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INNOVATE Corp. (VATE) Fundamental Analysis & AI Grade 2026

VATE NYSE Fabricated Structural Metal Products DE CIK: 0001006837
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
92% Confidence
N/A
D
92% Conf
Pending
Analysis scheduled

📊 VATE Key Takeaways

Revenue: $364.8M
Net Margin: -4.6%
Free Cash Flow: $45.3M
Current Ratio: 0.40x
Debt/Equity: N/A
EPS: $-1.29
AI Grade: D with 92% confidence
INNOVATE Corp. (VATE) receives a D fundamental grade with 92% confidence from our AI analysis based on SEC 10-K filings. With revenue of $364.8M, net profit margin of -4.6%, 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 faces existential financial distress with negative stockholders equity of -$256.3M and a current ratio of 0.40x, indicating the company cannot meet its obligations. Despite 12.5% revenue growth and positive cash flow, the company's unprofitable operations, inability to cover interest payments (0.6x coverage), and structurally thin margins fundamentally undermine solvency.

INNOVATE Corp. Key Strengths (VATE)

Claude
  • + Double-digit revenue growth of 12.5% year-over-year indicates sustained market demand
  • + Positive free cash flow of $45.3M and operating cash flow generation demonstrate the core business generates cash
  • + Cash reserves of $134.6M provide near-term liquidity runway for restructuring negotiations

VATE Stock Risks: INNOVATE Corp. Investment Risks

Claude
  • ! Negative stockholders equity of -$256.3M represents technical insolvency with liabilities exceeding assets by $256M
  • ! Critical liquidity crisis: current ratio of 0.40x and interest coverage of 0.6x indicate inability to meet obligations and service debt
  • ! Persistent unprofitability with -4.6% net margin and 2.7% operating margin reflect structural cost/pricing issues in a commoditized industry

Key Metrics to Watch

Claude
  • * Stockholders equity - must return to positive territory; current negative position is existential threat
  • * Current ratio and cash position - critical indicator of near-term solvency; target above 1.0x
  • * Operating margin expansion and path to profitability - essential for long-term viability and debt service

INNOVATE Corp. (VATE) Financial Metrics & Key Ratios

Revenue
$364.8M
Net Income
$-16.8M
EPS (Diluted)
$-1.29
Free Cash Flow
$45.3M
Total Assets
$936.8M
Cash Position
$134.6M

💡 AI Analyst Insight

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

VATE Profit Margin, ROE & Profitability Analysis

Gross Margin 14.7%
Operating Margin 2.7%
Net Margin -4.6%
ROE N/A
ROA -1.8%
FCF Margin 12.4%

VATE vs Materials Sector: How INNOVATE Corp. Compares

How INNOVATE Corp. compares to Materials sector averages

Net Margin
VATE -4.6%
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
-4.6%
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
0.40x
Quick Ratio
0.38x
Debt/Equity
N/A
Debt/Assets
124.8%
Interest Coverage
0.58x
Long-term Debt
$68.8M

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
12.4%
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
$45.5M
Cash generated from operations
Stock Buybacks
$378.0K
Shares repurchased (TTM)
Capital Expenditures
$200.0K
Investment in assets
Dividends Paid
$400.0K
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
Jun 1, 2026 8-K hchc-20260529.htm View →
May 14, 2026 10-Q vate-20260331.htm View →
May 14, 2026 8-K vate-20260514.htm View →
Apr 28, 2026 DEF 14A vate-20260428.htm View →
Apr 6, 2026 8-K hchc-20260406.htm View →

Frequently Asked Questions about VATE

What is the AI rating for VATE?

INNOVATE Corp. (VATE) has an AI grade of D with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VATE's key strengths?

Claude: Double-digit revenue growth of 12.5% year-over-year indicates sustained market demand. Positive free cash flow of $45.3M and operating cash flow generation demonstrate the core business generates cash.

What are the risks of investing in VATE?

Claude: Negative stockholders equity of -$256.3M represents technical insolvency with liabilities exceeding assets by $256M. Critical liquidity crisis: current ratio of 0.40x and interest coverage of 0.6x indicate inability to meet obligations and service debt.

What is VATE's revenue and growth?

INNOVATE Corp. reported revenue of $364.8M.

Does VATE pay dividends?

INNOVATE Corp. pays dividends, with $0.4M 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 $-1.29.

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 VATE's fundamental grade?

Based on our AI fundamental analysis in June 2026, INNOVATE Corp. has a D grade with 92% confidence. Review the strengths and risks sections above for full context. 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 -4.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is VATE's AI grade for 2026?

Our dual AI analysis gives INNOVATE Corp. a combined D grade 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 $45.5M, with capital expenditures of $200.0K. FCF margin is 12.4%.

How does VATE compare to other Materials stocks?

Vs Materials sector averages: Net margin -4.6% (avg: 10%), ROE N/A (avg: 14%), current ratio 0.40 (avg: 1.6).

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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 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI