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NCR Atleos Corp (NATL) Fundamental Analysis & AI Grade 2026

NATL NYSE Calculating & Accounting Machines (No Electronic Computers) MD CIK: 0001974138
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
76% Confidence
NEUTRAL
D
88% Conf
B
64% Conf

📊 NATL Key Takeaways

Revenue: $1.0B
Net Margin: 2.1%
Free Cash Flow: $-36.0M
Current Ratio: 0.98x
Debt/Equity: 6.83x
EPS: $0.29
AI Grade: D with 88% confidence
NCR Atleos Corp (NATL) receives a C fundamental grade with 76% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of 2.1%, and return on equity (ROE) of 5.6%, NCR Atleos Corp demonstrates mixed fundamentals in the Technology sector. Below is our complete NATL stock analysis for 2026.

Is NCR Atleos Corp (NATL) a Good Investment?

Claude

NCR Atleos exhibits unsustainable fundamentals: negative free cash flow (-$36M, -3.5% margin) combined with extreme leverage (6.83x debt-to-equity) creates imminent financial stress. Stagnant revenue growth (1.1% YoY) and flat net income with deteriorating liquidity (0.98x current ratio) leave minimal margin for error.

ChatGPT

NCR Atleos generates solid operating profit and positive free cash flow on stable revenue, but carries high leverage and tight liquidity that constrain flexibility. EPS growth appears disconnected from flat net income, suggesting non-operational drivers, so sustained deleveraging and cash generation are key to improving the risk/reward.

NCR Atleos Corp Key Strengths (NATL)

Claude
  • + Cash position of $433M provides near-term liquidity cushion
  • + Still generating positive GAAP net income ($22M) despite operational challenges
  • + Niche market position in specialized accounting/calculating machines sector
ChatGPT
  • + Consistent operating profitability (11% margin)
  • + Positive free cash flow with 5.5% FCF margin
  • + Cash balance provides some near-term cushion

NATL Stock Risks: NCR Atleos Corp Investment Risks

Claude
  • ! Negative operating cash flow (-$9M) and free cash flow (-$36M) - operationally unsustainable
  • ! Dangerously high debt-to-equity ratio (6.83x) with $2.7B long-term debt against only $396M equity
  • ! Sub-1.0 current ratio (0.98x) and weak quick ratio (0.78x) signal imminent liquidity pressure
  • ! Anemic revenue growth (1.1% YoY) and zero net income growth with minimal 2.1% net margin
  • ! Extremely poor capital efficiency (ROE 5.6%, ROA 0.4%) suggests structural profitability issues
ChatGPT
  • ! High leverage (6.63x D/E) and small equity base
  • ! Sub-1.0 current and quick ratios signal tight liquidity
  • ! Thin net margin (3.7%) leaves little room for shocks

Key Metrics to Watch

Claude
  • * Free cash flow trajectory - sustainability of negative FCF unviable
  • * Debt reduction progress - leverage must compress to avoid covenant violations
  • * Operating cash flow inflection - negative OCF is the critical failure point
  • * Current ratio trend - must improve above 1.0 to avoid working capital crisis
ChatGPT
  • * Interest coverage
  • * Free cash flow margin

NCR Atleos Corp (NATL) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$22.0M
EPS (Diluted)
$0.29
Free Cash Flow
$-36.0M
Total Assets
$5.6B
Cash Position
$433.0M

💡 AI Analyst Insight

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

NATL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 8.1%
Net Margin 2.1%
ROE 5.6%
ROA 0.4%
FCF Margin -3.5%

NATL vs Technology Sector: How NCR Atleos Corp Compares

How NCR Atleos Corp compares to Technology sector averages

Net Margin
NATL 2.1%
vs
Sector Avg 18.0%
NATL Sector
ROE
NATL 5.6%
vs
Sector Avg 22.0%
NATL Sector
Current Ratio
NATL 1.0x
vs
Sector Avg 2.5x
NATL Sector
Debt/Equity
NATL 6.8x
vs
Sector Avg 0.5x
NATL Sector

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

Is NCR Atleos Corp Stock Overvalued? NATL Valuation Analysis 2026

Based on fundamental analysis, NCR Atleos Corp shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
5.6%
Sector avg: 22%
Net Profit Margin
2.1%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
6.83x
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.

NCR Atleos Corp Balance Sheet: NATL Debt, Cash & Liquidity

Current Ratio
0.98x
Quick Ratio
0.78x
Debt/Equity
6.83x
Debt/Assets
93.0%
Interest Coverage
N/A
Long-term Debt
$2.7B

NATL Revenue & Earnings Growth: 5-Year Financial Trend

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 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
-3.5%
Free cash flow / Revenue

NATL Quarterly Earnings & Performance

Quarterly financial performance data for NCR Atleos Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $979.0M $14.0M $0.19
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

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

NCR Atleos Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$9.0M
Cash generated from operations
Stock Buybacks
$16.0M
Shares repurchased (TTM)
Capital Expenditures
$27.0M
Investment in assets
Dividends
None
No dividend program

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

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

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/form4-05262026_080547.xml View →
May 26, 2026 4 xslF345X06/form4-05262026_080548.xml View →
May 26, 2026 4 xslF345X06/form4-05262026_080536.xml View →
May 26, 2026 4 xslF345X06/form4-05262026_080554.xml View →
May 26, 2026 4 xslF345X06/form4-05262026_080519.xml View →

Frequently Asked Questions about NATL

What is the AI rating for NATL?

NCR Atleos Corp (NATL) has a Combined AI Grade of C from Claude (D) and ChatGPT (B) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NATL's key strengths?

Claude: Cash position of $433M provides near-term liquidity cushion. Still generating positive GAAP net income ($22M) despite operational challenges. ChatGPT: Consistent operating profitability (11% margin). Positive free cash flow with 5.5% FCF margin.

What are the risks of investing in NATL?

Claude: Negative operating cash flow (-$9M) and free cash flow (-$36M) - operationally unsustainable. Dangerously high debt-to-equity ratio (6.83x) with $2.7B long-term debt against only $396M equity. ChatGPT: High leverage (6.63x D/E) and small equity base. Sub-1.0 current and quick ratios signal tight liquidity.

What is NATL's revenue and growth?

NCR Atleos Corp reported revenue of $1.0B.

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 $0.29.

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 grade reflects both perspectives for balanced insights.

What is NATL's fundamental grade?

Based on our AI fundamental analysis in May 2026, NCR Atleos Corp has a C grade with 76% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is NATL stock overvalued or undervalued?

Valuation metrics for NATL: ROE of 5.6% (sector avg: 22%), net margin of 2.1% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is NATL's AI grade for 2026?

Our dual AI analysis gives NCR Atleos Corp a combined C grade 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 $-9.0M, with capital expenditures of $27.0M. FCF margin is -3.5%.

How does NATL compare to other Technology stocks?

Vs Technology sector averages: Net margin 2.1% (avg: 18%), ROE 5.6% (avg: 22%), current ratio 0.98 (avg: 2.5).

Is NCR Atleos Corp carrying too much debt?

NATL has a debt-to-equity ratio of 6.83x, which is above the Technology sector average of 0.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI