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PodcastOne, Inc. (PODC) Stock Fundamental Analysis & AI Rating 2026

PODC Nasdaq Services-Computer Programming, Data Processing, Etc. DE CIK: 0001940177
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 PODC Key Takeaways

Revenue: $46.0M
Net Margin: -4.7%
Free Cash Flow: $2.3M
Current Ratio: 1.32x
Debt/Equity: 0.00x
EPS: $-0.01
AI Rating: HOLD with 65% confidence
PodcastOne, Inc. (PODC) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $46.0M, net profit margin of -4.7%, and return on equity (ROE) of -13.9%, PodcastOne, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete PODC stock analysis for 2026.

Is PodcastOne, Inc. (PODC) a Good Investment?

Claude

PodcastOne demonstrates solid revenue growth of 20.4% YoY and positive free cash flow generation of $2.3M, indicating underlying operational strength despite GAAP losses. However, the company remains unprofitable with negative net margins and returns on capital, requiring demonstrated path to sustainable profitability before upside is evident. The disconnect between negative GAAP earnings and positive operating cash flow suggests significant non-cash charges, common in media/tech, but profitability remains the critical near-term test.

Why Buy PodcastOne, Inc. Stock? PODC Key Strengths

Claude
  • + Strong revenue growth of 20.4% YoY demonstrates market demand and top-line momentum
  • + Positive free cash flow of $2.3M (5.1% FCF margin) despite GAAP losses indicates underlying cash generation capability
  • + Solid liquidity with 1.32x current ratio and minimal leverage (0.00x debt-to-equity), reducing financial stress

PODC Stock Risks: PodcastOne, Inc. Investment Risks

Claude
  • ! Persistent GAAP unprofitability with -4.7% operating margin and negative ROE (-13.9%) raises sustainability concerns
  • ! Small company scale ($46M revenue, $24.7M assets) limits financial flexibility and competitive moat
  • ! Negative returns on assets (-8.8%) and equity indicate capital is not being deployed efficiently for shareholder returns

Key Metrics to Watch

Claude
  • * Path to GAAP profitability and operating margin expansion toward positive territory
  • * Sustainability of 20%+ revenue growth and ability to maintain positive free cash flow conversion
  • * Operating expense discipline and leverage of revenue growth to improve return metrics (ROE, ROA)

PodcastOne, Inc. (PODC) Financial Metrics & Key Ratios

Revenue
$46.0M
Net Income
$-2.2M
EPS (Diluted)
$-0.01
Free Cash Flow
$2.3M
Total Assets
$24.7M
Cash Position
$3.4M

💡 AI Analyst Insight

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

PODC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -4.7%
Net Margin -4.7%
ROE -13.9%
ROA -8.8%
FCF Margin 5.1%

PODC vs Technology Sector: How PodcastOne, Inc. Compares

How PodcastOne, Inc. compares to Technology sector averages

Net Margin
PODC -4.7%
vs
Sector Avg 18.0%
PODC Sector
ROE
PODC -13.9%
vs
Sector Avg 22.0%
PODC Sector
Current Ratio
PODC 1.3x
vs
Sector Avg 2.5x
PODC Sector
Debt/Equity
PODC 0.0x
vs
Sector Avg 0.5x
PODC Sector

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

Is PodcastOne, Inc. Stock Overvalued? PODC Valuation Analysis 2026

Based on fundamental analysis, PodcastOne, Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-13.9%
Sector avg: 22%
Net Profit Margin
-4.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

PodcastOne, Inc. Balance Sheet: PODC Debt, Cash & Liquidity

Current Ratio
1.32x
Quick Ratio
1.32x
Debt/Equity
0.00x
Debt/Assets
36.2%
Interest Coverage
-0.97x
Long-term Debt
N/A

PODC Revenue & Earnings Growth: 5-Year Financial Trend

PODC 5-year financial data: Year 2024: Revenue $43.3M, Net Income -$7.0M, EPS $-0.06. Year 2025: Revenue $52.1M, Net Income -$14.7M, EPS $-0.68.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: PodcastOne, Inc.'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.68 indicates the company is currently unprofitable.

PODC 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
5.1%
Free cash flow / Revenue

PODC Quarterly Earnings & Performance

Quarterly financial performance data for PodcastOne, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $12.7M -$154.0K $-0.01
Q2 2026 $12.2M -$975.0K $-0.04
Q3 2025 $10.4M -$210.0K $-0.06
Q2 2025 $10.5M -$210.0K $-0.07
Q1 2025 $10.6M -$210.0K $-0.01
Q3 2024 $8.6M -$210.0K $-0.01
Q2 2023 $8.5M -$210.0K $0.00

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

PodcastOne, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.4M
Cash generated from operations
Capital Expenditures
$22.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for PodcastOne, Inc. (CIK: 0001940177)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K ea0285786-8k_podcastone.htm View →
Apr 9, 2026 4 xslF345X06/ownership.xml View →
Apr 8, 2026 4 xslF345X06/ownership.xml View →
Apr 8, 2026 4 xslF345X06/ownership.xml View →
Apr 7, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about PODC

What is the AI rating for PODC?

PodcastOne, Inc. (PODC) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PODC's key strengths?

Claude: Strong revenue growth of 20.4% YoY demonstrates market demand and top-line momentum. Positive free cash flow of $2.3M (5.1% FCF margin) despite GAAP losses indicates underlying cash generation capability.

What are the risks of investing in PODC?

Claude: Persistent GAAP unprofitability with -4.7% operating margin and negative ROE (-13.9%) raises sustainability concerns. Small company scale ($46M revenue, $24.7M assets) limits financial flexibility and competitive moat.

What is PODC's revenue and growth?

PodcastOne, Inc. reported revenue of $46.0M.

Does PODC pay dividends?

PodcastOne, Inc. does not currently pay dividends.

Where can I find PODC SEC filings?

Official SEC filings for PodcastOne, Inc. (CIK: 0001940177) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PODC's EPS?

PodcastOne, Inc. has a diluted EPS of $-0.01.

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 PODC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, PodcastOne, Inc. has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PODC stock overvalued or undervalued?

Valuation metrics for PODC: ROE of -13.9% (sector avg: 22%), net margin of -4.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy PODC stock in 2026?

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

What is PODC's free cash flow?

PodcastOne, Inc.'s operating cash flow is $2.4M, with capital expenditures of $22.0K. FCF margin is 5.1%.

How does PODC compare to other Technology stocks?

Vs Technology sector averages: Net margin -4.7% (avg: 18%), ROE -13.9% (avg: 22%), current ratio 1.32 (avg: 2.5).

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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: Apr 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI