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EFOI Stock Analysis 2026 - ENERGY FOCUS, INC/DE AI Rating

EFOI Nasdaq Electric Lighting & Wiring Equipment OH CIK: 0000924168
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-09-30
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 EFOI Key Takeaways

Revenue: $2.6M
Net Margin: -26.0%
Free Cash Flow: $-596.0K
Current Ratio: 2.50x
Debt/Equity: 0.36x
EPS: $-0.12
AI Rating: STRONG SELL with 92% confidence

Is EFOI a Good Investment? Thesis Analysis

Claude

Energy Focus exhibits severe operational deterioration with negative operating margins (-25.8%), negative free cash flow (-596K), and declining revenue (-15% YoY), indicating fundamental business model failure. The company is consuming cash despite maintaining adequate liquidity, and negative interest coverage suggests inability to service debt from operations. Without clear evidence of turnaround execution, continued losses will erode the modest equity base and create solvency concerns.

Why Buy EFOI? Key Strengths

Claude
  • + Current ratio of 2.50x provides near-term liquidity cushion
  • + Stockholders equity of 3.1M still exceeds long-term debt of 1.1M
  • + Cash position of 897K provides runway for operational adjustments

EFOI Investment Risks to Consider

Claude
  • ! Negative free cash flow of -596K indicates unsustainable cash burn at current operations
  • ! Revenue declining 15% YoY while operating losses widen, showing deteriorating unit economics
  • ! Negative interest coverage of -133.4x demonstrates inability to cover debt service from operations
  • ! Gross margin of only 18.9% provides insufficient buffer to absorb operating expenses
  • ! Operating cash flow negative at -542K indicates core business is not generating cash

Key Metrics to Watch

Claude
  • * Revenue stabilization and return to growth trajectory
  • * Path to operating profitability and positive operating cash flow
  • * Cash burn rate and runway until liquidity crisis
  • * Gross margin expansion through pricing or cost reduction
  • * Customer concentration and retention metrics

EFOI Financial Metrics

Revenue
$2.6M
Net Income
$-671.0K
EPS (Diluted)
$-0.12
Free Cash Flow
$-596.0K
Total Assets
$5.2M
Cash Position
$897.0K

💡 AI Analyst Insight

Strong liquidity with a 2.50x current ratio provides a solid financial cushion.

EFOI Profitability Ratios

Gross Margin 18.9%
Operating Margin -25.8%
Net Margin -26.0%
ROE -21.4%
ROA -12.9%
FCF Margin -23.1%

EFOI vs Default Sector

How ENERGY FOCUS, INC/DE compares to Default sector averages

Net Margin
EFOI -26.0%
vs
Sector Avg 12.0%
EFOI Sector
ROE
EFOI -21.4%
vs
Sector Avg 15.0%
EFOI Sector
Current Ratio
EFOI 2.5x
vs
Sector Avg 1.8x
EFOI Sector
Debt/Equity
EFOI 0.4x
vs
Sector Avg 0.7x
EFOI Sector

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

Is EFOI Overvalued or Undervalued?

Based on fundamental analysis, ENERGY FOCUS, INC/DE has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-21.4%
Sector avg: 15%
Net Profit Margin
-26.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.36x
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.

EFOI Balance Sheet & Liquidity

Current Ratio
2.50x
Quick Ratio
0.94x
Debt/Equity
0.36x
Debt/Assets
39.6%
Interest Coverage
-133.40x
Long-term Debt
$1.1M

EFOI 5-Year Financial Trend & Growth Analysis

EFOI 5-year financial data: Year 2020: Revenue $16.8M, Net Income -$2.9M, EPS $-0.18. Year 2021: Revenue $16.8M, Net Income -$541.0K, EPS $-0.18. Year 2022: Revenue $9.9M, Net Income -$1.6M, EPS $-0.45. Year 2023: Revenue $6.0M, Net Income -$10.3M, EPS N/A. Year 2024: Revenue $5.7M, Net Income -$4.3M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ENERGY FOCUS, INC/DE's revenue has declined by 66% over the 5-year period, indicating business contraction. The most recent EPS of $-0.45 indicates the company is currently unprofitable.

EFOI 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
-23.1%
Free cash flow / Revenue

EFOI Quarterly Performance

Quarterly financial performance data for ENERGY FOCUS, INC/DE including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $826.0K -$172.0K $-0.03
Q2 2025 $1.1M -$231.0K $-0.04
Q1 2025 $616.0K -$268.0K N/A
Q3 2024 $1.2M -$316.0K N/A
Q2 2024 $1.1M -$418.0K N/A
Q1 2024 $833.0K -$418.0K N/A
Q3 2023 $1.3M -$944.0K N/A
Q2 2023 $1.1M -$1.2M N/A

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

EFOI Capital Allocation

Operating Cash Flow
-$542.0K
Cash generated from operations
Capital Expenditures
$54.0K
Investment in assets
Dividends
None
No dividend program

EFOI SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for ENERGY FOCUS, INC/DE (CIK: 0000924168)

📋 Recent SEC Filings

Date Form Document Action
Dec 31, 2025 4 xslF345X05/wk-form4_1767190878.xml View →
Dec 2, 2025 8-K efoi-20251126.htm View →
Nov 12, 2025 10-Q efoi-20250930.htm View →
Nov 12, 2025 8-K efoi-20251112.htm View →
Aug 19, 2025 8-K efoi-20250815.htm View →

Frequently Asked Questions about EFOI

What is the AI rating for EFOI?

ENERGY FOCUS, INC/DE (EFOI) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are EFOI's key strengths?

Claude: Current ratio of 2.50x provides near-term liquidity cushion. Stockholders equity of 3.1M still exceeds long-term debt of 1.1M.

What are the risks of investing in EFOI?

Claude: Negative free cash flow of -596K indicates unsustainable cash burn at current operations. Revenue declining 15% YoY while operating losses widen, showing deteriorating unit economics.

What is EFOI's revenue and growth?

ENERGY FOCUS, INC/DE reported revenue of $2.6M.

Does EFOI pay dividends?

ENERGY FOCUS, INC/DE does not currently pay dividends.

Where can I find EFOI SEC filings?

Official SEC filings for ENERGY FOCUS, INC/DE (CIK: 0000924168) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EFOI's EPS?

ENERGY FOCUS, INC/DE has a diluted EPS of $-0.12.

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 EFOI a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, ENERGY FOCUS, INC/DE has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EFOI stock overvalued or undervalued?

Valuation metrics for EFOI: ROE of -21.4% (sector avg: 15%), net margin of -26.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy EFOI stock in 2026?

Our dual AI analysis gives ENERGY FOCUS, INC/DE a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is EFOI's free cash flow?

ENERGY FOCUS, INC/DE's operating cash flow is $-542.0K, with capital expenditures of $54.0K. FCF margin is -23.1%.

How does EFOI compare to other Default stocks?

Vs Default sector averages: Net margin -26.0% (avg: 12%), ROE -21.4% (avg: 15%), current ratio 2.50 (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 24, 2026 | Data as of: 2025-09-30 | Powered by Claude AI