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CHUC Stock Analysis - Charlie's Holdings, Inc. AI Rating

CHUC OTC Medicinal Chemicals & Botanical Products NV CIK: 0001134765
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-09-30
AI Rating
SELL
85% Confidence

📊 CHUC Key Takeaways

Revenue: $11.9M
Net Margin: 36.6%
Free Cash Flow: $-6.2M
Current Ratio: 1.46x
Debt/Equity: 0.81x
EPS: $0.02
AI Rating: SELL with 85% confidence

Investment Thesis

Charlie's Holdings exhibits severe fundamental deterioration with revenue declining 47.7% YoY while operating margins turned deeply negative at -17.1%, indicating inability to sustain profitability at current revenue levels. The company is burning cash at an alarming rate (-$6.2M operating cash flow) despite reporting positive net income, suggesting accounting anomalies or unsustainable one-time gains masking operational distress. Negative interest coverage (-11.2x) and minimal cash reserves ($1.1M) relative to $2.6M long-term debt create acute solvency risk.

CHUC Strengths

  • + Positive net margin of 36.6% suggests potential for selective profitability in certain product lines or one-time gains
  • + Current ratio of 1.46x provides minimal short-term liquidity buffer above 1.0x threshold
  • + Low capital expenditure requirements ($0.00) indicate asset-light business model

CHUC Risks

  • ! Catastrophic revenue decline of 47.7% YoY signals loss of market demand or customer base erosion
  • ! Operating cash flow of -$6.2M vastly exceeds net income of $4.4M, indicating earnings quality crisis and potential unsustainable gains
  • ! Negative operating margin (-17.1%) combined with negative interest coverage (-11.2x) creates imminent default risk if revenue recovery fails
  • ! Cash position of $1.1M insufficient to cover $2.6M long-term debt obligations; liquidity crisis probable within 12-18 months at current burn rate
  • ! Six Form 4 filings in 90 days suggest elevated insider activity during financial distress period

Key Metrics to Watch

CHUC Financial Metrics

Revenue
$11.9M
Net Income
$4.4M
EPS (Diluted)
$0.02
Free Cash Flow
$-6.2M
Total Assets
$10.6M
Cash Position
$1.2M

💡 AI Analyst Insight

Charlie's Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CHUC Profitability Ratios

Gross Margin 24.8%
Operating Margin -17.1%
Net Margin 36.6%
ROE 134.9%
ROA 41.4%
FCF Margin -51.7%

CHUC vs Default Sector

How Charlie's Holdings, Inc. compares to Default sector averages

Net Margin
CHUC 36.6%
vs
Sector Avg 12.0%
CHUC Sector
ROE
CHUC 134.9%
vs
Sector Avg 15.0%
CHUC Sector
Current Ratio
CHUC 1.5x
vs
Sector Avg 1.8x
CHUC Sector
Debt/Equity
CHUC 0.8x
vs
Sector Avg 0.7x
CHUC Sector

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

CHUC Balance Sheet & Liquidity

Current Ratio
1.46x
Quick Ratio
0.83x
Debt/Equity
0.81x
Debt/Assets
69.3%
Interest Coverage
-11.16x
Long-term Debt
$2.6M

CHUC 5-Year Financial Trend

CHUC 5-year financial data: Year 2021: Revenue $21.5M, Net Income -$7.2M, EPS $-0.04. Year 2022: Revenue $26.4M, Net Income $4.8M, EPS $0.01. Year 2023: Revenue $26.4M, Net Income -$1.6M, EPS $-0.01. Year 2024: Revenue $16.3M, Net Income -$2.1M, EPS $-0.01.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Charlie's Holdings, Inc.'s revenue has declined by 24% over the 5-year period, indicating business contraction. The most recent EPS of $-0.01 indicates the company is currently unprofitable.

CHUC 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
-51.7%
Free cash flow / Revenue

CHUC Quarterly Performance

Quarterly financial performance data for Charlie's Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.6M $624.0K $0.00
Q2 2025 $2.0M -$967.0K $0.00
Q1 2025 $2.3M -$1.0M $0.00
Q3 2024 $1.6M -$708.0K $0.00
Q2 2024 $2.0M $32.0K $0.00
Q1 2024 $3.1M -$1.0M $0.00
Q3 2023 $2.7M $241.0K $0.00
Q2 2023 $4.0M $32.0K $0.00

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

CHUC Capital Allocation

Operating Cash Flow
-$6.2M
Cash generated from operations
Dividends
None
No dividend program

CHUC SEC Filings

Access official SEC EDGAR filings for Charlie's Holdings, Inc. (CIK: 0001134765)

📋 Recent SEC Filings

Date Form Document Action
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 8-K chuc20260213_8k.htm View →

Frequently Asked Questions about CHUC

What is the AI rating for CHUC?

Charlie's Holdings, Inc. (CHUC) has an AI rating of SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CHUC's key strengths?

Positive net margin of 36.6% suggests potential for selective profitability in certain product lines or one-time gains. Current ratio of 1.46x provides minimal short-term liquidity buffer above 1.0x threshold.

What are the risks of investing in CHUC?

Catastrophic revenue decline of 47.7% YoY signals loss of market demand or customer base erosion. Operating cash flow of -$6.2M vastly exceeds net income of $4.4M, indicating earnings quality crisis and potential unsustainable gains.

What is CHUC's revenue and growth?

Charlie's Holdings, Inc. reported revenue of $11.9M.

Does CHUC pay dividends?

Charlie's Holdings, Inc. does not currently pay dividends.

Where can I find CHUC SEC filings?

Official SEC filings for Charlie's Holdings, Inc. (CIK: 0001134765) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CHUC's EPS?

Charlie's Holdings, Inc. has a diluted EPS of $0.02.

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 22, 2026 | Data as of: 2025-09-30 | Powered by Claude AI