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ZeroStack Corp. (ZSTK) Stock Fundamental Analysis & AI Rating 2026

ZSTK Nasdaq Wholesale-Drugs, Proprietaries & Druggists' Sundries A6 CIK: 0001790169
Recently Updated • Analysis: Apr 20, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 ZSTK Key Takeaways

Revenue: $35.7M
Net Margin: -335.6%
Free Cash Flow: $-8.8M
Current Ratio: 1.01x
Debt/Equity: 0.76x
EPS: $-43.49
AI Rating: STRONG SELL with 95% confidence
ZeroStack Corp. (ZSTK) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $35.7M, net profit margin of -335.6%, and return on equity (ROE) of -169.7%, ZeroStack Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete ZSTK stock analysis for 2026.

Is ZeroStack Corp. (ZSTK) a Good Investment?

Claude

ZeroStack exhibits catastrophic unit economics with 4.6% gross margins and -433.5% operating margins despite 14,781% revenue growth, indicating poor growth quality and structural unprofitability. The company is burning $8.7M annually in operating cash flow while holding only $5.6M in cash against $53.5M in long-term debt, creating an imminent liquidity crisis with approximately 7-8 months of runway.

Why Buy ZeroStack Corp. Stock? ZSTK Key Strengths

Claude
  • + Dramatic absolute revenue growth of 14,781% YoY indicates significant market demand or strategic contracts
  • + Stockholders' equity of $70.6M provides a partial balance sheet buffer
  • + Debt-to-equity ratio of 0.76x is moderate relative to distressed peer comparison

ZSTK Stock Risks: ZeroStack Corp. Investment Risks

Claude
  • ! Operating cash flow of -$8.7M annually with only $5.6M cash reserves indicates severe liquidity crisis and unsustainable burn rate
  • ! Operating margin of -433.5% and gross margin of only 4.6% demonstrate fundamental business model failure at scale
  • ! Current ratio of 1.01x and quick ratio of 0.79x signal inability to meet near-term obligations; combined with negative FCF, bankruptcy risk is elevated
  • ! Net loss of $119.7M exceeds annual revenue, indicating significant one-time charges or persistent operational hemorrhaging
  • ! High leverage ($53.5M debt) on negative cash generation creates refinancing risk

Key Metrics to Watch

Claude
  • * Quarterly operating cash flow trend and cash runway to profitability
  • * Gross margin progression and cost structure improvement initiatives
  • * Working capital management and accounts receivable/inventory days
  • * Debt refinancing maturity schedule and covenant compliance status

ZeroStack Corp. (ZSTK) Financial Metrics & Key Ratios

Revenue
$35.7M
Net Income
$-119.7M
EPS (Diluted)
$-43.49
Free Cash Flow
$-8.8M
Total Assets
$130.2M
Cash Position
$5.6M

💡 AI Analyst Insight

ZeroStack Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ZSTK Profit Margin, ROE & Profitability Analysis

Gross Margin 4.6%
Operating Margin -433.5%
Net Margin -335.6%
ROE -169.7%
ROA -91.9%
FCF Margin -24.7%

ZSTK vs Market Sector: How ZeroStack Corp. Compares

How ZeroStack Corp. compares to Market sector averages

Net Margin
ZSTK -335.6%
vs
Sector Avg 12.0%
ZSTK Sector
ROE
ZSTK -169.7%
vs
Sector Avg 15.0%
ZSTK Sector
Current Ratio
ZSTK 1.0x
vs
Sector Avg 1.8x
ZSTK Sector
Debt/Equity
ZSTK 0.8x
vs
Sector Avg 0.7x
ZSTK Sector

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

Is ZeroStack Corp. Stock Overvalued? ZSTK Valuation Analysis 2026

Based on fundamental analysis, ZeroStack Corp. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
-169.7%
Sector avg: 15%
Net Profit Margin
-335.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.76x
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.

ZeroStack Corp. Balance Sheet: ZSTK Debt, Cash & Liquidity

Current Ratio
1.01x
Quick Ratio
0.79x
Debt/Equity
0.76x
Debt/Assets
45.8%
Interest Coverage
-743.52x
Long-term Debt
$53.5M

ZSTK Revenue & Earnings Growth: 5-Year Financial Trend

ZSTK 5-year financial data: Year 2022: Revenue $37.2M, Net Income -$21.4M, EPS N/A. Year 2023: Revenue $76.1M, Net Income -$52.4M, EPS $-13.68. Year 2024: Revenue $76.1M, Net Income -$57.0M, EPS $-7.75. Year 2025: Revenue $35.9M, Net Income N/A, EPS $-50.02.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ZeroStack Corp.'s revenue has remained relatively flat over the 5-year period, with a 4% decline. The most recent EPS of $-50.02 indicates the company is currently unprofitable.

ZSTK 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
-24.7%
Free cash flow / Revenue

ZSTK Quarterly Earnings & Performance

Quarterly financial performance data for ZeroStack Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $7.2M -$3.8M $-9.05
Q2 2025 $14.8M -$2.4M $-0.11
Q1 2025 $11.8M N/A $-0.04
Q3 2024 $12.5M $1.2M $0.16
Q2 2024 $15.7M -$2.6M $-0.21
Q1 2024 $18.0M -$3.4M $-0.38
Q3 2023 $9.7M $1.2M $0.16
Q2 2023 $8.9M -$3.9M $-6.42

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

ZeroStack Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$8.7M
Cash generated from operations
Capital Expenditures
$127.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for ZeroStack Corp. (CIK: 0001790169)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/form4.xml View →
Mar 31, 2026 8-K form8k.htm View →
Feb 27, 2026 10-K form10k.htm View →
Jan 29, 2026 8-K form8k.htm View →
Jan 6, 2026 8-K form8k.htm View →

Frequently Asked Questions about ZSTK

What is the AI rating for ZSTK?

ZeroStack Corp. (ZSTK) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ZSTK's key strengths?

Claude: Dramatic absolute revenue growth of 14,781% YoY indicates significant market demand or strategic contracts. Stockholders' equity of $70.6M provides a partial balance sheet buffer.

What are the risks of investing in ZSTK?

Claude: Operating cash flow of -$8.7M annually with only $5.6M cash reserves indicates severe liquidity crisis and unsustainable burn rate. Operating margin of -433.5% and gross margin of only 4.6% demonstrate fundamental business model failure at scale.

What is ZSTK's revenue and growth?

ZeroStack Corp. reported revenue of $35.7M.

Does ZSTK pay dividends?

ZeroStack Corp. does not currently pay dividends.

Where can I find ZSTK SEC filings?

Official SEC filings for ZeroStack Corp. (CIK: 0001790169) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ZSTK's EPS?

ZeroStack Corp. has a diluted EPS of $-43.49.

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 ZSTK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, ZeroStack Corp. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ZSTK stock overvalued or undervalued?

Valuation metrics for ZSTK: ROE of -169.7% (sector avg: 15%), net margin of -335.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ZSTK stock in 2026?

Our dual AI analysis gives ZeroStack 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 ZSTK's free cash flow?

ZeroStack Corp.'s operating cash flow is $-8.7M, with capital expenditures of $127.0K. FCF margin is -24.7%.

How does ZSTK compare to other Market stocks?

Vs Default sector averages: Net margin -335.6% (avg: 12%), ROE -169.7% (avg: 15%), current ratio 1.01 (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: Apr 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI