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Expand Energy EXE

equity

Price History

$43.39$69.57$95.75$121.93
2021-02 · DCA start$44.18

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-28.0%-18.7%-9.3%0.0%
2021-022026-08 · -21.0%

Worst drawdown: −28%, peaking Nov 2022 and bottoming Aug 2024 — 28 months below the prior high before recovering.

DCA Backtest

Invested
$6,700
Value today
$7,903
Return
+18.0%
Months invested
67

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $7,341 today, so the real (inflation-adjusted) return is +7.7%.

Lump sum instead — $6,700 all at once in Feb 2021: $14,601 (+117.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Nov 2025): $934.55 on $1,000 invested (-6.5%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2021-02: +18.0%

About Expand Energy

Expand Energy Corporation is the largest independent natural gas producer in the U.S., based on net daily production. Headquartered in Spring, Texas, the company operates in the Appalachian Basin of the Marcellus Formation in Pennsylvania and West Virginia, as well as the Haynesville Shale in Northwestern Louisiana. (Wikipedia)

It's a listed company categorised under energy and oil & gas exploration & production, with a market cap of about $22.3B.

It rates Medium-Low Risk at 2.2/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (5.0/5) and sector / regulatory (3.0/5).

Scoring well: leverage / financial at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.2/5)80% rated

How these ratings work

Market / Volatility1.7/5 · weight 20%
  • Annualised volatility (3yr)3/525.1
  • Max drawdown from ATH1/528.0
  • Beta vs S&P 5001/50.33
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5336.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/50.23
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5100
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.