📊 IWSH Key Takeaways
Is IWSH a Good Investment? Thesis Analysis
Wright Investors Service Holdings demonstrates severe financial distress with massive operating losses (-58.5% margin) despite 144.6% revenue growth, indicating fundamental operational inefficiency rather than sustainable business scaling. Negative operating and free cash flows of -$739K and -$772K respectively reveal the company is burning cash rapidly, with only 4.7 months of runway at current burn rates given $137K cash on hand. The company is economically insolvent on a cash basis despite positive book equity, suggesting either imminent restructuring or complete capital failure.
Why Buy IWSH? Key Strengths
- Strong revenue growth of 144.6% YoY suggests some market demand or successful sales execution
- Minimal debt burden with Debt/Equity ratio of 0.00x eliminates near-term bankruptcy risk from leverage
- Positive stockholders' equity of $1.6M provides theoretical cushion before total insolvency
IWSH Investment Risks to Consider
- Severe cash burn of -$772K free cash flow with only 4.7 months of cash runway remaining
- Operating losses of -58.5% margin indicate fundamental business model failure despite revenue growth
- Negative working capital implied by Quick Ratio of -32.48x suggests inability to meet short-term obligations
- Operating cash flow deficit of -$739K demonstrates business cannot sustain operations from core activities
- No insider activity in 90 days suggests management disengagement or loss of confidence
Key Metrics to Watch
- Monthly cash burn rate and remaining runway before liquidity crisis
- Operating margin trend and path to profitability
- Revenue quality and sustainability given high growth with losses
- Working capital management and payables/receivables dynamics
IWSH Financial Metrics
💡 AI Analyst Insight
Strong liquidity with a 25.52x current ratio provides a solid financial cushion.
IWSH Profitability Ratios
IWSH vs Default Sector
How Wright Investors Service Holdings, Inc. compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is IWSH Overvalued or Undervalued?
Based on fundamental analysis, Wright Investors Service Holdings, Inc. has mixed fundamental signals relative to the Default sector in 2026.
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.
IWSH Balance Sheet & Liquidity
IWSH 5-Year Financial Trend & Growth Analysis
5-Year Trend Summary: Wright Investors Service Holdings, Inc.'s revenue has remained relatively flat over the 5-year period, with a 2% decline. The most recent EPS of $-0.05 indicates the company is currently unprofitable.
IWSH Growth Metrics (YoY)
IWSH Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2018 | $492.0K | -$402.0K | N/A |
| Q3 2017 | $535.0K | -$211.0K | N/A |
| Q2 2017 | $533.0K | -$477.0K | N/A |
| Q1 2017 | $492.0K | -$402.0K | N/A |
| Q3 2016 | $535.0K | -$398.0K | N/A |
| Q2 2016 | $583.0K | -$792.0K | N/A |
| Q1 2016 | $588.0K | -$507.0K | N/A |
| Q3 2015 | $627.0K | -$766.0K | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
IWSH Capital Allocation
IWSH SEC 10-K & 10-Q Filing Analysis
Access official SEC EDGAR filings for Wright Investors Service Holdings, Inc. (CIK: 0001279715)
📋 Recent SEC Filings
❓ Frequently Asked Questions about IWSH
What is the AI rating for IWSH?
Wright Investors Service Holdings, Inc. (IWSH) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.
What are IWSH's key strengths?
Claude: Strong revenue growth of 144.6% YoY suggests some market demand or successful sales execution. Minimal debt burden with Debt/Equity ratio of 0.00x eliminates near-term bankruptcy risk from leverage.
What are the risks of investing in IWSH?
Claude: Severe cash burn of -$772K free cash flow with only 4.7 months of cash runway remaining. Operating losses of -58.5% margin indicate fundamental business model failure despite revenue growth.
What is IWSH's revenue and growth?
Wright Investors Service Holdings, Inc. reported revenue of $1.4M.
Does IWSH pay dividends?
Wright Investors Service Holdings, Inc. does not currently pay dividends.
Where can I find IWSH SEC filings?
Official SEC filings for Wright Investors Service Holdings, Inc. (CIK: 0001279715) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is IWSH's EPS?
Wright Investors Service Holdings, Inc. has a diluted EPS of $-0.04.
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 IWSH a good stock to buy right now?
Based on our AI fundamental analysis in March 2026, Wright Investors Service Holdings, Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is IWSH stock overvalued or undervalued?
Valuation metrics for IWSH: ROE of -47.8% (sector avg: 15%), net margin of -54.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy IWSH stock in 2026?
Our dual AI analysis gives Wright Investors Service Holdings, 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 IWSH's free cash flow?
Wright Investors Service Holdings, Inc.'s operating cash flow is $-739.0K, with capital expenditures of $33.0K. FCF margin is -55.6%.
How does IWSH compare to other Default stocks?
Vs Default sector averages: Net margin -54.3% (avg: 12%), ROE -47.8% (avg: 15%), current ratio 25.52 (avg: 1.8).