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Pelthos Therapeutics Inc. (PTHS) Fundamental Analysis & AI Grade 2026

PTHS NYSE Biological Products, (No Diagnostic Substances) NV CIK: 0001919246
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
88% Confidence
N/A
D
88% Conf
Pending
Analysis scheduled

📊 PTHS Key Takeaways

Revenue: $10.9M
Net Margin: -93.9%
Free Cash Flow: $-13.3M
Current Ratio: 2.79x
Debt/Equity: 0.00x
EPS: $-3.09
AI Grade: D with 88% confidence
Pelthos Therapeutics Inc. (PTHS) receives a D fundamental grade with 88% confidence from our AI analysis based on SEC 10-K filings. With revenue of $10.9M, net profit margin of -93.9%, and return on equity (ROE) of -29.2%, Pelthos Therapeutics Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete PTHS stock analysis for 2026.

Is Pelthos Therapeutics Inc. (PTHS) a Good Investment?

Claude

Pelthos is a pre-commercial biopharmaceutical company with minimal revenue ($10.9M) and accelerating operating losses (operating margin -120%, net income declined 444.6% YoY). Negative free cash flow of -$13.3M annually against only $32M cash reserves leaves approximately 2-3 years of runway, creating material liquidity risk before achieving product commercialization.

Pelthos Therapeutics Inc. Key Strengths (PTHS)

Claude
  • + Zero long-term debt eliminates leverage and default risk
  • + Strong liquidity ratios (2.79x current, 1.86x quick) provide near-term operational flexibility
  • + Maintains $32M cash reserve providing runway for continued R&D operations

PTHS Stock Risks: Pelthos Therapeutics Inc. Investment Risks

Claude
  • ! Severe and deteriorating profitability with operating losses exceeding revenue by 120%
  • ! Net income declined 444.6% YoY indicating accelerating cash burn and worsening financial trajectory
  • ! Limited cash runway of ~2-3 years at current burn rate creates existential liquidity risk without significant revenue growth or external capital

Key Metrics to Watch

Claude
  • * Quarterly revenue growth rate and path to product commercialization
  • * Monthly operating cash burn rate and updated runway analysis
  • * Clinical trial progress, regulatory milestones, and financing activities

Pelthos Therapeutics Inc. (PTHS) Financial Metrics & Key Ratios

Revenue
$10.9M
Net Income
$-10.2M
EPS (Diluted)
$-3.09
Free Cash Flow
$-13.3M
Total Assets
$145.4M
Cash Position
$32.0M

💡 AI Analyst Insight

Strong liquidity with a 2.79x current ratio provides a solid financial cushion.

PTHS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -120.0%
Net Margin -93.9%
ROE -29.2%
ROA -7.0%
FCF Margin -122.1%

PTHS vs Healthcare Sector: How Pelthos Therapeutics Inc. Compares

How Pelthos Therapeutics Inc. compares to Healthcare sector averages

Net Margin
PTHS -93.9%
vs
Sector Avg 12.0%
PTHS Sector
ROE
PTHS -29.2%
vs
Sector Avg 15.0%
PTHS Sector
Current Ratio
PTHS 2.8x
vs
Sector Avg 2.0x
PTHS Sector
Debt/Equity
PTHS 0.0x
vs
Sector Avg 0.6x
PTHS Sector

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

Is Pelthos Therapeutics Inc. Stock Overvalued? PTHS Valuation Analysis 2026

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

Return on Equity
-29.2%
Sector avg: 15%
Net Profit Margin
-93.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Pelthos Therapeutics Inc. Balance Sheet: PTHS Debt, Cash & Liquidity

Current Ratio
2.79x
Quick Ratio
1.86x
Debt/Equity
0.00x
Debt/Assets
75.9%
Interest Coverage
-7.71x
Long-term Debt
N/A

PTHS Revenue & Earnings Growth: 5-Year Financial Trend

PTHS 5-year financial data: Year 2025: Revenue $16.8M, Net Income -$8.0M, EPS $-14.27.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pelthos Therapeutics Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-14.27 indicates the company is currently unprofitable.

PTHS 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
-122.1%
Free cash flow / Revenue

PTHS Quarterly Earnings & Performance

Quarterly financial performance data for Pelthos Therapeutics Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 N/A -$2.0M $-3.09
Q3 2025 $294.0K -$1.7M $-2.93

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

Pelthos Therapeutics Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$13.1M
Cash generated from operations
Capital Expenditures
$194.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Pelthos Therapeutics Inc. (CIK: 0001919246)

📋 Recent SEC Filings

Date Form Document Action
May 28, 2026 8-K pths-20260528.htm View →
May 26, 2026 4 xslF345X06/wk-form4_1779837441.xml View →
May 21, 2026 8-K pths-20260515.htm View →
May 18, 2026 4 xslF345X06/wk-form4_1779142269.xml View →
May 14, 2026 8-K pths-20260514.htm View →

Frequently Asked Questions about PTHS

What is the AI rating for PTHS?

Pelthos Therapeutics Inc. (PTHS) has an AI grade of D with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PTHS's key strengths?

Claude: Zero long-term debt eliminates leverage and default risk. Strong liquidity ratios (2.79x current, 1.86x quick) provide near-term operational flexibility.

What are the risks of investing in PTHS?

Claude: Severe and deteriorating profitability with operating losses exceeding revenue by 120%. Net income declined 444.6% YoY indicating accelerating cash burn and worsening financial trajectory.

What is PTHS's revenue and growth?

Pelthos Therapeutics Inc. reported revenue of $10.9M.

Does PTHS pay dividends?

Pelthos Therapeutics Inc. does not currently pay dividends.

Where can I find PTHS SEC filings?

Official SEC filings for Pelthos Therapeutics Inc. (CIK: 0001919246) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PTHS's EPS?

Pelthos Therapeutics Inc. has a diluted EPS of $-3.09.

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 PTHS's fundamental grade?

Based on our AI fundamental analysis in May 2026, Pelthos Therapeutics Inc. has a D grade with 88% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PTHS stock overvalued or undervalued?

Valuation metrics for PTHS: ROE of -29.2% (sector avg: 15%), net margin of -93.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is PTHS's AI grade for 2026?

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

What is PTHS's free cash flow?

Pelthos Therapeutics Inc.'s operating cash flow is $-13.1M, with capital expenditures of $194.0K. FCF margin is -122.1%.

How does PTHS compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -93.9% (avg: 12%), ROE -29.2% (avg: 15%), current ratio 2.79 (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 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI