← Back to All US Stocks

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

PTHS NYSE Biological Products, (No Diagnostic Substances) NV CIK: 0001919246
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 PTHS Key Takeaways

Revenue: $16.8M
Net Margin: -257.9%
Free Cash Flow: $-22.7M
Current Ratio: 2.05x
Debt/Equity: 0.00x
EPS: $-23.04
AI Rating: STRONG SELL with 85% confidence
Pelthos Therapeutics Inc. (PTHS) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $16.8M, net profit margin of -257.9%, and return on equity (ROE) of -111.4%, 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 clinical-stage biotech burning $22.6M annually in operating cash while generating only $16.8M in revenue, creating severe runway constraints. Operating margins of -193% and deteriorating net income (-444.6% YoY) indicate worsening fundamentals with ~9 months of cash runway at current burn rates. Without successful clinical advancement, meaningful revenue growth, or major cost restructuring, the company faces imminent liquidity pressure and financing dilution risk.

Why Buy Pelthos Therapeutics Inc. Stock? PTHS Key Strengths

Claude
  • + Zero long-term debt with 0.00x debt-to-equity ratio reduces leverage risk
  • + Current ratio of 2.05x provides near-term liquidity cushion for operations
  • + Minimal capital expenditure ($99K) demonstrates capital-efficient operating model

PTHS Stock Risks: Pelthos Therapeutics Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -$22.6M against only $18.0M cash balance creates critical runway constraint (<1 year)
  • ! Net margin of -257.9% indicates company loses $2.58 for every $1.00 of revenue, unsustainable without dramatic business inflection
  • ! YoY net income deterioration of -444.6% and missing gross profit data suggest pre-revenue or failed commercialization trajectory
  • ! Rapid cash burn rate will likely force dilutive equity financing or debt issuance within 6-12 months

Key Metrics to Watch

Claude
  • * Quarterly burn rate trend and cash runway extension timelines
  • * Revenue growth trajectory and gross margin achievement from product commercialization
  • * Clinical trial progress and regulatory milestones that could impact valuation and financing
  • * Insider trading patterns and upcoming capital raises or financing announcements

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

Revenue
$16.8M
Net Income
$-43.3M
EPS (Diluted)
$-23.04
Free Cash Flow
$-22.7M
Total Assets
$130.4M
Cash Position
$18.0M

💡 AI Analyst Insight

Strong liquidity with a 2.05x current ratio provides a solid financial cushion.

PTHS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -193.1%
Net Margin -257.9%
ROE -111.4%
ROA -33.2%
FCF Margin -135.1%

PTHS vs Healthcare Sector: How Pelthos Therapeutics Inc. Compares

How Pelthos Therapeutics Inc. compares to Healthcare sector averages

Net Margin
PTHS -257.9%
vs
Sector Avg 12.0%
PTHS Sector
ROE
PTHS -111.4%
vs
Sector Avg 15.0%
PTHS Sector
Current Ratio
PTHS 2.1x
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
-111.4%
Sector avg: 15%
Net Profit Margin
-257.9%
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
2.05x
Quick Ratio
1.15x
Debt/Equity
0.00x
Debt/Assets
70.2%
Interest Coverage
-19.10x
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
-135.1%
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
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
-$22.6M
Cash generated from operations
Capital Expenditures
$99.0K
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
Apr 14, 2026 8-K pths-20260414.htm View →
Apr 10, 2026 8-K pths-20260410.htm View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775509399.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775509382.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775509361.xml View →

Frequently Asked Questions about PTHS

What is the AI rating for PTHS?

Pelthos Therapeutics Inc. (PTHS) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PTHS's key strengths?

Claude: Zero long-term debt with 0.00x debt-to-equity ratio reduces leverage risk. Current ratio of 2.05x provides near-term liquidity cushion for operations.

What are the risks of investing in PTHS?

Claude: Negative operating cash flow of -$22.6M against only $18.0M cash balance creates critical runway constraint (<1 year). Net margin of -257.9% indicates company loses $2.58 for every $1.00 of revenue, unsustainable without dramatic business inflection.

What is PTHS's revenue and growth?

Pelthos Therapeutics Inc. reported revenue of $16.8M.

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 $-23.04.

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 PTHS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pelthos Therapeutics Inc. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PTHS stock overvalued or undervalued?

Valuation metrics for PTHS: ROE of -111.4% (sector avg: 15%), net margin of -257.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy PTHS stock in 2026?

Our dual AI analysis gives Pelthos Therapeutics 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 PTHS's free cash flow?

Pelthos Therapeutics Inc.'s operating cash flow is $-22.6M, with capital expenditures of $99.0K. FCF margin is -135.1%.

How does PTHS compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -257.9% (avg: 12%), ROE -111.4% (avg: 15%), current ratio 2.05 (avg: 2).

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 Healthcare 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