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DOUG Stock Analysis 2026 - Douglas Elliman Inc. AI Rating

DOUG NYSE Real Estate Agents & Managers (For Others) DE CIK: 0001878897
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 DOUG Key Takeaways

Revenue: $1.0B
Net Margin: 1.5%
Free Cash Flow: $-17.2M
Current Ratio: 1.63x
Debt/Equity: 0.00x
EPS: $0.17
AI Rating: SELL with 75% confidence

Is DOUG a Good Investment? Thesis Analysis

Claude

Douglas Elliman exhibits deteriorating operational health with negative free cash flow of -$17.2M despite flat revenue growth, indicating the company is not generating cash from core operations. While the company maintains a debt-free balance sheet with strong liquidity ($115.5M cash), the combination of margin compression (1.5% net margin) and negative operating cash flow suggests fundamental challenges in the real estate brokerage business that are not being resolved through growth.

Why Buy DOUG? Key Strengths

Claude
  • + Zero long-term debt provides financial flexibility and reduces default risk
  • + Strong liquidity position with $115.5M in cash and 1.63x current ratio
  • + Improved net income (+4.9% YoY) and significant EPS growth (+118.7% YoY) on flat revenue

DOUG Investment Risks to Consider

Claude
  • ! Negative operating cash flow of -$13.9M indicates operational business is cash-destructive
  • ! Negative free cash flow of -$17.2M with -1.7% FCF margin raises sustainability concerns
  • ! Flat revenue growth (0.0% YoY) combined with low net margin (1.5%) shows limited pricing power and operational leverage
  • ! Low ROE (8.3%) and ROA (3.4%) suggest inefficient asset utilization relative to equity and asset base
  • ! Real estate sector cyclicality and transaction-dependent revenue model

Key Metrics to Watch

Claude
  • * Operating cash flow trend and return to positive territory
  • * Revenue growth acceleration and margin expansion in the brokerage business
  • * Cash burn rate and sustainability of cash reserves given negative FCF

DOUG Financial Metrics

Revenue
$1.0B
Net Income
$15.2M
EPS (Diluted)
$0.17
Free Cash Flow
$-17.2M
Total Assets
$444.4M
Cash Position
$115.5M

💡 AI Analyst Insight

Douglas Elliman Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

DOUG Profitability Ratios

Gross Margin N/A
Operating Margin 4.4%
Net Margin 1.5%
ROE 8.3%
ROA 3.4%
FCF Margin -1.7%

DOUG vs Default Sector

How Douglas Elliman Inc. compares to Default sector averages

Net Margin
DOUG 1.5%
vs
Sector Avg 12.0%
DOUG Sector
ROE
DOUG 8.3%
vs
Sector Avg 15.0%
DOUG Sector
Current Ratio
DOUG 1.6x
vs
Sector Avg 1.8x
DOUG Sector
Debt/Equity
DOUG 0.0x
vs
Sector Avg 0.7x
DOUG Sector

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

Is DOUG Overvalued or Undervalued?

Based on fundamental analysis, Douglas Elliman Inc. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
8.3%
Sector avg: 15%
Net Profit Margin
1.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

DOUG Balance Sheet & Liquidity

Current Ratio
1.63x
Quick Ratio
1.63x
Debt/Equity
0.00x
Debt/Assets
58.8%
Interest Coverage
N/A
Long-term Debt
$0.0

DOUG 5-Year Financial Trend & Growth Analysis

DOUG 5-year financial data: Year 2021: Revenue $1.4B, Net Income $8.5M, EPS $0.11. Year 2022: Revenue $1.4B, Net Income -$46.4M, EPS $-0.60. Year 2023: Revenue $1.4B, Net Income $98.8M, EPS $1.21. Year 2024: Revenue $1.2B, Net Income -$5.6M, EPS $-0.08. Year 2025: Revenue $1.0B, Net Income -$42.6M, EPS $-0.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Douglas Elliman Inc.'s revenue has declined by 24% over the 5-year period, indicating business contraction. The most recent EPS of $-0.52 indicates the company is currently unprofitable.

DOUG 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
-1.7%
Free cash flow / Revenue

DOUG Quarterly Performance

Quarterly financial performance data for Douglas Elliman Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $262.8M -$24.7M $-0.29
Q2 2025 $271.4M -$1.7M $-0.02
Q1 2025 $200.2M -$6.0M $-0.07
Q3 2024 $251.5M -$4.9M $-0.06
Q2 2024 $275.9M -$1.7M $-0.02
Q1 2024 $200.2M -$17.6M $-0.22
Q3 2023 $251.5M -$4.0M $-0.05
Q2 2023 $275.9M -$5.2M $-0.06

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

DOUG Capital Allocation

Operating Cash Flow
-$13.9M
Cash generated from operations
Capital Expenditures
$3.4M
Investment in assets
Dividends
None
No dividend program

DOUG SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Douglas Elliman Inc. (CIK: 0001878897)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 10-K doug-20251231.htm View →
Mar 13, 2026 8-K doug-20260313.htm View →
Dec 17, 2025 4 xslF345X05/wk-form4_1765976541.xml View →
Dec 17, 2025 4 xslF345X05/wk-form4_1765976497.xml View →
Dec 17, 2025 4 xslF345X05/wk-form4_1765976469.xml View →

Frequently Asked Questions about DOUG

What is the AI rating for DOUG?

Douglas Elliman Inc. (DOUG) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are DOUG's key strengths?

Claude: Zero long-term debt provides financial flexibility and reduces default risk. Strong liquidity position with $115.5M in cash and 1.63x current ratio.

What are the risks of investing in DOUG?

Claude: Negative operating cash flow of -$13.9M indicates operational business is cash-destructive. Negative free cash flow of -$17.2M with -1.7% FCF margin raises sustainability concerns.

What is DOUG's revenue and growth?

Douglas Elliman Inc. reported revenue of $1.0B.

Does DOUG pay dividends?

Douglas Elliman Inc. does not currently pay dividends.

Where can I find DOUG SEC filings?

Official SEC filings for Douglas Elliman Inc. (CIK: 0001878897) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DOUG's EPS?

Douglas Elliman Inc. has a diluted EPS of $0.17.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is DOUG a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, Douglas Elliman Inc. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DOUG stock overvalued or undervalued?

Valuation metrics for DOUG: ROE of 8.3% (sector avg: 15%), net margin of 1.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy DOUG stock in 2026?

Our dual AI analysis gives Douglas Elliman Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DOUG's free cash flow?

Douglas Elliman Inc.'s operating cash flow is $-13.9M, with capital expenditures of $3.4M. FCF margin is -1.7%.

How does DOUG compare to other Default stocks?

Vs Default sector averages: Net margin 1.5% (avg: 12%), ROE 8.3% (avg: 15%), current ratio 1.63 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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