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BMNM Stock Analysis - BIMINI CAPITAL MANAGEMENT, INC. AI Rating

BMNM OTC Real Estate Investment Trusts MD CIK: 0001275477
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 BMNM Key Takeaways

Revenue: $23.7M
Net Margin: 24.5%
Free Cash Flow: $2.9M
Current Ratio: N/A
Debt/Equity: 2.17x
EPS: $0.00
AI Rating: HOLD with 62% confidence

Investment Thesis

Bimini Capital demonstrates strong profitability with exceptional net margin of 24.5% and impressive 46% ROE, supported by 43% YoY revenue growth. However, significant financial stress is evident through weak interest coverage of 0.7x, elevated leverage at 2.17x debt-to-equity, and concerning negative operating cash flow relative to net income suggests potential accounting quality issues.

BMNM Strengths

  • + Exceptional net profit margin of 24.5% indicates strong pricing power and cost control
  • + Robust 46% ROE demonstrates efficient capital deployment despite leverage
  • + Strong revenue growth of 43% YoY indicates expanding business operations
  • + Substantial net income swing (+544% YoY) shows improving operational performance
  • + Positive free cash flow of 2.9M demonstrates underlying business cash generation

BMNM Risks

  • ! Critical interest coverage ratio of 0.7x suggests difficulty servicing debt obligations and potential distress
  • ! High leverage at 2.17x debt-to-equity with 27.3M long-term debt against only 12.6M equity raises solvency concerns
  • ! Significant discrepancy between 5.8M net income and 2.9M operating cash flow raises earnings quality concerns
  • ! OTC exchange listing indicates lower liquidity and regulatory oversight compared to major exchanges
  • ! Limited cash position of 12.7M relative to 27.3M long-term debt constrains financial flexibility

Key Metrics to Watch

BMNM Financial Metrics

Revenue
$23.7M
Net Income
$5.8M
EPS (Diluted)
$0.00
Free Cash Flow
$2.9M
Total Assets
$129.7M
Cash Position
$12.7M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BMNM Profitability Ratios

Gross Margin N/A
Operating Margin 19.0%
Net Margin 24.5%
ROE 46.0%
ROA 4.5%
FCF Margin 12.2%

BMNM vs Default Sector

How BIMINI CAPITAL MANAGEMENT, INC. compares to Default sector averages

Net Margin
BMNM 24.5%
vs
Sector Avg 12.0%
BMNM Sector
ROE
BMNM 46.0%
vs
Sector Avg 15.0%
BMNM Sector
Current Ratio
BMNM 0.0x
vs
Sector Avg 1.8x
BMNM Sector
Debt/Equity
BMNM 2.2x
vs
Sector Avg 0.7x
BMNM Sector

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

BMNM Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.17x
Debt/Assets
90.3%
Interest Coverage
0.66x
Long-term Debt
$27.3M

BMNM 5-Year Financial Trend

BMNM 5-year financial data: Year 2021: Revenue $9.8M, Net Income N/A, EPS N/A. Year 2022: Revenue $13.0M, Net Income $275.4K, EPS N/A. Year 2023: Revenue $13.6M, Net Income -$19.8M, EPS N/A. Year 2024: Revenue $13.6M, Net Income -$4.0M, EPS N/A. Year 2025: Revenue $16.6M, Net Income -$1.3M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BIMINI CAPITAL MANAGEMENT, INC.'s revenue has grown significantly by 69% over the 5-year period, indicating strong business expansion.

BMNM 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
12.2%
Free cash flow / Revenue

BMNM Quarterly Performance

Quarterly financial performance data for BIMINI CAPITAL MANAGEMENT, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $3.3M $42.7K N/A
Q2 2025 $3.2M $42.7K N/A
Q1 2025 $2.9M $213.1K N/A
Q3 2024 $3.3M $195.5K N/A
Q2 2024 $3.2M -$60.7K N/A
Q1 2024 $2.9M $213.1K N/A
Q3 2023 $3.3M $285.5K N/A
Q2 2023 $3.3M $285.5K N/A

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

BMNM Capital Allocation

Operating Cash Flow
$2.9M
Cash generated from operations
Dividends
None
No dividend program

BMNM SEC Filings

Access official SEC EDGAR filings for BIMINI CAPITAL MANAGEMENT, INC. (CIK: 0001275477)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 10-K bcmi20251231_10k.htm View →
Mar 12, 2026 8-K bcmi20251015_8k.htm View →
Jan 14, 2026 8-K bcmi20260113_8k.htm View →
Dec 23, 2025 4 xslF345X05/rdgdoc.xml View →
Dec 23, 2025 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about BMNM

What is the AI rating for BMNM?

BIMINI CAPITAL MANAGEMENT, INC. (BMNM) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BMNM's key strengths?

Exceptional net profit margin of 24.5% indicates strong pricing power and cost control. Robust 46% ROE demonstrates efficient capital deployment despite leverage.

What are the risks of investing in BMNM?

Critical interest coverage ratio of 0.7x suggests difficulty servicing debt obligations and potential distress. High leverage at 2.17x debt-to-equity with 27.3M long-term debt against only 12.6M equity raises solvency concerns.

What is BMNM's revenue and growth?

BIMINI CAPITAL MANAGEMENT, INC. reported revenue of $23.7M.

Does BMNM pay dividends?

BIMINI CAPITAL MANAGEMENT, INC. does not currently pay dividends.

Where can I find BMNM SEC filings?

Official SEC filings for BIMINI CAPITAL MANAGEMENT, INC. (CIK: 0001275477) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BMNM's EPS?

BIMINI CAPITAL MANAGEMENT, 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