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ASP Isotopes Inc. (ASPI) Stock Fundamental Analysis & AI Rating 2026

ASPI Nasdaq Miscellaneous Chemical Products DE CIK: 0001921865
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-09-30
Combined AI Rating
SELL
88% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
84% Conf

📊 ASPI Key Takeaways

Revenue: $7.2M
Net Margin: -1,342.4%
Free Cash Flow: $-27.2M
Current Ratio: 6.14x
Debt/Equity: 0.19x
EPS: $-1.27
AI Rating: STRONG SELL with 92% confidence
ASP Isotopes Inc. (ASPI) receives a SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $7.2M, net profit margin of -1,342.4%, and return on equity (ROE) of -130.3%, ASP Isotopes Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete ASPI stock analysis for 2026.

Is ASP Isotopes Inc. (ASPI) a Good Investment?

Claude

ASP Isotopes exhibits severe financial distress with massive operating losses (-$34.9M) despite 857% revenue growth, indicating fundamentally unprofitable operations unable to monetize growth. The company is burning cash at an alarming rate (-$27.2M free cash flow) and would deplete its cash reserves within 4-5 years at current burn rates, creating an existential viability concern. While the strong current ratio suggests near-term liquidity, the combination of unsustainable losses, negative interest coverage, and deteriorating per-share metrics signals imminent financial restructuring or equity dilution.

ChatGPT

ASP Isotopes is showing exceptional top-line growth, but the quality of that growth remains weak because margins are still deeply negative and losses are extremely large relative to revenue. The balance sheet is currently supported by strong cash and modest leverage, but sustained negative operating cash flow and heavy free cash outflows make execution and eventual margin improvement critical.

Why Buy ASP Isotopes Inc. Stock? ASPI Key Strengths

Claude
  • + Exceptional revenue growth of 857% YoY demonstrates strong market demand and successful commercialization efforts
  • + Robust current ratio of 6.14x and quick ratio of 6.10x provide substantial near-term liquidity cushion
  • + Healthy cash position of $113.9M and conservative debt-to-equity ratio of 0.19x provide financial flexibility for operations
ChatGPT
  • + Revenue growth is extremely strong, indicating early commercial traction
  • + Liquidity is robust with $113.90M in cash and current/quick ratios above 6x
  • + Leverage is relatively modest with debt/equity of 0.19x and limited long-term debt

ASPI Stock Risks: ASP Isotopes Inc. Investment Risks

Claude
  • ! Catastrophic operating margin of -485.3% and net margin of -1342.4% indicate the business model cannot generate profits at scale
  • ! Negative free cash flow of -$27.2M annually with only $113.9M cash reserves suggests cash depletion within 4-5 years without profitability improvement or external funding
  • ! Operating cash flow of -$19.9M combined with negative interest coverage of -3720.2x indicates inability to service debt or fund operations from core business
  • ! EPS deterioration of -28.6% YoY despite revenue growth signals shareholder value destruction and potential for massive dilution from future fundraising
  • ! Seven Form 4 filings in 90 days suggest elevated insider activity potentially indicating distress or governance concerns
ChatGPT
  • ! Profitability is severely negative, with operating and net margins far below sustainable levels
  • ! Cash generation is weak, with negative operating cash flow and deeply negative free cash flow
  • ! Current growth may be low quality if scaling does not materially improve gross margin and reduce losses

Key Metrics to Watch

Claude
  • * Path to operating profitability and timeline to positive operating margins
  • * Monthly cash burn rate and updated cash runway projections
  • * Gross margin sustainability and ability to improve through operational scaling
  • * Operating cash flow inflection point and working capital management efficiency
  • * Future equity raise announcements and potential dilution impact on shareholders
ChatGPT
  • * Gross margin progression and operating loss relative to revenue
  • * Operating cash flow and free cash flow burn rate

ASP Isotopes Inc. (ASPI) Financial Metrics & Key Ratios

Revenue
$7.2M
Net Income
$-96.5M
EPS (Diluted)
$-1.27
Free Cash Flow
$-27.2M
Total Assets
$225.9M
Cash Position
$113.9M

💡 AI Analyst Insight

Strong liquidity with a 6.14x current ratio provides a solid financial cushion.

ASPI Profit Margin, ROE & Profitability Analysis

Gross Margin 18.4%
Operating Margin -485.3%
Net Margin -1,342.4%
ROE -130.3%
ROA -42.7%
FCF Margin -378.1%

ASPI vs Materials Sector: How ASP Isotopes Inc. Compares

How ASP Isotopes Inc. compares to Materials sector averages

Net Margin
ASPI -1,342.4%
vs
Sector Avg 10.0%
ASPI Sector
ROE
ASPI -130.3%
vs
Sector Avg 14.0%
ASPI Sector
Current Ratio
ASPI 6.1x
vs
Sector Avg 1.6x
ASPI Sector
Debt/Equity
ASPI 0.2x
vs
Sector Avg 0.6x
ASPI Sector

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

Is ASP Isotopes Inc. Stock Overvalued? ASPI Valuation Analysis 2026

Based on fundamental analysis, ASP Isotopes Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
-130.3%
Sector avg: 14%
Net Profit Margin
-1,342.4%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.19x
Sector avg: 0.6x

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.

ASP Isotopes Inc. Balance Sheet: ASPI Debt, Cash & Liquidity

Current Ratio
6.14x
Quick Ratio
6.10x
Debt/Equity
0.19x
Debt/Assets
57.2%
Interest Coverage
-3,720.18x
Long-term Debt
$13.9M

ASPI Revenue & Earnings Growth: 5-Year Financial Trend

ASPI 5-year financial data: Year 2023: Revenue $433.0K, Net Income -$4.9M, EPS N/A. Year 2024: Revenue $4.1M, Net Income -$16.3M, EPS $-0.49. Year 2025: Revenue $23.8M, Net Income -$32.4M, EPS $-0.63.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ASP Isotopes Inc.'s revenue has grown significantly by 5,408% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.63 indicates the company is currently unprofitable.

ASPI 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
-378.1%
Free cash flow / Revenue

ASPI Quarterly Earnings & Performance

Quarterly financial performance data for ASP Isotopes Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.1M -$7.0M $-0.12
Q2 2025 $1.0M -$7.0M $-0.24
Q1 2025 $840.4K -$7.0M $-0.12
Q3 2024 N/A -$3.6M $-0.12
Q2 2024 N/A -$3.6M N/A
Q1 2024 N/A -$3.6M N/A

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

ASP Isotopes Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$19.9M
Cash generated from operations
Capital Expenditures
$7.3M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for ASP Isotopes Inc. (CIK: 0001921865)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 4 xslF345X06/form4.xml View →
Apr 13, 2026 8-K aspi_8k.htm View →
Apr 10, 2026 10-K aspi-20251231.htm View →
Apr 10, 2026 8-K aspi_8k.htm View →
Mar 24, 2026 8-K aspi_8k.htm View →

Frequently Asked Questions about ASPI

What is the AI rating for ASPI?

ASP Isotopes Inc. (ASPI) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 88% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ASPI's key strengths?

Claude: Exceptional revenue growth of 857% YoY demonstrates strong market demand and successful commercialization efforts. Robust current ratio of 6.14x and quick ratio of 6.10x provide substantial near-term liquidity cushion. ChatGPT: Revenue growth is extremely strong, indicating early commercial traction. Liquidity is robust with $113.90M in cash and current/quick ratios above 6x.

What are the risks of investing in ASPI?

Claude: Catastrophic operating margin of -485.3% and net margin of -1342.4% indicate the business model cannot generate profits at scale. Negative free cash flow of -$27.2M annually with only $113.9M cash reserves suggests cash depletion within 4-5 years without profitability improvement or external funding. ChatGPT: Profitability is severely negative, with operating and net margins far below sustainable levels. Cash generation is weak, with negative operating cash flow and deeply negative free cash flow.

What is ASPI's revenue and growth?

ASP Isotopes Inc. reported revenue of $7.2M.

Does ASPI pay dividends?

ASP Isotopes Inc. does not currently pay dividends.

Where can I find ASPI SEC filings?

Official SEC filings for ASP Isotopes Inc. (CIK: 0001921865) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ASPI's EPS?

ASP Isotopes Inc. has a diluted EPS of $-1.27.

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 ASPI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, ASP Isotopes Inc. has a SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ASPI stock overvalued or undervalued?

Valuation metrics for ASPI: ROE of -130.3% (sector avg: 14%), net margin of -1,342.4% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy ASPI stock in 2026?

Our dual AI analysis gives ASP Isotopes 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 ASPI's free cash flow?

ASP Isotopes Inc.'s operating cash flow is $-19.9M, with capital expenditures of $7.3M. FCF margin is -378.1%.

How does ASPI compare to other Materials stocks?

Vs Materials sector averages: Net margin -1,342.4% (avg: 10%), ROE -130.3% (avg: 14%), current ratio 6.14 (avg: 1.6).

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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 20, 2026 | Data as of: 2025-09-30 | Powered by Claude AI