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CXW Stock Analysis - CoreCivic, Inc. AI Rating

CXW NYSE Real Estate Investment Trusts MD CIK: 0001070985
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 CXW Key Takeaways

Revenue: $2.2B
Net Margin: 5.3%
Free Cash Flow: $52.8M
Current Ratio: 1.66x
Debt/Equity: 0.86x
EPS: $1.08
AI Rating: HOLD with 62% confidence

Investment Thesis

CoreCivic demonstrates solid operational growth with 12.7% revenue expansion and improving earnings per share, supported by reasonable leverage and positive free cash flow generation. However, the company faces structural headwinds with low operating margins (7.1%), modest returns on equity (8.3%), and weak free cash flow conversion (2.4% FCF margin), limiting earnings quality and reinvestment capacity.

CXW Strengths

  • + Strong revenue growth of 12.7% YoY indicates solid demand for correctional and detention services
  • + Healthy liquidity position with 1.66x current ratio and manageable debt-to-equity of 0.86x
  • + Positive free cash flow generation of $52.8M provides capacity for debt service and potential distributions
  • + Interest coverage ratio of 2.5x demonstrates adequate ability to service debt obligations

CXW Risks

  • ! Thin operating margins (7.1%) and net margins (5.3%) leave limited room for cost inflation or revenue pressures
  • ! Low free cash flow margin (2.4%) suggests capital intensity reduces distributable cash relative to revenue growth
  • ! Modest ROE (8.3%) and ROA (3.6%) indicate below-average capital efficiency and returns to shareholders
  • ! Regulatory and political risks inherent in corrections industry could impact occupancy, pricing, and growth trajectory
  • ! Capital expenditure requirements of $141.8M consume 73% of operating cash flow, constraining dividend sustainability

Key Metrics to Watch

CXW Financial Metrics

Revenue
$2.2B
Net Income
$116.5M
EPS (Diluted)
$1.08
Free Cash Flow
$52.8M
Total Assets
$3.3B
Cash Position
$97.9M

💡 AI Analyst Insight

The relatively thin 2.4% FCF margin may limit capital allocation flexibility.

CXW Profitability Ratios

Gross Margin N/A
Operating Margin 7.1%
Net Margin 5.3%
ROE 8.3%
ROA 3.6%
FCF Margin 2.4%

CXW vs Default Sector

How CoreCivic, Inc. compares to Default sector averages

Net Margin
CXW 5.3%
vs
Sector Avg 12.0%
CXW Sector
ROE
CXW 8.3%
vs
Sector Avg 15.0%
CXW Sector
Current Ratio
CXW 1.7x
vs
Sector Avg 1.8x
CXW Sector
Debt/Equity
CXW 0.9x
vs
Sector Avg 0.7x
CXW Sector

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

CXW Balance Sheet & Liquidity

Current Ratio
1.66x
Quick Ratio
1.66x
Debt/Equity
0.86x
Debt/Assets
56.9%
Interest Coverage
2.53x
Long-term Debt
$1.2B

CXW 5-Year Financial Trend

CXW 5-year financial data: Year 2021: Revenue $2.0B, Net Income $188.9M, EPS $1.59. Year 2022: Revenue $1.9B, Net Income $54.2M, EPS $0.45. Year 2023: Revenue $1.9B, Net Income N/A, EPS $-0.43. Year 2024: Revenue $2.0B, Net Income N/A, EPS $1.03. Year 2025: Revenue $2.2B, Net Income N/A, EPS $0.59.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CoreCivic, Inc.'s revenue has grown significantly by 12% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.59 reflects profitable operations.

CXW 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
2.4%
Free cash flow / Revenue

CXW Quarterly Performance

Quarterly financial performance data for CoreCivic, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $491.6M $9.5M $0.19
Q2 2025 $490.1M $9.5M $0.17
Q1 2025 $488.6M $9.5M $0.08
Q3 2024 $483.7M $9.5M $0.12
Q2 2024 $463.7M $9.5M $0.13
Q1 2024 $458.0M $9.5M $0.08
Q3 2023 $464.2M $10.6M $0.12
Q2 2023 $456.7M $10.6M $0.09

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

CXW Capital Allocation

Operating Cash Flow
$194.6M
Cash generated from operations
Stock Buybacks
$229.0M
Shares repurchased (TTM)
Capital Expenditures
$141.8M
Investment in assets
Dividends Paid
$45.0K
Returned to shareholders

CXW SEC Filings

Access official SEC EDGAR filings for CoreCivic, Inc. (CIK: 0001070985)

📋 Recent SEC Filings

Date Form Document Action
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →
Feb 24, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about CXW

What is the AI rating for CXW?

CoreCivic, Inc. (CXW) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CXW's key strengths?

Strong revenue growth of 12.7% YoY indicates solid demand for correctional and detention services. Healthy liquidity position with 1.66x current ratio and manageable debt-to-equity of 0.86x.

What are the risks of investing in CXW?

Thin operating margins (7.1%) and net margins (5.3%) leave limited room for cost inflation or revenue pressures. Low free cash flow margin (2.4%) suggests capital intensity reduces distributable cash relative to revenue growth.

What is CXW's revenue and growth?

CoreCivic, Inc. reported revenue of $2.2B.

Does CXW pay dividends?

CoreCivic, Inc. pays dividends, with $0.0M distributed to shareholders in the trailing twelve months.

Where can I find CXW SEC filings?

Official SEC filings for CoreCivic, Inc. (CIK: 0001070985) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CXW's EPS?

CoreCivic, Inc. has a diluted EPS of $1.08.

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