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i3 Verticals, Inc. (IIIV) Stock Fundamental Analysis & AI Rating 2026

IIIV Nasdaq Services-Prepackaged Software DE CIK: 0001728688
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
66% Confidence
AGREEMENT
SELL
72% Conf
HOLD
61% Conf

📊 IIIV Key Takeaways

Revenue: $110.2M
Net Margin: 1.8%
Free Cash Flow: $23.4M
Current Ratio: 1.34x
Debt/Equity: 0.26x
EPS: $0.08
AI Rating: SELL with 72% confidence
i3 Verticals, Inc. (IIIV) receives a SELL rating with 66% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $110.2M, net profit margin of 1.8%, and return on equity (ROE) of 0.6%, i3 Verticals, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete IIIV stock analysis for 2026.

Is i3 Verticals, Inc. (IIIV) a Good Investment?

Claude

i3 Verticals shows deteriorating profitability fundamentals with net income down 32.6% and EPS down 84.8% YoY despite 11.5% revenue growth, indicating operational margin compression. Microscopic returns (ROE 0.6%, ROA 0.3%, 1.8% net margin) and extremely low cash position ($7.1M) create financial fragility, though positive free cash flow ($23.4M) provides limited cushion.

ChatGPT

Solid top-line growth and strong free cash flow with low capital intensity and no long-term debt indicate healthy underlying cash generation. However, GAAP profitability and returns on capital are very weak and trending down, and the reported gross margin appears anomalous, raising questions about earnings quality and mix. Await clearer operating leverage and margin normalization before a more constructive view.

Why Buy i3 Verticals, Inc. Stock? IIIV Key Strengths

Claude
  • + Solid revenue growth of 11.5% YoY demonstrates market demand
  • + Strong free cash flow generation at $23.4M with 21.3% FCF margin despite low net income
  • + Moderate leverage with 0.26x debt-to-equity ratio provides debt capacity
ChatGPT
  • + Double-digit revenue growth (+11.5% YoY)
  • + Strong free cash flow margin (26.2%) with minimal capex
  • + Clean balance sheet with zero long-term debt and healthy liquidity (current ratio 1.61x)

IIIV Stock Risks: i3 Verticals, Inc. Investment Risks

Claude
  • ! Severe profitability collapse with net income down 32.6% and EPS down 84.8% YoY signals operational distress
  • ! Abnormally high gross margin of 151.8% suggests data irregularities or one-time charges requiring investigation
  • ! Critical cash shortage with only $7.1M cash against $110.2M revenue; insufficient liquidity cushion
  • ! Abysmal returns with ROE of 0.6% and ROA of 0.3% indicate capital is not productively deployed
ChatGPT
  • ! Very thin profitability (0.9% net margin) and declining EPS
  • ! Extremely low ROE/ROA (0.1%), suggesting poor capital efficiency
  • ! Data anomaly in gross margin (gross profit exceeds revenue) implies mix/classification issues and earnings-quality risk

Key Metrics to Watch

Claude
  • * Quarterly net income and operating margin trend to confirm whether profitability recovery occurs
  • * Gross margin normalization and detailed breakdown to verify data accuracy
  • * Cash balance trajectory and working capital management given extremely tight liquidity
  • * Operating cash flow sustainability and whether FCF remains positive without earnings recovery
ChatGPT
  • * Operating margin
  • * Free cash flow margin

i3 Verticals, Inc. (IIIV) Financial Metrics & Key Ratios

Revenue
$110.2M
Net Income
$1.9M
EPS (Diluted)
$0.08
Free Cash Flow
$23.4M
Total Assets
$636.4M
Cash Position
$7.1M

💡 AI Analyst Insight

The 21.3% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

IIIV Profit Margin, ROE & Profitability Analysis

Gross Margin 151.8%
Operating Margin 4.9%
Net Margin 1.8%
ROE 0.6%
ROA 0.3%
FCF Margin 21.3%

IIIV vs Technology Sector: How i3 Verticals, Inc. Compares

How i3 Verticals, Inc. compares to Technology sector averages

Net Margin
IIIV 1.8%
vs
Sector Avg 18.0%
IIIV Sector
ROE
IIIV 0.6%
vs
Sector Avg 22.0%
IIIV Sector
Current Ratio
IIIV 1.3x
vs
Sector Avg 2.5x
IIIV Sector
Debt/Equity
IIIV 0.3x
vs
Sector Avg 0.5x
IIIV Sector

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

Is i3 Verticals, Inc. Stock Overvalued? IIIV Valuation Analysis 2026

Based on fundamental analysis, i3 Verticals, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
0.6%
Sector avg: 22%
Net Profit Margin
1.8%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.26x
Sector avg: 0.5x

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.

i3 Verticals, Inc. Balance Sheet: IIIV Debt, Cash & Liquidity

Current Ratio
1.34x
Quick Ratio
1.29x
Debt/Equity
0.26x
Debt/Assets
31.1%
Interest Coverage
N/A
Long-term Debt
$81.0M

IIIV Revenue & Earnings Growth: 5-Year Financial Trend

IIIV 5-year financial data: Year 2021: Revenue $376.3M, Net Income -$3.0M, EPS $-0.29. Year 2022: Revenue $317.9M, Net Income -$419.0K, EPS $-0.03. Year 2023: Revenue $370.2M, Net Income -$4.5M, EPS $-0.22. Year 2024: Revenue $229.9M, Net Income -$17.1M, EPS N/A. Year 2025: Revenue $213.2M, Net Income -$811.0K, EPS $-0.07.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: i3 Verticals, Inc.'s revenue has declined by 43% over the 5-year period, indicating business contraction. The most recent EPS of $-0.07 indicates the company is currently unprofitable.

IIIV 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
21.3%
Free cash flow / Revenue

IIIV Quarterly Earnings & Performance

Quarterly financial performance data for i3 Verticals, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $54.1M -$154.0K $0.07
Q1 2026 $52.2M $484.0K $0.02
Q3 2025 $46.2M -$4.6M $0.50
Q2 2025 $58.0M -$154.0K $0.08
Q1 2025 $55.1M $1.1M $0.04
Q3 2024 $56.0M -$4.6M $-0.20
Q2 2024 $93.9M $36.0K $0.00
Q1 2024 $86.0M -$240.0K $-0.01

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

i3 Verticals, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$24.2M
Cash generated from operations
Stock Buybacks
$88.8M
Shares repurchased (TTM)
Capital Expenditures
$722.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for i3 Verticals, Inc. (CIK: 0001728688)

📋 Recent SEC Filings

Date Form Document Action
May 14, 2026 4 xslF345X06/wk-form4_1778790856.xml View →
May 12, 2026 8-K iiiv-20260512.htm View →
May 8, 2026 10-Q iiiv-20260331.htm View →
May 7, 2026 8-K iiiv-20260507.htm View →
Mar 9, 2026 4 xslF345X05/wk-form4_1773090218.xml View →

Frequently Asked Questions about IIIV

What is the AI rating for IIIV?

i3 Verticals, Inc. (IIIV) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 66% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are IIIV's key strengths?

Claude: Solid revenue growth of 11.5% YoY demonstrates market demand. Strong free cash flow generation at $23.4M with 21.3% FCF margin despite low net income. ChatGPT: Double-digit revenue growth (+11.5% YoY). Strong free cash flow margin (26.2%) with minimal capex.

What are the risks of investing in IIIV?

Claude: Severe profitability collapse with net income down 32.6% and EPS down 84.8% YoY signals operational distress. Abnormally high gross margin of 151.8% suggests data irregularities or one-time charges requiring investigation. ChatGPT: Very thin profitability (0.9% net margin) and declining EPS. Extremely low ROE/ROA (0.1%), suggesting poor capital efficiency.

What is IIIV's revenue and growth?

i3 Verticals, Inc. reported revenue of $110.2M.

Does IIIV pay dividends?

i3 Verticals, Inc. does not currently pay dividends.

Where can I find IIIV SEC filings?

Official SEC filings for i3 Verticals, Inc. (CIK: 0001728688) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IIIV's EPS?

i3 Verticals, Inc. has a diluted EPS of $0.08.

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 IIIV a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, i3 Verticals, Inc. has a SELL rating with 66% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is IIIV stock overvalued or undervalued?

Valuation metrics for IIIV: ROE of 0.6% (sector avg: 22%), net margin of 1.8% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy IIIV stock in 2026?

Our dual AI analysis gives i3 Verticals, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is IIIV's free cash flow?

i3 Verticals, Inc.'s operating cash flow is $24.2M, with capital expenditures of $722.0K. FCF margin is 21.3%.

How does IIIV compare to other Technology stocks?

Vs Technology sector averages: Net margin 1.8% (avg: 18%), ROE 0.6% (avg: 22%), current ratio 1.34 (avg: 2.5).

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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: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI