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cbdMD, Inc. (YCBD) Fundamental Analysis & AI Grade 2026

YCBD NYSE Perfumes, Cosmetics & Other Toilet Preparations NC CIK: 0001644903
Updated This Month • Analysis: May 23, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 YCBD Key Takeaways

Revenue: $10.7M
Net Margin: -10.1%
Free Cash Flow: $-1.7M
Current Ratio: 2.82x
Debt/Equity: 0.00x
EPS: $-1.09
AI Grade: C with 78% confidence
cbdMD, Inc. (YCBD) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $10.7M, net profit margin of -10.1%, and return on equity (ROE) of -11.6%, cbdMD, Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete YCBD stock analysis for 2026.

Is cbdMD, Inc. (YCBD) a Good Investment?

Claude

cbdMD exhibits a deteriorating operational profile with flat revenue growth and negative operating cash flow, indicating a business in distress despite improving loss margins. While the debt-free balance sheet and strong gross margins (58.7%) provide a safety cushion, the company is burning ~$1.7M annually in free cash flow with only ~15 months of cash runway at current burn rates. Absent demonstrated revenue acceleration or path to operating profitability, the company faces significant execution risk.

cbdMD, Inc. Key Strengths (YCBD)

Claude
  • + Fortress balance sheet with zero long-term debt and 2.82x current ratio ensures near-term solvency
  • + Healthy 58.7% gross margin indicates product demand and pricing power despite revenue flatness
  • + Improving loss trajectory (net income up 53.4% YoY, EPS up 92.4%) suggests cost discipline or operational adjustments

YCBD Stock Risks: cbdMD, Inc. Investment Risks

Claude
  • ! Negative free cash flow of -$1.7M with flat revenue growth signals unsustainable cash burn and insufficient runway without capital raise
  • ! Operating losses of -$1.1M on $10.7M revenue indicate core business model is not yet viable at scale
  • ! Zero revenue growth (0% YoY) in consumer discretionary sector suggests market headwinds, competitive pressure, or failed commercialization

Key Metrics to Watch

Claude
  • * Revenue growth rate - must inflect positive to 10%+ YoY to justify operations
  • * Operating cash flow - must turn positive within 2-3 quarters to validate path to breakeven
  • * Operating margin improvement - trend toward 0% or positive required to demonstrate unit economics viability

cbdMD, Inc. (YCBD) Financial Metrics & Key Ratios

Revenue
$10.7M
Net Income
$-1.1M
EPS (Diluted)
$-1.09
Free Cash Flow
$-1.7M
Total Assets
$12.3M
Cash Position
$2.6M

💡 AI Analyst Insight

Strong liquidity with a 2.82x current ratio provides a solid financial cushion.

YCBD Profit Margin, ROE & Profitability Analysis

Gross Margin 58.7%
Operating Margin -10.2%
Net Margin -10.1%
ROE -11.6%
ROA -8.8%
FCF Margin -16.0%

YCBD vs Consumer Sector: How cbdMD, Inc. Compares

How cbdMD, Inc. compares to Consumer sector averages

Net Margin
YCBD -10.1%
vs
Sector Avg 8.0%
YCBD Sector
ROE
YCBD -11.6%
vs
Sector Avg 18.0%
YCBD Sector
Current Ratio
YCBD 2.8x
vs
Sector Avg 1.5x
YCBD Sector
Debt/Equity
YCBD 0.0x
vs
Sector Avg 0.8x
YCBD Sector

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

Is cbdMD, Inc. Stock Overvalued? YCBD Valuation Analysis 2026

Based on fundamental analysis, cbdMD, Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
-11.6%
Sector avg: 18%
Net Profit Margin
-10.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

cbdMD, Inc. Balance Sheet: YCBD Debt, Cash & Liquidity

Current Ratio
2.82x
Quick Ratio
1.59x
Debt/Equity
0.00x
Debt/Assets
24.2%
Interest Coverage
N/A
Long-term Debt
$0.0

YCBD Revenue & Earnings Growth: 5-Year Financial Trend

YCBD 5-year financial data: Year 2022: Revenue $47.3M, Net Income -$9.4M, EPS $-0.47. Year 2023: Revenue $37.1M, Net Income -$19.2M, EPS $-55.80. Year 2024: Revenue $25.1M, Net Income -$4.0M, EPS $-13.32. Year 2025: Revenue $19.9M, Net Income -$3.7M, EPS $-14.29.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: cbdMD, Inc.'s revenue has declined by 58% over the 5-year period, indicating business contraction. The most recent EPS of $-14.29 indicates the company is currently unprofitable.

YCBD 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
-16.0%
Free cash flow / Revenue

YCBD Quarterly Earnings & Performance

Quarterly financial performance data for cbdMD, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $4.7M -$465.7K N/A
Q3 2025 $4.6M $15.1K N/A
Q2 2025 $4.7M $15.1K N/A
Q1 2025 $5.0M $15.1K N/A
Q3 2024 $5.2M $459.7K $-0.15
Q2 2024 $4.8M -$996.5K $-1.35
Q1 2024 $5.4M -$996.5K N/A
Q3 2023 $6.5M -$1.3M $-1.16

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

cbdMD, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$1.5M
Cash generated from operations
Capital Expenditures
$170.6K
Investment in assets
Dividends Paid
$2.0M
Returned to shareholders

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

Access official SEC EDGAR filings for cbdMD, Inc. (CIK: 0001644903)

📋 Recent SEC Filings

Date Form Document Action
May 20, 2026 8-K ycbd20260520_8k.htm View →
May 14, 2026 10-Q ycbd20260331_10q.htm View →
Apr 16, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 16, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 16, 2026 4 xslF345X06/rdgdoc.xml View →

Frequently Asked Questions about YCBD

What is the AI rating for YCBD?

cbdMD, Inc. (YCBD) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are YCBD's key strengths?

Claude: Fortress balance sheet with zero long-term debt and 2.82x current ratio ensures near-term solvency. Healthy 58.7% gross margin indicates product demand and pricing power despite revenue flatness.

What are the risks of investing in YCBD?

Claude: Negative free cash flow of -$1.7M with flat revenue growth signals unsustainable cash burn and insufficient runway without capital raise. Operating losses of -$1.1M on $10.7M revenue indicate core business model is not yet viable at scale.

What is YCBD's revenue and growth?

cbdMD, Inc. reported revenue of $10.7M.

Does YCBD pay dividends?

cbdMD, Inc. pays dividends, with $2.0M distributed to shareholders in the trailing twelve months.

Where can I find YCBD SEC filings?

Official SEC filings for cbdMD, Inc. (CIK: 0001644903) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is YCBD's EPS?

cbdMD, Inc. has a diluted EPS of $-1.09.

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 YCBD's fundamental grade?

Based on our AI fundamental analysis in June 2026, cbdMD, Inc. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is YCBD stock overvalued or undervalued?

Valuation metrics for YCBD: ROE of -11.6% (sector avg: 18%), net margin of -10.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is YCBD's AI grade for 2026?

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

What is YCBD's free cash flow?

cbdMD, Inc.'s operating cash flow is $-1.5M, with capital expenditures of $170.6K. FCF margin is -16.0%.

How does YCBD compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -10.1% (avg: 8%), ROE -11.6% (avg: 18%), current ratio 2.82 (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: May 23, 2026 | Data as of: 2026-03-31 | Powered by Claude AI