your badges 52W Range $5–$6 12% of range Analyst Rating BUY 8 analysts Price Target $6 +29% upside P/E 26.9 ROE 4.5% Net Profit Margin 16.6%

SELF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $4.85
Market Cap (MRQ) $55M
P/E (TTM) 26.9
EPS (TTM) $0.18
Revenue (TTM) $13M
Div Yield 5.9%
ROE (TTM) 4.5%
52W Range $5–$6

SELF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$13M
2016-12-31 → 2025-12-31
EPS$0.18
2017-12-31 → 2025-12-31
Net margin16.6%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SELF 5Y avg Peer Median Verdict
P/E (TTM) 26.95Y avg ≈23.4 ≈23.4 29.8 Fair value
P/S (TTM) 4.35Y avg ≈4.8 ≈4.8 7.9 Undervalued
P/B (MRQ) 1.25Y avg ≈1.2 ≈1.2 2.3 Undervalued
Price / Cash Flow 12.45Y avg ≈13.3 ≈13.3 14.9 Undervalued
Price / Tangible Book 1.25Y avg ≈1.2 ≈1.2 · ·
PEG Ratio ≈0.6 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield5.9%
Payout Ratio160.9%
Annualized Payout≈$0.29Paid quarterly
5Y Div CAGR≈2.3%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 16, 2026$0.07USD≈5.7%
Jun 15, 2026$0.07USD≈5.8%
Mar 16, 2026$0.07USD≈5.8%
Dec 15, 2025$0.07USD≈5.9%
Sep 16, 2025$0.07USD≈5.7%
Jun 16, 2025$0.07USD≈5.3%
Mar 17, 2025$0.07USD≈5.7%
Dec 16, 2024$0.07USD≈5.6%
Sep 17, 2024$0.07USD≈5.5%
Jun 17, 2024$0.07USD≈6.0%
Mar 14, 2024$0.07USD≈7.0%
Dec 14, 2023$0.07USD≈6.3%
Sep 15, 2023$0.07USD≈5.8%
Jun 14, 2023$0.07USD≈5.8%
Mar 14, 2023$0.07USD≈5.5%
Dec 14, 2022$0.07USD≈5.4%
Sep 15, 2022$0.07USD≈4.8%
Jun 14, 2022$0.07USD≈4.4%
Mar 14, 2022$0.07USD≈4.9%
Dec 14, 2021$0.07USD≈4.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 27.5%
Next Report Nov 05, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 7, 2026 $0.09 $0.06 47.1%
Dec. 31, 2025 $0.03 $0.06 -51.0%
June 30, 2025 $0.10 — —
June 30, 2022 $0.02 $0.05 -60.8%
March 31, 2022 $0.03 $0.05 -41.2%
Dec. 31, 2021 $0.14 $0.04 243.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 2025202420232022202120202019201820172016
Revenue $13M$13M$12M$12M$11M$9M$9M$8M$7M$5M
SG&A Expense $3M$3M$3M$3M$2M$2M$2M$2M$2M$1M
Operating Expenses $10M$10M$9M$8M$8M$8M$7M$7M$7M$5M
Operating Income $3M$3M$3M$4M$3M$1M$1M$1M$677.5K$65.7K
Interest Expense $854.1K$880.7K$846.4K$780.2K$1M$1M$1M$897.9K$880.8K$456.7K
Other Non-op $-922.9K$-770.6K$-172.5K$-1M$596.3K$-945.9K$-810.2K$-806.1K$-823.8K$318.4K
Net Income $2M$2M$3M$2M$3M$274.3K$590.6K$619.4K$-146.3K$384.1K
EPS (Basic) $0.18$0.19$0.26$0.19$0.33$0.03$0.08$0.08$-0.02·
EPS (Diluted) $0.18$0.19$0.26$0.19$0.33$0.03$0.08$0.08$-0.02·
Shares (Basic) 11,166,64111,094,91511,045,69910,845,8849,973,1139,273,5547,699,9667,622,2877,619,469·
Shares (Diluted) 11,224,47611,143,83111,087,21710,900,04110,004,0619,282,6877,702,1177,624,1227,619,469·
EBITDA $5M$5M$5M$5M$4M$3M$3M$3M$2M$65.7K
Balance Sheet 12
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $7M$7M$7M$7M$3M$2M$4M$2M$2M$3M
Goodwill $694.1K$694.1K$694.1K$694.1K$694.1K$694.1K$694.1K$694.1K$694.1K$694.1K
Intangibles ······$398.8K···
Total Assets $64M$66M$67M$67M$67M$65M$68M$59M$60M$62M
Total Liabilities $18M$18M$19M$19M$19M$25M$26M$21M$21M$21M
Common Stock $113.6K$112.9K$111.5K$111.1K$107.1K$93.4K$93.3K$76.9K$76.2K$76.2K
Paid-in Capital $50M$50M$49M$49M$47M$40M$40M$34M$34M$34M
Retained Earnings $-3M$-2M$-1M$-801.7K$159.7K$-509.9K$2M$3M$4M$6M
AOCI ········$796.6K$718.5K
Stockholders' Equity $47M$47M$48M$48M$47M$40M$42M$37M$39M$41M
Liabilities + Equity $64M$66M$67M$67M$67M$65M$68M$59M$60M$62M
Shares Outstanding 11,364,27811,292,77211,153,51311,109,07710,708,6139,343,1189,330,2977,692,6247,619,4697,619,469
Cash Flow 10
Metric Trend 2025202420232022202120202019201820172016
D&A $2M$2M$2M$2M$2M$2M$1M$1M$2M$952.5K
Stock-based Comp $350.3K$332.4K$199.8K$173.9K$194.4K$126.0K$103.0K$80.8K··
Other Non-cash $449.8K$239.5K$-248.5K$946.2K$-1M$-392.8K$-425.2K$182.7K$316.5K·
Operating Cash Flow $4M$4M$5M$5M$4M$2M$2M$2M$2M$1M
Investing Cash Flow $-326.6K$-78.3K$-231.1K$-113.3K$-253.1K$-2M$-8M$-164.5K$-652.9K·
Stock Issued ···$2M$6M·$6M···
Net Stock Activity ···$2M$6M·$6M···
Dividends Paid $3M$3M$3M$3M$3M$2M$2M$2M$2M$2M
Financing Cash Flow $-4M$-4M$-4M$-1M$-2M$-3M$9M$-3M$-2M·
Net Change in Cash $261.3K$181.5K$513.5K$3M$1M$-2M$3M$-544.1K$-709.3K$3M
Profitability 5
Metric Trend 2025202420232022202120202019201820172016
Operating Margin 23.3%23.1%25.5%29.5%25.6%13.3%16.2%17.6%9.1%1.3%
Net Margin 16.0%17.0%24.1%17.2%31.2%3.0%6.8%7.6%-2.0%7.7%
EBITDA Margin 36.2%36.1%38.9%43.1%41.1%34.9%32.8%34.8%31.8%1.3%
ROA 3.1%3.2%4.4%3.1%5.0%0.41%0.94%1.1%-0.24%1.2%
ROE 4.3%4.5%6.1%4.2%7.0%0.68%1.5%1.7%-0.37%0.93%
Liquidity & Solvency 1
Metric Trend 2025202420232022202120202019201820172016
Interest Coverage 3.53.33.74.52.61.01.31.60.80.1
Efficiency 1
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 0.20.20.20.20.20.10.10.10.10.2
Per Share 6
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share $4.09$4.20$4.33$4.35$4.40$4.29$4.51$4.84$5.05$5.32
Revenue / Share $1.13$1.12$1.10$1.10$1.05$0.99$1.13$1.06··
Cash Flow / Share $0.40$0.39$0.41$0.44$0.36$0.22$0.22$0.30··
Cash / Share $0.65$0.64$0.62$0.57$0.27$0.17$0.43$0.20$0.28$0.38
Dividend Paid / Share $0.29$0.29$0.29$0.28$0.26$0.26$0.26$0.26$0.26$0.26
EPS (TTM) $0.18$0.19$0.26$0.19$0.33$0.03$0.08$0.08$-0.02·
Growth Rates 10
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY 1.4%2.8%2.1%13.7%14.3%·····
Revenue CAGR 3Y 2.1%6.0%9.8%·······
Revenue CAGR 5Y 6.7%·········
EPS YoY -5.3%-26.9%36.8%-42.4%1000.0%·····
EPS CAGR 3Y -1.8%-16.8%105.4%·······
EPS CAGR 5Y 43.1%·········
Net Income YoY -4.0%-27.7%42.8%-37.3%1096.0%·····
Net Income CAGR 3Y -0.31%-13.5%120.4%·······
Net Income CAGR 5Y 49.4%·········
Dividends Paid CAGR 5Y 6.2%·········
Valuation (TTM) 12
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $13M$13M$12M$12M$11M$9M$9M$8M$7M$5M
Net Income TTM $2M$2M$3M$2M$3M$274.3K$590.6K$619.4K$-146.3K$384.1K
Market Cap $58M$60M$52M$54M$61M$37M$40M$30M$35M$36M
P/E 28.328.117.825.717.3133.753.849.0-230.5·
P/S 4.64.84.24.55.84.14.63.74.77.3
P/B 1.21.31.11.11.30.91.00.80.90.9
P / Tangible Book 1.31.31.11.11.31.0····
P / Cash Flow 13.013.911.411.316.818.823.513.218.827.8
Dividend Yield 5.7%5.4%6.2%5.6%4.3%6.5%5.2%6.6%5.6%5.3%
Earnings Yield 3.5%3.6%5.6%3.9%5.8%0.75%1.9%2.0%-0.43%·
Payout Ratio 160.9%153.2%109.7%146.5%79.5%884.7%356.8%321.6%-1354.2%502.0%
Annual Payout $3M$3M$3M$3M$3M$2M$2M$2M$2M$2M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $13M $13M $12M $12M $11M
Operating Margin % 23.3% 23.1% 25.5% 29.5% 25.6%
Net Income $2M $2M $3M $2M $3M
Diluted EPS $0.18 $0.19 $0.26 $0.19 $0.33

Institutional owners (13F) 55 filers · $20.5M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 55
Value held $20.5M
New positions 3
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-11 vs prior Q) 4 (-2 vs prior Q) 24 (+8 vs prior Q) 13 (+1 vs prior Q) +313K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
WINMILL & CO. INC $3,073,260 586,500 14.97% Shares
VANGUARD GROUP INC $2,520,868 494,288 12.28% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,276,733 434,491 11.09% Shares
BlackRock, Inc. $2,082,874 397,495 10.14% Shares
MARATHON CAPITAL MANAGEMENT $1,366,506 260,784 6.66% Shares
Private Capital Management, LLC $1,170,286 223,337 5.70% Shares
RENAISSANCE TECHNOLOGIES LLC $1,037,913 198,075 5.05% Shares
GEODE CAPITAL MANAGEMENT, LLC $750,799 143,249 3.66% Shares
WELLS FARGO & COMPANY/MN $686,011 130,918 3.34% Shares
MORGAN STANLEY $407,692 77,803 1.99% Shares
Kestra Advisory Services, LLC $351,957 67,167 1.71% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $325,928 62,200 1.59% Call option
VANGUARD FIDUCIARY TRUST CO $318,010 60,689 1.55% Shares
DIMENSIONAL FUND ADVISORS LP $303,374 57,896 1.48% Shares
Towneley Capital Management, Inc / DE $257,008 49,047 1.25% Shares
RAYMOND JAMES FINANCIAL INC $241,191 46,029 1.17% Shares
JANE STREET GROUP, LLC $210,124 40,100 1.02% Call option
Baker Ellis Asset Management LLC $193,880 37,000 0.94% Shares
GOLDMAN SACHS GROUP INC $190,060 36,271 0.93% Shares
PFG Investments, LLC $186,076 35,511 0.91% Shares
WealthTrust Axiom LLC $167,680 32,000 0.82% Shares
STATE STREET CORP $165,479 31,580 0.81% Shares
AlphaCentric Advisors LLC $157,200 30,000 0.77% Shares
Crossingbridge Advisors, LLC $157,200 30,000 0.77% Shares
Cetera Investment Advisers $149,088 28,452 0.73% Shares
LPL Financial LLC $147,620 28,172 0.72% Shares
CITADEL ADVISORS LLC $144,697 27,614 0.70% Shares
Man Group plc $140,065 26,730 0.68% Shares
NORTHERN TRUST CORP $133,279 25,435 0.65% Shares
JAMES INVESTMENT RESEARCH, INC. $126,284 24,100 0.62% Shares
NewEdge Advisors, LLC $126,284 24,100 0.62% Shares
Merit Financial Group, LLC $122,076 23,297 0.59% Shares
UBS Group AG $121,799 23,244 0.59% Shares
Ethos Financial Group, LLC $100,477 19,175 0.49% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $89,583 17,096 0.44% Shares
HSBC HOLDINGS PLC $88,255 17,271 0.43% Shares
BARD ASSOCIATES INC $82,012 15,651 0.40% Shares
JPMORGAN CHASE & CO $69,676 13,477 0.34% Shares
RITHOLTZ WEALTH MANAGEMENT $62,802 11,985 0.31% Shares
BARCLAYS PLC $55,429 10,578 0.27% Shares
Financial Gravity Companies, Inc. $33,667 6,425 0.16% Shares
Financial Gravity Wealth, Inc. $32,832 6,425 0.16% Shares
OSAIC HOLDINGS, INC. $30,002 5,725 0.15% Shares
SIMPLEX TRADING, LLC $24,172 4,613 0.12% Shares
Vanguard Global Advisers, LLC $21,243 4,054 0.10% Shares
BROADWATER CAPITAL MANAGEMENT LLC $10,480 2,000 0.05% Shares
PNC Financial Services Group, Inc. $9,956 1,900 0.05% Shares
JONES FINANCIAL COMPANIES LLLP $4,144 800 0.02% Shares
BNP PARIBAS FINANCIAL MARKETS $3,469 662 0.02% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $2,646 505 0.01% Shares

Show all 55 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Mark Campbell Winmill, Thomas Bassett Winmill, Winmill Family Trust, Winmill & Co. Incorporated, Midas Securities Group, Inc., TUXIS CORP ×2 filings Dec. 5, 2025 8.40% Amendment Passive investment SEC
Storage Capital, LLC, David K. Schafer, Carl Bardy, Jr., Ryan Schafer ×2 filings Sept. 16, 2020 · Initial filing Passive investment SEC
Mark C. Winmill, Thomas B. Winmill, Winmill Family Trust, Winmill & Co. Incorporated, Tuxis Corporation ×2 filings June 1, 2018 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 17 insiders · 4 officers · 9 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Mark Campbell Winmill President and CEO Sept. 10, 2026 P 372,582 9 0 $125,944
Donald Klimoski II General Counsel March 24, 2026 A 97,554 1 0 $2,252
Russell Kamerman Assistant General Counsel March 24, 2026 A 5,925 0 0 $0
Bassett Starr Winmill Chairman June 28, 2004 P 3,609 0 0 $0
Russell E Burke III Director Aug. 13, 2026 P 40,002 1 0 $8,466
William Chester Zachary Director Aug. 11, 2026 A 18,296 0 0 $0
Sally Coonrad Carroll Director May 21, 2025 P 3,776 0 0 $0
George B Langa Director Nov. 28, 2022 P 3,547 0 0 $0
Thomas Bassett Winmill Director Dec. 13, 2019 X 1,100 0 0 $0
Bruce B Huber Director Sept. 12, 2013 P 8,319 0 0 $0
James E Hunt Director June 28, 2004 P 6,000 0 0 $0
Winmill & Co. Incorporated · Aug. 26, 2026 P 228,512 26 0 $804,040
Thomas Omalley · March 24, 2026 A 91,694 0 0 $0
TUXIS CORP · May 16, 2025 P 303,758 0 0 $0
Midas Securities Group, Inc. · March 29, 2021 J 135,101 0 0 $0
BEXIL CORP · Nov. 21, 2016 S 0 0 0 $0
John F Ramirez · Sept. 19, 2006 P 100 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 4 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IWC · iShares Trust 0.01% 37,202 SH Sept. 11, 2026 Daily
DFAR · Dimensional ETF Trust 0.00% 4,668 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 116,721 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 312,824 SH Aug. 19, 2026 Daily

SELF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 8 analysts BUY
Median target $6.25 +28.9%
2 25.0% Strong Buy
5 62.5% Buy
1 12.5% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

2 analysts · 2026-09-30

Mean target $6.25 +28.9%

← Below all targets Current price $4.85
Low$6.00 Mean$6.25 High$6.50

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SELF $58M 28.3 1.4% 16.0% 4.3% ·
PSA · 28.8 2.7% 37.0% 18.8% ·
EXR $27.50B 28.4 3.7% 28.8% 7.1% ·
CUBE $8.19B 24.7 5.3% 29.5% 11.8% ·
SMA $1.71B -45.5 18.6% -3.1% -1.2% 61.4%

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25
BOUNCE_UP Expired Oct 14
risk 1 reward 1.50
entry $4.88 R:R 1.50

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-Q filed Aug 7, 2026