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Five9, Inc. (FIVN) Stock Fundamental Analysis & AI Rating 2026

FIVN Nasdaq Services-Computer Processing & Data Preparation DE CIK: 0001288847
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
71% Confidence
AGREEMENT
HOLD
68% Conf
BUY
74% Conf

📊 FIVN Key Takeaways

Revenue: $305.3M
Net Margin: 6.0%
Free Cash Flow: $58.7M
Current Ratio: 4.51x
Debt/Equity: 0.90x
EPS: $0.21
AI Rating: HOLD with 68% confidence
Five9, Inc. (FIVN) receives a BUY rating with 71% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $305.3M, net profit margin of 6.0%, and return on equity (ROE) of 2.2%, Five9, Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete FIVN stock analysis for 2026.

Is Five9, Inc. (FIVN) a Good Investment?

Claude

Five9 demonstrates strong free cash flow generation ($58.7M with 19.2% FCF margin) and solid liquidity, but is hindered by thin operating margins (6.1%) and exceptionally weak returns on capital (ROE 2.2%, ROA 1.0%). While the company maintains manageable leverage and improving EPS trends, the fundamentals suggest operational inefficiencies that limit profitability despite solid gross margins and moderate revenue growth.

ChatGPT

Five9 shows solid fundamental improvement, with double-digit revenue growth, sharply higher net income, and strong free cash flow generation relative to revenue. The balance sheet is liquid and interest coverage is healthy, but operating and net margins remain thin, so the core thesis depends on sustaining profitable growth and expanding margins from here.

Why Buy Five9, Inc. Stock? FIVN Key Strengths

Claude
  • + Excellent free cash flow generation with 19.2% FCF margin indicating high-quality earnings
  • + Outstanding liquidity position with 4.51x current ratio and $273M cash reserves
  • + Healthy gross margin of 55.9% demonstrates solid underlying product economics
  • + Manageable leverage at 0.90x Debt/Equity with strong 7.2x interest coverage ratio
  • + Improving profitability trajectory with 364.7% EPS growth and positive operating cash flow
ChatGPT
  • + Strong free cash flow generation with a 17.5% FCF margin and over $200M in free cash flow
  • + Excellent liquidity, with 4.51x current and quick ratios supported by a meaningful cash balance
  • + Profitability is improving, with net income up 408.1% year over year and interest coverage at 11.2x

FIVN Stock Risks: Five9, Inc. Investment Risks

Claude
  • ! Critically thin operating margin at 6.1% and net margin at 6.0% suggest operational challenges or structural profitability constraints
  • ! Extremely poor capital efficiency with ROE of 2.2% and ROA of 1.0% despite $1.9B in assets
  • ! Moderate revenue growth at 10.3% YoY below typical software industry standards
  • ! Significant debt burden of $747.5M reduces financial flexibility despite manageable ratios
  • ! Low profitability relative to revenue scale raises questions about business model sustainability
ChatGPT
  • ! Operating margin remains low at 2.5%, leaving limited room for execution missteps or cost pressure
  • ! Leverage is still notable, with $747.5M of long-term debt and debt-to-equity near 1.0x
  • ! Revenue growth of 10.3% is healthy but not exceptional, so any slowdown could pressure margin expansion expectations

Key Metrics to Watch

Claude
  • * Operating margin expansion trajectory - critical to assess if company can improve from 6.1%
  • * Revenue growth acceleration - watch if growth can exceed 10.3% to justify thin margins
  • * Return on Equity improvement - ROE of 2.2% must increase to demonstrate capital deployment efficiency
  • * Free cash flow sustainability - ensure cash generation continues despite margin pressures
  • * Debt reduction progress - monitor if company uses FCF to delever from $747.5M position
ChatGPT
  • * Operating margin and net margin progression
  • * Revenue growth relative to free cash flow conversion

Five9, Inc. (FIVN) Financial Metrics & Key Ratios

Revenue
$305.3M
Net Income
$18.4M
EPS (Diluted)
$0.21
Free Cash Flow
$58.7M
Total Assets
$1.9B
Cash Position
$273.0M

💡 AI Analyst Insight

Strong liquidity with a 4.51x current ratio provides a solid financial cushion.

FIVN Profit Margin, ROE & Profitability Analysis

Gross Margin 55.9%
Operating Margin 6.1%
Net Margin 6.0%
ROE 2.2%
ROA 1.0%
FCF Margin 19.2%

FIVN vs Technology Sector: How Five9, Inc. Compares

How Five9, Inc. compares to Technology sector averages

Net Margin
FIVN 6.0%
vs
Sector Avg 18.0%
FIVN Sector
ROE
FIVN 2.2%
vs
Sector Avg 22.0%
FIVN Sector
Current Ratio
FIVN 4.5x
vs
Sector Avg 2.5x
FIVN Sector
Debt/Equity
FIVN 0.9x
vs
Sector Avg 0.5x
FIVN Sector

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

Is Five9, Inc. Stock Overvalued? FIVN Valuation Analysis 2026

Based on fundamental analysis, Five9, Inc. shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
2.2%
Sector avg: 22%
Net Profit Margin
6.0%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.90x
Sector avg: 0.5x

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.

Five9, Inc. Balance Sheet: FIVN Debt, Cash & Liquidity

Current Ratio
4.51x
Quick Ratio
4.51x
Debt/Equity
0.90x
Debt/Assets
55.5%
Interest Coverage
7.20x
Long-term Debt
$747.5M

FIVN Revenue & Earnings Growth: 5-Year Financial Trend

FIVN 5-year financial data: Year 2021: Revenue $609.6M, Net Income -$4.6M, EPS $-0.08. Year 2022: Revenue $778.8M, Net Income -$42.1M, EPS $-0.66. Year 2023: Revenue $910.5M, Net Income -$53.0M, EPS $-0.79. Year 2024: Revenue $1.0B, Net Income -$94.7M, EPS $-1.35. Year 2025: Revenue $1.1B, Net Income -$81.8M, EPS $-1.13.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Five9, Inc.'s revenue has grown significantly by 89% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.13 indicates the company is currently unprofitable.

FIVN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
19.2%
Free cash flow / Revenue

FIVN Quarterly Earnings & Performance

Quarterly financial performance data for Five9, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $279.7M $576.0K $0.01
Q3 2025 $264.2M -$4.5M $-0.06
Q2 2025 $252.1M $1.2M $0.01
Q1 2025 $247.0M $576.0K $0.01
Q3 2024 $230.1M -$4.5M $-0.06
Q2 2024 $222.9M -$12.8M $-0.17
Q1 2024 $218.4M -$7.1M $-0.10
Q3 2023 $198.3M -$20.4M $-0.28

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

Five9, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$63.9M
Cash generated from operations
Stock Buybacks
$10.0M
Shares repurchased (TTM)
Capital Expenditures
$5.3M
Investment in assets
Dividends
None
No dividend program

FIVN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Five9, Inc. (CIK: 0001288847)

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 8-K fivn-20260504.htm View →
Apr 30, 2026 10-Q fivn-20260331.htm View →
Apr 30, 2026 8-K fivn-20260430.htm View →
Apr 7, 2026 DEF 14A fivn-20260406.htm View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772831467.xml View →

Frequently Asked Questions about FIVN

What is the AI rating for FIVN?

Five9, Inc. (FIVN) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FIVN's key strengths?

Claude: Excellent free cash flow generation with 19.2% FCF margin indicating high-quality earnings. Outstanding liquidity position with 4.51x current ratio and $273M cash reserves. ChatGPT: Strong free cash flow generation with a 17.5% FCF margin and over $200M in free cash flow. Excellent liquidity, with 4.51x current and quick ratios supported by a meaningful cash balance.

What are the risks of investing in FIVN?

Claude: Critically thin operating margin at 6.1% and net margin at 6.0% suggest operational challenges or structural profitability constraints. Extremely poor capital efficiency with ROE of 2.2% and ROA of 1.0% despite $1.9B in assets. ChatGPT: Operating margin remains low at 2.5%, leaving limited room for execution missteps or cost pressure. Leverage is still notable, with $747.5M of long-term debt and debt-to-equity near 1.0x.

What is FIVN's revenue and growth?

Five9, Inc. reported revenue of $305.3M.

Does FIVN pay dividends?

Five9, Inc. does not currently pay dividends.

Where can I find FIVN SEC filings?

Official SEC filings for Five9, Inc. (CIK: 0001288847) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FIVN's EPS?

Five9, Inc. has a diluted EPS of $0.21.

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 FIVN a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Five9, Inc. has a BUY rating with 71% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FIVN stock overvalued or undervalued?

Valuation metrics for FIVN: ROE of 2.2% (sector avg: 22%), net margin of 6.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy FIVN stock in 2026?

Our dual AI analysis gives Five9, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FIVN's free cash flow?

Five9, Inc.'s operating cash flow is $63.9M, with capital expenditures of $5.3M. FCF margin is 19.2%.

How does FIVN compare to other Technology stocks?

Vs Technology sector averages: Net margin 6.0% (avg: 18%), ROE 2.2% (avg: 22%), current ratio 4.51 (avg: 2.5).

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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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI