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SHF Holdings, Inc. (SHFSW) Stock Fundamental Analysis & AI Rating 2026

SHFSW Nasdaq Finance Services DE CIK: 0001854963
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-09-30
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 SHFSW Key Takeaways

Revenue: $5.6M
Net Margin: -28.1%
Free Cash Flow: $-2.6M
Current Ratio: 2.08x
Debt/Equity: 1.54x
EPS: $-0.56
AI Rating: STRONG SELL with 92% confidence
SHF Holdings, Inc. (SHFSW) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.6M, net profit margin of -28.1%, and return on equity (ROE) of -22.6%, SHF Holdings, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete SHFSW stock analysis for 2026.

Is SHF Holdings, Inc. (SHFSW) a Good Investment?

Claude

SHF Holdings is in severe financial distress with deteriorating fundamentals across all key metrics. The company is burning cash from operations ($2.4M negative FCF), unprofitable (28.1% net loss margin), and heavily leveraged (1.54x debt/equity) with insufficient liquidity reserves ($862K cash against $10.8M debt). Declining revenue (-13.2% YoY) combined with negative operating income (-74.5% margin) and inability to service debt makes bankruptcy risk substantial.

Why Buy SHF Holdings, Inc. Stock? SHFSW Key Strengths

Claude
  • + Current ratio of 2.08x suggests short-term liquidity is not immediately critical
  • + Low capital expenditure requirements ($208K) reduce funding pressure
  • + Finance services sector could recover if market conditions improve

SHFSW Stock Risks: SHF Holdings, Inc. Investment Risks

Claude
  • ! Negative operating cash flow of $2.4M annually is unsustainable; company is burning through reserves
  • ! High leverage (1.54x debt/equity) with $10.8M debt against only $7.0M equity; interest coverage ratio of -27.1x indicates inability to service debt from operations
  • ! Deteriorating profitability with net income declining 179.6% YoY; operating margin of -74.5% shows structural unprofitability
  • ! Declining revenue (-13.2% YoY) suggests weakening business demand or market position
  • ! Cash reserves of only $862K are grossly insufficient relative to $6.7M liabilities and ongoing operational losses
  • ! Zero insider filings in 90 days suggests complete loss of insider confidence

Key Metrics to Watch

Claude
  • * Operating cash flow trend - critical to assess runway before cash depletion
  • * Revenue stabilization - watch for whether decline accelerates or reverses
  • * Cash balance depletion rate - at current burn, how many months of operations remain?
  • * Debt covenant compliance - risk of breach given negative operating performance

SHF Holdings, Inc. (SHFSW) Financial Metrics & Key Ratios

Revenue
$5.6M
Net Income
$-1.6M
EPS (Diluted)
$-0.56
Free Cash Flow
$-2.6M
Total Assets
$13.7M
Cash Position
$861.7K

💡 AI Analyst Insight

Strong liquidity with a 2.08x current ratio provides a solid financial cushion.

SHFSW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -74.5%
Net Margin -28.1%
ROE -22.6%
ROA -11.6%
FCF Margin -45.7%

SHFSW vs Finance Sector: How SHF Holdings, Inc. Compares

How SHF Holdings, Inc. compares to Finance sector averages

Net Margin
SHFSW -28.1%
vs
Sector Avg 25.0%
SHFSW Sector
ROE
SHFSW -22.6%
vs
Sector Avg 12.0%
SHFSW Sector
Current Ratio
SHFSW 2.1x
vs
Sector Avg 1.2x
SHFSW Sector
Debt/Equity
SHFSW 1.5x
vs
Sector Avg 2.0x
SHFSW Sector

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

Is SHF Holdings, Inc. Stock Overvalued? SHFSW Valuation Analysis 2026

Based on fundamental analysis, SHF Holdings, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-22.6%
Sector avg: 12%
Net Profit Margin
-28.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.54x
Sector avg: 2x

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.

SHF Holdings, Inc. Balance Sheet: SHFSW Debt, Cash & Liquidity

Current Ratio
2.08x
Quick Ratio
2.08x
Debt/Equity
1.54x
Debt/Assets
48.8%
Interest Coverage
-27.11x
Long-term Debt
$10.8M

SHFSW Revenue & Earnings Growth: 5-Year Financial Trend

SHFSW 5-year financial data: Year 2022: Revenue $9.5M, Net Income $3.3M, EPS $-1.85. Year 2023: Revenue $17.6M, Net Income -$35.1M, EPS $-1.85. Year 2024: Revenue $17.6M, Net Income -$17.3M, EPS $-8.12. Year 2025: Revenue $15.2M, Net Income -$48.3M, EPS $-17.43.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: SHF Holdings, Inc.'s revenue has grown significantly by 61% over the 5-year period, indicating strong business expansion. The most recent EPS of $-17.43 indicates the company is currently unprofitable.

SHFSW 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
-45.7%
Free cash flow / Revenue

SHFSW Quarterly Earnings & Performance

Quarterly financial performance data for SHF Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.8M $179.5K $0.06
Q2 2025 $1.8M -$930.7K $0.33
Q1 2025 $1.9M -$313.6K $-0.11
Q3 2024 $3.5M $353.8K $0.01
Q2 2024 $4.0M $941.5K $0.02
Q1 2024 $4.1M -$1.4M $0.04
Q3 2023 $2.4M -$748.1K $-0.02
Q2 2023 $1.9M $336.3K $-0.40

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

SHF Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$2.4M
Cash generated from operations
Capital Expenditures
$208.4K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for SHF Holdings, Inc. (CIK: 0001854963)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 10-K form10-k.htm View →
Apr 1, 2026 8-K form8-k.htm View →
Mar 3, 2026 8-K form8-k.htm View →
Feb 9, 2026 8-K form8-k.htm View →
Nov 12, 2025 8-K form8-k.htm View →

Frequently Asked Questions about SHFSW

What is the AI rating for SHFSW?

SHF Holdings, Inc. (SHFSW) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SHFSW's key strengths?

Claude: Current ratio of 2.08x suggests short-term liquidity is not immediately critical. Low capital expenditure requirements ($208K) reduce funding pressure.

What are the risks of investing in SHFSW?

Claude: Negative operating cash flow of $2.4M annually is unsustainable; company is burning through reserves. High leverage (1.54x debt/equity) with $10.8M debt against only $7.0M equity; interest coverage ratio of -27.1x indicates inability to service debt from operations.

What is SHFSW's revenue and growth?

SHF Holdings, Inc. reported revenue of $5.6M.

Does SHFSW pay dividends?

SHF Holdings, Inc. does not currently pay dividends.

Where can I find SHFSW SEC filings?

Official SEC filings for SHF Holdings, Inc. (CIK: 0001854963) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SHFSW's EPS?

SHF Holdings, Inc. has a diluted EPS of $-0.56.

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 SHFSW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, SHF Holdings, Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SHFSW stock overvalued or undervalued?

Valuation metrics for SHFSW: ROE of -22.6% (sector avg: 12%), net margin of -28.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy SHFSW stock in 2026?

Our dual AI analysis gives SHF Holdings, 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 SHFSW's free cash flow?

SHF Holdings, Inc.'s operating cash flow is $-2.4M, with capital expenditures of $208.4K. FCF margin is -45.7%.

How does SHFSW compare to other Finance stocks?

Vs Finance sector averages: Net margin -28.1% (avg: 25%), ROE -22.6% (avg: 12%), current ratio 2.08 (avg: 1.2).

Is SHF Holdings, Inc. carrying too much debt?

SHFSW has a debt-to-equity ratio of 1.54x, which is above the Finance sector average of 2x. However, the current ratio of 2.08 suggests adequate short-term liquidity.

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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: 2025-09-30 | Powered by Claude AI