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Affirm Holdings, Inc. (AFRM) Stock Fundamental Analysis & AI Rating 2026

AFRM Nasdaq Personal Credit Institutions NV CIK: 0001820953
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
71% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
80% Conf

📊 AFRM Key Takeaways

Revenue: $2.1B
Net Margin: 10.2%
Free Cash Flow: $438.2M
Current Ratio: N/A
Debt/Equity: 2.54x
EPS: $0.60
AI Rating: HOLD with 62% confidence
Affirm Holdings, Inc. (AFRM) receives a HOLD rating with 71% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.1B, net profit margin of 10.2%, and return on equity (ROE) of 5.9%, Affirm Holdings, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete AFRM stock analysis for 2026.

Is Affirm Holdings, Inc. (AFRM) a Good Investment?

Claude

Affirm demonstrates exceptional revenue growth (189.5% YoY) and strong free cash flow generation ($438.2M), indicating successful business scaling and cash conversion. However, the company faces significant financial leverage (2.54x Debt/Equity, 0.8x Interest Coverage) that constrains profitability metrics (5.9% ROE, 1.6% ROA) and creates refinancing risk despite positive net income growth.

ChatGPT

Affirm shows a meaningful improvement in fundamentals, with very strong revenue growth, positive operating income, and solid free cash flow generation. The main constraint is balance-sheet risk: leverage is high and interest coverage below 1x suggests earnings still do not comfortably support financing costs. The business is improving, but the quality of that improvement still needs to prove durable.

Why Buy Affirm Holdings, Inc. Stock? AFRM Key Strengths

Claude
  • + Strong revenue growth of 189.5% YoY demonstrates robust market demand and successful business expansion
  • + Impressive free cash flow of $438.2M with 21.3% FCF margin shows the core business generates substantial cash despite capital requirements
  • + Net income profitability of $210.3M (+110.1% YoY) and 10.2% net margin indicate the business model is achieving scale profitability
ChatGPT
  • + Revenue growth of 189.5% YoY indicates strong platform expansion and demand momentum
  • + Profitability has turned positive, with 8.8% operating margin and 10.2% net margin
  • + Operating cash flow of $548.31M and free cash flow of $438.24M show improving earnings quality and internal funding capacity

AFRM Stock Risks: Affirm Holdings, Inc. Investment Risks

Claude
  • ! Dangerously low interest coverage ratio of 0.8x indicates debt service obligations exceed operating income, creating acute refinancing and solvency risk
  • ! High leverage with 2.54x Debt/Equity ratio and $9.0B long-term debt against only $3.5B equity limits financial flexibility and increases distress risk
  • ! Weak return metrics (5.9% ROE, 1.6% ROA) despite strong revenue growth suggest asset-heavy business model with capital intensity and operational challenges relative to equity base
ChatGPT
  • ! High leverage, with $9.01B of long-term debt and 2.54x debt-to-equity
  • ! Interest coverage of 0.8x indicates weak cushion to service debt from operating earnings
  • ! Returns on capital remain modest, with ROE of 5.9% and ROA of 1.6%, limiting evidence of a high-quality profit engine

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - must improve above 1.5x to indicate sustainable debt service capability
  • * Operating margin expansion - critical to validate profitability gains and assess operating leverage
  • * Debt/Equity ratio - needs reduction below 2.0x to demonstrate deleveraging and improved financial stability
ChatGPT
  • * Interest coverage and debt reduction progress
  • * Sustained operating margin and free cash flow conversion

Affirm Holdings, Inc. (AFRM) Financial Metrics & Key Ratios

Revenue
$2.1B
Net Income
$210.3M
EPS (Diluted)
$0.60
Free Cash Flow
$438.2M
Total Assets
$13.0B
Cash Position
$1.5B

💡 AI Analyst Insight

The 21.3% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

AFRM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 8.8%
Net Margin 10.2%
ROE 5.9%
ROA 1.6%
FCF Margin 21.3%

AFRM vs Finance Sector: How Affirm Holdings, Inc. Compares

How Affirm Holdings, Inc. compares to Finance sector averages

Net Margin
AFRM 10.2%
vs
Sector Avg 25.0%
AFRM Sector
ROE
AFRM 5.9%
vs
Sector Avg 12.0%
AFRM Sector
Current Ratio
AFRM 0.0x
vs
Sector Avg 1.2x
AFRM Sector
Debt/Equity
AFRM 2.5x
vs
Sector Avg 2.0x
AFRM Sector

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

Is Affirm Holdings, Inc. Stock Overvalued? AFRM Valuation Analysis 2026

Based on fundamental analysis, Affirm Holdings, Inc. shows some fundamental concerns relative to the Finance sector in 2026.

Return on Equity
5.9%
Sector avg: 12%
Net Profit Margin
10.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.54x
Sector avg: 2x

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.

Affirm Holdings, Inc. Balance Sheet: AFRM Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.54x
Debt/Assets
72.6%
Interest Coverage
0.82x
Long-term Debt
$9.0B

AFRM Revenue & Earnings Growth: 5-Year Financial Trend

AFRM 5-year financial data: Year 2021: Revenue $429.4M, Net Income -$120.5M, EPS $-2.84. Year 2022: Revenue $559.2M, Net Income -$112.6M, EPS $-2.63. Year 2023: Revenue $626.9M, Net Income -$441.0M, EPS $-2.94. Year 2024: Revenue $826.0M, Net Income -$707.4M, EPS $-2.51. Year 2025: Revenue $1.1B, Net Income -$985.3M, EPS $-3.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Affirm Holdings, Inc.'s revenue has grown significantly by 159% over the 5-year period, indicating strong business expansion. The most recent EPS of $-3.34 indicates the company is currently unprofitable.

AFRM 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
21.3%
Free cash flow / Revenue

AFRM Quarterly Earnings & Performance

Quarterly financial performance data for Affirm Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $303.0M -$19.9M $-0.06
Q1 2026 $231.8M $80.7M $0.23
Q3 2025 $195.0M $2.8M $0.01
Q2 2025 $227.6M -$19.9M $-0.06
Q1 2025 $179.4M -$100.2M $-0.31
Q3 2024 $148.5M -$133.9M $-0.43
Q2 2024 $163.1M -$166.9M $-0.54
Q1 2024 $139.9M -$171.8M $-0.57

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

Affirm Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$548.3M
Cash generated from operations
Capital Expenditures
$110.1M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Affirm Holdings, Inc. (CIK: 0001820953)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 4 xslF345X06/wk-form4_1775764806.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775247083.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775165052.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775165046.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775165037.xml View →

Frequently Asked Questions about AFRM

What is the AI rating for AFRM?

Affirm Holdings, Inc. (AFRM) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AFRM's key strengths?

Claude: Strong revenue growth of 189.5% YoY demonstrates robust market demand and successful business expansion. Impressive free cash flow of $438.2M with 21.3% FCF margin shows the core business generates substantial cash despite capital requirements. ChatGPT: Revenue growth of 189.5% YoY indicates strong platform expansion and demand momentum. Profitability has turned positive, with 8.8% operating margin and 10.2% net margin.

What are the risks of investing in AFRM?

Claude: Dangerously low interest coverage ratio of 0.8x indicates debt service obligations exceed operating income, creating acute refinancing and solvency risk. High leverage with 2.54x Debt/Equity ratio and $9.0B long-term debt against only $3.5B equity limits financial flexibility and increases distress risk. ChatGPT: High leverage, with $9.01B of long-term debt and 2.54x debt-to-equity. Interest coverage of 0.8x indicates weak cushion to service debt from operating earnings.

What is AFRM's revenue and growth?

Affirm Holdings, Inc. reported revenue of $2.1B.

Does AFRM pay dividends?

Affirm Holdings, Inc. does not currently pay dividends.

Where can I find AFRM SEC filings?

Official SEC filings for Affirm Holdings, Inc. (CIK: 0001820953) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AFRM's EPS?

Affirm Holdings, Inc. has a diluted EPS of $0.60.

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 AFRM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Affirm Holdings, Inc. has a HOLD rating with 71% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AFRM stock overvalued or undervalued?

Valuation metrics for AFRM: ROE of 5.9% (sector avg: 12%), net margin of 10.2% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy AFRM stock in 2026?

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

What is AFRM's free cash flow?

Affirm Holdings, Inc.'s operating cash flow is $548.3M, with capital expenditures of $110.1M. FCF margin is 21.3%.

How does AFRM compare to other Finance stocks?

Vs Finance sector averages: Net margin 10.2% (avg: 25%), ROE 5.9% (avg: 12%), current ratio N/A (avg: 1.2).

Is Affirm Holdings, Inc. carrying too much debt?

AFRM has a debt-to-equity ratio of 2.54x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI