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Pattern Group Inc. (PTRN) Fundamental Analysis & AI Grade 2026

PTRN Nasdaq Retail-Catalog & Mail-Order Houses DE CIK: 0001811935
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
58% Confidence
N/A
B
58% Conf
Pending
Analysis scheduled

📊 PTRN Key Takeaways

Revenue: $773.7M
Net Margin: 3.8%
Free Cash Flow: $63.3M
Current Ratio: 2.45x
Debt/Equity: 0.00x
EPS: $0.16
AI Grade: B with 58% confidence
Pattern Group Inc. (PTRN) receives a B fundamental grade with 58% confidence from our AI analysis based on SEC 10-K filings. With revenue of $773.7M, net profit margin of 3.8%, and return on equity (ROE) of 4.8%, Pattern Group Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete PTRN stock analysis for 2026.

Is Pattern Group Inc. (PTRN) a Good Investment?

Claude

Pattern Group demonstrates strong operational momentum with 39.3% revenue growth and 110.4% net income growth, supported by a fortress balance sheet with zero debt and robust free cash flow of $63.3M. However, a dramatic 389.4% decline in diluted EPS despite earnings growth signals material shareholder dilution, combined with thin operating margins (5.1%) and subpar returns on equity (4.8%), indicating the growth narrative may not translate to shareholder value creation.

Pattern Group Inc. Key Strengths (PTRN)

Claude
  • + Strong topline growth of 39.3% YoY with accelerating net income growth of 110.4%, demonstrating operational leverage in the business
  • + Fortress balance sheet with zero debt, $344.2M cash (36% of assets), and 2.45x current ratio providing financial flexibility and downside protection
  • + Positive free cash flow generation of $63.3M (8.2% FCF margin) validates earnings quality and cash conversion capability
  • + Conservative capital structure with stockholders equity of $609.7M supports sustainable dividend or reinvestment capacity

PTRN Stock Risks: Pattern Group Inc. Investment Risks

Claude
  • ! Severe EPS dilution with diluted EPS declining 389.4% despite net income growth, indicating substantial share issuance eroding shareholder value
  • ! Razor-thin profit margins (3.8% net margin, 5.1% operating margin) typical of mail-order retail with limited pricing power and intense competition
  • ! Suboptimal capital returns with ROE of only 4.8% and ROA of 3.0%, suggesting inefficient capital deployment despite revenue growth
  • ! Structural sector headwinds facing traditional retail and mail-order businesses amid e-commerce disruption and shifting consumer preferences

Key Metrics to Watch

Claude
  • * Diluted share count trend and equity issuance activity to assess true shareholder value creation versus dilution burden
  • * Gross margin recovery once data available; critical to determine if top-line growth includes low-margin business mix
  • * Return on equity progression over next 2-3 quarters to confirm whether operational improvements compound into better shareholder returns
  • * Free cash flow conversion rate relative to net income to validate sustainability of cash generation amid growth investments

Pattern Group Inc. (PTRN) Financial Metrics & Key Ratios

Revenue
$773.7M
Net Income
$29.2M
EPS (Diluted)
$0.16
Free Cash Flow
$63.3M
Total Assets
$967.2M
Cash Position
$344.2M

💡 AI Analyst Insight

Strong liquidity with a 2.45x current ratio provides a solid financial cushion.

PTRN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 5.1%
Net Margin 3.8%
ROE 4.8%
ROA 3.0%
FCF Margin 8.2%

PTRN vs Consumer Sector: How Pattern Group Inc. Compares

How Pattern Group Inc. compares to Consumer sector averages

Net Margin
PTRN 3.8%
vs
Sector Avg 8.0%
PTRN Sector
ROE
PTRN 4.8%
vs
Sector Avg 18.0%
PTRN Sector
Current Ratio
PTRN 2.5x
vs
Sector Avg 1.5x
PTRN Sector
Debt/Equity
PTRN 0.0x
vs
Sector Avg 0.8x
PTRN Sector

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

Is Pattern Group Inc. Stock Overvalued? PTRN Valuation Analysis 2026

Based on fundamental analysis, Pattern Group Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
4.8%
Sector avg: 18%
Net Profit Margin
3.8%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Pattern Group Inc. Balance Sheet: PTRN Debt, Cash & Liquidity

Current Ratio
2.45x
Quick Ratio
1.54x
Debt/Equity
0.00x
Debt/Assets
37.0%
Interest Coverage
N/A
Long-term Debt
N/A

PTRN Revenue & Earnings Growth: 5-Year Financial Trend

PTRN 5-year financial data: Year 2025: Revenue $2.5B, Net Income $41.3M, EPS $0.22.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pattern Group Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.22 reflects profitable operations.

PTRN 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
8.2%
Free cash flow / Revenue

PTRN Quarterly Earnings & Performance

Quarterly financial performance data for Pattern Group Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $540.4M $22.8M $0.16
Q3 2025 $439.4M -$12.5M $0.09

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

Pattern Group Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$72.6M
Cash generated from operations
Stock Buybacks
$3.6M
Shares repurchased (TTM)
Capital Expenditures
$9.3M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Pattern Group Inc. (CIK: 0001811935)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 8-K ptrn-20260515.htm View →
May 19, 2026 4 xslF345X06/wk-form4_1779223886.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779145718.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779145698.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779144842.xml View →

Frequently Asked Questions about PTRN

What is the AI rating for PTRN?

Pattern Group Inc. (PTRN) has an AI grade of B with 58% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PTRN's key strengths?

Claude: Strong topline growth of 39.3% YoY with accelerating net income growth of 110.4%, demonstrating operational leverage in the business. Fortress balance sheet with zero debt, $344.2M cash (36% of assets), and 2.45x current ratio providing financial flexibility and downside protection.

What are the risks of investing in PTRN?

Claude: Severe EPS dilution with diluted EPS declining 389.4% despite net income growth, indicating substantial share issuance eroding shareholder value. Razor-thin profit margins (3.8% net margin, 5.1% operating margin) typical of mail-order retail with limited pricing power and intense competition.

What is PTRN's revenue and growth?

Pattern Group Inc. reported revenue of $773.7M.

Does PTRN pay dividends?

Pattern Group Inc. does not currently pay dividends.

Where can I find PTRN SEC filings?

Official SEC filings for Pattern Group Inc. (CIK: 0001811935) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PTRN's EPS?

Pattern Group Inc. has a diluted EPS of $0.16.

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 PTRN's fundamental grade?

Based on our AI fundamental analysis in May 2026, Pattern Group Inc. has a B grade with 58% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PTRN stock overvalued or undervalued?

Valuation metrics for PTRN: ROE of 4.8% (sector avg: 18%), net margin of 3.8% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is PTRN's AI grade for 2026?

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

What is PTRN's free cash flow?

Pattern Group Inc.'s operating cash flow is $72.6M, with capital expenditures of $9.3M. FCF margin is 8.2%.

How does PTRN compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 3.8% (avg: 8%), ROE 4.8% (avg: 18%), current ratio 2.45 (avg: 1.5).

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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: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI