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ONE Group Hospitality, Inc. (STKS) Fundamental Analysis & AI Grade 2026

STKS Nasdaq Retail-Eating Places DE CIK: 0001399520
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-29
Combined AI Grade
D
92% Confidence
N/A
D
92% Conf
Pending
Analysis scheduled

📊 STKS Key Takeaways

Revenue: $212.8M
Net Margin: 1.5%
Free Cash Flow: $11.7M
Current Ratio: 0.36x
Debt/Equity: N/A
EPS: $-0.20
AI Grade: D with 92% confidence
ONE Group Hospitality, Inc. (STKS) receives a D fundamental grade with 92% confidence from our AI analysis based on SEC 10-K filings. With revenue of $212.8M, net profit margin of 1.5%, ONE Group Hospitality, Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete STKS stock analysis for 2026.

Is ONE Group Hospitality, Inc. (STKS) a Good Investment?

Claude

ONE Group is in severe financial distress with negative stockholders' equity of -$81.1M (technical insolvency) and critical liquidity constraints (current ratio 0.36x, only $6.1M cash). Most alarming is net income declining 34.1% YoY despite extraordinary 2069.9% revenue growth, indicating failed acquisition integration or non-recurring event revenue. The company requires immediate debt restructuring or capital infusion to avoid default.

ONE Group Hospitality, Inc. Key Strengths (STKS)

Claude
  • + Positive operating cash flow of $21.7M demonstrates some underlying business cash generation
  • + Positive free cash flow of $11.7M provides temporary liquidity despite balance sheet distress
  • + Restaurant/hospitality assets have tangible value that may support creditor recovery

STKS Stock Risks: ONE Group Hospitality, Inc. Investment Risks

Claude
  • ! Negative stockholders' equity of -$81.1M indicates technical insolvency and book value destruction
  • ! Critical liquidity crisis with current ratio 0.36x and quick ratio 0.28x - unable to cover short-term obligations
  • ! Net income collapsed 34.1% YoY despite 2069.9% revenue growth - reveals poor acquisition integration and unsustainable business model
  • ! High debt burden ($345.1M) with tight interest coverage ratio of 1.6x leaves minimal margin for error
  • ! Minimal cash reserves of $6.1M provide no buffer for operational disruptions or debt service spikes

Key Metrics to Watch

Claude
  • * Stockholders' equity trend toward positive territory and debt-to-assets ratio improvement
  • * Current and quick ratios trending above 1.0x indicating restored liquidity capability
  • * Operating margin expansion and net income recovery from -34.1% YoY decline
  • * Cash balance growth and interest coverage improvement above 2.5x safe range

ONE Group Hospitality, Inc. (STKS) Financial Metrics & Key Ratios

Revenue
$212.8M
Net Income
$3.2M
EPS (Diluted)
$-0.20
Free Cash Flow
$11.7M
Total Assets
$877.2M
Cash Position
$6.1M

💡 AI Analyst Insight

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

STKS Profit Margin, ROE & Profitability Analysis

Gross Margin 6.1%
Operating Margin 6.5%
Net Margin 1.5%
ROE N/A
ROA 0.4%
FCF Margin 5.5%

STKS vs Consumer Sector: How ONE Group Hospitality, Inc. Compares

How ONE Group Hospitality, Inc. compares to Consumer sector averages

Net Margin
STKS 1.5%
vs
Sector Avg 8.0%
STKS Sector
ROE
STKS 0.0%
vs
Sector Avg 18.0%
STKS Sector
Current Ratio
STKS 0.4x
vs
Sector Avg 1.5x
STKS Sector
Debt/Equity
STKS 0.0x
vs
Sector Avg 0.8x
STKS Sector

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

Is ONE Group Hospitality, Inc. Stock Overvalued? STKS Valuation Analysis 2026

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

Return on Equity
N/A
Sector avg: 18%
Net Profit Margin
1.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

ONE Group Hospitality, Inc. Balance Sheet: STKS Debt, Cash & Liquidity

Current Ratio
0.36x
Quick Ratio
0.28x
Debt/Equity
N/A
Debt/Assets
86.8%
Interest Coverage
1.58x
Long-term Debt
$345.1M

STKS Revenue & Earnings Growth: 5-Year Financial Trend

STKS 5-year financial data: Year 2021: Revenue $277.2M, Net Income -$12.8M, EPS $-0.44. Year 2022: Revenue $316.6M, Net Income $31.3M, EPS $0.93. Year 2023: Revenue $332.8M, Net Income $13.5M, EPS $0.40. Year 2024: Revenue $673.3M, Net Income $4.7M, EPS $0.15. Year 2025: Revenue $805.7M, Net Income -$17.1M, EPS $-1.16.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ONE Group Hospitality, Inc.'s revenue has grown significantly by 191% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.16 indicates the company is currently unprofitable.

STKS 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
5.5%
Free cash flow / Revenue

STKS Quarterly Earnings & Performance

Quarterly financial performance data for ONE Group Hospitality, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $211.1M $975.0K $-0.20
Q3 2025 $180.2M -$9.3M $-0.53
Q2 2025 $172.5M -$7.3M $-0.38
Q1 2025 $85.0M $975.0K $-0.07
Q3 2024 $76.9M $76.0K $-0.10
Q2 2024 $83.4M $568.0K $0.02
Q1 2024 $82.6M -$2.1M $-0.07
Q3 2023 $73.0M $76.0K $0.01

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

ONE Group Hospitality, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$21.7M
Cash generated from operations
Stock Buybacks
$1.1M
Shares repurchased (TTM)
Capital Expenditures
$9.9M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for ONE Group Hospitality, Inc. (CIK: 0001399520)

📋 Recent SEC Filings

Date Form Document Action
May 19, 2026 8-K stks-20260519x8k.htm View →
May 6, 2026 10-Q stks-20260329x10q.htm View →
May 6, 2026 8-K stks-20260506x8k.htm View →
May 1, 2026 4 xslF345X06/form4-05012026_120510.xml View →
May 1, 2026 4 xslF345X06/form4-05012026_120547.xml View →

Frequently Asked Questions about STKS

What is the AI rating for STKS?

ONE Group Hospitality, Inc. (STKS) has an AI grade of D with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are STKS's key strengths?

Claude: Positive operating cash flow of $21.7M demonstrates some underlying business cash generation. Positive free cash flow of $11.7M provides temporary liquidity despite balance sheet distress.

What are the risks of investing in STKS?

Claude: Negative stockholders' equity of -$81.1M indicates technical insolvency and book value destruction. Critical liquidity crisis with current ratio 0.36x and quick ratio 0.28x - unable to cover short-term obligations.

What is STKS's revenue and growth?

ONE Group Hospitality, Inc. reported revenue of $212.8M.

Does STKS pay dividends?

ONE Group Hospitality, Inc. does not currently pay dividends.

Where can I find STKS SEC filings?

Official SEC filings for ONE Group Hospitality, Inc. (CIK: 0001399520) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is STKS's EPS?

ONE Group Hospitality, Inc. has a diluted EPS of $-0.20.

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 STKS's fundamental grade?

Based on our AI fundamental analysis in May 2026, ONE Group Hospitality, Inc. has a D grade with 92% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is STKS stock overvalued or undervalued?

Valuation metrics for STKS: ROE of N/A (sector avg: 18%), net margin of 1.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is STKS's AI grade for 2026?

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

What is STKS's free cash flow?

ONE Group Hospitality, Inc.'s operating cash flow is $21.7M, with capital expenditures of $9.9M. FCF margin is 5.5%.

How does STKS compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 1.5% (avg: 8%), ROE N/A (avg: 18%), current ratio 0.36 (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: 2026-03-29 | Powered by Claude AI