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CTGO Stock Analysis - Contango ORE, Inc. AI Rating

CTGO NYSE Gold and Silver Ores DE CIK: 0001502377
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
85% Confidence

📊 CTGO Key Takeaways

Revenue: $-7.6M
Net Margin: 474.9%
Free Cash Flow: $25.7M
Current Ratio: 0.90x
Debt/Equity: 1.35x
EPS: $-2.80
AI Rating: STRONG SELL with 85% confidence

Investment Thesis

Contango ORE demonstrates severe operational distress with negative revenue, massive net losses ($36.1M), and deteriorating profitability metrics that indicate fundamental business challenges in the mining sector. The company's negative operating margin of -909% and negative net margin of 474% reveal unsustainable cost structures and substantial non-operating charges that mask operational failure. While positive operating cash flow suggests some liquidity relief, the company's precarious current ratio of 0.90x combined with high leverage (1.35x debt-to-equity) indicates acute financial stress and limited runway.

CTGO Strengths

  • + Positive operating cash flow of $25.7M provides near-term liquidity buffer
  • + Strong cash position of $64.8M relative to total assets provides runway for operations or restructuring
  • + Interest coverage of 153.7x suggests current debt service is manageable despite financial distress

CTGO Risks

  • ! Negative revenue of -$7.6M indicates asset impairment or significant reserve adjustments rather than sustainable operations
  • ! Extreme negative net margin of 474% driven by massive non-operating charges signals major goodwill/asset writedowns or legal settlements
  • ! Sub-1.0x current ratio (0.90x) indicates potential liquidity crisis and inability to cover short-term obligations without asset sales
  • ! Deteriorating balance sheet with liabilities at 85% of assets limits financial flexibility
  • ! Diluted EPS of -$2.80 demonstrates shareholder value destruction despite modest YoY improvement

Key Metrics to Watch

CTGO Financial Metrics

Revenue
$-7.6M
Net Income
$-36.1M
EPS (Diluted)
$-2.80
Free Cash Flow
$25.7M
Total Assets
$172.0M
Cash Position
$64.8M

💡 AI Analyst Insight

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

CTGO Profitability Ratios

Gross Margin N/A
Operating Margin -909.1%
Net Margin 474.9%
ROE -143.8%
ROA -21.0%
FCF Margin -338.1%

CTGO vs Default Sector

How Contango ORE, Inc. compares to Default sector averages

Net Margin
CTGO 474.9%
vs
Sector Avg 12.0%
CTGO Sector
ROE
CTGO -143.8%
vs
Sector Avg 15.0%
CTGO Sector
Current Ratio
CTGO 0.9x
vs
Sector Avg 1.8x
CTGO Sector
Debt/Equity
CTGO 1.3x
vs
Sector Avg 0.7x
CTGO Sector

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

CTGO Balance Sheet & Liquidity

Current Ratio
0.90x
Quick Ratio
0.89x
Debt/Equity
1.35x
Debt/Assets
85.4%
Interest Coverage
153.68x
Long-term Debt
$33.9M

CTGO 5-Year Financial Trend

CTGO 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Contango ORE, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-3.49 indicates the company is currently unprofitable.

CTGO 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
-338.1%
Free cash flow / Revenue

CTGO Quarterly Performance

Quarterly financial performance data for Contango ORE, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2015 N/A -$346.2K $-0.09

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

CTGO Capital Allocation

Operating Cash Flow
$25.7M
Cash generated from operations
Capital Expenditures
$42.3K
Investment in assets
Dividends
None
No dividend program

CTGO SEC Filings

Access official SEC EDGAR filings for Contango ORE, Inc. (CIK: 0001502377)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/ownership.xml View →
Mar 20, 2026 4 xslF345X06/ownership.xml View →
Mar 20, 2026 4 xslF345X06/ownership.xml View →
Mar 19, 2026 8-K ctgo-20260317.htm View →
Mar 16, 2026 8-K ctgo-20260316.htm View →

Frequently Asked Questions about CTGO

What is the AI rating for CTGO?

Contango ORE, Inc. (CTGO) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CTGO's key strengths?

Positive operating cash flow of $25.7M provides near-term liquidity buffer. Strong cash position of $64.8M relative to total assets provides runway for operations or restructuring.

What are the risks of investing in CTGO?

Negative revenue of -$7.6M indicates asset impairment or significant reserve adjustments rather than sustainable operations. Extreme negative net margin of 474% driven by massive non-operating charges signals major goodwill/asset writedowns or legal settlements.

What is CTGO's revenue and growth?

Contango ORE, Inc. reported revenue of $-7.6M.

Does CTGO pay dividends?

Contango ORE, Inc. does not currently pay dividends.

Where can I find CTGO SEC filings?

Official SEC filings for Contango ORE, Inc. (CIK: 0001502377) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CTGO's EPS?

Contango ORE, Inc. has a diluted EPS of $-2.80.

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 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI