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Beauty Health Co (SKIN) Stock Fundamental Analysis & AI Rating 2026

SKIN Nasdaq Surgical & Medical Instruments & Apparatus DE CIK: 0001818093
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 SKIN Key Takeaways

Revenue: $300.8M
Net Margin: -3.2%
Free Cash Flow: $37.2M
Current Ratio: 1.66x
Debt/Equity: 5.95x
EPS: $-0.16
AI Rating: SELL with 75% confidence
Beauty Health Co (SKIN) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $300.8M, net profit margin of -3.2%, and return on equity (ROE) of -15.6%, Beauty Health Co demonstrates mixed fundamentals in the Healthcare sector. Below is our complete SKIN stock analysis for 2026.

Is Beauty Health Co (SKIN) a Good Investment?

Claude

Beauty Health is operationally unprofitable with -6.9% operating margins and declining revenue (-10% YoY), yet burdened with an unsustainable 5.95x debt-to-equity ratio that cannot be serviced from operations. While strong 65.3% gross margins and $232.7M cash position provide near-term cushion, the combination of negative operating income, negative interest coverage, and deteriorating top-line momentum creates significant financial distress risk.

Why Buy Beauty Health Co Stock? SKIN Key Strengths

Claude
  • + Strong gross margin of 65.3% indicates healthy unit economics at the product level
  • + Positive free cash flow of $37.2M (12.4% FCF margin) despite operating losses
  • + Substantial cash position of $232.7M provides runway for turnaround or debt management
  • + Improving EPS trend with +55.6% YoY improvement shows operational momentum in right direction

SKIN Stock Risks: Beauty Health Co Investment Risks

Claude
  • ! Extreme leverage with 5.95x debt-to-equity ratio and $363.4M long-term debt on only $61.1M equity
  • ! Negative interest coverage (-6.9x) means operating losses cannot support debt service
  • ! Declining revenue (-10% YoY) suggests structural demand challenges or market share loss
  • ! Operating losses of -$20.8M with negative ROE (-15.6%) and ROA (-1.9%) show poor capital efficiency
  • ! Positive FCF driven by minimal CapEx ($303K) rather than operational strength - may be underinvestment

Key Metrics to Watch

Claude
  • * Operating cash flow sustainability and trend reversal in revenue decline
  • * Debt refinancing ability and any covenant violations given negative interest coverage
  • * Path to operating profitability with timeline for positive operating margins
  • * Cash burn rate relative to $232.7M runway given current operational losses

Beauty Health Co (SKIN) Financial Metrics & Key Ratios

Revenue
$300.8M
Net Income
$-9.5M
EPS (Diluted)
$-0.16
Free Cash Flow
$37.2M
Total Assets
$499.8M
Cash Position
$232.7M

💡 AI Analyst Insight

Beauty Health Co presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SKIN Profit Margin, ROE & Profitability Analysis

Gross Margin 65.3%
Operating Margin -6.9%
Net Margin -3.2%
ROE -15.6%
ROA -1.9%
FCF Margin 12.4%

SKIN vs Healthcare Sector: How Beauty Health Co Compares

How Beauty Health Co compares to Healthcare sector averages

Net Margin
SKIN -3.2%
vs
Sector Avg 12.0%
SKIN Sector
ROE
SKIN -15.6%
vs
Sector Avg 15.0%
SKIN Sector
Current Ratio
SKIN 1.7x
vs
Sector Avg 2.0x
SKIN Sector
Debt/Equity
SKIN 6.0x
vs
Sector Avg 0.6x
SKIN Sector

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

Is Beauty Health Co Stock Overvalued? SKIN Valuation Analysis 2026

Based on fundamental analysis, Beauty Health Co shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
-15.6%
Sector avg: 15%
Net Profit Margin
-3.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
5.95x
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.

Beauty Health Co Balance Sheet: SKIN Debt, Cash & Liquidity

Current Ratio
1.66x
Quick Ratio
1.40x
Debt/Equity
5.95x
Debt/Assets
87.8%
Interest Coverage
-6.87x
Long-term Debt
$363.4M

SKIN Revenue & Earnings Growth: 5-Year Financial Trend

SKIN 5-year financial data: Year 2021: Revenue $260.1M, Net Income -$1.6M, EPS $-0.05. Year 2022: Revenue $365.9M, Net Income -$29.2M, EPS $-0.85. Year 2023: Revenue $398.0M, Net Income -$378.8M, EPS $-3.71. Year 2024: Revenue $398.0M, Net Income $44.2M, EPS $-0.23. Year 2025: Revenue $398.0M, Net Income -$100.1M, EPS $-0.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Beauty Health Co's revenue has grown significantly by 53% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.76 indicates the company is currently unprofitable.

SKIN 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
12.4%
Free cash flow / Revenue

SKIN Quarterly Earnings & Performance

Quarterly financial performance data for Beauty Health Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $70.7M $202.0K $-0.09
Q2 2025 $78.2M $202.0K $-0.02
Q1 2025 $69.6M -$679.0K $-0.08
Q3 2024 $78.8M $202.0K $-0.15
Q2 2024 $90.6M $202.0K $0.03
Q1 2024 $81.4M -$679.0K $-0.10
Q3 2023 $88.8M -$81.0K $-0.03
Q2 2023 $103.5M $3.4M $0.03

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

Beauty Health Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$37.5M
Cash generated from operations
Capital Expenditures
$303.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Beauty Health Co (CIK: 0001818093)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 4 xslF345X06/wk-form4_1776112022.xml View →
Apr 13, 2026 4 xslF345X06/wk-form4_1776111961.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774386383.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774386300.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774386239.xml View →

Frequently Asked Questions about SKIN

What is the AI rating for SKIN?

Beauty Health Co (SKIN) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SKIN's key strengths?

Claude: Strong gross margin of 65.3% indicates healthy unit economics at the product level. Positive free cash flow of $37.2M (12.4% FCF margin) despite operating losses.

What are the risks of investing in SKIN?

Claude: Extreme leverage with 5.95x debt-to-equity ratio and $363.4M long-term debt on only $61.1M equity. Negative interest coverage (-6.9x) means operating losses cannot support debt service.

What is SKIN's revenue and growth?

Beauty Health Co reported revenue of $300.8M.

Does SKIN pay dividends?

Beauty Health Co does not currently pay dividends.

Where can I find SKIN SEC filings?

Official SEC filings for Beauty Health Co (CIK: 0001818093) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SKIN's EPS?

Beauty Health Co 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 rating reflects both perspectives for balanced insights.

Is SKIN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Beauty Health Co has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SKIN stock overvalued or undervalued?

Valuation metrics for SKIN: ROE of -15.6% (sector avg: 15%), net margin of -3.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SKIN stock in 2026?

Our dual AI analysis gives Beauty Health Co a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SKIN's free cash flow?

Beauty Health Co's operating cash flow is $37.5M, with capital expenditures of $303.0K. FCF margin is 12.4%.

How does SKIN compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -3.2% (avg: 12%), ROE -15.6% (avg: 15%), current ratio 1.66 (avg: 2).

Is Beauty Health Co carrying too much debt?

SKIN has a debt-to-equity ratio of 5.95x, which is above the Healthcare sector average of 0.6x. However, the current ratio of 1.66 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: 2025-12-31 | Powered by Claude AI