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Certara, Inc. (CERT) Fundamental Analysis & AI Grade 2026

CERT Nasdaq Services-Prepackaged Software DE CIK: 0001827090
Updated This Month • Analysis: May 13, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
70% Confidence
STRONG AGREEMENT
B
68% Conf
B
73% Conf

📊 CERT Key Takeaways

Revenue: $106.9M
Net Margin: -8.2%
Free Cash Flow: $11.1M
Current Ratio: 1.88x
Debt/Equity: 0.29x
EPS: $-0.06
AI Grade: B with 68% confidence
Certara, Inc. (CERT) receives a B fundamental grade with 70% confidence from our AI analysis based on SEC 10-K filings. With revenue of $106.9M, net profit margin of -8.2%, and return on equity (ROE) of -0.9%, Certara, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete CERT stock analysis for 2026.

Is Certara, Inc. (CERT) a Good Investment?

Claude

Certara demonstrates improving financial trajectory with revenue growth of 8.7% YoY and substantial net income improvement of 86.8%, supported by positive free cash flow of 11.1M and strong liquidity (1.88x current ratio). However, the company remains unprofitable at both operating (-4.0% margin) and net income (-8.2% margin) levels, and negative interest coverage (-0.7x) indicates operational cash generation is insufficient to cover debt servicing, warranting cautious observation of the profitability turnaround path.

ChatGPT

Certara shows solid underlying business quality through steady revenue growth, strong free cash flow generation, and a healthy balance sheet with good liquidity and moderate leverage. However, weak GAAP profitability, thin operating margins, and a still-negative bottom line suggest the company is in a transition phase rather than demonstrating fully mature earnings power. Fundamentally, this supports a neutral view until margin expansion and earnings conversion become more consistent.

Certara, Inc. Key Strengths (CERT)

Claude
  • + Positive free cash flow of 11.1M with 10.3% FCF margin demonstrates underlying cash generation capability despite GAAP losses
  • + Strong balance sheet with 149.5M cash, 1.88x current ratio, and moderate 0.29x debt/equity ratio provides financial flexibility
  • + Significant net income improvement trajectory (+86.8% YoY) indicates accelerating path toward profitability and operational efficiency gains
ChatGPT
  • + Revenue growth remains healthy at 8.7% YoY, indicating continued demand for the software and services platform
  • + Free cash flow is strong at $94.56M with a 22.6% FCF margin, showing high cash conversion despite weak net income
  • + Balance sheet risk appears manageable with a 2.05x current ratio, $189.39M cash, and a moderate 0.28x debt-to-equity ratio

CERT Stock Risks: Certara, Inc. Investment Risks

Claude
  • ! Persistent operating losses and negative net margins (-8.2%) remain concerning for a software/prepackaged software business where profitability is foundational
  • ! Negative interest coverage ratio of -0.7x signals inability to service debt from operating cash flow, creating refinancing risk
  • ! Modest revenue growth rate of 8.7% YoY is below typical SaaS/software expectations and may be insufficient to support profitability turnaround if margins stall
ChatGPT
  • ! Operating margin is only 5.0% and net margin remains negative, limiting earnings resilience
  • ! Interest coverage of 3.7x is adequate but not especially strong if profitability weakens further
  • ! Returns on equity and assets are slightly negative, indicating capital is not yet producing strong accounting profits

Key Metrics to Watch

Claude
  • * Operating margin progression toward breakeven and positive territory as indicator of sustainable business model
  • * Interest coverage ratio improvement to positive levels as proof that operating cash flow can sustain debt obligations
  • * Revenue growth acceleration and gross margin trends to assess pricing power and unit economics improvement
ChatGPT
  • * Operating margin and net income trend
  • * Free cash flow margin and interest coverage

Certara, Inc. (CERT) Financial Metrics & Key Ratios

Revenue
$106.9M
Net Income
$-8.8M
EPS (Diluted)
$-0.06
Free Cash Flow
$11.1M
Total Assets
$1.5B
Cash Position
$149.5M

💡 AI Analyst Insight

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

CERT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -4.0%
Net Margin -8.2%
ROE -0.9%
ROA -0.6%
FCF Margin 10.3%

CERT vs Technology Sector: How Certara, Inc. Compares

How Certara, Inc. compares to Technology sector averages

Net Margin
CERT -8.2%
vs
Sector Avg 18.0%
CERT Sector
ROE
CERT -0.9%
vs
Sector Avg 22.0%
CERT Sector
Current Ratio
CERT 1.9x
vs
Sector Avg 2.5x
CERT Sector
Debt/Equity
CERT 0.3x
vs
Sector Avg 0.5x
CERT Sector

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

Is Certara, Inc. Stock Overvalued? CERT Valuation Analysis 2026

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

Return on Equity
-0.9%
Sector avg: 22%
Net Profit Margin
-8.2%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.29x
Sector avg: 0.5x

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.

Certara, Inc. Balance Sheet: CERT Debt, Cash & Liquidity

Current Ratio
1.88x
Quick Ratio
1.88x
Debt/Equity
0.29x
Debt/Assets
32.2%
Interest Coverage
-0.75x
Long-term Debt
$292.5M

CERT Revenue & Earnings Growth: 5-Year Financial Trend

CERT 5-year financial data: Year 2021: Revenue $286.1M, Net Income -$8.9M, EPS $-0.07. Year 2022: Revenue $335.6M, Net Income -$49.4M, EPS $-0.37. Year 2023: Revenue $354.3M, Net Income -$13.3M, EPS $-0.09. Year 2024: Revenue $385.1M, Net Income $14.7M, EPS $0.09. Year 2025: Revenue $418.8M, Net Income -$55.4M, EPS $-0.35.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Certara, Inc.'s revenue has grown significantly by 46% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.35 indicates the company is currently unprofitable.

CERT 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
10.3%
Free cash flow / Revenue

CERT Quarterly Earnings & Performance

Quarterly financial performance data for Certara, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $106.0M $4.7M $0.03
Q3 2025 $94.8M -$1.4M $-0.01
Q2 2025 $93.3M -$2.0M $-0.01
Q1 2025 $96.7M -$4.7M $-0.03
Q3 2024 $85.6M -$1.4M $-0.01
Q2 2024 $90.5M $4.7M $0.03
Q1 2024 $90.3M $1.4M $0.01
Q3 2023 $84.7M $3.9M $0.02

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

Certara, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$11.7M
Cash generated from operations
Stock Buybacks
$40.0M
Shares repurchased (TTM)
Capital Expenditures
$631.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Certara, Inc. (CIK: 0001827090)

📋 Recent SEC Filings

Date Form Document Action
Jun 2, 2026 4 xslF345X06/form4-06022026_090623.xml View →
Jun 2, 2026 4 xslF345X06/form4-06022026_090642.xml View →
May 15, 2026 8-K tm2614652d1_8k.htm View →
May 15, 2026 4 xslF345X06/form4-05152026_080516.xml View →
May 15, 2026 4 xslF345X06/form4-05152026_080538.xml View →

Frequently Asked Questions about CERT

What is the AI rating for CERT?

Certara, Inc. (CERT) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CERT's key strengths?

Claude: Positive free cash flow of 11.1M with 10.3% FCF margin demonstrates underlying cash generation capability despite GAAP losses. Strong balance sheet with 149.5M cash, 1.88x current ratio, and moderate 0.29x debt/equity ratio provides financial flexibility. ChatGPT: Revenue growth remains healthy at 8.7% YoY, indicating continued demand for the software and services platform. Free cash flow is strong at $94.56M with a 22.6% FCF margin, showing high cash conversion despite weak net income.

What are the risks of investing in CERT?

Claude: Persistent operating losses and negative net margins (-8.2%) remain concerning for a software/prepackaged software business where profitability is foundational. Negative interest coverage ratio of -0.7x signals inability to service debt from operating cash flow, creating refinancing risk. ChatGPT: Operating margin is only 5.0% and net margin remains negative, limiting earnings resilience. Interest coverage of 3.7x is adequate but not especially strong if profitability weakens further.

What is CERT's revenue and growth?

Certara, Inc. reported revenue of $106.9M.

Does CERT pay dividends?

Certara, Inc. does not currently pay dividends.

Where can I find CERT SEC filings?

Official SEC filings for Certara, Inc. (CIK: 0001827090) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CERT's EPS?

Certara, Inc. has a diluted EPS of $-0.06.

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 CERT's fundamental grade?

Based on our AI fundamental analysis in June 2026, Certara, Inc. has a B grade with 70% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is CERT stock overvalued or undervalued?

Valuation metrics for CERT: ROE of -0.9% (sector avg: 22%), net margin of -8.2% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is CERT's AI grade for 2026?

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

What is CERT's free cash flow?

Certara, Inc.'s operating cash flow is $11.7M, with capital expenditures of $631.0K. FCF margin is 10.3%.

How does CERT compare to other Technology stocks?

Vs Technology sector averages: Net margin -8.2% (avg: 18%), ROE -0.9% (avg: 22%), current ratio 1.88 (avg: 2.5).

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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