(PWRD) TCW Transform Systems - Ratings and Ratios
Renewable, Grid, Storage, Hydrogen, EV
| Risk via 10d forecast | |
|---|---|
| Volatility | 25.2% |
| Value at Risk 5%th | 43.6% |
| Relative Tail Risk | 4.99% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.72 |
| Alpha | 10.40 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.462 |
| Beta | 1.162 |
| Beta Downside | 1.230 |
| Drawdowns 3y | |
|---|---|
| Max DD | 25.87% |
| Mean DD | 3.57% |
| Median DD | 2.65% |
Description: PWRD TCW Transform Systems November 15, 2025
The Transform Systems ETF (NASDAQ:PWRD) is an actively managed, non-diversified fund that targets companies positioned to profit from the global shift in how energy is sourced, produced, and consumed. It is classified as a “Large Blend” ETF but focuses specifically on the energy-system transformation theme.
Key industry metrics that underpin the fund’s thesis include: (1) annual global renewable-energy capacity additions, which have averaged roughly 500 GW per year over the past three years; (2) the steep decline in lithium-ion battery costs-down about 85 % since 2010-driving rapid deployment of storage and grid-modernization projects; and (3) policy-driven capital flows, with U.S. clean-energy investment reaching an estimated $200 billion in 2023, reflecting strong federal and state incentives for decarbonization.
For a deeper quantitative breakdown of PWRD’s holdings and risk profile, the ValueRay platform offers free tools you may find useful.
PWRD ETF Overview
| Market Cap in USD | 841m |
| Category | Large Blend |
| IPO / Inception | 2022-02-02 |
| Return 12m vs S&P 500 | 9.26% |
| Analyst Rating | - |
PWRD Dividends
| Metric | Value |
|---|---|
| Dividend Yield | 0.30% |
| Yield on Cost 5y | 0.58% |
| Yield CAGR 5y | -8.95% |
| Payout Consistency | 94.3% |
| Payout Ratio | - |
PWRD Growth Ratios
| Metric | Value |
|---|---|
| CAGR 3y | 23.04% |
| CAGR/Max DD Calmar Ratio | 0.89 |
| CAGR/Mean DD Pain Ratio | 6.46 |
| Current Volume | 48.1k |
| Average Volume | 83.1k |
What is the price of PWRD shares?
Over the past week, the price has changed by -2.45%, over one month by -6.15%, over three months by +2.14% and over the past year by +22.21%.
Is PWRD a buy, sell or hold?
What are the forecasts/targets for the PWRD price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 109 | 16.9% |
PWRD Fundamental Data Overview November 21, 2025
Beta = 1.14
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 841.2m USD (841.2m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 841.2m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 841.2m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 10.30% (E(841.2m)/V(841.2m) * Re(10.30%) + (debt-free company))
Discount Rate = 10.30% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for PWRD ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle