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IDR Stock Analysis 2026 - Idaho Strategic Resources, Inc. AI Rating

IDR NYSE Gold and Silver Ores ID CIK: 0001030192
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
STRONG BUY
76% Conf
Pending
Analysis scheduled

📊 IDR Key Takeaways

Revenue: $42.4M
Net Margin: 39.4%
Free Cash Flow: $12.4M
Current Ratio: 13.96x
Debt/Equity: 0.02x
EPS: $1.14
AI Rating: STRONG BUY with 76% confidence

Is IDR a Good Investment? Thesis Analysis

Claude

Idaho Strategic Resources demonstrates exceptional fundamental strength with 64.6% revenue growth, extraordinary profitability margins (39.4% net margin, 36.8% operating margin), and a fortress balance sheet with minimal debt (0.02x debt/equity). The company generates robust free cash flow (29.2% FCF margin) and maintains exceptional liquidity (13.96x current ratio), indicating strong operational execution and financial discipline.

Why Buy IDR? Key Strengths

Claude
  • + Exceptional profitability margins across all levels (gross 61.8%, operating 36.8%, net 39.4%)
  • + Strong revenue growth of 64.6% YoY demonstrating demand momentum
  • + Fortress balance sheet with minimal leverage (0.02x debt/equity) and only $2.3M long-term debt
  • + Exceptional liquidity position with 13.96x current ratio and $9.9M cash
  • + Strong free cash flow generation at $12.4M with 29.2% FCF margin
  • + Capital discipline evidenced by EPS growth (70.1%) outpacing net income growth (0.5%)
  • + Solid returns on equity (15.5%) and assets (14.4%)

IDR Investment Risks to Consider

Claude
  • ! Commodity price exposure to gold and silver creates revenue volatility beyond operational control
  • ! Small company scale ($42.4M revenue) limits diversification and operational resilience
  • ! Mining sector operational risks including regulatory compliance, environmental remediation, and production uncertainties
  • ! Cyclical industry exposure makes growth sustainability dependent on commodity cycle timing
  • ! Limited insider activity signals (1 Form 4 filing in 90 days) suggests minimal insider confidence indication

Key Metrics to Watch

Claude
  • * Revenue growth sustainability and commodity price correlation
  • * Operating margin maintenance and cost structure
  • * Free cash flow generation and capital allocation strategy
  • * Debt levels and leverage ratios for mining sector exposure
  • * Gross margin trends indicating production efficiency

IDR Financial Metrics

Revenue
$42.4M
Net Income
$16.7M
EPS (Diluted)
$1.14
Free Cash Flow
$12.4M
Total Assets
$116.2M
Cash Position
$9.9M

💡 AI Analyst Insight

The 29.2% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 13.96x current ratio provides a solid financial cushion.

IDR Profitability Ratios

Gross Margin 61.8%
Operating Margin 36.8%
Net Margin 39.4%
ROE 15.5%
ROA 14.4%
FCF Margin 29.2%

IDR vs Default Sector

How Idaho Strategic Resources, Inc. compares to Default sector averages

Net Margin
IDR 39.4%
vs
Sector Avg 12.0%
IDR Sector
ROE
IDR 15.5%
vs
Sector Avg 15.0%
IDR Sector
Current Ratio
IDR 14.0x
vs
Sector Avg 1.8x
IDR Sector
Debt/Equity
IDR 0.0x
vs
Sector Avg 0.7x
IDR Sector

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

Is IDR Overvalued or Undervalued?

Based on fundamental analysis, Idaho Strategic Resources, Inc. appears fundamentally strong relative to the Default sector in 2026.

Return on Equity
15.5%
Sector avg: 15%
Net Profit Margin
39.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.02x
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.

IDR Balance Sheet & Liquidity

Current Ratio
13.96x
Quick Ratio
13.70x
Debt/Equity
0.02x
Debt/Assets
4.6%
Interest Coverage
N/A
Long-term Debt
$2.3M

IDR 5-Year Financial Trend & Growth Analysis

IDR 5-year financial data: Year 2020: Revenue $6.1M, Net Income N/A, EPS N/A. Year 2021: Revenue $7.6M, Net Income -$739.9K, EPS N/A. Year 2022: Revenue $9.6M, Net Income -$3.3M, EPS N/A. Year 2023: Revenue $13.7M, Net Income -$2.6M, EPS N/A. Year 2024: Revenue $25.8M, Net Income $1.2M, EPS $0.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Idaho Strategic Resources, Inc.'s revenue has grown significantly by 321% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.67 reflects profitable operations.

IDR 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
29.2%
Free cash flow / Revenue

IDR Quarterly Performance

Quarterly financial performance data for Idaho Strategic Resources, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $6.2M $1.6M $0.12
Q2 2025 $6.1M $2.2M $0.17
Q1 2025 $5.9M $1.6M $0.12
Q3 2024 $3.3M $404.0K N/A
Q2 2024 $3.2M $44.2K N/A
Q1 2024 $3.3M $44.2K N/A
Q3 2023 $1.7M N/A N/A
Q2 2023 $2.4M $44.2K N/A

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

IDR Capital Allocation

Operating Cash Flow
$19.1M
Cash generated from operations
Stock Buybacks
$11.1K
Shares repurchased (TTM)
Capital Expenditures
$6.7M
Investment in assets
Dividends
None
No dividend program

IDR SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Idaho Strategic Resources, Inc. (CIK: 0001030192)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 8-K idr_8k.htm View →
Mar 23, 2026 10-K idr_10k.htm View →
Jan 16, 2026 4 xslF345X05/section16.xml View →
Jan 9, 2026 4 xslF345X05/section16.xml View →
Jan 8, 2026 4 xslF345X05/section16.xml View →

Frequently Asked Questions about IDR

What is the AI rating for IDR?

Idaho Strategic Resources, Inc. (IDR) has an AI rating of STRONG BUY with 76% confidence, based on fundamental analysis of SEC EDGAR filings.

What are IDR's key strengths?

Claude: Exceptional profitability margins across all levels (gross 61.8%, operating 36.8%, net 39.4%). Strong revenue growth of 64.6% YoY demonstrating demand momentum.

What are the risks of investing in IDR?

Claude: Commodity price exposure to gold and silver creates revenue volatility beyond operational control. Small company scale ($42.4M revenue) limits diversification and operational resilience.

What is IDR's revenue and growth?

Idaho Strategic Resources, Inc. reported revenue of $42.4M.

Does IDR pay dividends?

Idaho Strategic Resources, Inc. does not currently pay dividends.

Where can I find IDR SEC filings?

Official SEC filings for Idaho Strategic Resources, Inc. (CIK: 0001030192) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IDR's EPS?

Idaho Strategic Resources, Inc. has a diluted EPS of $1.14.

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 IDR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Idaho Strategic Resources, Inc. has a STRONG BUY rating with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is IDR stock overvalued or undervalued?

Valuation metrics for IDR: ROE of 15.5% (sector avg: 15%), net margin of 39.4% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy IDR stock in 2026?

Our dual AI analysis gives Idaho Strategic Resources, Inc. a combined STRONG BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is IDR's free cash flow?

Idaho Strategic Resources, Inc.'s operating cash flow is $19.1M, with capital expenditures of $6.7M. FCF margin is 29.2%.

How does IDR compare to other Default stocks?

Vs Default sector averages: Net margin 39.4% (avg: 12%), ROE 15.5% (avg: 15%), current ratio 13.96 (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 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI