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Fathom Holdings Inc. (FTHM) Fundamental Analysis & AI Grade 2026

FTHM Nasdaq Real Estate Agents & Managers (For Others) NC CIK: 0001753162
Updated This Month • Analysis: Jul 27, 2026 • SEC Data: 2026-03-31
📅 Next earnings: Aug 11, 2026 (in 4 days) • TBD ET • All earnings →
Combined AI Grade
C
80% Confidence
STRONG AGREEMENT
C
75% Conf
C
86% Conf

📊 FTHM Key Takeaways

Revenue: $86.4M
Net Margin: -9.5%
Free Cash Flow: $-136.0K
Current Ratio: 0.91x
Debt/Equity: 0.07x
EPS: $-0.25
AI Grade: C with 75% confidence
Fathom Holdings Inc. (FTHM) receives a C fundamental grade with 80% confidence from our AI analysis based on SEC 10-K filings. With revenue of $86.4M, net profit margin of -9.5%, and return on equity (ROE) of -27.7%, Fathom Holdings Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete FTHM stock analysis for 2026.

Is Fathom Holdings Inc. (FTHM) a Good Investment?

Claude

Fathom Holdings shows strong revenue growth of 25.4% but is fundamentally unprofitable with negative operating cash flow, extremely low gross margins of 3.7%, and deteriorating financial health. The company is burning cash despite scale, with a current ratio below 1.0 and just $4.4M in reserves against ongoing losses, indicating unsustainable growth dynamics.

ChatGPT

Revenue growth of 25.4% and improved diluted EPS indicate stronger operating activity, but the growth remains low quality because it produces only a 3.7% gross margin and substantial operating and net losses. Near-breakeven free cash flow and low leverage provide some resilience, yet weak liquidity, limited cash, and deeply negative returns on equity and assets leave the fundamentals fragile.

Fathom Holdings Inc. Key Strengths (FTHM)

Claude
  • + Strong revenue growth of 25.4% YoY demonstrates market traction and scaling
  • + Low leverage with debt-to-equity of 0.07x and manageable long-term debt of $2.1M provides financial flexibility
  • + Modest diluted EPS improvement of 32.7% YoY suggests some operational progress despite negative absolute earnings
ChatGPT
  • + Revenue increased 25.4% year over year
  • + Diluted EPS improved 32.7% year over year
  • + Low long-term debt and a 0.07x debt-to-equity ratio

FTHM Stock Risks: Fathom Holdings Inc. Investment Risks

Claude
  • ! Critically low gross margin of 3.7% indicates severe cost structure or pricing power issues inherent to business model
  • ! Negative operating cash flow of -$99K and free cash flow of -$136K despite $86.4M revenue reveals unprofitable growth model
  • ! Current ratio of 0.91x signals liquidity stress with current liabilities exceeding current assets; limited $4.4M cash against consistent losses
  • ! Operating margin of -8.8% and net margin of -9.5% show the company loses money on every dollar of revenue with no clear path to profitability
ChatGPT
  • ! Extremely thin 3.7% gross margin limits the path to sustainable profitability
  • ! Negative operating income, net income, ROE, and ROA demonstrate continued value destruction
  • ! Current ratio below 1.0x and only $4.38 million of cash create liquidity risk

Key Metrics to Watch

Claude
  • * Gross margin expansion toward industry-competitive levels (should target 15-25%+ for sustainability)
  • * Operating cash flow turning positive and achieving operating profitability (currently -$7.6M operating income)
  • * Current ratio improvement above 1.0 and cash burn reduction to preserve liquidity runway
ChatGPT
  • * Gross margin and operating margin progression
  • * Operating cash flow and cash balance

Fathom Holdings Inc. (FTHM) Financial Metrics & Key Ratios

Revenue
$86.4M
Net Income
$-8.2M
EPS (Diluted)
$-0.25
Free Cash Flow
$-136.0K
Total Assets
$72.1M
Cash Position
$4.4M

💡 AI Analyst Insight

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

FTHM Profit Margin, ROE & Profitability Analysis

Gross Margin 3.7%
Operating Margin -8.8%
Net Margin -9.5%
ROE -27.7%
ROA -11.4%
FCF Margin -0.2%

FTHM vs Real Estate Sector: How Fathom Holdings Inc. Compares

How Fathom Holdings Inc. compares to Real Estate sector averages

Net Margin
FTHM -9.5%
vs
Sector Avg 20.0%
FTHM Sector
ROE
FTHM -27.7%
vs
Sector Avg 8.0%
FTHM Sector
Current Ratio
FTHM 0.9x
vs
Sector Avg 1.5x
FTHM Sector
Debt/Equity
FTHM 0.1x
vs
Sector Avg 1.5x
FTHM Sector

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

Is Fathom Holdings Inc. Stock Overvalued? FTHM Valuation Analysis 2026

Based on fundamental analysis, Fathom Holdings Inc. has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
-27.7%
Sector avg: 8%
Net Profit Margin
-9.5%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.07x
Sector avg: 1.5x

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.

Fathom Holdings Inc. Balance Sheet: FTHM Debt, Cash & Liquidity

Current Ratio
0.91x
Quick Ratio
0.91x
Debt/Equity
0.07x
Debt/Assets
58.7%
Interest Coverage
-1,086.43x
Long-term Debt
$2.1M

FTHM Revenue & Earnings Growth: 5-Year Financial Trend

FTHM 5-year financial data: Year 2021: Revenue $330.2M, Net Income -$1.3M, EPS $-0.12. Year 2022: Revenue $413.0M, Net Income -$12.5M, EPS $-0.88. Year 2023: Revenue $413.0M, Net Income -$27.6M, EPS $-1.73. Year 2024: Revenue $345.2M, Net Income -$24.0M, EPS $-1.47. Year 2025: Revenue $420.5M, Net Income -$21.6M, EPS $-1.07.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Fathom Holdings Inc.'s revenue has grown significantly by 27% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.07 indicates the company is currently unprofitable.

FTHM 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
-0.2%
Free cash flow / Revenue

FTHM Quarterly Earnings & Performance

Quarterly financial performance data for Fathom Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $86.4M -$5.6M $-0.24
Q3 2025 $83.7M -$4.4M $-0.15
Q2 2025 $89.2M -$1.3M $-0.07
Q1 2025 $70.5M -$5.6M $-0.24
Q3 2024 $83.7M -$5.5M $-0.34
Q2 2024 $89.2M -$1.3M $-0.07
Q1 2024 $70.5M -$5.7M $-0.31
Q3 2023 $93.5M -$5.5M $-0.34

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

Fathom Holdings Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$99.0K
Cash generated from operations
Capital Expenditures
$37.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Fathom Holdings Inc. (CIK: 0001753162)

📋 Recent SEC Filings

Date Form Document Action
Jul 20, 2026 8-K fthm-20260717.htm View →
Jul 16, 2026 10-Q fthm-20260331.htm View →
Jul 9, 2026 8-K fthm-20260706.htm View →
Jul 6, 2026 8-K fthm-20260630.htm View →
Jun 29, 2026 8-K fthm-20260624.htm View →

Frequently Asked Questions about FTHM

What is the AI rating for FTHM?

Fathom Holdings Inc. (FTHM) has a Combined AI Grade of C from Claude (C) and ChatGPT (C) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FTHM's key strengths?

Claude: Strong revenue growth of 25.4% YoY demonstrates market traction and scaling. Low leverage with debt-to-equity of 0.07x and manageable long-term debt of $2.1M provides financial flexibility. ChatGPT: Revenue increased 25.4% year over year. Diluted EPS improved 32.7% year over year.

What are the risks of investing in FTHM?

Claude: Critically low gross margin of 3.7% indicates severe cost structure or pricing power issues inherent to business model. Negative operating cash flow of -$99K and free cash flow of -$136K despite $86.4M revenue reveals unprofitable growth model. ChatGPT: Extremely thin 3.7% gross margin limits the path to sustainable profitability. Negative operating income, net income, ROE, and ROA demonstrate continued value destruction.

What is FTHM's revenue and growth?

Fathom Holdings Inc. reported revenue of $86.4M.

Does FTHM pay dividends?

Fathom Holdings Inc. does not currently pay dividends.

Where can I find FTHM SEC filings?

Official SEC filings for Fathom Holdings Inc. (CIK: 0001753162) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FTHM's EPS?

Fathom Holdings Inc. has a diluted EPS of $-0.25.

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 grade reflects both perspectives for balanced insights.

What is FTHM's fundamental grade?

Based on our AI fundamental analysis in August 2026, Fathom Holdings Inc. has a C grade with 80% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is FTHM stock overvalued or undervalued?

Valuation metrics for FTHM: ROE of -27.7% (sector avg: 8%), net margin of -9.5% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

What is FTHM's AI grade for 2026?

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

What is FTHM's free cash flow?

Fathom Holdings Inc.'s operating cash flow is $-99.0K, with capital expenditures of $37.0K. FCF margin is -0.2%.

How does FTHM compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin -9.5% (avg: 20%), ROE -27.7% (avg: 8%), current ratio 0.91 (avg: 1.5).

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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: Jul 27, 2026 | Data as of: 2026-03-31 | Powered by Claude AI