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GOODO Stock Analysis 2026 - GLADSTONE COMMERCIAL CORP AI Rating

GOODO Nasdaq Lessors of Real Property, NEC MD CIK: 0001234006
Recently Updated • Analysis: Apr 10, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
63% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
64% Conf

📊 GOODO Key Takeaways

Revenue: $161.3M
Net Margin: 12.0%
Free Cash Flow: $88.2M
Current Ratio: N/A
Debt/Equity: 4.91x
EPS: $0.14
AI Rating: HOLD with 62% confidence

Is GOODO a Good Investment? Thesis Analysis

Claude

Gladstone Commercial generates strong cash flow (54.6% FCF margin) with net income surging 192.6% YoY, but this is undermined by extreme leverage (4.91x debt/equity), declining EPS (-48.1%) despite growing profits indicating shareholder dilution, and minimal liquidity ($10.8M cash against $843.5M debt). The capital structure presents significant financial risk.

ChatGPT

Revenue is growing and net income improved materially, supported by strong operating cash flow and a double‑digit ROE. However, very high leverage, low cash, and a sharp EPS decline raise concerns about per‑share durability and refinancing/interest‑rate sensitivity until coverage and FFO trends are clearer.

Why Buy GOODO? Key Strengths

Claude
  • + Strong free cash flow generation with 54.6% FCF margin and $88.2M operating cash flow
  • + Robust net income growth of 192.6% YoY with 12% net margin demonstrating earnings quality
  • + Steady revenue growth of 8% YoY indicating stable lease business operations
ChatGPT
  • + Solid revenue growth (+8% YoY)
  • + Strong operating cash flow and high FCF margin (~55%)
  • + Improved profitability with 12% net margin and 11% ROE

GOODO Investment Risks to Consider

Claude
  • ! Dangerously high debt-to-equity ratio of 4.91x with only $10.8M cash against $843.5M long-term debt creates refinancing risk
  • ! Diluted EPS declined 48.1% YoY despite net income growth, signaling severe shareholder dilution or value destruction
  • ! Low return on assets (1.5%) indicates poor capital efficiency despite capital-intensive business model
ChatGPT
  • ! High leverage (Debt/Equity 4.91x) and sizable long‑term debt
  • ! Low cash levels heighten liquidity and refinancing risk
  • ! EPS down 48% YoY, indicating dilution or weaker per‑share economics

Key Metrics to Watch

Claude
  • * Interest coverage ratio and debt service capability relative to OCF
  • * Changes in share count and dilution rates
  • * Debt refinancing schedule and covenant compliance
ChatGPT
  • * AFFO/FFO per share growth
  • * Interest coverage ratio

GOODO Financial Metrics

Revenue
$161.3M
Net Income
$19.3M
EPS (Diluted)
$0.14
Free Cash Flow
$88.2M
Total Assets
$1.2B
Cash Position
$10.8M

💡 AI Analyst Insight

The 54.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

GOODO Profitability Ratios

Gross Margin N/A
Operating Margin N/A
Net Margin 12.0%
ROE 11.2%
ROA 1.5%
FCF Margin 54.6%

GOODO vs Default Sector

How GLADSTONE COMMERCIAL CORP compares to Default sector averages

Net Margin
GOODO 12.0%
vs
Sector Avg 12.0%
GOODO Sector
ROE
GOODO 11.2%
vs
Sector Avg 15.0%
GOODO Sector
Current Ratio
GOODO 0.0x
vs
Sector Avg 1.8x
GOODO Sector
Debt/Equity
GOODO 4.9x
vs
Sector Avg 0.7x
GOODO Sector

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

Is GOODO Overvalued or Undervalued?

Based on fundamental analysis, GLADSTONE COMMERCIAL CORP has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
11.2%
Sector avg: 15%
Net Profit Margin
12.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
4.91x
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.

GOODO Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
4.91x
Debt/Assets
72.6%
Interest Coverage
N/A
Long-term Debt
$843.5M

GOODO 5-Year Financial Trend & Growth Analysis

GOODO 5-year financial data: Year 2021: Revenue $137.7M, Net Income $9.6M, EPS $-0.16. Year 2022: Revenue $149.0M, Net Income $14.9M, EPS $0.09. Year 2023: Revenue $149.0M, Net Income $10.9M, EPS $-0.09. Year 2024: Revenue $149.4M, Net Income $10.8M, EPS $-0.04. Year 2025: Revenue $161.3M, Net Income $5.0M, EPS $-0.19.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: GLADSTONE COMMERCIAL CORP's revenue has grown significantly by 17% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.19 indicates the company is currently unprofitable.

GOODO 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
54.6%
Free cash flow / Revenue

GOODO Quarterly Performance

Quarterly financial performance data for GLADSTONE COMMERCIAL CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $39.2M $4.1M $0.02
Q2 2025 $37.1M $1.6M $-0.03
Q1 2025 $35.7M $3.5M $0.01
Q3 2024 $36.5M $448.0K $-0.04
Q2 2024 $37.1M -$1.3M $-0.03
Q1 2024 $35.7M $3.2M $0.00
Q3 2023 $36.5M $448.0K $-0.01
Q2 2023 $36.4M -$1.3M $0.00

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

GOODO Capital Allocation

Operating Cash Flow
$88.2M
Cash generated from operations
Dividends Paid
$68.2M
Returned to shareholders

GOODO SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for GLADSTONE COMMERCIAL CORP (CIK: 0001234006)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 4 xslF345X06/form4.xml View →
Mar 23, 2026 8-K d59086d8k.htm View →
Mar 20, 2026 DEF 14A d17315ddef14a.htm View →
Feb 26, 2026 4 xslF345X05/form4.xml View →
Feb 18, 2026 8-K good-20260218.htm View →

Frequently Asked Questions about GOODO

What is the AI rating for GOODO?

GLADSTONE COMMERCIAL CORP (GOODO) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 63% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GOODO's key strengths?

Claude: Strong free cash flow generation with 54.6% FCF margin and $88.2M operating cash flow. Robust net income growth of 192.6% YoY with 12% net margin demonstrating earnings quality. ChatGPT: Solid revenue growth (+8% YoY). Strong operating cash flow and high FCF margin (~55%).

What are the risks of investing in GOODO?

Claude: Dangerously high debt-to-equity ratio of 4.91x with only $10.8M cash against $843.5M long-term debt creates refinancing risk. Diluted EPS declined 48.1% YoY despite net income growth, signaling severe shareholder dilution or value destruction. ChatGPT: High leverage (Debt/Equity 4.91x) and sizable long‑term debt. Low cash levels heighten liquidity and refinancing risk.

What is GOODO's revenue and growth?

GLADSTONE COMMERCIAL CORP reported revenue of $161.3M.

Does GOODO pay dividends?

GLADSTONE COMMERCIAL CORP pays dividends, with $68.2M distributed to shareholders in the trailing twelve months.

Where can I find GOODO SEC filings?

Official SEC filings for GLADSTONE COMMERCIAL CORP (CIK: 0001234006) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GOODO's EPS?

GLADSTONE COMMERCIAL CORP has a diluted EPS of $0.14.

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 GOODO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, GLADSTONE COMMERCIAL CORP has a HOLD rating with 63% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GOODO stock overvalued or undervalued?

Valuation metrics for GOODO: ROE of 11.2% (sector avg: 15%), net margin of 12.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy GOODO stock in 2026?

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

What is GOODO's free cash flow?

GLADSTONE COMMERCIAL CORP's operating cash flow is $88.2M, with capital expenditures of N/A. FCF margin is 54.6%.

How does GOODO compare to other Default stocks?

Vs Default sector averages: Net margin 12.0% (avg: 12%), ROE 11.2% (avg: 15%), current ratio N/A (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: Apr 10, 2026 | Data as of: 2025-12-31 | Powered by Claude AI