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IP Strategy Holdings, Inc. (IPST)
USD2.68
+0.11 (+4.09%)
US NASDAQ Consumer Defensive Beverages - Alcoholic
Address
9668 Bujacich Road 98332
Gig Harbor, WA, US
Gig Harbor, WA, US
CEO
Justin Stiefel
Website
ir.ipstrategy.co
IPO
2024-11-26
CIK 1788230 ISIN US42727R3021
Description
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.
News Sentiment (7d)
Based on only 2 articles — low confidence
- IP Strategy Publishes Monthly Validator Update Globe News Wire
- IP Strategy Publishes Monthly Validator Update GlobeNewsWire
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD2.68
+0.11 (+4.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
219.6K
Beta
4.85
Float Shares
371.3K
Free Float %
67.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.02% | +2.99% | -13.31% | -64.77% | -96.15% | -84.55% | -97.85% | -99.65% | -99.65% | -99.65% | -99.65% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
2.68
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
4.31
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Beverages - Alcoholic: +1.2%+20.4% ★ Q1'26: +56.8% (vs Q1'25)
-
EPS growth Beverages - Alcoholic: +10.7%+69.8% ★ Q1'26: -1,331.5% (vs Q1'25)
-
FCF margin FCF growth · Beverages - Alcoholic: -4.0%-205.1% Q1'26: -143.3% (vs Q1'25)
-
EBIT margin Beverages - Alcoholic: +13.7%-122.1% Q1'26: -3,897.4% (vs Q1'25)
-
ROIC Beverages - Alcoholic: +6.8%-12.0% Q1'26: -722.7% (vs Q1'25)
-
Share dilution Beverages - Alcoholic: +0.0%+3,169.1% Q1'26: +43.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Beverages - Alcoholic: -0.12×-0.44× Q1'26: -0.02× (vs Q1'25)
Valuation Multiples
From
To
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|
| Revenue |
10.12M
est: 7.37M (+37.2%)
|
16.51M
16.51M – 16.51M
+123.9% YoY
|
26.47M
26.47M – 26.47M
+60.3% YoY
|
40.21M
40.21M – 40.21M
+51.9% YoY
|
| EBITDA |
-10.86M
est: -4.03M (-169.8%)
|
-9.02M
-9.02M – -9.02M
-123.9% YoY
|
-14.46M
-14.46M – -14.46M
-60.3% YoY
|
-21.97M
-21.97M – -21.97M
-51.9% YoY
|
| EBIT |
-12.35M
est: -4.66M (-164.9%)
|
-10.44M
-10.44M – -10.44M
-123.9% YoY
|
-16.74M
-16.74M – -16.74M
-60.3% YoY
|
-25.43M
-25.43M – -25.43M
-51.9% YoY
|
| Net Income |
-137.72M
est: 2.45B (-105.6%)
|
37.93M
37.93M – 37.93M
-98.5% YoY
|
46.55M
46.55M – 46.55M
+22.7% YoY
|
60.34M
60.34M – 60.34M
+29.6% YoY
|
| SGA |
17.91M
est: 10.81M (+65.6%)
|
24.21M
24.21M – 24.21M
+123.9% YoY
|
38.82M
38.82M – 38.82M
+60.3% YoY
|
58.98M
58.98M – 58.98M
+51.9% YoY
|
| EPS |
-15.98
est: 284.80 (-105.6%)
|
4.40
4.40 – 4.40
-98.5% YoY
|
5.40
5.40 – 5.40
+22.7% YoY
|
7.00
7.00 – 7.00
+29.6% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-27 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-26 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-05-19 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-15 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-14 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-13 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-12.96M
OE per share TTM
-8.31
Owner's Yield
-541.68%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
97.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
19
Total invested
392.7K
Insider transactions (90d)
3
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
19
+6 vs prev Q
New positions
11
Closed positions
5
Increased
12
Reduced
2
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 413.7K +— (+0.0%) | 109.2K -536.2K (-83.1%) | 0.24% +0.026 pp | 0.11% -0.493 pp | USD31.20 -83.1% | 2 qtrs — |
| 2 | CITADEL ADVISORS LLC | 252.7K +252.7K (+100.0%) | 66.7K +66.7K (+100.0%) | 0.15% +0.147 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 3 | POLAR ASSET MANAGEMENT PARTNERS INC. | 165.5K +— (+0.0%) | 43.7K -214.5K (-83.1%) | 0.10% +0.010 pp | 0.00% -0.002 pp | USD31.20 -83.1% | 2 qtrs — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 116.8K +58.9K (+101.6%) | 30.8K -59.5K (-65.9%) | 0.07% +0.038 pp | 0.00% +0.000 pp | USD18.14 -70.9% | 2 qtrs — |
| 5 | AH CAPITAL MANAGEMENT, L.L.C. | 82.7K +82.7K (+100.0%) | 21.8K +21.8K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.002 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 65.2K +65.2K (+100.0%) | 17.2K +17.2K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 7 | VANGUARD FIDUCIARY TRUST CO | 47.1K +47.1K (+100.0%) | 12.4K +12.4K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 8 | HRT FINANCIAL LP | 48.6K +48.6K (+100.0%) | 12.0K +12.0K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 9 | JANE STREET GROUP, LLC | 27.2K +27.2K (+100.0%) | 7.2K +7.2K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 10 | GSA CAPITAL PARTNERS LLP | 28.3K +28.3K (+100.0%) | 7.0K +7.0K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 11 | TWO SIGMA SECURITIES, LLC | 25.1K +25.1K (+100.0%) | 6.6K +6.6K (+100.0%) | 0.01% +0.015 pp | 0.00% +0.001 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 12 | MORGAN STANLEY | 13.7K +— (+0.0%) | 3.6K -17.8K (-83.1%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD31.20 -83.1% | 2 qtrs — |
| 13 | NORTHERN TRUST CORP | 13.0K +— (+0.0%) | 3.4K -16.8K (-83.1%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD31.20 -83.1% | 2 qtrs — |
| 14 | VANGUARD GLOBAL ADVISERS, LLC | 6.7K +6.7K (+100.0%) | 1.8K +1.8K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD5.28 +0.0% | 1 qtrs NEW |
| 15 | WEALTH PRESERVATION ADVISORS, LLC | 2.6K +— (+0.0%) | 693.00 -3.4K (-83.1%) | 0.00% +0.000 pp | 0.00% -0.002 pp | USD31.20 -83.1% | 2 qtrs — |
| 16 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.2K -2.2K (-64.3%) | 316.00 -4.9K (-94.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD31.19 -83.1% | 2 qtrs — |
| 17 | BLACKROCK, INC. | 639.00 -1.0 (-0.2%) | 169.00 -829.0 (-83.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD31.17 -83.1% | 2 qtrs — |
| 18 | UBS GROUP AG | — -100.0 (-100.0%) | — -156.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 19 | BANK OF AMERICA CORP /DE/ | — -79.0 (-100.0%) | — -124.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 1 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 23.9K | 0.05% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
1.02
Neutral
Buys
8
Sells
12
Shares acquired
122.7K
Shares disposed
120.4K
Cash buys
—
Cash sales
—
Net activity
+2,313
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-02 | Stiefel Justin B | Director / Officer | M-Exempt | D | Restricted Stock Units | 208 | 0.00 | — | 625 | I | ↗ |
| 2026-05-02 | Stiefel Jennifer D H | Director / Officer | M-Exempt | A | Common Stock | 208 | 0.00 | — | 1,319 | D | ↗ |
| 2026-05-02 | CARROSINO MICHAEL | Officer | M-Exempt | D | Restricted Stock Units | 1,111 | 0.00 | — | 4,814 | D | ↗ |
| 2026-04-14 | Jun Brian C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-02 | Perkins Danielle B | Officer | M-Exempt | D | Restricted Stock Units | 1,875 | 0.00 | — | 11,250 | D | ↗ |
| 2026-04-02 | Marker Beth A | Officer | F-InKind | D | Common Stock | 556 | 0.24 | 135.66 | 7,940 | D | ↗ |
| 2026-02-02 | Stiefel Justin B | Director / Officer | F-InKind | D | Common Stock | 17,296 | 1.08 | 18.7K | 57,186 | D | ↗ |
| 2026-02-02 | Stiefel Jennifer D H | Director / Officer | M-Exempt | A | Common Stock | 58,333 | 0.00 | — | 74,482 | I | ↗ |
| 2026-02-02 | Perkins Danielle B | Officer | M-Exempt | A | Common Stock | 1,875 | 0.00 | — | 7,521 | D | ↗ |
| 2026-02-02 | Marker Beth A | Officer | F-InKind | D | Common Stock | 556 | 1.08 | 600.48 | 6,621 | D | ↗ |
| 2026-02-02 | CARROSINO MICHAEL | Officer | M-Exempt | D | Restricted Stock Units | 7,500 | 0.00 | — | 5,000 | D | ↗ |
| 2026-01-02 | Perkins Danielle B | Officer | A-Award | A | Restricted Stock Units | 15,000 | 0.00 | — | 15,000 | D | ↗ |
| 2026-01-02 | Marker Beth A | Officer | A-Award | A | Restricted Stock Units | 15,000 | 0.00 | — | 15,000 | D | ↗ |
| 2025-12-10 | CARROSINO MICHAEL | Officer | A-Award | A | Restricted Stock Units | 133,309 | 0.00 | — | 133,309 | D | ↗ |
| 2025-10-01 | Stiefel Justin B | Director / Officer | A-Award | A | Restricted Stock Units | 175,000 | 0.00 | — | 175,000 | D | ↗ |
| 2025-10-01 | Stiefel Jennifer D H | Director / Officer | A-Award | A | Restricted Stock Units | 175,000 | 0.00 | — | 175,000 | I | ↗ |
| 2025-10-01 | CARROSINO MICHAEL | Officer | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | D | ↗ |
Executive team
Top executives
EBIT / Employee
-148.8K
Shares Outstanding
549.0K
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Michael Carrosino | Executive Vice President of Finance & Chief Financial Officer | 419.0K | male |
| Justin Stiefel | Co-founder, Chairman, Chief Executive Officer & Treasurer | 314.3K | male |
| Jennifer D. H. Stiefel | Co-founder, President, Secretary & Director | 299.1K | female |
| Danielle Perkins | Senior Vice President of Wholesale Operations | 214.8K | female |
| Beth A. Marker | Senior Vice President of Tribal Partnerships | 190.2K | female |
ESG Rating
ESG Score History BEVERAGES - ALCOHOLIC
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for IPST
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
