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XCF Global, Inc. (SAFX) Stock Fundamental Analysis & AI Rating 2026

SAFX Nasdaq Industrial Organic Chemicals DE CIK: 0002019793
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 SAFX Key Takeaways

Revenue: $0.0
Net Margin: N/A
Free Cash Flow: $-46.5M
Current Ratio: 0.11x
Debt/Equity: 3.29x
EPS: $0.52
AI Rating: STRONG SELL with 95% confidence
XCF Global, Inc. (SAFX) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $0, and return on equity (ROE) of 196.5%, XCF Global, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete SAFX stock analysis for 2026.

Is XCF Global, Inc. (SAFX) a Good Investment?

Claude

XCF Global exhibits critical financial distress with zero revenue, $67.9M in operating losses, and a severe liquidity crisis (0.11x current ratio with only $155K cash against $381.8M liabilities). The positive net income appears driven by non-operational one-time gains masking fundamental business failure and operational cash burn of -$17.9M. High leverage (3.29x debt/equity) combined with negative free cash flow creates acute solvency risk.

Why Buy XCF Global, Inc. Stock? SAFX Key Strengths

Claude
  • + Positive stockholders' equity of $37.7M provides limited cushion against total loss
  • + Total asset base of $419.5M may have liquidation value despite operational distress
  • + Minimal insider selling activity suggests management retention despite crisis

SAFX Stock Risks: XCF Global, Inc. Investment Risks

Claude
  • ! Zero revenue generation with -100% YoY decline indicates complete loss of commercial viability
  • ! Structural unprofitability with -$67.9M operating loss and -$17.9M negative operating cash flow creating unsustainable cash burn
  • ! Critical liquidity crisis: 0.11x current ratio with $155K cash against $381.8M total liabilities creates immediate solvency risk
  • ! Excessive leverage at 3.29x debt/equity with $124M long-term debt and negative interest coverage
  • ! Negative free cash flow of -$46.5M while continuing capital expenditures indicates unsustainable capital allocation

Key Metrics to Watch

Claude
  • * Quarterly revenue generation and stabilization above zero
  • * Cash position monitoring given critically low $155K balance and monthly burn rate
  • * Current ratio and working capital trend for solvency sustainability

XCF Global, Inc. (SAFX) Financial Metrics & Key Ratios

Revenue
$0.0
Net Income
$74.0M
EPS (Diluted)
$0.52
Free Cash Flow
$-46.5M
Total Assets
$419.5M
Cash Position
$154.9K

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SAFX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE 196.5%
ROA 17.6%
FCF Margin N/A

SAFX vs Materials Sector: How XCF Global, Inc. Compares

How XCF Global, Inc. compares to Materials sector averages

Net Margin
SAFX 0.0%
vs
Sector Avg 10.0%
SAFX Sector
ROE
SAFX 196.5%
vs
Sector Avg 14.0%
SAFX Sector
Current Ratio
SAFX 0.1x
vs
Sector Avg 1.6x
SAFX Sector
Debt/Equity
SAFX 3.3x
vs
Sector Avg 0.6x
SAFX Sector

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

Is XCF Global, Inc. Stock Overvalued? SAFX Valuation Analysis 2026

Based on fundamental analysis, XCF Global, Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
196.5%
Sector avg: 14%
Net Profit Margin
N/A
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.29x
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.

XCF Global, Inc. Balance Sheet: SAFX Debt, Cash & Liquidity

Current Ratio
0.11x
Quick Ratio
0.11x
Debt/Equity
3.29x
Debt/Assets
91.0%
Interest Coverage
N/A
Long-term Debt
$124.0M

SAFX Revenue & Earnings Growth: 5-Year Financial Trend

SAFX 5-year financial data: Year 2025: Revenue $20.8M, Net Income -$24.1M, EPS $0.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: XCF Global, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.52 reflects profitable operations.

SAFX 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
N/A
Free cash flow / Revenue

SAFX Quarterly Earnings & Performance

Quarterly financial performance data for XCF Global, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $9.6M -$3.4M $-0.08
Q2 2025 $6.6M -$1.2M $0.83

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

XCF Global, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$17.9M
Cash generated from operations
Capital Expenditures
$28.7M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for XCF Global, Inc. (CIK: 0002019793)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 8-K form8-k.htm View →
Apr 14, 2026 8-K form8-k.htm View →
Apr 9, 2026 8-K form8-k.htm View →
Mar 31, 2026 10-K form10-k.htm View →
Mar 23, 2026 8-K form8-k.htm View →

Frequently Asked Questions about SAFX

What is the AI rating for SAFX?

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

What are SAFX's key strengths?

Claude: Positive stockholders' equity of $37.7M provides limited cushion against total loss. Total asset base of $419.5M may have liquidation value despite operational distress.

What are the risks of investing in SAFX?

Claude: Zero revenue generation with -100% YoY decline indicates complete loss of commercial viability. Structural unprofitability with -$67.9M operating loss and -$17.9M negative operating cash flow creating unsustainable cash burn.

What is SAFX's revenue and growth?

XCF Global, Inc. reported revenue of $0.0.

Does SAFX pay dividends?

XCF Global, Inc. does not currently pay dividends.

Where can I find SAFX SEC filings?

Official SEC filings for XCF Global, Inc. (CIK: 0002019793) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SAFX's EPS?

XCF Global, Inc. has a diluted EPS of $0.52.

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 SAFX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, XCF Global, 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 SAFX stock overvalued or undervalued?

Valuation metrics for SAFX: ROE of 196.5% (sector avg: 14%), net margin of N/A (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy SAFX stock in 2026?

Our dual AI analysis gives XCF Global, 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 SAFX's free cash flow?

XCF Global, Inc.'s operating cash flow is $-17.9M, with capital expenditures of $28.7M.

How does SAFX compare to other Materials stocks?

Vs Materials sector averages: Net margin N/A (avg: 10%), ROE 196.5% (avg: 14%), current ratio 0.11 (avg: 1.6).

Is XCF Global, Inc. carrying too much debt?

SAFX has a debt-to-equity ratio of 3.29x, which is above the Materials sector average of 0.6x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is SAFX's return on equity (ROE) so high?

XCF Global, Inc. has a return on equity of 196.5%, significantly above the Materials sector average of 14%. A high ROE indicates the company is efficient at generating profits from shareholder equity.

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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 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI