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BLGO Stock Analysis - BIOLARGO, INC. AI Rating

BLGO OTC Chemicals & Allied Products DE CIK: 0000880242
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
92% Confidence

📊 BLGO Key Takeaways

Revenue: $7.8M
Net Margin: -151.7%
Free Cash Flow: $-8.3M
Current Ratio: 1.01x
Debt/Equity: 0.51x
EPS: $0.00
AI Rating: STRONG SELL with 92% confidence

Investment Thesis

BioLargo demonstrates severe operational distress with negative operating margins of -191.3% and negative free cash flow of -8.3M despite achieving 2,383.8% revenue growth. The company is consuming cash at an unsustainable rate with only 3.9M in cash reserves against 6.8M in liabilities, indicating critical liquidity risk. Deteriorating fundamentals combined with substantial operating losses and negative returns on equity and assets suggest the company is not viable in its current operational structure.

BLGO Strengths

  • + Exceptional revenue growth of 2,383.8% year-over-year demonstrates strong commercial traction
  • + Gross margin of 43.9% indicates viable unit economics and pricing power at the product level
  • + Moderate leverage with Debt/Equity ratio of 0.51x provides some balance sheet flexibility

BLGO Risks

  • ! Severe cash burn with operating cash flow of -8.3M and only 3.9M in cash reserves suggests runway of less than 6 months
  • ! Operating losses of -14.9M far exceed gross profit of 3.4M indicating unsustainable cost structure and lack of operational leverage
  • ! Negative interest coverage ratio of -27.5x demonstrates inability to service debt from operating income; company dependent on cash reserves
  • ! Negative ROE of -291.4% and ROA of -141.7% indicate value destruction and inefficient asset deployment
  • ! Current ratio of 1.01x demonstrates critically tight liquidity with minimal buffer for operational disruptions

Key Metrics to Watch

BLGO Financial Metrics

Revenue
$7.8M
Net Income
$-11.8M
EPS (Diluted)
$0.00
Free Cash Flow
$-8.3M
Total Assets
$8.3M
Cash Position
$3.9M

💡 AI Analyst Insight

BIOLARGO, INC. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BLGO Profitability Ratios

Gross Margin 43.9%
Operating Margin -191.3%
Net Margin -151.7%
ROE -291.4%
ROA -141.7%
FCF Margin -107.1%

BLGO vs Default Sector

How BIOLARGO, INC. compares to Default sector averages

Net Margin
BLGO -151.7%
vs
Sector Avg 12.0%
BLGO Sector
ROE
BLGO -291.4%
vs
Sector Avg 15.0%
BLGO Sector
Current Ratio
BLGO 1.0x
vs
Sector Avg 1.8x
BLGO Sector
Debt/Equity
BLGO 0.5x
vs
Sector Avg 0.7x
BLGO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BLGO Balance Sheet & Liquidity

Current Ratio
1.01x
Quick Ratio
0.95x
Debt/Equity
0.51x
Debt/Assets
81.6%
Interest Coverage
-27.51x
Long-term Debt
$2.1M

BLGO 5-Year Financial Trend

BLGO 5-year financial data: Year 2021: Revenue $2.5M, Net Income -$9.7M, EPS N/A. Year 2022: Revenue $5.9M, Net Income -$6.9M, EPS $-0.03. Year 2023: Revenue $12.2M, Net Income -$5.1M, EPS $-0.02. Year 2024: Revenue $17.8M, Net Income -$4.6M, EPS $-0.01. Year 2025: Revenue $17.8M, Net Income -$4.3M, EPS $-0.01.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BIOLARGO, INC.'s revenue has grown significantly by 602% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.01 indicates the company is currently unprofitable.

BLGO Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-107.1%
Free cash flow / Revenue

BLGO Quarterly Performance

Quarterly financial performance data for BIOLARGO, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.1M -$1.1M $0.00
Q2 2025 $2.8M -$780.0K $0.00
Q1 2025 $3.3M -$775.0K $0.00
Q3 2024 $2.7M -$494.0K $0.00
Q2 2024 $1.4M -$494.0K $0.00
Q1 2024 $3.7M -$494.0K $0.00
Q3 2023 $1.5M -$494.0K $0.00
Q2 2023 $1.3M -$494.0K $-0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BLGO Capital Allocation

Operating Cash Flow
-$8.3M
Cash generated from operations
Capital Expenditures
$18.8K
Investment in assets
Dividends
None
No dividend program

BLGO SEC Filings

Access official SEC EDGAR filings for BIOLARGO, INC. (CIK: 0000880242)

📋 Recent SEC Filings

Date Form Document Action
Mar 5, 2026 8-K blgo20260305_8k.htm View →
Mar 4, 2026 10-K blgo20251231_10k.htm View →
Feb 3, 2026 4 xslF345X05/rdgdoc.xml View →
Jan 5, 2026 4 xslF345X05/rdgdoc.xml View →
Jan 5, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about BLGO

What is the AI rating for BLGO?

BIOLARGO, INC. (BLGO) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BLGO's key strengths?

Exceptional revenue growth of 2,383.8% year-over-year demonstrates strong commercial traction. Gross margin of 43.9% indicates viable unit economics and pricing power at the product level.

What are the risks of investing in BLGO?

Severe cash burn with operating cash flow of -8.3M and only 3.9M in cash reserves suggests runway of less than 6 months. Operating losses of -14.9M far exceed gross profit of 3.4M indicating unsustainable cost structure and lack of operational leverage.

What is BLGO's revenue and growth?

BIOLARGO, INC. reported revenue of $7.8M.

Does BLGO pay dividends?

BIOLARGO, INC. does not currently pay dividends.

Where can I find BLGO SEC filings?

Official SEC filings for BIOLARGO, INC. (CIK: 0000880242) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BLGO's EPS?

BIOLARGO, INC. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI