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Celsius Holdings, Inc. (CELH) Fundamental Analysis & AI Grade 2026

CELH Nasdaq Bottled & Canned Soft Drinks & Carbonated Waters NV CIK: 0001341766
Update Pending • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
72% Confidence
AGREEMENT
A
72% Conf
B
73% Conf

📊 CELH Key Takeaways

Revenue: $782.6M
Net Margin: 14.1%
Free Cash Flow: $65.8M
Current Ratio: 1.77x
Debt/Equity: 0.54x
EPS: $0.33
AI Grade: A with 72% confidence
Celsius Holdings, Inc. (CELH) receives a A fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $782.6M, net profit margin of 14.1%, and return on equity (ROE) of 8.8%, Celsius Holdings, Inc. demonstrates strong fundamentals in the Market sector. Below is our complete CELH stock analysis for 2026.

Is Celsius Holdings, Inc. (CELH) a Good Investment?

Claude

Celsius demonstrates exceptional top-line growth with strong profitability margins (48.3% gross, 17.8% operating), positioning it favorably within the energy beverage market. However, significant EPS dilution despite massive revenue expansion and weak returns on capital (ROE 8.8%, ROA 2.1%) indicate capital inefficiency that warrants moderate optimism rather than enthusiasm.

ChatGPT

Celsius shows exceptional top-line expansion and solid cash generation, with positive operating leverage producing $359.44M of operating cash flow and $323.38M of free cash flow. However, the quality of that growth is mixed because operating and net margins remain modest at 5.6% and 4.3%, EPS declined sharply year over year, and returns on assets are still low for the current asset base. Fundamentally, the business looks financially healthy and growing, but it needs to prove that scale can translate into consistently stronger per-share profitability.

Celsius Holdings, Inc. Key Strengths (CELH)

Claude
  • + Exceptional revenue growth (11829% YoY) with market momentum in high-growth energy beverage segment
  • + Strong operating margins (17.8%) and gross margins (48.3%) demonstrate pricing power and operational efficiency
  • + Healthy liquidity metrics (Current Ratio 1.77x, Quick Ratio 1.43x) with substantial cash position (549.2M) providing financial flexibility
  • + Positive free cash flow generation (65.8M) supporting sustainability of growth investments
ChatGPT
  • + Revenue growth is extremely strong, indicating major expansion in the business footprint and demand base
  • + Cash generation is healthy, with operating cash flow of $359.44M and free cash flow of $323.38M supporting reinvestment and balance-sheet flexibility
  • + Liquidity is adequate with a 1.68x current ratio and 1.37x quick ratio, while leverage remains manageable at 0.57x debt-to-equity

CELH Stock Risks: Celsius Holdings, Inc. Investment Risks

Claude
  • ! Severe EPS dilution (down 44.4% YoY) despite massive revenue growth signals substantial shareholder dilution and share issuance concerns
  • ! Low returns on capital (ROE 8.8%, ROA 2.1%) despite strong margins indicate inefficient capital deployment relative to asset base
  • ! Cash flow conversion gap (Operating CF 73.7M vs Net Income 110.1M) suggests working capital challenges or non-cash revenue recognition issues
  • ! Elevated debt position (675.9M long-term debt) relative to shareholder equity (1.3B) in context of high-growth volatility
ChatGPT
  • ! Profitability is still relatively thin, with only 5.6% operating margin and 4.3% net margin despite the much larger revenue base
  • ! Diluted EPS fell 44.4% year over year, suggesting dilution or other per-share pressure that weakens the headline earnings improvement
  • ! ROA of 2.1% and ROE of 9.1% indicate the company has not yet demonstrated strong efficiency on its expanded balance sheet

Key Metrics to Watch

Claude
  • * Trend in diluted EPS relative to revenue growth - assess sustainability of per-share value creation
  • * Operating cash flow-to-net-income conversion ratio - monitor if cash generation deteriorates further
  • * Return on Equity trajectory - confirm whether scale improvements reverse low ROIC trend
ChatGPT
  • * Operating margin and net margin progression
  • * Diluted EPS growth versus revenue growth

Celsius Holdings, Inc. (CELH) Financial Metrics & Key Ratios

Revenue
$782.6M
Net Income
$110.1M
EPS (Diluted)
$0.33
Free Cash Flow
$65.8M
Total Assets
$5.2B
Cash Position
$549.2M

💡 AI Analyst Insight

Celsius Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CELH Profit Margin, ROE & Profitability Analysis

Gross Margin 48.3%
Operating Margin 17.8%
Net Margin 14.1%
ROE 8.8%
ROA 2.1%
FCF Margin 8.4%

CELH vs Market Sector: How Celsius Holdings, Inc. Compares

How Celsius Holdings, Inc. compares to Market sector averages

Net Margin
CELH 14.1%
vs
Sector Avg 12.0%
CELH Sector
ROE
CELH 8.8%
vs
Sector Avg 15.0%
CELH Sector
Current Ratio
CELH 1.8x
vs
Sector Avg 1.8x
CELH Sector
Debt/Equity
CELH 0.5x
vs
Sector Avg 0.7x
CELH Sector

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

Is Celsius Holdings, Inc. Stock Overvalued? CELH Valuation Analysis 2026

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

Return on Equity
8.8%
Sector avg: 15%
Net Profit Margin
14.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.54x
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.

Celsius Holdings, Inc. Balance Sheet: CELH Debt, Cash & Liquidity

Current Ratio
1.77x
Quick Ratio
1.43x
Debt/Equity
0.54x
Debt/Assets
41.6%
Interest Coverage
N/A
Long-term Debt
$675.9M

CELH Revenue & Earnings Growth: 5-Year Financial Trend

CELH 5-year financial data: Year 2024: Revenue $1.4B, Net Income -$187.3M, EPS $-0.88. Year 2025: Revenue $2.5B, Net Income $226.8M, EPS $0.77.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Celsius Holdings, Inc.'s revenue has grown significantly by 86% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.77 reflects profitable operations.

CELH 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
8.4%
Free cash flow / Revenue

CELH Quarterly Earnings & Performance

Quarterly financial performance data for Celsius Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $329.3M $44.4M $0.15
Q3 2025 $265.7M $6.4M $0.00
Q2 2025 $402.0M $44.4M $0.28
Q1 2025 $329.3M $44.4M $0.15
Q3 2024 $265.7M $6.4M $0.00
Q2 2024 $325.9M $51.5M $0.17
Q1 2024 $259.9M $41.2M $0.13

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

Celsius Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$73.7M
Cash generated from operations
Stock Buybacks
$8.8M
Shares repurchased (TTM)
Capital Expenditures
$7.9M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Celsius Holdings, Inc. (CIK: 0001341766)

📋 Recent SEC Filings

Date Form Document Action
Jun 1, 2026 8-K d354004d8k.htm View →
Jun 1, 2026 4 xslF345X06/wk-form4_1780345368.xml View →
May 28, 2026 8-K d151607d8k.htm View →
May 26, 2026 4 xslF345X06/wk-form4_1779827477.xml View →
May 26, 2026 4 xslF345X06/wk-form4_1779827440.xml View →

Frequently Asked Questions about CELH

What is the AI rating for CELH?

Celsius Holdings, Inc. (CELH) has a Combined AI Grade of A from Claude (A) and ChatGPT (B) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CELH's key strengths?

Claude: Exceptional revenue growth (11829% YoY) with market momentum in high-growth energy beverage segment. Strong operating margins (17.8%) and gross margins (48.3%) demonstrate pricing power and operational efficiency. ChatGPT: Revenue growth is extremely strong, indicating major expansion in the business footprint and demand base. Cash generation is healthy, with operating cash flow of $359.44M and free cash flow of $323.38M supporting reinvestment and balance-sheet flexibility.

What are the risks of investing in CELH?

Claude: Severe EPS dilution (down 44.4% YoY) despite massive revenue growth signals substantial shareholder dilution and share issuance concerns. Low returns on capital (ROE 8.8%, ROA 2.1%) despite strong margins indicate inefficient capital deployment relative to asset base. ChatGPT: Profitability is still relatively thin, with only 5.6% operating margin and 4.3% net margin despite the much larger revenue base. Diluted EPS fell 44.4% year over year, suggesting dilution or other per-share pressure that weakens the headline earnings improvement.

What is CELH's revenue and growth?

Celsius Holdings, Inc. reported revenue of $782.6M.

Does CELH pay dividends?

Celsius Holdings, Inc. does not currently pay dividends.

Where can I find CELH SEC filings?

Official SEC filings for Celsius Holdings, Inc. (CIK: 0001341766) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CELH's EPS?

Celsius Holdings, Inc. has a diluted EPS of $0.33.

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 CELH's fundamental grade?

Based on our AI fundamental analysis in June 2026, Celsius Holdings, Inc. has a A grade with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is CELH stock overvalued or undervalued?

Valuation metrics for CELH: ROE of 8.8% (sector avg: 15%), net margin of 14.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is CELH's AI grade for 2026?

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

What is CELH's free cash flow?

Celsius Holdings, Inc.'s operating cash flow is $73.7M, with capital expenditures of $7.9M. FCF margin is 8.4%.

How does CELH compare to other Market stocks?

Vs Default sector averages: Net margin 14.1% (avg: 12%), ROE 8.8% (avg: 15%), current ratio 1.77 (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 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI