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Utz Brands, Inc. (UTZ) Stock Fundamental Analysis & AI Rating 2026

UTZ NYSE Miscellaneous Food Preparations & Kindred Products DE CIK: 0001739566
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-28
SELL
85% Conf
Pending
Analysis scheduled

📊 UTZ Key Takeaways

Revenue: $1.4B
Net Margin: 0.1%
Free Cash Flow: $9.4M
Current Ratio: 1.19x
Debt/Equity: 1.19x
EPS: $0.01
AI Rating: SELL with 85% confidence
Utz Brands, Inc. (UTZ) receives a SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.4B, net profit margin of 0.1%, and return on equity (ROE) of 0.1%, Utz Brands, Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete UTZ stock analysis for 2026.

Is Utz Brands, Inc. (UTZ) a Good Investment?

Claude

Utz Brands exhibits critical financial distress with an interest coverage ratio of 0.5x, indicating operating income cannot service debt obligations. Combined with near-zero profitability (0.1% net margin), weak liquidity (0.82x quick ratio), and minimal free cash flow of $9.4M, the company faces significant refinancing risk and limited financial flexibility.

Why Buy Utz Brands, Inc. Stock? UTZ Key Strengths

Claude
  • + Positive operating cash flow of $112.2M provides near-term operational cushion
  • + Reasonable gross margin of 24.9% for food manufacturing demonstrates cost competitiveness
  • + Modest revenue growth of 2.1% YoY shows underlying market demand

UTZ Stock Risks: Utz Brands, Inc. Investment Risks

Claude
  • ! Interest coverage of 0.5x - operating income insufficient to cover interest payments (unsustainable)
  • ! Net margin of 0.1% and operating margin of 1.4% leave zero buffer for cost inflation or demand disruptions
  • ! High leverage with $849.6M long-term debt and 1.19x debt-to-equity ratio unsupported by weak profitability
  • ! Liquidity stress evidenced by quick ratio of 0.82x below critical 1.0x threshold
  • ! Minimal free cash flow of $9.4M restricts capital allocation and debt reduction capacity
  • ! ROE and ROA near zero indicate shareholder value destruction

Key Metrics to Watch

Claude
  • * Interest coverage ratio - must reach 1.5x+ for sustainability; currently critical at 0.5x
  • * Operating margin expansion - needs improvement from 1.4% to support debt service
  • * Free cash flow generation - must grow significantly from $9.4M baseline
  • * Net debt reduction - leverage must decrease given profitability constraints
  • * Quick ratio improvement - needs to exceed 1.0x for adequate liquidity

Utz Brands, Inc. (UTZ) Financial Metrics & Key Ratios

Revenue
$1.4B
Net Income
$800.0K
EPS (Diluted)
$0.01
Free Cash Flow
$9.4M
Total Assets
$2.8B
Cash Position
$120.4M

💡 AI Analyst Insight

The relatively thin 0.7% FCF margin may limit capital allocation flexibility.

UTZ Profit Margin, ROE & Profitability Analysis

Gross Margin 24.9%
Operating Margin 1.4%
Net Margin 0.1%
ROE 0.1%
ROA 0.0%
FCF Margin 0.7%

UTZ vs Consumer Sector: How Utz Brands, Inc. Compares

How Utz Brands, Inc. compares to Consumer sector averages

Net Margin
UTZ 0.1%
vs
Sector Avg 8.0%
UTZ Sector
ROE
UTZ 0.1%
vs
Sector Avg 18.0%
UTZ Sector
Current Ratio
UTZ 1.2x
vs
Sector Avg 1.5x
UTZ Sector
Debt/Equity
UTZ 1.2x
vs
Sector Avg 0.8x
UTZ Sector

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

Is Utz Brands, Inc. Stock Overvalued? UTZ Valuation Analysis 2026

Based on fundamental analysis, Utz Brands, Inc. shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
0.1%
Sector avg: 18%
Net Profit Margin
0.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.19x
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.

Utz Brands, Inc. Balance Sheet: UTZ Debt, Cash & Liquidity

Current Ratio
1.19x
Quick Ratio
0.82x
Debt/Equity
1.19x
Debt/Assets
51.9%
Interest Coverage
0.45x
Long-term Debt
$849.6M

UTZ Revenue & Earnings Growth: 5-Year Financial Trend

UTZ 5-year financial data: Year 2021: Revenue $1.2B, Net Income -$16.2M, EPS $-1.64. Year 2022: Revenue $1.4B, Net Income $3.4M, EPS $-1.64. Year 2023: Revenue $1.4B, Net Income $20.6M, EPS $0.25. Year 2024: Revenue $1.4B, Net Income -$392.0K, EPS $0.00. Year 2025: Revenue $1.4B, Net Income -$24.9M, EPS $-0.31.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Utz Brands, Inc.'s revenue has grown significantly by 22% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.31 indicates the company is currently unprofitable.

UTZ 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
0.7%
Free cash flow / Revenue

UTZ Quarterly Earnings & Performance

Quarterly financial performance data for Utz Brands, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $365.5M -$2.2M $-0.03
Q2 2025 $356.2M $10.5M $0.12
Q1 2025 $346.5M -$4.0M $-0.05
Q3 2024 $365.5M -$2.2M $0.03
Q2 2024 $356.2M -$4.1M $-0.05
Q1 2024 $346.5M -$4.0M $-0.05
Q3 2023 $362.8M -$888.0K $-0.01
Q2 2023 $350.1M $3.2M $0.04

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

Utz Brands, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$112.2M
Cash generated from operations
Capital Expenditures
$102.8M
Investment in assets
Dividends Paid
$22.3M
Returned to shareholders

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

Access official SEC EDGAR filings for Utz Brands, Inc. (CIK: 0001739566)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 DEF 14A utz-20260311.htm View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773176317.xml View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773176301.xml View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773176279.xml View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773176263.xml View →

Frequently Asked Questions about UTZ

What is the AI rating for UTZ?

Utz Brands, Inc. (UTZ) has an AI rating of SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UTZ's key strengths?

Claude: Positive operating cash flow of $112.2M provides near-term operational cushion. Reasonable gross margin of 24.9% for food manufacturing demonstrates cost competitiveness.

What are the risks of investing in UTZ?

Claude: Interest coverage of 0.5x - operating income insufficient to cover interest payments (unsustainable). Net margin of 0.1% and operating margin of 1.4% leave zero buffer for cost inflation or demand disruptions.

What is UTZ's revenue and growth?

Utz Brands, Inc. reported revenue of $1.4B.

Does UTZ pay dividends?

Utz Brands, Inc. pays dividends, with $22.3M distributed to shareholders in the trailing twelve months.

Where can I find UTZ SEC filings?

Official SEC filings for Utz Brands, Inc. (CIK: 0001739566) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UTZ's EPS?

Utz Brands, Inc. has a diluted EPS of $0.01.

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 UTZ a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Utz Brands, Inc. has a SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is UTZ stock overvalued or undervalued?

Valuation metrics for UTZ: ROE of 0.1% (sector avg: 18%), net margin of 0.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy UTZ stock in 2026?

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

What is UTZ's free cash flow?

Utz Brands, Inc.'s operating cash flow is $112.2M, with capital expenditures of $102.8M. FCF margin is 0.7%.

How does UTZ compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 0.1% (avg: 8%), ROE 0.1% (avg: 18%), current ratio 1.19 (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: Apr 18, 2026 | Data as of: 2025-12-28 | Powered by Claude AI