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IP Strategy Holdings, Inc. logo

IP Strategy Holdings, Inc.

IPST

NASDAQConsumer DefensiveBeverages - Alcoholic

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Previous close

$9.65

−$0.66 · -6.40%

Aug 21, 4:00 PM ET

IPST company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

47

Fair Value

Momentum

17

Strong Down

Sentiment

51

Mixed

Risk resilience

4

Extreme Risk

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Company profile

Company website

IP Strategy Holdings, Inc. (IPST) offers public investors a streamlined entry into the expanding programmable intellectual property landscape via a regulated equity framework. The company utilizes a treasury of digital tokens, allowing for direct engagement with the Story ecosystem. This ecosystem is specifically designed to manage the on-chain registration, licensing, and commercialization of intellectual property assets. Co-founded by Justin B. Stiefel and Jennifer D. H. Stiefel on July 19, 2011, the firm's operations are based in Gig Harbor, Washington.

Industry
Beverages - Alcoholic
Sector
Consumer Defensive
Headquarters
US
CEO
Justin Stiefel
Listed since
Nov 26, 2024
Employees
21

Market position

Day range

Current $9.65

52-week range

Current $9.65

Open
$11.37
Previous close
$10.31
Volume
1.08M
0.68× average
Average volume
1.6M
Average daily volume
Market cap
5.3M USD
Beta
4.93
Market reference 1
50-day average
$3.3221
+190.48% above average
200-day average
$35.279
-72.65% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
17.94M USD
P/E (TTM)
-0.01×
P/B (TTM)
0.15×
P/S (TTM)
0.49×
EV / EBITDA
-0.13×
Earnings yield
-1024.13%
Free cash flow yield
-114.55%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
58.27%
Operating margin
-710.72%
Net margin
-1875.55%
Return on equity
-140.22%
Return on assets
-126.63%
Return on invested capital
-12.00%

Financial health

Debt / equity
0.14×
Current ratio
0.31×
Altman Z-score
-24.16
Piotroski F-score
4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends187%-376%-939%-1502%Gross margin, FY2021: 27.01%Gross margin, FY2022: 26.63%Gross margin, FY2023: 26.99%Gross margin, FY2024: 25.30%Gross margin, FY2025: 46.06%Operating margin, FY2021: -95.67%Operating margin, FY2022: -142.33%Operating margin, FY2023: -141.32%Operating margin, FY2024: -177.55%Operating margin, FY2025: -122.06%Net margin, FY2021: -87.11%Net margin, FY2022: -147.64%Net margin, FY2023: -461.64%Net margin, FY2024: 8.46%Net margin, FY2025: -1360.91%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 27.01%. Gross margin FY2022 26.63%. Gross margin FY2023 26.99%. Gross margin FY2024 25.30%. Gross margin FY2025 46.06%. Operating margin FY2021 -95.67%. Operating margin FY2022 -142.33%. Operating margin FY2023 -141.32%. Operating margin FY2024 -177.55%. Operating margin FY2025 -122.06%. Net margin FY2021 -87.11%. Net margin FY2022 -147.64%. Net margin FY2023 -461.64%. Net margin FY2024 8.46%. Net margin FY2025 -1360.91%.

Income trends

Revenue

10.12M USD+20.43%

Operating income

−12.35M USD+17.21%

Net income

−137.72M USD−138.43M USD
Income trends across reported periods24.9M USD−34.23M USD−93.36M USD−152.5M USDRevenue, FY2021: 8.29M USDRevenue, FY2022: 8.31M USDRevenue, FY2023: 7.97M USDRevenue, FY2024: 8.4M USDRevenue, FY2025: 10.12M USDOperating income, FY2021: −7.93M USDOperating income, FY2022: −11.83M USDOperating income, FY2023: −11.26M USDOperating income, FY2024: −14.92M USDOperating income, FY2025: −12.35M USDNet income, FY2021: −7.22M USDNet income, FY2022: −12.27M USDNet income, FY2023: −36.8M USDNet income, FY2024: 710.46K USDNet income, FY2025: −137.72M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 8.29M USD. Revenue FY2022 8.31M USD. Revenue FY2023 7.97M USD. Revenue FY2024 8.4M USD. Revenue FY2025 10.12M USD. Operating income FY2021 −7.93M USD. Operating income FY2022 −11.83M USD. Operating income FY2023 −11.26M USD. Operating income FY2024 −14.92M USD. Operating income FY2025 −12.35M USD. Net income FY2021 −7.22M USD. Net income FY2022 −12.27M USD. Net income FY2023 −36.8M USD. Net income FY2024 710.46K USD. Net income FY2025 −137.72M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue10.12M USD8.4M USD7.97M USD8.31M USD8.29M USD
Cost of goods sold5.46M USD6.28M USD5.82M USD6.1M USD6.05M USD
Gross profit4.66M USD2.13M USD2.15M USD2.21M USD2.24M USD
Selling, general, and administrative17.91M USD13.83M USD10.04M USD12.79M USD9.27M USD
Operating expenses17.01M USD17.04M USD13.42M USD14.04M USD10.17M USD
Interest expense1.64M USD2.54M USD2.53M USD2.61M USD2.66M USD
Depreciation and amortization1.49M USD1.79M USD1.92M USD1.89M USD1.25M USD
Operating income−12.35M USD−14.92M USD−11.26M USD−11.83M USD−7.93M USD
Net income−137.72M USD710.46K USD−36.8M USD−12.27M USD−7.22M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
0%
0 beats, 2 misses, 0 met estimates
Average EPS surprise
-53037.50%
2 comparable reports
Latest EPS result
-1.35
Estimate 0.01 · Miss by 22550.00%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.62-1.36-4.33-7.31Q2 '25No estimateQ3 '25No estimateQ4 '25No estimateQ2 '26MissQ2 '26MissQ3 '26Estimate
Q2 2025, reported May 20, 2025: actual -0.34, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 14, 2025: actual -0.77, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Nov 17, 2025: actual 1, estimate —, surprise —, Comparison unavailable. Q2 2026, reported Apr 14, 2026: actual -6.69, estimate -0.008, surprise -83525.00%, Miss. Q2 2026, reported May 19, 2026: actual -1.35, estimate 0.006, surprise -22550.00%, Miss. Q3 2026, reported Sep 2, 2026: actual —, estimate 1, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates5.01M3.65M2.29M928.19KQ2 '25No estimateQ3 '25No estimateQ4 '25MetQ2 '26BeatQ2 '26MissQ3 '26Estimate
Q2 2025, reported May 20, 2025: actual 1.09M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 14, 2025: actual 1.32M USD, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Nov 17, 2025: actual 2.99M USD, estimate 2.99M USD, surprise 0.00%, Met estimate. Q2 2026, reported Apr 14, 2026: actual 4.72M USD, estimate 1.97M USD, surprise +139.42%, Beat. Q2 2026, reported May 19, 2026: actual 1.71M USD, estimate 2.61M USD, surprise -34.27%, Miss. Q3 2026, reported Sep 2, 2026: actual —, estimate 4.05M USD, surprise —, Comparison unavailable.

IPST news

globenewswire.com

IP Strategy Publishes Monthly Validator Update

GIG HARBOR, Wash. , July 06, 2026 (GLOBE NEWSWIRE) -- IP Strategy Holdings, Inc. (Nasdaq: IPST) (the "Company" or "IP Strategy"), the first company to adopt a treasury reserve policy centered on the $DATA token, formerly…

Read source
globenewswire.com

IP Strategy Publishes Monthly Validator Update

GIG HARBOR, Wash., July 06, 2026 (GLOBE NEWSWIRE) -- IP Strategy Holdings, Inc. (Nasdaq: IPST) (the “Company” or “IP Strategy”), the first company to adopt a treasury reserve policy centered on the $DATA token, formerly…

Read source
globenewswire.com

IP Strategy Highlights Story Foundation's Transition to The DATA Foundation and Launch of DATA Network

GIG HARBOR, Wash., June 26, 2026 (GLOBE NEWSWIRE) -- IP Strategy Holdings, Inc. (Nasdaq: IPST) (the “Company” or “IP Strategy”), the first company to adopt a treasury reserve policy centered on $DATA, formerly $IP, today…

Read source
globenewswire.com

IP Strategy Publishes Monthly Validator Update

GIG HARBOR, Wash., June 03, 2026 (GLOBE NEWSWIRE) -- IP Strategy Holdings, Inc. (Nasdaq: IPST) (the “Company” or “IP Strategy”), the first company to adopt a treasury reserve policy centered on the $IP token, today…

Read source

Corporate actions

Corporate action history

Stock split

Effective Apr 23, 2026

1:20

Stock split

Effective Nov 5, 2025

1:20

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ETFs holding IPST

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
10.96K
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%

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