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NATL Stock Analysis 2026 - NCR Atleos Corp AI Rating

NATL NYSE Calculating & Accounting Machines (No Electronic Computers) MD CIK: 0001974138
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 NATL Key Takeaways

Revenue: $4.4B
Net Margin: 3.7%
Free Cash Flow: $239.0M
Current Ratio: 0.96x
Debt/Equity: 6.63x
EPS: $2.14
AI Rating: SELL with 78% confidence

Is NATL a Good Investment? Thesis Analysis

Claude

NCR Atleos is a financially distressed company with dangerous leverage (6.63x Debt/Equity), weak liquidity (0.96x current ratio), and anemic growth (1.1% revenue, 0% net income), offset only by positive free cash flow generation. The capital structure appears designed for financial engineering rather than operational value creation.

Why Buy NATL? Key Strengths

Claude
  • + Positive free cash flow of $239M supports debt servicing and provides operational flexibility
  • + Operating margin of 11% demonstrates reasonable operational efficiency within mature business model
  • + Consistent cash generation with 5.5% FCF margin on $4.4B revenue base

NATL Investment Risks to Consider

Claude
  • ! Critical liquidity stress: current ratio of 0.96x means current liabilities exceed current assets, creating short-term solvency risk
  • ! Extreme leverage: 6.63x Debt/Equity ratio with $2.7B debt against only $403M equity leaves minimal safety margin for operational deterioration
  • ! Stagnant growth: 1.1% revenue growth and 0% net income growth indicate mature/declining business with no expansion catalyst

Key Metrics to Watch

Claude
  • * Quarterly operating cash flow trend and debt repayment pace relative to $2.7B long-term debt burden
  • * Current ratio movement toward 1.0+ threshold to assess liquidity trajectory
  • * Revenue and operating income growth acceleration to validate business stability given minimal historical growth

NATL Financial Metrics

Revenue
$4.4B
Net Income
$162.0M
EPS (Diluted)
$2.14
Free Cash Flow
$239.0M
Total Assets
$5.7B
Cash Position
$456.0M

💡 AI Analyst Insight

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

NATL Profitability Ratios

Gross Margin N/A
Operating Margin 11.0%
Net Margin 3.7%
ROE 40.2%
ROA 2.9%
FCF Margin 5.5%

NATL vs Technology Sector

How NCR Atleos Corp compares to Technology sector averages

Net Margin
NATL 3.7%
vs
Sector Avg 18.0%
NATL Sector
ROE
NATL 40.2%
vs
Sector Avg 22.0%
NATL Sector
Current Ratio
NATL 1.0x
vs
Sector Avg 2.5x
NATL Sector
Debt/Equity
NATL 6.6x
vs
Sector Avg 0.5x
NATL Sector

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

Is NATL Overvalued or Undervalued?

Based on fundamental analysis, NCR Atleos Corp has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
40.2%
Sector avg: 22%
Net Profit Margin
3.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
6.63x
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.

NATL Balance Sheet & Liquidity

Current Ratio
0.96x
Quick Ratio
0.78x
Debt/Equity
6.63x
Debt/Assets
92.9%
Interest Coverage
N/A
Long-term Debt
$2.7B

NATL 5-Year Financial Trend & Growth Analysis

NATL 5-year financial data: Year 2023: Revenue $4.2B, Net Income $186.0M, EPS $2.63. Year 2024: Revenue $4.3B, Net Income $108.0M, EPS $1.53. Year 2025: Revenue $4.4B, Net Income -$150.0M, EPS $-2.12.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NCR Atleos Corp's revenue has shown modest growth of 4% over the 5-year period. The most recent EPS of $-2.12 indicates the company is currently unprofitable.

NATL 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
5.5%
Free cash flow / Revenue

NATL Quarterly Performance

Quarterly financial performance data for NCR Atleos Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.1B $21.0M $0.28
Q2 2025 $1.1B $23.0M $0.31
Q1 2025 $980.0M -$8.0M $-0.11
Q3 2024 $1.1B $24.0M $0.32
Q2 2024 $1.0B $21.0M $0.29
Q1 2024 $986.0M -$8.0M $-0.11
Q3 2023 $1.0B $31.0M $0.44
Q2 2023 $1.0B $20.0M N/A

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

NATL Capital Allocation

Operating Cash Flow
$356.0M
Cash generated from operations
Stock Buybacks
$28.0M
Shares repurchased (TTM)
Capital Expenditures
$117.0M
Investment in assets
Dividends
None
No dividend program

NATL SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for NCR Atleos Corp (CIK: 0001974138)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 DEF 14A natl-20260521xdef14a.htm View →
Apr 2, 2026 4 xslF345X06/form4-04022026_080424.xml View →
Mar 12, 2026 8-K tm268638d1_8k.htm View →
Mar 12, 2026 4 xslF345X05/form4-03122026_080307.xml View →
Mar 12, 2026 4 xslF345X05/form4-03122026_080339.xml View →

Frequently Asked Questions about NATL

What is the AI rating for NATL?

NCR Atleos Corp (NATL) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are NATL's key strengths?

Claude: Positive free cash flow of $239M supports debt servicing and provides operational flexibility. Operating margin of 11% demonstrates reasonable operational efficiency within mature business model.

What are the risks of investing in NATL?

Claude: Critical liquidity stress: current ratio of 0.96x means current liabilities exceed current assets, creating short-term solvency risk. Extreme leverage: 6.63x Debt/Equity ratio with $2.7B debt against only $403M equity leaves minimal safety margin for operational deterioration.

What is NATL's revenue and growth?

NCR Atleos Corp reported revenue of $4.4B.

Does NATL pay dividends?

NCR Atleos Corp does not currently pay dividends.

Where can I find NATL SEC filings?

Official SEC filings for NCR Atleos Corp (CIK: 0001974138) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NATL's EPS?

NCR Atleos Corp has a diluted EPS of $2.14.

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 NATL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NCR Atleos Corp has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NATL stock overvalued or undervalued?

Valuation metrics for NATL: ROE of 40.2% (sector avg: 22%), net margin of 3.7% (sector avg: 18%). Higher ROE suggests strong returns relative to peers.

Should I buy NATL stock in 2026?

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

What is NATL's free cash flow?

NCR Atleos Corp's operating cash flow is $356.0M, with capital expenditures of $117.0M. FCF margin is 5.5%.

How does NATL compare to other Technology stocks?

Vs Technology sector averages: Net margin 3.7% (avg: 18%), ROE 40.2% (avg: 22%), current ratio 0.96 (avg: 2.5).

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 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI