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TON Strategy Co.

TONX NASDAQ Categories PDF
Financial Services · Asset Management · United States · Updated May 10, 8:16pm
$3.64
Price
$205.8M
Market Cap
18
Employees
0.42
Beta
Veronika Kapustina
CEO
Business Description

The first NASDAQ‑listed publicly traded treasury for Toncoin ($TON), the native cryptocurrency of The Open Network (TON). The company accumulates and stakes $TON to build a long-term treasury, offering regulated market exposure to TON through structured capital deployment and staking rewards.

Business History
Price Overview
Last updated: May 11, 2026 1:54pm (just now)
$3.39
-0.25 (-6.93%)
Day Range
$3.23 – $3.58
52-Week Range
$1.75 – $29.77
50-Day MA
$2.58
200-Day MA
$5.33
Volume
46,192.00
Share Structure
Outstanding 56,530,617.00
Float 32,325,903.00
Free Float 57.2%
Normal free float — 57.2% of shares trade freely, ~42.8% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALC
Stock Price / EPS (Diluted)
-0.61
Stock Price: $3.64
EPS (Diluted): -5.96
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
1.23
Stock Price: $3.64
Total Equity: $406.40M
Shares: 251,090,820
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
-1.03
Market Cap: $205.77M
Total Debt: $209,000
Cash: $39.49M
EBITDA: -$147.41M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$460.4M
Market Cap: $205.77M
Total Debt: $209,000
Cash: $39.49M
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
69.5%
Gross Profit: $8.89M
Revenue: $12.78M
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
-285.2%
Operating Income: -$36.44M
Revenue: $12.78M
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
-1,161.9%
Net Income: -$148.48M
Revenue: $12.78M
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
-55.0%
Net Income: -$148.48M
Total Equity: $406.40M
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
-8.9%
Operating Income: -$36.44M
Tax Rate: 0.2%
Equity: $406.40M
Total Debt: $209,000
Cash: $39.49M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
9.23
Current Assets: $42.36M
Current Liabilities: $4.59M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
0.00
Short-Term Debt: $129,000
Long-Term Debt: $80,000
Total Debt: $209,000
Total Equity: $406.40M
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$0.05
Revenue: $12.78M
Shares: 251,090,820
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$1.62
Total Equity: $406.40M
Shares: 251,090,820
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$-0.08
Operating CF: -$20.77M
CapEx: -$88,000
Shares: 251,090,820
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $3.64
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: -$148.48M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares TONX against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Metric 2021 2022 2023 2024 2025
Revenue $10.5M $8,000 $63,000 $895,000 $12.8M
Cost of Revenue $4.5M $3,000 $19,000 $224,000 $3.9M
Gross Profit $6.0M $5,000 $44,000 $671,000 $8.9M
Operating Expenses $39.7M $18.9M $13.8M $12.3M $45.3M
Operating Income -$33.7M -$18.9M -$13.8M -$11.6M -$36.4M
Net Income -$34.5M -$37.4M -$22.0M -$10.3M -$148.5M
EBITDA -$29.7M -$13.4M -$11.3M -$9.5M -$147.4M
EPS $-4,400.00 $-3,106.00 $-652.00 $-0.02 $-5.96
EPS (Diluted)
Balance Sheet (Annual)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $937,000 $2.4M $4.4M $7.6M $39.5M
Total Current Assets $3.2M $4.1M $4.7M $16.5M $42.4M
Total Assets $34.4M $24.5M $10.8M $20.6M $411.2M
Current Liabilities $17.9M $16.5M $7.2M $4.3M $4.6M
Long-Term Debt $875,000 $1.2M $362,000 $98,000 $80,000
Total Liabilities $21.1M $19.3M $7.7M $4.6M $4.8M
Total Equity $13.3M $5.2M $3.1M $16.2M $406.4M
Retained Earnings -$116.0M -$153.5M -$175.6M -$187.1M -$336.7M
Cash Flow (Annual)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow -$25.9M -$19.4M -$10.6M -$8.8M -$20.8M
Capital Expenditure -$2.3M -$4.8M $-306,000 $-342,000 $-88,000
Free Cash Flow -$28.2M -$24.2M -$10.9M -$9.1M -$20.9M
Acquisitions (net) $11,000 $3,000 $0 $0 $0
Debt Repayment
Dividends Paid
Stock Buybacks $0 $0 $0 $0 -$26.7M
Net Change in Cash $-878,000 $1.5M $1.9M $4.1M $31.2M
Analyst Estimates (Annual)
Metric 2023 2024 2025 2026
Revenue $2.3M
$2.3M – $2.3M
$400,000
$400,000 – $400,000
$5.5M
$5.5M – $5.5M
$8.0M
$8.0M – $8.0M
EBITDA -$2.3M
-$2.3M – -$2.3M
$-400,000
$-400,000 – $-400,000
-$5.5M
-$5.5M – -$5.5M
-$8.0M
-$8.0M – -$8.0M
Net Income -$353.1M
-$353.1M – -$353.1M
-$4.4B
-$4.4B – -$4.4B
-$2.0B
-$2.0B – -$2.0B
-$1.3B
-$1.3B – -$1.3B
EPS
Growth Trends (YoY %)
Metric 2022 2023 2024 2025
Revenue Growth -99.9% +687.5% +1,320.6% +1,327.8%
Gross Profit Growth -99.9% +780.0% +1,425.0% +1,224.1%
Operating Income Growth +44.0% +26.9% +15.6% -213.0%
Net Income Growth -8.6% +41.3% +53.0% -1,337.5%
EBITDA Growth +54.7% +15.8% +16.2% -1,453.5%
Insider Trading (Recent)
Date Insider Type Shares Price Value
2026-04-29 Sohn Evan J-Other 12,146.00 $0.00 $0
2026-04-29 Olsen Sarah Josephine J-Other 37,956.00 $0.00 $0
2026-04-29 Olsen Sarah Josephine J-Other 631,864.00 $0.00 $0
2026-04-29 Marbach Mary J-Other 311,908.00 $0.00 $0
2026-04-29 Highfield Tucker Montana J-Other 12,146.00 $0.00 $0
2026-04-29 Cary Nicolas Claude J-Other 14,803.00 $0.00 $0
2026-03-31 Frascella Anthony M. 0.00 $0.00 $0
2026-03-31 Hla Jonathan M. 0.00 $0.00 $0
2026-03-31 Techar William R. 0.00 $0.00 $0
2026-03-31 Lynch Robert H. Jr. 0.00 $0.00 $0
2026-03-31 ARISTEIA CAPITAL, L.L.C. 0.00 $0.00 $0
2026-01-05 Marbach Mary 0.00 $0.00 $0
2026-01-05 Rivard Bill John 0.00 $0.00 $0
2021-11-17 Rivard Bill John 19.00 $14,400.00 $273,600
2025-12-15 CUTAIA RORY J. S-Sale 34,132.00 $2.63 $89,699
2025-12-16 CUTAIA RORY J. S-Sale 54,494.00 $2.53 $137,870
2025-12-10 CUTAIA RORY J. S-Sale 112,870.00 $3.14 $354,412
2025-12-12 CUTAIA RORY J. S-Sale 38,579.00 $2.79 $107,635
2025-12-05 CUTAIA RORY J. S-Sale 15,100.00 $3.10 $46,795
2025-12-03 CUTAIA RORY J. S-Sale 26,300.00 $3.45 $90,604
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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.193 · 1946f027 · 2026-05-08 18:57:27