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BETA Technologies, Inc. (BETA) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

BETA Technologies, Inc.

BETAMarket cap $4.74BPrice $20.3

Country🇺🇸United States

SectorIndustrials

IndustryAerospace & Defense

Builds electric aircraft designed to take off and land vertically, aiming to replace short-haul flights and cargo runs with zero-emission planes. Backed by UPS and Amazon, it's racing to make air travel as routine as calling an Uber.

In Bastion Portfolios?

52W Return+11%

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)na–

Revenue Forecast

Rev CAGR (1y)+30%9

Rev CAGR (3y)+201%10

Rev CAGR (5y)+155%10

Earnings Forecast

EPS Growth Y+1Loss1

EPS Growth Y+2Loss1

EPS Growth Y+3Loss1

Quality

Margins

EBIT Margin-1129%1

Net Income Margin-1914%1

Free Cash Flow Margin-940%1

Debt

Net Debt/EBITDAna–

Efficiency

ROE-130%1

ROA-69%1

Earnings Stability22

GEAR+VERY WEAK7

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)na–

P/BV2.95

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield-8.9%1

Dividend Yieldna–

Momentum

Short term

1 month return-4%6

3 month return+19%10

YTD return-28%2

Mid term

Price vs 52wHigh51%1

1 year return-44%1

Long term

3 year return-44%1

5 year return-44%2

Risk Shield

Price Risk

Betana–

Volatility76%1

Free Cash Flow

Free Cash Flow Margin-940%1

Free Cash Flow Yield-8.9%1

Quality

ROCE-44%1

Earnings Stability22

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

BETABETA Technologies

Revenue FY25$36M

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Y+30%9

Revenue, next 3Y, CAGR+201%10

Revenue, next 5Y, CAGR+155%10

EARNINGS FORECAST▾SCORE

EPS growth, FY26ELoss1

EPS growth, FY27ELoss1

EPS growth, FY28ELoss1

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue is set to grow 201%/yr over the next 3 years, ahead of most of the market.10/10

Revenue held flat over the last 3 years and is set to grow 201%/yr from here.

The runway holds up: revenue is set to grow 155%/yr over five years.10/10

WATCH

None flagged.

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's speeding up. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+19%10

YTD return-28%2

MID & LONG-TERM▾SCORE

% of 52-week high51%1

1-year return-44%1

3-year return-44%1

5-year return-44%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+19%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-44% over three years and -44% over five), behind 80% of the market.

It's down 44% over the past year, now 49% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-28%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on BETA Technologies, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

BETABETA Technologies

Revenue FY25$36M

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Y+30%9

Revenue, next 3Y, CAGR+201%10

Revenue, next 5Y, CAGR+155%10

EARNINGS FORECAST▾SCORE

EPS growth, FY26ELoss1

EPS growth, FY27ELoss1

EPS growth, FY28ELoss1

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue is set to grow 201%/yr over the next 3 years, ahead of most of the market.10/10

Revenue held flat over the last 3 years and is set to grow 201%/yr from here.

The runway holds up: revenue is set to grow 155%/yr over five years.10/10

WATCH

None flagged.

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's speeding up. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+19%10

YTD return-28%2

MID & LONG-TERM▾SCORE

% of 52-week high51%1

1-year return-44%1

3-year return-44%1

5-year return-44%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+19%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-44% over three years and -44% over five), behind 80% of the market.

It's down 44% over the past year, now 49% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-28%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on BETA Technologies, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community