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

YCBD NYSE Perfumes, Cosmetics & Other Toilet Preparations NC CIK: 0001644903
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 YCBD Key Takeaways

Revenue: $5.0M
Net Margin: -5.6%
Free Cash Flow: $-977.3K
Current Ratio: 2.94x
Debt/Equity: 0.00x
EPS: $-1.09
AI Rating: SELL with 75% confidence
cbdMD, Inc. (YCBD) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.0M, net profit margin of -5.6%, and return on equity (ROE) of -3.1%, 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 faces significant operational headwinds with flat revenue growth, persistent operating losses, and negative free cash flow of -$977.3K despite a strong 59.8% gross margin. While improving losses and a pristine balance sheet with zero debt provide short-term stability, the company is burning cash operationally with limited runway, suggesting structural challenges in the CBD market that require fundamental strategic improvement.

Why Buy cbdMD, Inc. Stock? YCBD Key Strengths

Claude
  • + Exceptional gross margin of 59.8% demonstrates strong product pricing power and operational efficiency at the production level
  • + Fortress balance sheet with zero long-term debt and $3.4M cash against minimal $2.8M liabilities provides financial flexibility
  • + Improving loss trajectory with 53.4% YoY improvement in net income and 92.4% improvement in EPS suggests management is taking corrective actions

YCBD Stock Risks: cbdMD, Inc. Investment Risks

Claude
  • ! Flat revenue of $5.0M with 0% YoY growth indicates inability to capture market share or grow in CBD sector; potential market saturation or demand weakness
  • ! Negative operating cash flow of -$812.5K means company is burning cash from core operations; at current run rate approximately 4-5 quarters of cash runway remains
  • ! Persistent unprofitability at operating level (-5.7% margin) and net level (-5.6% margin) despite high gross margins suggests cost structure and administrative burden are unsustainable; negative ROE and ROA

Key Metrics to Watch

Claude
  • * Quarterly revenue growth rate - must show positive trajectory; continued flat/negative growth is existential threat
  • * Operating cash flow - critical to monitor for stabilization; continued negative OCF depletes cash reserves
  • * Operating margin trend - need clear path to profitability; losses must narrow faster than they currently are
  • * Cash balance and burn rate - essential runway indicator given negative FCF

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

Revenue
$5.0M
Net Income
$-283.1K
EPS (Diluted)
$-1.09
Free Cash Flow
$-977.3K
Total Assets
$11.8M
Cash Position
$3.4M

💡 AI Analyst Insight

Strong liquidity with a 2.94x current ratio provides a solid financial cushion.

YCBD Profit Margin, ROE & Profitability Analysis

Gross Margin 59.8%
Operating Margin -5.7%
Net Margin -5.6%
ROE -3.1%
ROA -2.4%
FCF Margin -19.5%

YCBD vs Consumer Sector: How cbdMD, Inc. Compares

How cbdMD, Inc. compares to Consumer sector averages

Net Margin
YCBD -5.6%
vs
Sector Avg 8.0%
YCBD Sector
ROE
YCBD -3.1%
vs
Sector Avg 18.0%
YCBD Sector
Current Ratio
YCBD 2.9x
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
-3.1%
Sector avg: 18%
Net Profit Margin
-5.6%
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
2.94x
Quick Ratio
1.81x
Debt/Equity
0.00x
Debt/Assets
23.5%
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
-19.5%
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
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
Q2 2023 $6.6M -$1.3M $-1.74

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
-$812.5K
Cash generated from operations
Capital Expenditures
$164.8K
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
Apr 16, 2026 4 xslF345X06/rdgdoc.xml 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 →
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 rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are YCBD's key strengths?

Claude: Exceptional gross margin of 59.8% demonstrates strong product pricing power and operational efficiency at the production level. Fortress balance sheet with zero long-term debt and $3.4M cash against minimal $2.8M liabilities provides financial flexibility.

What are the risks of investing in YCBD?

Claude: Flat revenue of $5.0M with 0% YoY growth indicates inability to capture market share or grow in CBD sector; potential market saturation or demand weakness. Negative operating cash flow of -$812.5K means company is burning cash from core operations; at current run rate approximately 4-5 quarters of cash runway remains.

What is YCBD's revenue and growth?

cbdMD, Inc. reported revenue of $5.0M.

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 rating reflects both perspectives for balanced insights.

Is YCBD a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, cbdMD, Inc. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is YCBD stock overvalued or undervalued?

Valuation metrics for YCBD: ROE of -3.1% (sector avg: 18%), net margin of -5.6% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy YCBD stock in 2026?

Our dual AI analysis gives cbdMD, 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 YCBD's free cash flow?

cbdMD, Inc.'s operating cash flow is $-812.5K, with capital expenditures of $164.8K. FCF margin is -19.5%.

How does YCBD compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -5.6% (avg: 8%), ROE -3.1% (avg: 18%), current ratio 2.94 (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 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI