← Back to All US Stocks

Playboy, Inc. (PLBY) Stock Fundamental Analysis & AI Rating 2026

PLBY Nasdaq Retail-Miscellaneous Retail DE CIK: 0001803914
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 PLBY Key Takeaways

Revenue: $120.9M
Net Margin: -10.5%
Free Cash Flow: $-1.0M
Current Ratio: 1.03x
Debt/Equity: 9.48x
EPS: $-0.13
AI Rating: STRONG SELL with 95% confidence
Playboy, Inc. (PLBY) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $120.9M, net profit margin of -10.5%, and return on equity (ROE) of -69.0%, Playboy, Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete PLBY stock analysis for 2026.

Is Playboy, Inc. (PLBY) a Good Investment?

Claude

Playboy is financially distressed with persistent operating losses (-6.6% margin) despite strong gross margins, indicating operational inefficiency. Extreme leverage of 9.48x debt-to-equity combined with negative free cash flow (-1.0M) and inability to cover interest costs from operations creates solvency risk. Revenue growth of 4.1% is insufficient to offset structural unprofitability and high debt service burden.

Why Buy Playboy, Inc. Stock? PLBY Key Strengths

Claude
  • + Strong gross margin of 71% indicates pricing power and product quality
  • + Modest revenue growth of 4.1% YoY shows some demand resilience
  • + Maintains positive cash balance of 37.8M providing near-term liquidity buffer

PLBY Stock Risks: Playboy, Inc. Investment Risks

Claude
  • ! Deeply negative operating income (-8.0M) and net income (-12.7M) with persistent losses
  • ! Extreme leverage (9.48x debt-to-equity) with 174.2M long-term debt and negative interest coverage (-1.2x)
  • ! Negative free cash flow generation (-1.0M) and near-zero operating cash flow (18K) indicates business cannot sustain itself
  • ! Tight liquidity with current ratio of 1.03x and quick ratio of 0.82x below safety thresholds
  • ! Equity base of 18.4M severely eroded relative to 274.2M liabilities, indicating distressed capital structure

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory - currently near zero, must turn positive
  • * Debt refinancing timeline - ability to manage 174.2M debt burden
  • * Operating margin improvement - path to operating profitability required for viability
  • * Liquidity runway - cash burn rate against 37.8M cash reserve

Playboy, Inc. (PLBY) Financial Metrics & Key Ratios

Revenue
$120.9M
Net Income
$-12.7M
EPS (Diluted)
$-0.13
Free Cash Flow
$-1.0M
Total Assets
$292.4M
Cash Position
$37.8M

💡 AI Analyst Insight

Playboy, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

PLBY Profit Margin, ROE & Profitability Analysis

Gross Margin 71.0%
Operating Margin -6.6%
Net Margin -10.5%
ROE -69.0%
ROA -4.3%
FCF Margin -0.8%

PLBY vs Consumer Sector: How Playboy, Inc. Compares

How Playboy, Inc. compares to Consumer sector averages

Net Margin
PLBY -10.5%
vs
Sector Avg 8.0%
PLBY Sector
ROE
PLBY -69.0%
vs
Sector Avg 18.0%
PLBY Sector
Current Ratio
PLBY 1.0x
vs
Sector Avg 1.5x
PLBY Sector
Debt/Equity
PLBY 9.5x
vs
Sector Avg 0.8x
PLBY Sector

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

Is Playboy, Inc. Stock Overvalued? PLBY Valuation Analysis 2026

Based on fundamental analysis, Playboy, Inc. shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
-69.0%
Sector avg: 18%
Net Profit Margin
-10.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
9.48x
Sector avg: 0.8x

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.

Playboy, Inc. Balance Sheet: PLBY Debt, Cash & Liquidity

Current Ratio
1.03x
Quick Ratio
0.82x
Debt/Equity
9.48x
Debt/Assets
93.8%
Interest Coverage
-1.25x
Long-term Debt
$174.2M

PLBY Revenue & Earnings Growth: 5-Year Financial Trend

PLBY 5-year financial data: Year 2021: Revenue $246.6M, Net Income -$5.3M, EPS $-0.24. Year 2022: Revenue $266.9M, Net Income -$5.3M, EPS $-0.24. Year 2023: Revenue $185.5M, Net Income -$277.7M, EPS $-5.86. Year 2024: Revenue $143.0M, Net Income -$180.4M, EPS $-2.53. Year 2025: Revenue $120.9M, Net Income -$79.4M, EPS $-1.04.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Playboy, Inc.'s revenue has declined by 51% over the 5-year period, indicating business contraction. The most recent EPS of $-1.04 indicates the company is currently unprofitable.

PLBY 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
-0.8%
Free cash flow / Revenue

PLBY Quarterly Earnings & Performance

Quarterly financial performance data for Playboy, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $29.0M $460.0K $0.00
Q2 2025 $24.9M -$7.7M $-0.08
Q1 2025 $28.3M -$9.0M $-0.10
Q3 2024 $12.9M -$7.2M $-0.10
Q2 2024 $24.9M -$16.7M $-0.23
Q1 2024 $28.3M -$16.4M $-0.23
Q3 2023 $33.3M -$15.1M $-0.20
Q2 2023 $35.1M -$2.8M N/A

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

Playboy, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$18.0K
Cash generated from operations
Capital Expenditures
$1.0M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Playboy, Inc. (CIK: 0001803914)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 4 xslF345X06/form4.xml View →
Apr 10, 2026 4 xslF345X06/tm2611495-2_4seq1.xml View →
Apr 10, 2026 8-K ply-20260410.htm View →
Apr 10, 2026 4 xslF345X06/wk-form4_1775854637.xml View →
Apr 10, 2026 4 xslF345X06/wk-form4_1775854631.xml View →

Frequently Asked Questions about PLBY

What is the AI rating for PLBY?

Playboy, Inc. (PLBY) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PLBY's key strengths?

Claude: Strong gross margin of 71% indicates pricing power and product quality. Modest revenue growth of 4.1% YoY shows some demand resilience.

What are the risks of investing in PLBY?

Claude: Deeply negative operating income (-8.0M) and net income (-12.7M) with persistent losses. Extreme leverage (9.48x debt-to-equity) with 174.2M long-term debt and negative interest coverage (-1.2x).

What is PLBY's revenue and growth?

Playboy, Inc. reported revenue of $120.9M.

Does PLBY pay dividends?

Playboy, Inc. does not currently pay dividends.

Where can I find PLBY SEC filings?

Official SEC filings for Playboy, Inc. (CIK: 0001803914) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PLBY's EPS?

Playboy, Inc. has a diluted EPS of $-0.13.

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 PLBY a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Playboy, Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PLBY stock overvalued or undervalued?

Valuation metrics for PLBY: ROE of -69.0% (sector avg: 18%), net margin of -10.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy PLBY stock in 2026?

Our dual AI analysis gives Playboy, 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 PLBY's free cash flow?

Playboy, Inc.'s operating cash flow is $18.0K, with capital expenditures of $1.0M. FCF margin is -0.8%.

How does PLBY compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -10.5% (avg: 8%), ROE -69.0% (avg: 18%), current ratio 1.03 (avg: 1.5).

Is Playboy, Inc. carrying too much debt?

PLBY has a debt-to-equity ratio of 9.48x, which is above the Consumer sector average of 0.8x. However, the current ratio of 1.03 suggests adequate short-term liquidity.

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Sector: All Consumer Stocks →
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 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI