IP Strategy Holdings, Inc. IPST FINANCIAL
Company Overview
IP Strategy Holdings, Inc. operates as a diversified business centered on digital assetbased infrastructure and intellectual property (IP) management, supplemented by a legacy craft spirit. The company operates through Crypto and Related Business and Spirits Business segments. The company's treasury reserve of IP tokens provides direct participation in the Story blockchain ecosystem, which enables on-chain registration, licensing, and monetization of intellectual property. The company was formerly known as Heritage Distilling Holding Company, Inc. and change its name to IP Strategy Holdings, Inc. in February 2026. The company was founded in 2011 and is based in Gig Harbor, Washington.
Why Investors Should Care
Revenue has grown at a 12.7% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.14.
Recent Developments
- Dec 2025 Revenue of $10.12M (+20.4% YoY); net profit $-137.72M.
- Trailing 12 Months Year-on-year growth — revenue +60.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 12.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 12.67% |
| 1 Year: | 60.70% |
Stock Price Performance
| 1 Year: | -98.11% |
| 6 Months: | -66.13% |
| 3 Months: | +18.29% |
| 1 Month: | +90.05% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)46.85 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 12.7% over 5 years.
CONS
- Trading 99.0% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IPST IP Strategy Holdings, Inc. FINANCIAL | 4.01 | -0.01 | $2.89M | 0.00% | -134.11% | - | 12.67% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 1.71M | 1.84M | 1.76M | - | 1.09M | 1.32M | 2.99M | 4.72M | 1.71M |
| Cost of Revenue | - | - | - | - | - | 820.10K | 1.09M | 1.16M | 1.49M | 543.15K |
| Gross Profit | 715.65K | 408.54K | 747.80K | 629.74K | - | 271.88K | 227.09K | 1.83M | 3.23M | 1.17M |
| Operating Expenses | - | - | - | - | - | 2.62M | 6.39M | 3.02M | 5.31M | 3.09M |
| Operating Income | -2.06M | -2.23M | -2.30M | -2.08M | - | -2.35M | -6.17M | -1.18M | -2.08M | -1.92M |
| EBITDA | - | - | - | - | - | -2.12M | -6.32M | 246.55M | -372.71M | -66.58M |
| Interest Expense | - | - | - | - | - | 523.21K | 595.31K | 497.98K | 25.74K | 12.50K |
| Pretax Income | - | - | - | - | - | -3.03M | -7.29M | 245.69M | -373.09M | -66.74M |
| Tax Provision | - | - | - | - | - | 0 | 3.12K | 49.43M | -49.44M | 0 |
| Net Income | -3.43M | 452.84K | 8.41M | -3.43M | - | -3.03M | -7.30M | 196.26M | -323.65M | -66.74M |
| Diluted EPS | -8.99 | 0.13 | 1.29 | -160.41 | - | -135.34 | -308.00 | 6,788.00 | - | -134.70 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Revenue | 7.97M | 8.40M | 10.12M |
| Gross Profit | 2.15M | 2.13M | 5.56M |
| Operating Income | -11.26M | -14.92M | -133.94M |
| Net Income | -36.80M | 710.46K | -137.72M |
| Diluted EPS | -96.45 | -39.46 | -16.03 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Total Assets | - | 26.27M | 28.00M | 108.76M |
| Total Equity | -6.63M | -43.42M | 791.77K | 98.22M |
| Long Term Debt | - | 14.27M | 13.24M | 2.57M |
| Total Liabilities | - | 69.69M | 27.21M | 10.54M |
| Current Liabilities | - | 62.85M | 13.81M | 8.89M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Operating Cash Flow | -8.48M | -11.22M | -15.33M |
| Investing Cash Flow | -24.11K | -101.33K | -16.52M |
| Financing Cash Flow | 8.36M | 11.69M | 31.64M |
| Capital Expenditure | -26.51K | -106.42K | -74.75K |
| Free Cash Flow | -8.51M | -11.32M | -15.40M |
| Share Buybacks | 11.34K | 3.69K | 2.00K |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Gross Margin % | 27.0% | 25.3% | 54.9% |
| Operating Margin % | -141.3% | -177.6% | -1,323.6% |
| Net Margin % | -461.6% | 8.5% | -1,360.9% |
| ROE % | 84.7% | 89.7% | -140.2% |
| ROCE % | 30.8% | -105.1% | -134.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Arrington Capital Management, LLC | 2.87% | 20.68K | $57.09K |
| 2 | Susquehanna International Group, LLP | 2.46% | 17.78K | $49.08K |
| 3 | Citadel Advisors Llc | 1.74% | 12.57K | $34.70K |
| 4 | Vanguard Capital Management LLC | 0.70% | 5.08K | $14.01K |
| 5 | a16z Capital Management, L.L.C. | 0.57% | 4.14K | $11.42K |
| 6 | Vanguard Fiduciary Trust Co | 0.33% | 2.36K | $6.50K |
| 7 | Tower Research Capital LLC (TRC) | 0.15% | 1.06K | $2.92K |
| 8 | Vanguard Global Advisers, LLC | 0.05% | 336 | $927 |
| 9 | Morgan Stanley | 0.04% | 310 | $855 |
| 10 | Blackrock Inc. | - | 31 | $85 |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for IPST
IP Strategy(IPST) Stock Options Chain | Quotes & News - Moomoo
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IPST Stock Rockets On Wild Pre-Market Momentum - StocksToTrade
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Nasdaq notifies IP Strategy (NASDAQ: IPST) over missing Q2 report - Stock Titan
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IP Strategy Holdings, Inc. Revenue Breakdown – NASDAQ:IPST - tradingview.com
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IPST Stock Rockets On Volatile Low-Float Trading - timothysykes.com
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IP Strategy Holdings Stock Surges on Low-Float Trading and Crypto-Linked Interest | IPST Stock News - Quiver Quantitative
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IPST — Frequently Asked Questions
What is the current share price of IP Strategy Holdings, Inc. (IPST)?
As of 2026-09-19 21:16 PDT, IP Strategy Holdings, Inc. (IPST) trades at $4.01 on NasdaqCM. Its 52-week range is $1.91 to $400.00.
What is the market capitalisation of IPST?
IP Strategy Holdings, Inc. (IPST) has a market capitalisation of $2.89M on NasdaqCM.
What is the P/E ratio of IPST?
IPST trades at a trailing price-to-earnings (P/E) ratio of -0.01. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.04.
Is IPST a good stock to buy?
This page provides a data-driven analysis of IP Strategy Holdings, Inc. (IPST), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.