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Tvardi Therapeutics, Inc. (TVRD) Stock Fundamental Analysis & AI Rating 2026

TVRD Nasdaq Pharmaceutical Preparations DE CIK: 0001346830
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 TVRD Key Takeaways

Revenue: $2.6M
Net Margin: -709.0%
Free Cash Flow: $-24.5M
Current Ratio: 2.86x
Debt/Equity: 0.00x
EPS: $-3.26
AI Rating: STRONG SELL with 92% confidence
Tvardi Therapeutics, Inc. (TVRD) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.6M, net profit margin of -709.0%, and return on equity (ROE) of -87.0%, Tvardi Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete TVRD stock analysis for 2026.

Is Tvardi Therapeutics, Inc. (TVRD) a Good Investment?

Claude

Tvardi Therapeutics is in severe financial distress with revenue collapsing 66% YoY to $2.6M while operating losses widen to -$26.7M. The company is burning $24.5M in free cash flow annually with only ~$20.7M in cash reserves, providing less than one year of runway at current burn rates. Absent a dramatic operational or clinical turnaround, the fundamental business model appears broken.

Why Buy Tvardi Therapeutics, Inc. Stock? TVRD Key Strengths

Claude
  • + Strong liquidity position with current ratio of 2.86x and $20.7M cash
  • + No long-term debt provides financial flexibility
  • + Positive stockholders' equity of $20.9M reduces immediate solvency risk

TVRD Stock Risks: Tvardi Therapeutics, Inc. Investment Risks

Claude
  • ! Revenue collapsed 66% YoY indicating loss of product traction or market access
  • ! Operating cash burn of $23.5M annually with minimal cash runway remaining
  • ! Extreme operating losses (-$26.7M) and negative margins (-1041% operating margin) demonstrate non-viable unit economics
  • ! Biotech/pharma sector context suggests potential pipeline failure or clinical setback

Key Metrics to Watch

Claude
  • * Quarterly revenue trend and stabilization
  • * Monthly cash burn rate and cash runway timeline
  • * Operating expense reduction initiatives and restructuring progress
  • * New product launches or partnership announcements that could restore revenue growth

Tvardi Therapeutics, Inc. (TVRD) Financial Metrics & Key Ratios

Revenue
$2.6M
Net Income
$-18.2M
EPS (Diluted)
$-3.26
Free Cash Flow
$-24.5M
Total Assets
$32.1M
Cash Position
$20.7M

💡 AI Analyst Insight

Strong liquidity with a 2.86x current ratio provides a solid financial cushion.

TVRD Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -1,041.2%
Net Margin -709.0%
ROE -87.0%
ROA -56.8%
FCF Margin -955.4%

TVRD vs Healthcare Sector: How Tvardi Therapeutics, Inc. Compares

How Tvardi Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
TVRD -709.0%
vs
Sector Avg 12.0%
TVRD Sector
ROE
TVRD -87.0%
vs
Sector Avg 15.0%
TVRD Sector
Current Ratio
TVRD 2.9x
vs
Sector Avg 2.0x
TVRD Sector
Debt/Equity
TVRD 0.0x
vs
Sector Avg 0.6x
TVRD Sector

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

Is Tvardi Therapeutics, Inc. Stock Overvalued? TVRD Valuation Analysis 2026

Based on fundamental analysis, Tvardi Therapeutics, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-87.0%
Sector avg: 15%
Net Profit Margin
-709.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Tvardi Therapeutics, Inc. Balance Sheet: TVRD Debt, Cash & Liquidity

Current Ratio
2.86x
Quick Ratio
2.77x
Debt/Equity
0.00x
Debt/Assets
34.7%
Interest Coverage
N/A
Long-term Debt
N/A

TVRD Revenue & Earnings Growth: 5-Year Financial Trend

TVRD 5-year financial data: Year 2020: Revenue $135.1M, Net Income N/A, EPS N/A. Year 2021: Revenue $135.1M, Net Income -$106.4M, EPS $-2.49. Year 2022: Revenue $135.1M, Net Income $8.4M, EPS $0.18. Year 2023: Revenue $41.9M, Net Income -$88.4M, EPS $-1.74. Year 2024: Revenue $41.9M, Net Income -$85.5M, EPS $-19.12.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Tvardi Therapeutics, Inc.'s revenue has declined by 69% over the 5-year period, indicating business contraction. The most recent EPS of $-11.42 indicates the company is currently unprofitable.

TVRD 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
-955.4%
Free cash flow / Revenue

TVRD Quarterly Earnings & Performance

Quarterly financial performance data for Tvardi Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2025 $2.1M -$4.9M $-3.22
Q3 2024 $2.6M -$12.5M $-0.23
Q2 2024 $991.0K -$20.0M $-0.37
Q1 2024 $2.1M -$26.7M $-0.49
Q3 2023 $4.9M -$4.2M $-0.43
Q2 2023 $6.9M -$4.2M $-0.08
Q1 2023 $4.8M -$26.7M $-0.49
Q3 2022 $10.8M -$1.0M $-0.02

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

Tvardi Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$23.5M
Cash generated from operations
Capital Expenditures
$1.0M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Tvardi Therapeutics, Inc. (CIK: 0001346830)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 10-K tvrd-20251231x10k.htm View →
Mar 31, 2026 8-K tm2610603d1_8k.htm View →
Mar 6, 2026 8-K tm268178d1_8k.htm View →
Feb 2, 2026 4 xslF345X05/form4-02022026_040207.xml View →
Feb 2, 2026 4 xslF345X05/form4-02022026_040205.xml View →

Frequently Asked Questions about TVRD

What is the AI rating for TVRD?

Tvardi Therapeutics, Inc. (TVRD) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TVRD's key strengths?

Claude: Strong liquidity position with current ratio of 2.86x and $20.7M cash. No long-term debt provides financial flexibility.

What are the risks of investing in TVRD?

Claude: Revenue collapsed 66% YoY indicating loss of product traction or market access. Operating cash burn of $23.5M annually with minimal cash runway remaining.

What is TVRD's revenue and growth?

Tvardi Therapeutics, Inc. reported revenue of $2.6M.

Does TVRD pay dividends?

Tvardi Therapeutics, Inc. does not currently pay dividends.

Where can I find TVRD SEC filings?

Official SEC filings for Tvardi Therapeutics, Inc. (CIK: 0001346830) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TVRD's EPS?

Tvardi Therapeutics, Inc. has a diluted EPS of $-3.26.

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 TVRD a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Tvardi Therapeutics, 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 TVRD stock overvalued or undervalued?

Valuation metrics for TVRD: ROE of -87.0% (sector avg: 15%), net margin of -709.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TVRD stock in 2026?

Our dual AI analysis gives Tvardi Therapeutics, 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 TVRD's free cash flow?

Tvardi Therapeutics, Inc.'s operating cash flow is $-23.5M, with capital expenditures of $1.0M. FCF margin is -955.4%.

How does TVRD compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -709.0% (avg: 12%), ROE -87.0% (avg: 15%), current ratio 2.86 (avg: 2).

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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 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI