← Back to All US Stocks

INNOVATE Corp. (VATE) Stock Fundamental Analysis & AI Rating 2026

VATE NYSE Fabricated Structural Metal Products DE CIK: 0001006837
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
STRONG SELL
68% Conf
Pending
Analysis scheduled

📊 VATE Key Takeaways

Revenue: $1.2B
Net Margin: -4.9%
Free Cash Flow: $146.1M
Current Ratio: 0.44x
Debt/Equity: N/A
EPS: $-4.84
AI Rating: STRONG SELL with 68% confidence
INNOVATE Corp. (VATE) receives a STRONG SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of -4.9%, INNOVATE Corp. demonstrates mixed fundamentals in the Materials sector. Below is our complete VATE stock analysis for 2026.

Is INNOVATE Corp. (VATE) a Good Investment?

Claude

INNOVATE Corp. exhibits severe financial distress with negative stockholders' equity of -$240.1M indicating technical balance sheet insolvency, combined with negative net margins (-4.9%) despite 12.5% revenue growth. The company's critical liquidity position (0.44x current ratio) and minimal operating margins (2.3%) present existential solvency risks that significantly outweigh modest operating cash flow generation.

Why Buy INNOVATE Corp. Stock? VATE Key Strengths

Claude
  • + Positive operating cash flow of $146.6M with 11.7% FCF margin demonstrates underlying cash generation capability despite GAAP losses
  • + Revenue growth of 12.5% YoY shows market demand for products despite operational challenges
  • + Minimal capital expenditure requirements suggest asset-light operations or mature infrastructure base

VATE Stock Risks: INNOVATE Corp. Investment Risks

Claude
  • ! Negative stockholders' equity of -$240.1M indicates technical balance sheet insolvency and financial distress
  • ! Critical liquidity crisis with current ratio of 0.44x creates severe short-term solvency and debt refinancing risk
  • ! Persistent unprofitability with negative net margin of -4.9% indicates structural operational issues despite revenue growth

Key Metrics to Watch

Claude
  • * Stockholders' equity recovery trajectory and balance sheet return to positive territory
  • * Current ratio improvement toward healthy 1.5x-2.0x range to resolve liquidity crisis
  • * Operating margin expansion beyond 2.3% and path to net profitability
  • * Operating cash flow sustainability and covenant compliance with lenders

INNOVATE Corp. (VATE) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$-60.6M
EPS (Diluted)
$-4.84
Free Cash Flow
$146.1M
Total Assets
$950.1M
Cash Position
$112.1M

💡 AI Analyst Insight

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

VATE Profit Margin, ROE & Profitability Analysis

Gross Margin 16.0%
Operating Margin 2.3%
Net Margin -4.9%
ROE N/A
ROA -6.4%
FCF Margin 11.7%

VATE vs Materials Sector: How INNOVATE Corp. Compares

How INNOVATE Corp. compares to Materials sector averages

Net Margin
VATE -4.9%
vs
Sector Avg 10.0%
VATE Sector
ROE
VATE 0.0%
vs
Sector Avg 14.0%
VATE Sector
Current Ratio
VATE 0.4x
vs
Sector Avg 1.6x
VATE Sector
Debt/Equity
VATE 0.0x
vs
Sector Avg 0.6x
VATE Sector

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

Is INNOVATE Corp. Stock Overvalued? VATE Valuation Analysis 2026

Based on fundamental analysis, INNOVATE Corp. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
N/A
Sector avg: 14%
Net Profit Margin
-4.9%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

INNOVATE Corp. Balance Sheet: VATE Debt, Cash & Liquidity

Current Ratio
0.44x
Quick Ratio
0.42x
Debt/Equity
N/A
Debt/Assets
122.7%
Interest Coverage
1.67x
Long-term Debt
$80.3M

VATE Revenue & Earnings Growth: 5-Year Financial Trend

VATE 5-year financial data: Year 2019: Revenue $1.8B, Net Income N/A, EPS N/A. Year 2020: Revenue $755.6M, Net Income N/A, EPS N/A. Year 2021: Revenue $1.2B, Net Income -$92.0M, EPS $-1.88. Year 2022: Revenue $1.6B, Net Income -$227.5M, EPS $-2.98. Year 2023: Revenue $1.6B, Net Income -$35.9M, EPS $-0.53.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: INNOVATE Corp.'s revenue has remained relatively flat over the 5-year period, with a 8% decline. The most recent EPS of $-3.08 indicates the company is currently unprofitable.

VATE 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
11.7%
Free cash flow / Revenue

VATE Quarterly Earnings & Performance

Quarterly financial performance data for INNOVATE Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $242.2M -$7.0M $-0.93
Q2 2024 $313.1M -$3.0M $-0.03
Q1 2024 $315.2M -$9.0M $-0.13
Q3 2023 $375.3M -$5.4M $-0.09
Q2 2023 $368.8M -$9.9M $-0.13
Q1 2023 $317.9M -$9.0M $-0.13
Q3 2022 $394.8M -$5.4M $-0.09
Q2 2022 $243.8M -$10.9M $-0.15

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

INNOVATE Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$146.6M
Cash generated from operations
Stock Buybacks
$378.0K
Shares repurchased (TTM)
Capital Expenditures
$500.0K
Investment in assets
Dividends Paid
$2.2M
Returned to shareholders

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

Access official SEC EDGAR filings for INNOVATE Corp. (CIK: 0001006837)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 8-K hchc-20260406.htm View →
Mar 31, 2026 8-K hchc-20260331.htm View →
Mar 26, 2026 10-K vate-20251231.htm View →
Mar 26, 2026 8-K vate-20260326.htm View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773695440.xml View →

Frequently Asked Questions about VATE

What is the AI rating for VATE?

INNOVATE Corp. (VATE) has an AI rating of STRONG SELL with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VATE's key strengths?

Claude: Positive operating cash flow of $146.6M with 11.7% FCF margin demonstrates underlying cash generation capability despite GAAP losses. Revenue growth of 12.5% YoY shows market demand for products despite operational challenges.

What are the risks of investing in VATE?

Claude: Negative stockholders' equity of -$240.1M indicates technical balance sheet insolvency and financial distress. Critical liquidity crisis with current ratio of 0.44x creates severe short-term solvency and debt refinancing risk.

What is VATE's revenue and growth?

INNOVATE Corp. reported revenue of $1.2B.

Does VATE pay dividends?

INNOVATE Corp. pays dividends, with $2.2M distributed to shareholders in the trailing twelve months.

Where can I find VATE SEC filings?

Official SEC filings for INNOVATE Corp. (CIK: 0001006837) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VATE's EPS?

INNOVATE Corp. has a diluted EPS of $-4.84.

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 VATE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, INNOVATE Corp. has a STRONG SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is VATE stock overvalued or undervalued?

Valuation metrics for VATE: ROE of N/A (sector avg: 14%), net margin of -4.9% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy VATE stock in 2026?

Our dual AI analysis gives INNOVATE Corp. 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 VATE's free cash flow?

INNOVATE Corp.'s operating cash flow is $146.6M, with capital expenditures of $500.0K. FCF margin is 11.7%.

How does VATE compare to other Materials stocks?

Vs Materials sector averages: Net margin -4.9% (avg: 10%), ROE N/A (avg: 14%), current ratio 0.44 (avg: 1.6).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
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