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GDOT Stock Analysis 2026 - GREEN DOT CORP AI Rating

GDOT NYSE Finance Services DE CIK: 0001386278
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 GDOT Key Takeaways

Revenue: $2.1B
Net Margin: -4.8%
Free Cash Flow: $66.0M
Current Ratio: 0.52x
Debt/Equity: 0.00x
EPS: $0.33
AI Rating: SELL with 75% confidence

Is GDOT a Good Investment? Thesis Analysis

Claude

Green Dot displays deteriorating operational performance with negative net margins (-4.8%) and negative returns on equity (-11.1%), indicating the company is destroying shareholder value despite revenue growth. Critical liquidity concerns emerge from a severely depressed current ratio of 0.52x, suggesting potential difficulties meeting short-term obligations despite holding $1.4B in cash, pointing to operational inefficiencies or structural business challenges.

Why Buy GDOT? Key Strengths

Claude
  • + Moderate revenue growth of 4.5% YoY demonstrates sustained demand for financial services offerings
  • + Positive free cash flow of $66.0M (3.2% FCF margin) and strong operating cash flow of $138.6M provide some financial flexibility
  • + Minimal debt exposure with 0.00x debt-to-equity ratio reduces financial risk from leverage

GDOT Investment Risks to Consider

Claude
  • ! Deeply negative net income of -$98.9M with -4.8% net margin indicates operational losses and business model unprofitability at scale
  • ! Critically weak current ratio of 0.52x suggests potential liquidity crisis despite $1.4B cash balance, indicating misalignment of asset types or operational cash burn
  • ! Negative ROE (-11.1%) and ROA (-1.7%) demonstrate systematic destruction of shareholder capital and poor asset utilization efficiency
  • ! Operating margin of only 0.7% leaves minimal buffer for unexpected costs or revenue disruptions

Key Metrics to Watch

Claude
  • * Net income trajectory and path to profitability sustainability
  • * Current ratio improvement and working capital management efficiency
  • * Operating margin expansion through cost structure optimization

GDOT Financial Metrics

Revenue
$2.1B
Net Income
$-98.9M
EPS (Diluted)
$0.33
Free Cash Flow
$66.0M
Total Assets
$6.0B
Cash Position
$1.4B

💡 AI Analyst Insight

The relatively thin 3.2% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

GDOT Profitability Ratios

Gross Margin N/A
Operating Margin 0.7%
Net Margin -4.8%
ROE -11.1%
ROA -1.7%
FCF Margin 3.2%

GDOT vs Finance Sector

How GREEN DOT CORP compares to Finance sector averages

Net Margin
GDOT -4.8%
vs
Sector Avg 25.0%
GDOT Sector
ROE
GDOT -11.1%
vs
Sector Avg 12.0%
GDOT Sector
Current Ratio
GDOT 0.5x
vs
Sector Avg 1.2x
GDOT Sector
Debt/Equity
GDOT 0.0x
vs
Sector Avg 2.0x
GDOT Sector

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

Is GDOT Overvalued or Undervalued?

Based on fundamental analysis, GREEN DOT CORP has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-11.1%
Sector avg: 12%
Net Profit Margin
-4.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

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.

GDOT Balance Sheet & Liquidity

Current Ratio
0.52x
Quick Ratio
0.52x
Debt/Equity
0.00x
Debt/Assets
85.1%
Interest Coverage
N/A
Long-term Debt
N/A

GDOT 5-Year Financial Trend & Growth Analysis

GDOT 5-year financial data: Year 2021: Revenue $1.4B, Net Income $99.9M, EPS N/A. Year 2022: Revenue $1.4B, Net Income $23.1M, EPS N/A. Year 2023: Revenue $1.5B, Net Income $47.5M, EPS N/A. Year 2025: Revenue $2.0B, Net Income $6.7M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: GREEN DOT CORP's revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion.

GDOT 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
3.2%
Free cash flow / Revenue

GDOT Quarterly Performance

Quarterly financial performance data for GREEN DOT CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $393.7M -$7.8M N/A
Q2 2025 $392.5M -$21.3M N/A
Q1 2025 $439.3M $4.8M N/A
Q3 2024 $344.6M -$6.3M N/A
Q2 2024 $355.9M $578.0K N/A
Q1 2024 $405.7M $4.8M N/A
Q3 2023 $332.3M $4.7M N/A
Q2 2023 $352.1M $578.0K N/A

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

GDOT Capital Allocation

Operating Cash Flow
$138.6M
Cash generated from operations
Capital Expenditures
$72.5M
Investment in assets
Dividends
None
No dividend program

GDOT SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for GREEN DOT CORP (CIK: 0001386278)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 24, 2026 4 xslF345X06/primarydocument.xml View →
Mar 16, 2026 10-K gdot-20251231.htm View →

Frequently Asked Questions about GDOT

What is the AI rating for GDOT?

GREEN DOT CORP (GDOT) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are GDOT's key strengths?

Claude: Moderate revenue growth of 4.5% YoY demonstrates sustained demand for financial services offerings. Positive free cash flow of $66.0M (3.2% FCF margin) and strong operating cash flow of $138.6M provide some financial flexibility.

What are the risks of investing in GDOT?

Claude: Deeply negative net income of -$98.9M with -4.8% net margin indicates operational losses and business model unprofitability at scale. Critically weak current ratio of 0.52x suggests potential liquidity crisis despite $1.4B cash balance, indicating misalignment of asset types or operational cash burn.

What is GDOT's revenue and growth?

GREEN DOT CORP reported revenue of $2.1B.

Does GDOT pay dividends?

GREEN DOT CORP does not currently pay dividends.

Where can I find GDOT SEC filings?

Official SEC filings for GREEN DOT CORP (CIK: 0001386278) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GDOT's EPS?

GREEN DOT CORP has a diluted EPS of $0.33.

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 GDOT a good stock to buy right now?

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

Is GDOT stock overvalued or undervalued?

Valuation metrics for GDOT: ROE of -11.1% (sector avg: 12%), net margin of -4.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy GDOT stock in 2026?

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

What is GDOT's free cash flow?

GREEN DOT CORP's operating cash flow is $138.6M, with capital expenditures of $72.5M. FCF margin is 3.2%.

How does GDOT compare to other Finance stocks?

Vs Finance sector averages: Net margin -4.8% (avg: 25%), ROE -11.1% (avg: 12%), current ratio 0.52 (avg: 1.2).

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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI