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Village Farms International, Inc. (VFF) Fundamental Analysis & AI Grade 2026

VFF Nasdaq Agricultural Production-Crops A6 CIK: 0001584549
Updated This Month • Analysis: May 13, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
52% Confidence
N/A
B
52% Conf
Pending
Analysis scheduled

📊 VFF Key Takeaways

Revenue: $50.2M
Net Margin: 5.8%
Free Cash Flow: $-15.6M
Current Ratio: 3.06x
Debt/Equity: 0.12x
EPS: $0.02
AI Grade: B with 52% confidence
Village Farms International, Inc. (VFF) receives a B fundamental grade with 52% confidence from our AI analysis based on SEC 10-K filings. With revenue of $50.2M, net profit margin of 5.8%, and return on equity (ROE) of 1.0%, Village Farms International, Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete VFF stock analysis for 2026.

Is Village Farms International, Inc. (VFF) a Good Investment?

Claude

Village Farms shows paradoxical fundamentals: a strong, unlevered balance sheet and impressive 190% net income growth mask severe cash flow deterioration. Operating cash flow is negative at -6.4M despite reported profitability, and free cash flow of -15.6M indicates the company is burning cash despite a 41.8% gross margin. Extremely low returns on capital (ROE 1.0%, ROA 0.7%) question whether earnings improvements are sustainable or driven by working capital timing.

Village Farms International, Inc. Key Strengths (VFF)

Claude
  • + Fortress balance sheet with minimal leverage (0.12x debt/equity ratio)
  • + Exceptional liquidity with 3.06x current ratio and 50.5M cash reserves
  • + Dramatic earnings acceleration with net income up 190% YoY
  • + Solid operating margin of 10% and gross margin of 41.8%
  • + Strong interest coverage of 9.6x provides debt service comfort

VFF Stock Risks: Village Farms International, Inc. Investment Risks

Claude
  • ! Critical disconnect: negative operating cash flow of -6.4M despite reported profitability indicates severe cash conversion issues
  • ! Negative free cash flow of -15.6M signals active cash burn despite positive net income, raising earnings quality concerns
  • ! Critically low returns on capital (ROE 1.0%, ROA 0.7%) despite 294M equity base suggest capital inefficiency
  • ! Modest revenue growth of 10.2% YoY may not sustain the dramatic profit improvements
  • ! 9 insider Form 4 filings in 90 days combined with cash burn warrants monitoring for directional intent

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must urgently move positive to validate profitability claims
  • * Free cash flow and working capital metrics - explain the profit-to-cash disconnect
  • * Return on Equity and Return on Assets - require substantial improvement from current 1-0.7% levels
  • * Revenue growth acceleration and sustainability - validate if earnings recovery is durable
  • * Capital expenditure efficiency - ensure capex deployed at positive returns

Village Farms International, Inc. (VFF) Financial Metrics & Key Ratios

Revenue
$50.2M
Net Income
$2.9M
EPS (Diluted)
$0.02
Free Cash Flow
$-15.6M
Total Assets
$400.9M
Cash Position
$50.5M

💡 AI Analyst Insight

Strong liquidity with a 3.06x current ratio provides a solid financial cushion.

VFF Profit Margin, ROE & Profitability Analysis

Gross Margin 41.8%
Operating Margin 10.0%
Net Margin 5.8%
ROE 1.0%
ROA 0.7%
FCF Margin -31.1%

VFF vs Market Sector: How Village Farms International, Inc. Compares

How Village Farms International, Inc. compares to Market sector averages

Net Margin
VFF 5.8%
vs
Sector Avg 12.0%
VFF Sector
ROE
VFF 1.0%
vs
Sector Avg 15.0%
VFF Sector
Current Ratio
VFF 3.1x
vs
Sector Avg 1.8x
VFF Sector
Debt/Equity
VFF 0.1x
vs
Sector Avg 0.7x
VFF Sector

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

Is Village Farms International, Inc. Stock Overvalued? VFF Valuation Analysis 2026

Based on fundamental analysis, Village Farms International, Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
1.0%
Sector avg: 15%
Net Profit Margin
5.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.12x
Sector avg: 0.7x

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.

Village Farms International, Inc. Balance Sheet: VFF Debt, Cash & Liquidity

Current Ratio
3.06x
Quick Ratio
2.03x
Debt/Equity
0.12x
Debt/Assets
24.2%
Interest Coverage
9.64x
Long-term Debt
$35.7M

VFF Revenue & Earnings Growth: 5-Year Financial Trend

VFF 5-year financial data: Year 2020: Revenue $170.1M, Net Income -$7.5M, EPS $-0.17. Year 2021: Revenue $293.6M, Net Income $2.3M, EPS $0.05. Year 2023: Revenue $293.6M, Net Income -$9.1M, EPS $-0.11. Year 2024: Revenue $336.2M, Net Income -$101.1M, EPS $-1.13. Year 2025: Revenue $215.9M, Net Income -$34.8M, EPS $-0.32.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Village Farms International, Inc.'s revenue has grown significantly by 27% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.32 indicates the company is currently unprofitable.

VFF 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
-31.1%
Free cash flow / Revenue

VFF Quarterly Earnings & Performance

Quarterly financial performance data for Village Farms International, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $39.7M $2.9M $0.02
Q3 2025 $54.9M -$820.0K $-0.01
Q2 2025 $53.6M $19.8M $0.18
Q1 2025 $77.1M -$2.9M $-0.03
Q3 2024 $69.5M -$820.0K $-0.01
Q2 2024 $77.2M -$1.4M $-0.01
Q1 2024 $64.7M -$2.9M $-0.03
Q3 2023 $69.5M -$1.3M $-0.01

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

Village Farms International, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$6.4M
Cash generated from operations
Stock Buybacks
$6.4M
Shares repurchased (TTM)
Capital Expenditures
$9.2M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Village Farms International, Inc. (CIK: 0001584549)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 8-K vff-20260511.htm View →
May 11, 2026 10-Q vff-20260331.htm View →
Apr 29, 2026 DEF 14A vff-20260429.htm View →
Apr 29, 2026 8-K vff-20260429.htm View →
Apr 21, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about VFF

What is the AI rating for VFF?

Village Farms International, Inc. (VFF) has an AI grade of B with 52% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VFF's key strengths?

Claude: Fortress balance sheet with minimal leverage (0.12x debt/equity ratio). Exceptional liquidity with 3.06x current ratio and 50.5M cash reserves.

What are the risks of investing in VFF?

Claude: Critical disconnect: negative operating cash flow of -6.4M despite reported profitability indicates severe cash conversion issues. Negative free cash flow of -15.6M signals active cash burn despite positive net income, raising earnings quality concerns.

What is VFF's revenue and growth?

Village Farms International, Inc. reported revenue of $50.2M.

Does VFF pay dividends?

Village Farms International, Inc. does not currently pay dividends.

Where can I find VFF SEC filings?

Official SEC filings for Village Farms International, Inc. (CIK: 0001584549) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VFF's EPS?

Village Farms International, Inc. has a diluted EPS of $0.02.

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 VFF's fundamental grade?

Based on our AI fundamental analysis in June 2026, Village Farms International, Inc. has a B grade with 52% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VFF stock overvalued or undervalued?

Valuation metrics for VFF: ROE of 1.0% (sector avg: 15%), net margin of 5.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is VFF's AI grade for 2026?

Our dual AI analysis gives Village Farms International, Inc. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VFF's free cash flow?

Village Farms International, Inc.'s operating cash flow is $-6.4M, with capital expenditures of $9.2M. FCF margin is -31.1%.

How does VFF compare to other Market stocks?

Vs Default sector averages: Net margin 5.8% (avg: 12%), ROE 1.0% (avg: 15%), current ratio 3.06 (avg: 1.8).

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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 13, 2026 | Data as of: 2026-03-31 | Powered by Claude AI