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Hydrofarm Holdings Group, Inc.. (HYFM) Stock Fundamental Analysis & AI Rating 2026

HYFM Nasdaq Wholesale-Miscellaneous Nondurable Goods DE CIK: 0001695295
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Rating
STRONG SELL
94% Confidence
STRONG AGREEMENT
STRONG SELL
97% Conf
STRONG SELL
90% Conf

📊 HYFM Key Takeaways

Revenue: $28.5M
Net Margin: -51.2%
Free Cash Flow: $-778.0K
Current Ratio: 0.33x
Debt/Equity: N/A
EPS: $-3.07
AI Rating: STRONG SELL with 97% confidence
Hydrofarm Holdings Group, Inc.. (HYFM) receives a STRONG SELL rating with 94% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $28.5M, net profit margin of -51.2%, Hydrofarm Holdings Group, Inc.. demonstrates mixed fundamentals in the Market sector. Below is our complete HYFM stock analysis for 2026.

Is Hydrofarm Holdings Group, Inc.. (HYFM) a Good Investment?

Claude

Hydrofarm faces imminent financial distress with negative stockholders equity of -$78.1M (technically insolvent), collapsing revenue (-29.4% YoY), and catastrophic cash burn. With only $4.8M cash against -$778K FCF, critical liquidity ratios (0.33x current, 0.14x quick), and $114.5M debt that cannot be serviced from operations, bankruptcy risk is elevated.

ChatGPT

Fundamentals indicate severe financial distress: revenue is contracting sharply, gross margins are slim, and operating and net losses are extreme. Liquidity is critically weak (current ratio 0.37x, cash $6.3M) alongside high leverage and negative interest coverage, creating near-term solvency risk. Without a recapitalization and clear improvements in margins and operating cash flow, downside risk dominates.

Why Buy Hydrofarm Holdings Group, Inc.. Stock? HYFM Key Strengths

Claude
  • + Company maintains asset base of $117.8M with potential liquidation value
  • + Continued revenue generation ($28.5M) provides some operational foundation
  • + Exists in wholesale distribution sector with established market presence
ChatGPT
  • + Low capital expenditure requirements provide flexibility
  • + Positive gross profit offers a base for potential margin repair
  • + Existing asset base may support restructuring efforts

HYFM Stock Risks: Hydrofarm Holdings Group, Inc.. Investment Risks

Claude
  • ! Negative stockholders equity of -$78.1M indicates technical insolvency
  • ! Severe cash depletion risk with only $4.8M liquidity against -$778K FCF burn rate
  • ! Revenue collapsing 29.4% YoY with 51.2% net loss margin is unsustainable
  • ! Dangerously low liquidity ratios (0.33x current, 0.14x quick) cannot service obligations
  • ! High debt burden of $114.5M with negative interest coverage of -2.2x
  • ! Operating cash flow negative, indicating core business cannot fund operations
ChatGPT
  • ! Acute liquidity risk given sub-1.0 current and quick ratios
  • ! High leverage with negative equity and interest coverage implies default/dilution risk
  • ! Continued revenue decline and low gross margin constrain path to profitability

Key Metrics to Watch

Claude
  • * Cash balance depletion rate and runway to insolvency
  • * Revenue stabilization and gross margin recovery
  • * Operating cash flow return to positive territory
  • * Debt restructuring or refinancing announcements
  • * Asset impairment charges or going concern qualifications in filings
ChatGPT
  • * Current ratio
  • * Operating cash flow

Hydrofarm Holdings Group, Inc.. (HYFM) Financial Metrics & Key Ratios

Revenue
$28.5M
Net Income
$-14.6M
EPS (Diluted)
$-3.07
Free Cash Flow
$-778.0K
Total Assets
$117.8M
Cash Position
$4.8M

💡 AI Analyst Insight

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

HYFM Profit Margin, ROE & Profitability Analysis

Gross Margin 6.4%
Operating Margin -30.6%
Net Margin -51.2%
ROE N/A
ROA -12.4%
FCF Margin -2.7%

HYFM vs Market Sector: How Hydrofarm Holdings Group, Inc.. Compares

How Hydrofarm Holdings Group, Inc.. compares to Market sector averages

Net Margin
HYFM -51.2%
vs
Sector Avg 12.0%
HYFM Sector
ROE
HYFM 0.0%
vs
Sector Avg 15.0%
HYFM Sector
Current Ratio
HYFM 0.3x
vs
Sector Avg 1.8x
HYFM Sector
Debt/Equity
HYFM 0.0x
vs
Sector Avg 0.7x
HYFM Sector

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

Is Hydrofarm Holdings Group, Inc.. Stock Overvalued? HYFM Valuation Analysis 2026

Based on fundamental analysis, Hydrofarm Holdings Group, Inc.. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-51.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

Hydrofarm Holdings Group, Inc.. Balance Sheet: HYFM Debt, Cash & Liquidity

Current Ratio
0.33x
Quick Ratio
0.14x
Debt/Equity
N/A
Debt/Assets
166.4%
Interest Coverage
-2.22x
Long-term Debt
$114.5M

HYFM Revenue & Earnings Growth: 5-Year Financial Trend

HYFM 5-year financial data: Year 2021: Revenue $479.4M, Net Income -$40.1M, EPS $-1.94. Year 2022: Revenue $479.4M, Net Income $13.4M, EPS $0.31. Year 2023: Revenue $344.5M, Net Income -$285.4M, EPS $-6.35. Year 2024: Revenue $226.6M, Net Income -$64.8M, EPS $-14.24. Year 2025: Revenue $190.3M, Net Income -$66.7M, EPS $-14.51.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Hydrofarm Holdings Group, Inc..'s revenue has declined by 60% over the 5-year period, indicating business contraction. The most recent EPS of $-14.51 indicates the company is currently unprofitable.

HYFM 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
-2.7%
Free cash flow / Revenue

HYFM Quarterly Earnings & Performance

Quarterly financial performance data for Hydrofarm Holdings Group, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $29.4M -$13.1M $-2.86
Q2 2025 $39.2M -$16.9M $-3.63
Q1 2025 $40.5M -$12.6M $-2.75
Q3 2024 $44.0M -$13.1M $-0.29
Q2 2024 $54.8M -$12.9M $-0.28
Q1 2024 $54.2M -$12.6M $-0.28
Q3 2023 $54.2M -$19.9M $-0.44
Q2 2023 $63.1M -$12.9M $-0.28

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

Hydrofarm Holdings Group, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$759.0K
Cash generated from operations
Capital Expenditures
$19.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Hydrofarm Holdings Group, Inc.. (CIK: 0001695295)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 10-Q hyfm20260331_10q.htm View →
May 15, 2026 8-K hyfm20260209_8k.htm View →
Apr 30, 2026 DEF 14A hyfm20260414_def14a.htm View →
Apr 20, 2026 8-K hyfm20260415_8k.htm View →
Apr 14, 2026 8-K hyfm20260410c_8k.htm View →

Frequently Asked Questions about HYFM

What is the AI rating for HYFM?

Hydrofarm Holdings Group, Inc.. (HYFM) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 94% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HYFM's key strengths?

Claude: Company maintains asset base of $117.8M with potential liquidation value. Continued revenue generation ($28.5M) provides some operational foundation. ChatGPT: Low capital expenditure requirements provide flexibility. Positive gross profit offers a base for potential margin repair.

What are the risks of investing in HYFM?

Claude: Negative stockholders equity of -$78.1M indicates technical insolvency. Severe cash depletion risk with only $4.8M liquidity against -$778K FCF burn rate. ChatGPT: Acute liquidity risk given sub-1.0 current and quick ratios. High leverage with negative equity and interest coverage implies default/dilution risk.

What is HYFM's revenue and growth?

Hydrofarm Holdings Group, Inc.. reported revenue of $28.5M.

Does HYFM pay dividends?

Hydrofarm Holdings Group, Inc.. does not currently pay dividends.

Where can I find HYFM SEC filings?

Official SEC filings for Hydrofarm Holdings Group, Inc.. (CIK: 0001695295) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HYFM's EPS?

Hydrofarm Holdings Group, Inc.. has a diluted EPS of $-3.07.

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 HYFM a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Hydrofarm Holdings Group, Inc.. has a STRONG SELL rating with 94% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HYFM stock overvalued or undervalued?

Valuation metrics for HYFM: ROE of N/A (sector avg: 15%), net margin of -51.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy HYFM stock in 2026?

Our dual AI analysis gives Hydrofarm Holdings Group, Inc.. 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 HYFM's free cash flow?

Hydrofarm Holdings Group, Inc..'s operating cash flow is $-759.0K, with capital expenditures of $19.0K. FCF margin is -2.7%.

How does HYFM compare to other Market stocks?

Vs Default sector averages: Net margin -51.2% (avg: 12%), ROE N/A (avg: 15%), current ratio 0.33 (avg: 1.8).

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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 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI