Risk Analizi

Hissedarlar geçen yıl önemli ölçüde sulandırıldı

Anlamlı bir piyasa değeri yok ( $32M )

Şu anda kârlı değil ve önümüzdeki 3 yıl içinde kârlı hale gelmesi beklenmiyor

Anlamlı bir geliri yok ( $2M )


GWH Community Fair Values

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Capital Goods opportunity
SPAI logo
Sparc AI
Fair Value from
CA$5.257.0% değerinin altında içsel indirim

When GPS fails: this small cap is fixing a $54B drone problem

Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.

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ESS Tech, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti ESS Tech
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$1.12
52 Haftanın En Yüksek SeviyesiUS$13.87
52 Haftanın En Düşük SeviyesiUS$0.76
Beta1.45
1 Aylık Değişim2.75%
3 Aylık Değişim-29.56%
1 Yıllık Değişim-49.09%
3 Yıllık Değişim-93.45%
5 Yıllık Değişim-99.24%
Halka arzdan bu yana değişim-99.25%

Son Haberler & Güncellemeler

Recent updates

Seeking Alpha • Nov 19

ESS Tech Is A High-Risk Investment That May Reward A Patient Investor

Summary ESS offers iron flow batteries for utilities, providing a cost-effective, non-toxic, and durable energy storage solution with a 10-year performance guarantee. ESS's technology is ready for market, with revenue expected from upcoming sales and strategic partnerships enhancing their global reach. The global demand for long-duration energy storage is projected to reach, 1000GW by 2030, presenting a significant market opportunity. High competition and the need for cost reduction pose risks, but ESS's first-mover advantage and robust technology offer the potential for high returns for contrarian investors. Read the full article on Seeking Alpha
Analiz Makalesi • Jun 26

Here's Why We're Watching ESS Tech's (NYSE:GWH) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Analiz Makalesi • May 03

A Look At The Intrinsic Value Of ESS Tech, Inc. (NYSE:GWH)

Key Insights ESS Tech's estimated fair value is US$1.00 based on 2 Stage Free Cash Flow to Equity ESS Tech's US$0.82...
Analiz Makalesi • Mar 15

Is ESS Tech, Inc. (NYSE:GWH) Potentially Undervalued?

ESS Tech, Inc. ( NYSE:GWH ), might not be a large cap stock, but it saw significant share price movement during recent...
Seeking Alpha • Feb 12

ESS Tech: The Honeywell Honeymoon Was Brief

Summary Honeywell joined an "A" list of significant investors in ESS Tech on September 25, 2023, buying $27.5 million of stock and prefunding sales commitments. After a brief 43% stock spike, the honeymoon was over and the stock is trading at 95 cents, a decrease of 32% from the close before the Honeywell announcement. Almost immediately after making this investment Honeywell restructured.  One wonders whether the deal would/could have been done post-restructuring. Despite a very brief honeymoon, Honeywell brings a lot to the table. GWH management has forecast a record-breaking 4Q - the first full quarter since Honeywell came aboard. Read the full article on Seeking Alpha
Analiz Makalesi • Feb 08

Is ESS Tech (NYSE:GWH) In A Good Position To Deliver On Growth Plans?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Dec 11

ESS Tech: Flush With Cash As Solar And Wind Energy Booms

Summary ESS Tech's partnership with Honeywell could be transformative for its revenue ramp. The $128 billion conglomerate is taking an equity stake in ESS and will incorporate iron flow batteries in its clean energy go-to-market efforts. ESS is positioned for growth as utility-scale energy storage shifts towards long duration and iron flow batteries gain traction. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 10

Is ESS Tech (NYSE:GWH) In A Good Position To Invest In Growth?

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Sep 27

ESS Tech Levels Up

Summary The challenge of bringing down the cost of renewables is solved. The new challenge is managing all this cheap power with storage, software, and new transmission/distribution. Right now, LFP lithium batteries are tested, validated, and available in large quantities. They solve today’s problems, but not tomorrow’s, and bring a host of problems. What’s needed is long-duration energy storage. There are many competing technologies, and we are in the pilot program stage. ESS Tech checks off a lot of the new requirements. The new Honeywell deal provides cash, validation, and a much larger sales team. Read the full article on Seeking Alpha
Seeking Alpha • Jul 10

ESS Tech: Without More Transparency, Investors Left In A Lurch

Summary Despite 11 years of R&D pre-SPAC merger and access to hundreds of millions of dollars of cash post-SPAC merger, ESS has only reported ~$1 million in revenue. This amounts to revenue recognition on only about 5 Energy Warehouse units of about 46 announced. If management offers better transparency on the announced book of business, they should regain some credibility and the stock should do well vis-a-vis its peer group. Read the full article on Seeking Alpha
Seeking Alpha • Jun 21

ESS Tech: A Very Big Battery In Germany

Summary ESS Tech has just announced a grid scale battery in Germany. The first phase of this project should generate $100mm in revenue for ESS -- about half its current equity capitalization. The ultimate storage aspect of this project may be 4x to 6x the size of this initial first phase, in terms of storage capacity. The 3D illustration showcases a battery system set against a backdrop of solar and wind power plants in warm evening light. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

ESS to fend off lawsuit stemming from Grizzly Research report

ESS (NYSE:GWH) on Monday said it was notified of the filing of class action litigation alleging violations of Federal securities laws, based off a short-seller report. ESS claims the "meritless" lawsuit is based upon a report by Grizzly Research, which was issued in December, and intends to vigorously defend, the company said.  ESS said the report falsely alleges that ESS is a related party of Energy Storage Industries Asia Pacific, a customer in Australia. "The report contains numerous errors, unsupported speculation, and draws misleading and flawed conclusions. ESS was not contacted during the development of the report nor given the opportunity to provide factual information that would have easily refuted the incorrect claims made throughout the report," the company said in a statement.
Seeking Alpha • Dec 18

ESS Tech: Q4 2022 Estimate And Questions For Management

Summary The company has disappointed on past earnings with low levels of revenue recognized on low levels of units shipped. This article attempts to put forward an earnings estimate and poses questions we believe management should be asked. A brief update on the Grizzly Research short seller report is included.
Seeking Alpha • Dec 09

ESS Tech: Darling Of The Shorts Or Storage Panacea

Summary ESS Tech is in the much needed grid scale battery storage business. The company went public via a SPAC deal and the stock price has since melted down. Despite many announcements with reputable large utility customers, and some shipments, it is now in the maw of short sellers focused on one foreign customer. A loyal cadre of institutional investors continues to hold. I believe the technology works but agree with the shorts that management's communication skills are very poor. In 1883, Thomas Edison warned that chasing the perfect battery is a fool's journey: "a catchpenny, a sensation, a mechanism for swindling the public by stock companies," he wrote. Working on the latest, greatest battery brings out a man's "latent capacity for lying." Wow! As an ESS (GWH) shareholder, and shareholder and director of a privately held consumer sized rechargeable battery company, Edison's century old words sting! I bought and quickly sold ESS stock in the teens, selling once I saw the S1 dealing with the lockup expiry. I have re-entered at $4, so have now been stung twice on a technology that works, I think. More on that later. I guess that's 3 stings in one paragraph. So what's the current short seller battle? Here's the recent report from Grizzly. And here's what I think is the company's too brief and too mushy denial. This is not the first time short sellers have gone over this target. Here's an older report from Bonitas Research released on October 22, 2021 Grizzly's particular beef seems to be that the Australian partner of ESS has not fully broken ground and is not completely up and running. They have lots of nice satellite images of undisturbed land, ownership records, etc. To me this is not dispositive as a glaring lie on what the company has disclosed. Did I think the Australian company was farther along just glancing at the disclosures? Sure. Did I think they were at a point where they'd be pumping out batteries any day? Nope. Did I bother to go digging further on the future tense of this Australian enterprise in articles and disclosures? Nope. Was this Australian venture central to enticing me to invest twice? Nope. Then, in a rather glaring bit of recycled copy and paste in a report preaching transparency, they lift the section from the Bonitas report, pictures and all, of prior ESS installs they say have failed. Only a slight tip of the hat to that author. If you are going to live in the glass house of urging transparency on your short sale targets you ought to be more transparent yourself. There didn't appear to be any attempt to verify the status of the previous projects outlined in the Bonitas report by, say, calling them. [Kind of like this author relying on a secondary source to hope his lead-in Edison quote is correct!] Some Grizzly specifics Despite their screaming denunciation of the Australia partnership as some fraud, the company's disclosure actually looks pretty spot on. Here's part of a November 2022 article: Also during the quarter, ESS Inc cemented a deal for its batteries to be shipped and sold in Australia, before the technology is then licensed for manufacturing and sale locally. Partner Energy Storage Industries Asia-Pacific (ESI) will distribute and manufacture Energy Warehouse units for the Australia, New Zealand and Oceania markets. Starting with delivery of 70 units this year and next, ESI, will then build its own iron flow battery factory in Queensland by 2024. [Author's emphasis added] Based on that I wouldn't expect Grizzly's perusal of satellite images to show a completed facility. It ain't 2024 yet. I was interested that Grizzly came down hard on early investor BASF: The multinational chemical giant BASF is an ESS investor since 2017. Despite being an investor, BASF has yet to pay ESS any revenues for its product and decided to forego both Series-C rounds. But I know from another venture investment that BASF with its German base is reeling from the cutoff of Russian gas. Pulling in their horns on ESS is not unique to this company, its across their entire portfolio. Here's the lead sentence in a recent BASF release: FRANKFURT, Oct 12 (Reuters) - BASF (BASFn.DE) is to reduce annual costs by 500 million euros ($485 million) in Europe up to 2024, including job cuts, as the German chemicals group took a 740 million euro writedown linked to the Nord Stream 1 pipeline. A main beef I have with the Grizzly report, and the prior Bolinas report, is the lack of primary research. Call the Queensland politicos pictured at the ground breaking of ESIAP and ask them about the situation. Call any of the prior installs of ESS batteries and ask them about their findings. File a FOIA request on the US Army Corps and tell us what comes back.
Seeking Alpha • Sep 28

ESS Tech: Long-Duration Energy Storage Will Supercharge The Transition To Renewables

Summary ESS Tech is set to benefit materially from the Inflation Reduction Act as utility-scale energy projects are brought forward. The company is the only publicly listed manufacturer of flow batteries with nontoxic and non-flammable iron and saltwater electrolyte. Recent partnerships convey the strong future ahead as demand for long-duration storage and non-lithium ion batteries ramps up. The recently passed Inflation Reduction Act represents an 800-pound gorilla set to further bolster an industry already experiencing long-term structural growth. The IRA allocates $370 billion over 10 years to decarbonization initiatives and is the largest climate and clean energy investment in US history. It will form a crucial part of the US effort to reduce greenhouse gas emissions to 50% below 2005 levels by 2030 and would build on commitments made with the 2015 Paris Agreement. The Act is essentially set to materially ramp the rollout of clean energy in the United States and will catalyze a generational boom in utility-scale energy storage. To be clear, the US rollout of renewable energy was already undergoing a material ramp and was fast expanding its role in the energy production mix of the United States. The Inflation Reduction Act is set to supercharge an even faster shift to renewables by bringing forward new utility-scale deployments through what is set to be an unprecedented level of government intervention. The Boston Consulting Group has forecasted that the incentives included in the Inflation Reduction Act could increase the deployment of zero-carbon energy to up to 80% of electricity production as soon as 2030. This would be up from around 20% of production currently. Indeed, utility-scale solar deployments are set to increase by 40%, around 62 GW, over pre-IRA projections through 2027. Wilsonville, Oregon-based ESS (GWH) has developed long-duration iron flow batteries that use just water, salt, and iron. This differs materially from the current short-duration lithium-ion battery storage. Long-duration batteries can discharge power over 12 hours which is around 3x longer than present lithium-ion batteries. Apart from the longer duration, it also has a number of other benefits from more optimal performance under different weather conditions, low capacity fade, and an enhanced ESG profile as it does not require mined lithium. This is especially important as lithium prices have spiked over the last year to reach record highs as demand booms and new supply is being blocked around the world on environmental grounds. Current ESS customers have also so far received a 25-year warranty on charging and discharging cycles without deterioration. A New Macro Environment Begins The need for a suitable alternative to lithium is now clearer than ever and ESS is the only manufacturer of flow batteries with nontoxic and nonflammable iron and saltwater electrolyte. All these materials are incredibly abundant and can be sourced wholly within the United States. This is important from a geo-political perspective as lithium refining is highly concentrated in China. The company is still a somewhat speculative investment as it recorded near zero revenue when its last released earnings for its fiscal 2022 second quarter. The lack of revenue was odd considering a number of meaningful operational achievements during the quarter. Post-period end ESS announced a flow battery deal with the Sacramento Municipal Utility District. This will see the deployment of a 2GWh flow battery from 2023 that will support decarbonization efforts by the utility. This is likely set to be the first of many deals that ESS will announce as its ramps its production capacity and its technology is deployed and validated by its utility customers. This comes as the company doubled its annual production capacity to 500 MWh during the quarter with work underway to further increase this to 750 MWh. This would be more than 3x the capacity in started 2022.
Seeking Alpha • Aug 26

ESS Tech names Vince Canino as operating chief

ESS Tech (NYSE:GWH) said Friday it named Vince Canino as COO. Canino most recently served as CEO and president of Smardt Chiller, an oil-free chiller manufacturer. GWH also said Jeff Bodner, chief accounting officer, will resign to pursue another opportunity. Bodner will remain with GWH till mid-Sept.

Hissedar Getirileri

GWHUS ElectricalUS Pazar
7D1.8%-0.5%2.1%
1Y-49.1%102.5%30.6%

Getiri vs. Endüstri: GWH geçen yıl % 102.5 oranında getiri sağlayan US Electrical sektörünün gerisinde kaldı.

Getiri vs Piyasa: GWH geçen yıl % 30.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.

Fiyat Oynaklığı

Is GWH's price volatile compared to industry and market?
GWH volatility
GWH Average Weekly Movement8.5%
Electrical Industry Average Movement11.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

İstikrarlı Hisse Senedi Fiyatı: GWH son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: GWH 'nin haftalık oynaklığı geçtiğimiz yıl boyunca 35% dan 9% a düştü.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
201162Drew Buckleyessinc.com

Bir enerji depolama şirketi olan ESS Tech, Inc. dünya çapında ticari ve şebeke ölçeğinde enerji depolama uygulamaları için demir akışlı pillerin tasarımı ve üretimi ile uğraşmaktadır. Sayaç arkası bir çözüm olan Energy Warehouse ve herhangi bir saha konumuna entegre olan ve gücün kapasiteden ayrılmasına izin veren tamamen yapılandırılabilir bir düzen olan gigawatt-saat enerji bazlı depolama ürününü içeren enerji depolama ürünleri sunmaktadır. Şirket 2011 yılında kurulmuştur ve merkezi Wilsonville, Oregon'dadır.

ESS Tech, Inc. Temel Bilgiler Özeti

ESS Tech'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
GWH temel i̇stati̇sti̇kler
Piyasa değeriUS$31.83m
Kazançlar(TTM)-US$63.44m
Gelir(TTM)US$1.58m
19.8x
P/S Oranı
-0.5x
F/K Oranı

GWH aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
GWH gelir tablosu (TTM)
GelirUS$1.58m
Gelir MaliyetiUS$29.26m
Brüt Kâr-US$27.67m
Diğer GiderlerUS$35.77m
Kazançlar-US$63.44m

Son Raporlanan Kazançlar

Dec 31, 2025

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)-2.27
Brüt Marj-1,748.07%
Net Kâr Marjı-4,007.58%
Borç/Özkaynak Oranı0%

GWH uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 05:12
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ESS Tech, Inc. 3 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph OshaGuggenheim Securities, LLC
Pearce HammondPiper Sandler Companies
Justin ClareRoth Capital Partners