Robostrategy, Inc.

US$21.04As of Sun 8 Nov 2026, 12:00 UTC

NASDAQ:BOTFinancials

Country USA

PE (Fwd) •••

TSR 10Y CAGR —

Div yield —

ROE —

Asset Management

Beta (5Y) —

PE TTM —

TSR TTM —

Mkt cap US$515.2M

ROIC —

SE Grade™

Value

Quality

Moat

Consensus

Reference

$25

17.57%

(85.58%)

Hold 1|3|6|8|1

TTM

FYE 31 Dec USD

FY2016

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026E

Trend

10Y

Peers

41.12

Revenue$M

48.58

50.79

53.21

56.99

59.76

63.85

66.79

70.54

75.95

78.67

44.85

5.65%

5.31%

23.73

Revenue growth%

13.85

15.78

15.67

17.37

19.59

22.00

19.83

19.01

20.47

22.57

22.28

20.47

19.30

7.74

Gross margin%

20.31

17.69

17.65

16.34

16.12

13.50

14.17

13.71

16.56

19.05

12.10

14.17

16.45

28.05

Operating margin%

20.89

19.42

16.46

14.85

13.73

10.86

13.85

12.73

10.25

8.49

16.83

10.86

13.79

19.21

Net margin%

20.59

18.67

21.24

18.80

17.57

19.39

18.67

21.26

19.23

21.94

4.30

19.39

19.31

19.75

P/E ratio (avg)x

13.83

13.01

14.39

15.18

14.83

15.48

14.32

14.46

13.60

13.66

18.93

14.32

14.35

22.26

EV/EBITx

12.86

13.19

15.88

18.86

21.36

25.52

27.61

32.83

36.27

40.17

8.740

32.83

23.44

14.05

FCF yield (avg)%

11.42

12.40

12.04

9.56

9.01

9.78

11.59

13.27

10.65

10.84

19.15

10.84

11.13

21.34

FCF margin%

17.42

20.05

22.14

23.79

26.78

28.01

26.09

27.20

25.63

27.29

17.07

27.20

25.86

0.336

FCF / Net incomex

1.226

1.411

1.669

1.839

1.802

1.936

2.069

2.180

2.488

2.469

0.403

2.180

1.887

19.23

ROIC%

19.03

18.58

20.66

23.55

21.57

20.41

18.93

20.31

21.19

22.19

24.48

20.41

20.54

8.12

Return on equity%

7.20

8.83

7.52

9.47

11.95

11.90

14.13

15.08

14.33

15.35

7.50

14.33

11.93

11.17

Return on assets%

26.28

24.89

22.47

20.43

19.22

20.93

18.63

20.30

17.77

15.28

7.49

18.63

20.37

0.48

EPS$

2.59

3.01

3.31

3.40

3.50

4.00

4.30

4.76

5.08

4.99

0.50

7.33%

6.07%

—

3.89

EPS growth%

1.29

1.38

3.66

2.02

4.89

4.33

1.45

0.40

1.23

0.73

29.53

1.23

1.42

1.87

Bookvalue per sh$

2.38

2.07

1.75

1.70

1.83

1.74

1.67

1.64

1.68

1.46

1.45

(4.49%)

(5.54%)

—

1.47

FCF per share$

2.29

2.32

2.40

2.50

2.43

2.38

2.26

2.49

2.78

2.85

2.68

3.28%

2.60%

—

0.72

Dividend per sh$

2.74

3.09

3.04

2.96

3.14

3.36

3.43

3.24

3.66

4.04

1.69

5.20%

3.92%

—

5.28

Div yield (avg)%

28.56

28.99

31.11

30.95

30.44

28.47

26.89

24.73

21.99

24.73

18.33

24.73

28.52

14.57

Payout ratio%

0.40

3.10

0.71

0.74

1.49

0.99

0.94

0.40

11.35

0.40

0.73

23.88

Shares (diluted)M

21.50

19.66

19.87

19.02

19.30

20.72

19.60

20.66

19.62

20.31

24.73

1.03%

(1.85%)

3.11

Buyback yield%

28.07

27.83

27.04

28.95

27.76

29.08

29.93

31.24

31.67

29.76

5.88

29.93

29.01

0.160

D/E ratiox

1.272

1.123

1.022

1.078

1.065

1.002

1.052

1.088

0.968

1.038

1.069

1.038

1.058

30.84

Enterprise value$M

14.91

15.77

16.23

18.94

20.45

19.91

21.71

20.46

21.85

25.40

82.28

4.44%

4.83%

71.79

LT debt$M

91.09

90.86

89.61

95.88

104.3

93.50

103.6

95.19

102.3

113.3

16.53

1.66%

1.62%

Peers (US$524.2M)

Cap (US$)

Gladstone Investment…

591.8M

3.549x

MSC Income Fund, Inc.

568.2M

6.359x

Powerlaw Corp.

478.3M

—

Administradora de…

525.8M

8.426x

Capital

TTM

10Y

Leveragex

1.417

(0.108)

EBIT/Intx

1.481

0.154

0.156

Own earn%

5.01

9.13

10.35

Sh yield%

8.40

55.98

56.82

Owners

Insiders/Inst%

7.67

53.90

Short interest%

2.68

SBC / revenue%

0.51

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

8–21

$1 testx

−0.1

Incr. ROIC%

Robostrategy, Inc. is a private equity and venture capital fund specializing in growth and investing in Artificial Intelligence and Robotics. It invests in leading robotics companies across both private markets and public markets, capturing the rise of Physical AI.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

$78.67M

5.31%

1.00×

Cost of revenue

$50.73M

5.41%

1.01×

Operating expenses

$8.647M

5.54%

1.02×