SBDS · SOLO BRANDS INC CL A

NEW YORK STOCK EXCHANGE, INC. - BOATS Real Time Price • USD

Solo Brands Inc (SBDS)

NEW YORK STOCK EXCHANGE, INC. Leisure Products
Move probability → Options chain →
$3.52 -0.40 (-10.10%)
● At close: April 2 at 4:00:00 PM EDT
DAY'S RANGE $3.52
$3.51 $3.62
52-WEEK RANGE $3.52
$2.29 $16.00

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$5.4M
P/E (TTM1)—
EPS2 (TTM)$-48.09
Div Yield—
Beta34.65
Volume696
Open3.52
Prev Close3.91
Bid / Ask3.62 / 3.70
Next Earnings 2026-11-05

Analyst Recommendations

Strong buy 0 Buy 0 Hold 3 Sell 1 Strong sell 2

Aggregate ratings for 2025-07-01 (6 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
SBDS -61.16%
vs S&P 500 -72.17%
6-MONTH RETURN
SBDS -26.79%
3-MONTH RETURN
SBDS -37.33%

Valuation Measures & Ratios

Enterprise Value4$219.2M
Forward P/E50.48
PEG Ratio6—
Price / Sales (TTM1)0.02
Price / Book70.21
EV4 / Revenue0.73
EV4 / EBITDA—
Profit Margin-28.66%
Operating Margin-31.58%
Return on Equity (ROE8)-146.33%
Return on Assets (ROA9)-22.85%
Avg Volume (3M)2,370
Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short10,673
Change from Prior Settlement-0.07%
% of Float—
Days to Cover (Short Ratio)3.46

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Latest SEC filing is Form 4, filed 2026-10-05; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24
Revenue $88.5M $62.9M $53.0M $92.3M $77.3M $94.1M $131.6M $85.3M
Gross profit $53.0M $32.9M $31.8M $56.6M $42.6M $39.3M $82.6M $50.5M
Operating income $3.5M -$4.7M -$16.2M -$9.8M -$10.6M -$115.3M $2.2M -$6.4M
Net income — — — — — — — —
EPS (diluted) $-1.72 $-2.18 $-9.22 $-8.93 $-8.27 $-47.72 $-2.14 $-0.06
EPS (basic) $-1.72 $-2.18 $-9.22 $-8.93 $-8.27 $-47.72 $-2.14 $-0.06

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $343.0M $362.7M $360.3M $431.0M $459.7M $692.4M $495.1M $553.2M
Stockholders' equity $42.3M $46.3M $46.0M $99.1M $113.2M $121.7M $133.7M $168.0M
Total current assets $135.5M $147.7M $140.2M $128.2M $148.6M $372.6M $172.2M $172.5M
Total current liabilities $43.4M $41.6M $47.4M $40.1M $41.1M $487.0M $121.7M $109.7M
Cash & equivalents $35.4M $16.5M $20.0M $16.3M $18.1M $206.4M $12.0M $12.5M
Accounts receivable $29.9M $38.7M $29.8M $15.9M $32.2M $52.9M $39.4M $38.3M

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow $36.1M -$16.1M $6.4M $11.2M $10.9M -$75.2M $13.0M $378.0K
Investing cash flow -$1.3M -$2.3M -$2.5M -$3.2M -$3.2M -$3.2M -$3.0M -$6.3M
Financing cash flow -$15.6M $14.9M -$230.0K -$9.9M -$196.2M $272.8M -$10.5M -$1.4M
Free cash flow — — $5.0M — — -$78.4M $17.0M -$5.9M
Capital expenditures — — $1.4M — — $3.2M -$4.0M $6.3M
Depreciation & amortization $4.3M $4.1M $18.8M $5.8M $6.4M $6.9M $19.4M $6.6M

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding SBDS as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Institutional ownership is not available for this symbol right now.

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-12-15 to 2026-10-01

Recent transactions

  • Most recent: Blevins Christopher (General Counsel) — Option exercise of 11 shares on 2026-10-01.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)0 sh(0 txns)
Net Shares+0

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Blevins ChristopherGeneral CounselOption exercise2026-10-0111
Tarbox Andrea KDirectorOption exercise2026-09-262,030
Powers DavidDirectorOption exercise2026-09-262,030
Larson John P.President and CEOOption exercise2026-09-2311,201
Vanzura ElisabethCMOOpen market purchase2026-03-301,500
McGuire David FrancisChief Accounting OfficerOption exercise2026-02-28759
COFFEY LAURA AChief Financial OfficerOption exercise2026-02-282,868
SUMMIT PARTNERS L PReporting personDerivative conversion2026-01-01354,189

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-10-01Blevins ChristopherGeneral CounselOption exercise 11$0.00
2026-10-01Blevins ChristopherGeneral CounselTax withholding 4$2.79
2026-09-26Tarbox Andrea KDirectorOption exercise 2,030$0.00
2026-09-26Powers DavidDirectorOption exercise 2,030$0.00
2026-09-23Larson John P.President and CEOOption exercise 11,201$0.00
2026-09-23Larson John P.President and CEOTax withholding 3,221$3.06
2026-07-01Blevins ChristopherGeneral CounselOption exercise 12$0.00
2026-07-01Blevins ChristopherGeneral CounselTax withholding 5$3.46
2026-06-23Larson John P.President and CEOOption exercise 11,201$0.00
2026-06-23Larson John P.President and CEOTax withholding 3,221$3.81
2026-04-01Blevins ChristopherGeneral CounselOption exercise 12$0.00
2026-04-01Blevins ChristopherGeneral CounselTax withholding 5$3.76
2026-03-31Larson John P.President and CEOOpen market purchase 2,559$3.91
2026-03-30Vanzura ElisabethCMOOpen market purchase 1,500$3.77
2026-03-30Larson John P.President and CEOOpen market purchase 4,073$3.68
2026-03-30Tarbox Andrea KDirectorOpen market purchase 2,211$4.07
2026-03-23Larson John P.President and CEOOption exercise 11,201$0.00
2026-03-23Larson John P.President and CEOTax withholding 3,420$4.04
2026-02-28Blevins ChristopherGeneral CounselOption exercise 903$0.00
2026-02-28Blevins ChristopherGeneral CounselTax withholding 372$7.31
2026-02-28Blevins ChristopherGeneral CounselOption exercise 80$0.00
2026-02-28Blevins ChristopherGeneral CounselTax withholding 33$7.31
2026-02-28McGuire David FrancisChief Accounting OfficerOption exercise 759$0.00
2026-02-28McGuire David FrancisChief Accounting OfficerTax withholding 226$7.31
2026-02-28McGuire David FrancisChief Accounting OfficerOption exercise 1,406$0.00
2026-02-28McGuire David FrancisChief Accounting OfficerTax withholding 417$7.31
2026-02-28COFFEY LAURA AChief Financial OfficerOption exercise 2,868$0.00
2026-02-28COFFEY LAURA AChief Financial OfficerTax withholding 851$7.31
2026-02-24Blevins ChristopherGeneral CounselOption exercise 10$0.00
2026-02-24Blevins ChristopherGeneral CounselTax withholding 5$6.49
2026-02-05COFFEY LAURA AChief Financial OfficerOption exercise 2,083$0.00
2026-02-05COFFEY LAURA AChief Financial OfficerTax withholding 618$6.18
2026-01-01Blevins ChristopherGeneral CounselOption exercise 12$0.00
2026-01-01Blevins ChristopherGeneral CounselTax withholding 5$6.05
2026-01-01SUMMIT PARTNERS L PReporting personDerivative conversion 354,189—
2026-01-01SUMMIT PARTNERS L PReporting personOther acquisition/disposition 354,189—
2025-12-31Tarbox Andrea KDirectorDerivative conversion 274—
2025-12-31Tarbox Andrea KDirectorOther acquisition/disposition 274—
2025-12-23Larson John P.President and CEOOption exercise 11,201$0.00
2025-12-23Larson John P.President and CEOTax withholding 4,901$7.01
2025-12-15Larson John P.President and CEOOption exercise 56,005$0.00
2025-12-15Larson John P.President and CEOTax withholding 16,103$7.95
2025-12-15Blevins ChristopherGeneral CounselOption exercise 11$0.00
2025-12-15Blevins ChristopherGeneral CounselTax withholding 4$7.95

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-10-22 04:26 UTC

FiledFormReport periodOfficial filing
2026-10-0542026-10-01 View on SEC.gov →
2026-09-2942026-09-26 View on SEC.gov →
2026-09-2942026-09-26 View on SEC.gov →
2026-09-2542026-09-23 View on SEC.gov →
2026-08-1310-Q2026-06-30 View on SEC.gov →
2026-08-138-K2026-08-13 View on SEC.gov →
2026-07-0642026-07-01 View on SEC.gov →
2026-06-2542026-06-23 View on SEC.gov →
2026-05-278-K2026-05-22 View on SEC.gov →
2026-05-1410-Q2026-03-31 View on SEC.gov →
2026-05-148-K2026-05-14 View on SEC.gov →
2026-04-068-K2026-03-31 View on SEC.gov →

Headlines about SBDS (SOLO BRANDS INC CL A). Links open the publisher — we don’t host full articles.

SEC filings ↓

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