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Phathom Pharmaceuticals, Inc. (PHAT) Fundamental Analysis & AI Grade 2026

PHAT Nasdaq Pharmaceutical Preparations DE CIK: 0001783183
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
65% Confidence
N/A
C
65% Conf
Pending
Analysis scheduled

📊 PHAT Key Takeaways

Revenue: $58.3M
Net Margin: -52.1%
Free Cash Flow: $-15.7M
Current Ratio: 2.21x
Debt/Equity: N/A
EPS: $-0.37
AI Grade: C with 65% confidence
Phathom Pharmaceuticals, Inc. (PHAT) receives a C fundamental grade with 65% confidence from our AI analysis based on SEC 10-K filings. With revenue of $58.3M, net profit margin of -52.1%, Phathom Pharmaceuticals, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete PHAT stock analysis for 2026.

Is Phathom Pharmaceuticals, Inc. (PHAT) a Good Investment?

Claude

Phathom demonstrates exceptional revenue growth of 216.9% YoY with robust 79.4% gross margins, indicating strong commercial traction in their pharmaceutical business. However, the company faces critical fundamental challenges: negative stockholders' equity of -$337.0M, persistent operating losses of -$15.5M, and negative operating cash flow of -$15.6M despite revenue growth, signaling the company has not achieved operating leverage. With estimated 10-12 quarters of cash runway at current burn rates, profitability inflection must materialize soon.

Phathom Pharmaceuticals, Inc. Key Strengths (PHAT)

Claude
  • + Exceptional revenue growth of 216.9% YoY demonstrates strong market adoption and commercialization success
  • + Outstanding gross margin of 79.4% indicates pricing power, product quality, and favorable pharmaceutical economics
  • + Solid liquidity position with $180.9M cash and current ratio of 2.21x provides near-term operational flexibility

PHAT Stock Risks: Phathom Pharmaceuticals, Inc. Investment Risks

Claude
  • ! Negative stockholders' equity of -$337.0M indicates technical balance sheet insolvency with liabilities exceeding assets by $337M
  • ! Persistent cash burn of -$15.7M free cash flow despite strong revenue growth shows lack of operating leverage and pathway to sustainability unclear
  • ! Operating losses of -$15.5M and net losses of -$30.4M combined with negative interest coverage ratio of -0.4x indicate inability to service $163.7M debt from operations

Key Metrics to Watch

Claude
  • * Operating cash flow inflection point and timeline to positive cash generation
  • * Quarterly progress toward operating profitability and operating margin expansion
  • * Stockholders' equity recovery trajectory and balance sheet recapitalization

Phathom Pharmaceuticals, Inc. (PHAT) Financial Metrics & Key Ratios

Revenue
$58.3M
Net Income
$-30.4M
EPS (Diluted)
$-0.37
Free Cash Flow
$-15.7M
Total Assets
$305.1M
Cash Position
$180.9M

💡 AI Analyst Insight

Strong liquidity with a 2.21x current ratio provides a solid financial cushion.

PHAT Profit Margin, ROE & Profitability Analysis

Gross Margin 79.4%
Operating Margin -26.5%
Net Margin -52.1%
ROE N/A
ROA -10.0%
FCF Margin -26.9%

PHAT vs Healthcare Sector: How Phathom Pharmaceuticals, Inc. Compares

How Phathom Pharmaceuticals, Inc. compares to Healthcare sector averages

Net Margin
PHAT -52.1%
vs
Sector Avg 12.0%
PHAT Sector
ROE
PHAT 0.0%
vs
Sector Avg 15.0%
PHAT Sector
Current Ratio
PHAT 2.2x
vs
Sector Avg 2.0x
PHAT Sector
Debt/Equity
PHAT 0.0x
vs
Sector Avg 0.6x
PHAT Sector

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

Is Phathom Pharmaceuticals, Inc. Stock Overvalued? PHAT Valuation Analysis 2026

Based on fundamental analysis, Phathom Pharmaceuticals, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-52.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.6x

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.

Phathom Pharmaceuticals, Inc. Balance Sheet: PHAT Debt, Cash & Liquidity

Current Ratio
2.21x
Quick Ratio
2.16x
Debt/Equity
N/A
Debt/Assets
210.4%
Interest Coverage
-0.44x
Long-term Debt
$163.7M

PHAT Revenue & Earnings Growth: 5-Year Financial Trend

PHAT 5-year financial data: Year 2023: Revenue $682.0K, Net Income -$197.7M, EPS $-5.05. Year 2024: Revenue $55.3M, Net Income -$201.6M, EPS $-3.93. Year 2025: Revenue $175.1M, Net Income -$334.3M, EPS $-5.29.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Phathom Pharmaceuticals, Inc.'s revenue has grown significantly by 25,576% over the 5-year period, indicating strong business expansion. The most recent EPS of $-5.29 indicates the company is currently unprofitable.

PHAT 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
-26.9%
Free cash flow / Revenue

PHAT Quarterly Earnings & Performance

Quarterly financial performance data for Phathom Pharmaceuticals, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $28.5M -$30.4M $-0.37
Q3 2025 $16.4M -$30.0M $-0.41
Q2 2025 $7.3M -$75.8M $-1.05
Q1 2025 $1.9M -$82.9M $-1.31
Q3 2024 N/A -$37.8M $-0.76
Q2 2024 N/A -$37.8M $-0.84
Q1 2024 N/A -$37.8M $-0.89

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

Phathom Pharmaceuticals, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$15.6M
Cash generated from operations
Capital Expenditures
$61.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Phathom Pharmaceuticals, Inc. (CIK: 0001783183)

📋 Recent SEC Filings

Date Form Document Action
May 27, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about PHAT

What is the AI rating for PHAT?

Phathom Pharmaceuticals, Inc. (PHAT) has an AI grade of C with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PHAT's key strengths?

Claude: Exceptional revenue growth of 216.9% YoY demonstrates strong market adoption and commercialization success. Outstanding gross margin of 79.4% indicates pricing power, product quality, and favorable pharmaceutical economics.

What are the risks of investing in PHAT?

Claude: Negative stockholders' equity of -$337.0M indicates technical balance sheet insolvency with liabilities exceeding assets by $337M. Persistent cash burn of -$15.7M free cash flow despite strong revenue growth shows lack of operating leverage and pathway to sustainability unclear.

What is PHAT's revenue and growth?

Phathom Pharmaceuticals, Inc. reported revenue of $58.3M.

Does PHAT pay dividends?

Phathom Pharmaceuticals, Inc. does not currently pay dividends.

Where can I find PHAT SEC filings?

Official SEC filings for Phathom Pharmaceuticals, Inc. (CIK: 0001783183) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PHAT's EPS?

Phathom Pharmaceuticals, Inc. has a diluted EPS of $-0.37.

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 PHAT's fundamental grade?

Based on our AI fundamental analysis in May 2026, Phathom Pharmaceuticals, Inc. has a C grade with 65% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PHAT stock overvalued or undervalued?

Valuation metrics for PHAT: ROE of N/A (sector avg: 15%), net margin of -52.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is PHAT's AI grade for 2026?

Our dual AI analysis gives Phathom Pharmaceuticals, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PHAT's free cash flow?

Phathom Pharmaceuticals, Inc.'s operating cash flow is $-15.6M, with capital expenditures of $61.0K. FCF margin is -26.9%.

How does PHAT compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -52.1% (avg: 12%), ROE N/A (avg: 15%), current ratio 2.21 (avg: 2).

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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 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI