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Alico, Inc.. (ALCO) Fundamental Analysis & AI Grade 2026

ALCO Nasdaq Agricultural Production-Crops FL CIK: 0000003545
Updated This Month • Analysis: May 13, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
84% Confidence
AGREEMENT
C
78% Conf
D
89% Conf

📊 ALCO Key Takeaways

Revenue: $7.2M
Net Margin: 109.3%
Free Cash Flow: $-6.0M
Current Ratio: 9.63x
Debt/Equity: 0.81x
EPS: $1.03
AI Grade: C with 78% confidence
Alico, Inc.. (ALCO) receives a C fundamental grade with 84% confidence from our AI analysis based on SEC 10-K filings. With revenue of $7.2M, net profit margin of 109.3%, and return on equity (ROE) of 7.7%, Alico, Inc.. demonstrates mixed fundamentals in the Market sector. Below is our complete ALCO stock analysis for 2026.

Is Alico, Inc.. (ALCO) a Good Investment?

Claude

ALICO operates with severely negative unit economics (gross margin -140.3%, operating margin -226.6%) and declining revenues while burning cash operationally (-$4.8M OCF, -$6.0M FCF). Reported net income appears driven entirely by non-operating gains rather than sustainable business operations. While the strong balance sheet ($52.9M cash, 9.63x current ratio) provides a cushion, the core agricultural business is fundamentally unprofitable and non-viable in its current state.

ChatGPT

Alico’s fundamentals are weak: revenue is declining, margins are deeply negative, and the business is consuming cash rather than generating it. While the balance sheet still shows meaningful cash and strong near-term liquidity, current operating performance is not supporting the capital structure, and negative interest coverage points to ongoing financial strain if profitability does not improve quickly.

Alico, Inc.. Key Strengths (ALCO)

Claude
  • + Fortress balance sheet with $52.9M cash and 9.63x current ratio providing operational runway
  • + Moderate leverage at 0.81x Debt/Equity with financial flexibility for restructuring
  • + Assets of $199.9M provide potential sale or dividend opportunities if liquidation becomes necessary
ChatGPT
  • + Very strong current and quick ratios indicate ample near-term liquidity
  • + Cash balance of $34.76M provides a short-term buffer against ongoing losses
  • + Debt/equity of 0.83x is not extreme relative to the remaining equity base

ALCO Stock Risks: Alico, Inc.. Investment Risks

Claude
  • ! Core business is operationally insolvent with negative gross and operating margins spanning entire P&L
  • ! Negative operating and free cash flow (-$4.8M and -$6.0M respectively) indicate persistent capital burn
  • ! Revenue declining -5.5% YoY in capital-intensive agricultural sector with deteriorating unit economics and limited turnaround visibility
ChatGPT
  • ! Gross, operating, and net margins are severely negative, indicating an unprofitable core business
  • ! Operating cash flow and free cash flow are negative, reducing financial flexibility
  • ! Negative interest coverage suggests earnings are insufficient to support debt servicing from operations

Key Metrics to Watch

Claude
  • * Operating cash flow inflection point and path to positive OCF
  • * Gross margin stabilization and revenue growth resumption
  • * Sustainability of non-operating income sources driving reported profitability
ChatGPT
  • * Gross margin and revenue trend for evidence of core operating recovery
  • * Operating cash flow relative to debt obligations and cash balance

Alico, Inc.. (ALCO) Financial Metrics & Key Ratios

Revenue
$7.2M
Net Income
$7.9M
EPS (Diluted)
$1.03
Free Cash Flow
$-6.0M
Total Assets
$199.9M
Cash Position
$52.9M

💡 AI Analyst Insight

Strong liquidity with a 9.63x current ratio provides a solid financial cushion.

ALCO Profit Margin, ROE & Profitability Analysis

Gross Margin -140.3%
Operating Margin -226.6%
Net Margin 109.3%
ROE 7.7%
ROA 4.0%
FCF Margin -83.2%

ALCO vs Market Sector: How Alico, Inc.. Compares

How Alico, Inc.. compares to Market sector averages

Net Margin
ALCO 109.3%
vs
Sector Avg 12.0%
ALCO Sector
ROE
ALCO 7.7%
vs
Sector Avg 15.0%
ALCO Sector
Current Ratio
ALCO 9.6x
vs
Sector Avg 1.8x
ALCO Sector
Debt/Equity
ALCO 0.8x
vs
Sector Avg 0.7x
ALCO Sector

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

Is Alico, Inc.. Stock Overvalued? ALCO Valuation Analysis 2026

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

Return on Equity
7.7%
Sector avg: 15%
Net Profit Margin
109.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.81x
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.

Alico, Inc.. Balance Sheet: ALCO Debt, Cash & Liquidity

Current Ratio
9.63x
Quick Ratio
9.39x
Debt/Equity
0.81x
Debt/Assets
46.4%
Interest Coverage
-8.51x
Long-term Debt
$82.7M

ALCO Revenue & Earnings Growth: 5-Year Financial Trend

ALCO 5-year financial data: Year 2021: Revenue $122.3M, Net Income $37.8M, EPS $5.05. Year 2022: Revenue $108.6M, Net Income $23.7M, EPS $3.16. Year 2023: Revenue $108.6M, Net Income $34.9M, EPS $4.64. Year 2024: Revenue $46.6M, Net Income $1.8M, EPS $0.24. Year 2025: Revenue $46.6M, Net Income $7.0M, EPS $0.91.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Alico, Inc..'s revenue has declined by 62% over the 5-year period, indicating business contraction. The most recent EPS of $0.91 reflects profitable operations.

ALCO 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
-83.2%
Free cash flow / Revenue

ALCO Quarterly Earnings & Performance

Quarterly financial performance data for Alico, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $5.3M $7.9M $1.03
Q3 2025 $8.4M -$2.0M $-0.27
Q2 2025 $18.0M -$15.8M $-2.07
Q1 2025 $1.9M -$3.5M $-0.45
Q3 2024 $7.3M $895.0K $0.12
Q2 2024 $18.1M -$7.8M $-1.02
Q1 2024 $10.6M -$3.2M $-0.41
Q3 2023 $7.3M $895.0K $0.12

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

Alico, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$4.8M
Cash generated from operations
Stock Buybacks
$8.4M
Shares repurchased (TTM)
Capital Expenditures
$1.2M
Investment in assets
Dividends Paid
$766.0K
Returned to shareholders

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

Access official SEC EDGAR filings for Alico, Inc.. (CIK: 0000003545)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 10-Q alco-20260331.htm View →
May 11, 2026 8-K alco-20260511.htm View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775134316.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775133797.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775133699.xml View →

Frequently Asked Questions about ALCO

What is the AI rating for ALCO?

Alico, Inc.. (ALCO) has a Combined AI Grade of C from Claude (C) and ChatGPT (D) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ALCO's key strengths?

Claude: Fortress balance sheet with $52.9M cash and 9.63x current ratio providing operational runway. Moderate leverage at 0.81x Debt/Equity with financial flexibility for restructuring. ChatGPT: Very strong current and quick ratios indicate ample near-term liquidity. Cash balance of $34.76M provides a short-term buffer against ongoing losses.

What are the risks of investing in ALCO?

Claude: Core business is operationally insolvent with negative gross and operating margins spanning entire P&L. Negative operating and free cash flow (-$4.8M and -$6.0M respectively) indicate persistent capital burn. ChatGPT: Gross, operating, and net margins are severely negative, indicating an unprofitable core business. Operating cash flow and free cash flow are negative, reducing financial flexibility.

What is ALCO's revenue and growth?

Alico, Inc.. reported revenue of $7.2M.

Does ALCO pay dividends?

Alico, Inc.. pays dividends, with $0.8M distributed to shareholders in the trailing twelve months.

Where can I find ALCO SEC filings?

Official SEC filings for Alico, Inc.. (CIK: 0000003545) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ALCO's EPS?

Alico, Inc.. has a diluted EPS of $1.03.

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 ALCO's fundamental grade?

Based on our AI fundamental analysis in June 2026, Alico, Inc.. has a C grade with 84% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ALCO stock overvalued or undervalued?

Valuation metrics for ALCO: ROE of 7.7% (sector avg: 15%), net margin of 109.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is ALCO's AI grade for 2026?

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

What is ALCO's free cash flow?

Alico, Inc..'s operating cash flow is $-4.8M, with capital expenditures of $1.2M. FCF margin is -83.2%.

How does ALCO compare to other Market stocks?

Vs Default sector averages: Net margin 109.3% (avg: 12%), ROE 7.7% (avg: 15%), current ratio 9.63 (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