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Charlie's Holdings, Inc. (CHUC) Stock Fundamental Analysis & AI Rating 2026

CHUC OTC Medicinal Chemicals & Botanical Products NV CIK: 0001134765
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-09-30
Combined AI Rating
SELL
86% Confidence
AGREEMENT
SELL
85% Conf
STRONG SELL
88% Conf

📊 CHUC Key Takeaways

Revenue: $11.9M
Net Margin: 36.6%
Free Cash Flow: $-6.2M
Current Ratio: 1.46x
Debt/Equity: 0.81x
EPS: $0.02
AI Rating: SELL with 85% confidence
Charlie's Holdings, Inc. (CHUC) receives a SELL rating with 86% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $11.9M, net profit margin of 36.6%, and return on equity (ROE) of 134.9%, Charlie's Holdings, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete CHUC stock analysis for 2026.

Is Charlie's Holdings, Inc. (CHUC) a Good Investment?

Claude

Charlie's Holdings exhibits severe fundamental deterioration with revenue declining 47.7% YoY while operating margins turned deeply negative at -17.1%, indicating inability to sustain profitability at current revenue levels. The company is burning cash at an alarming rate (-$6.2M operating cash flow) despite reporting positive net income, suggesting accounting anomalies or unsustainable one-time gains masking operational distress. Negative interest coverage (-11.2x) and minimal cash reserves ($1.1M) relative to $2.6M long-term debt create acute solvency risk.

ChatGPT

Charlie's Holdings shows weak underlying fundamentals: revenue fell sharply year over year, gross margin is modest, and the core business remains unprofitable at the operating level. The positive net income appears low quality given deeply negative operating cash flow and negative interest coverage, suggesting earnings are likely driven by non-operating or one-time items rather than sustainable business performance.

Why Buy Charlie's Holdings, Inc. Stock? CHUC Key Strengths

Claude
  • + Positive net margin of 36.6% suggests potential for selective profitability in certain product lines or one-time gains
  • + Current ratio of 1.46x provides minimal short-term liquidity buffer above 1.0x threshold
  • + Low capital expenditure requirements ($0.00) indicate asset-light business model
ChatGPT
  • + Positive reported net income and EPS in the latest period
  • + Current ratio of 1.46x indicates near-term obligations are not yet under severe pressure
  • + Equity remains positive, providing some balance sheet cushion

CHUC Stock Risks: Charlie's Holdings, Inc. Investment Risks

Claude
  • ! Catastrophic revenue decline of 47.7% YoY signals loss of market demand or customer base erosion
  • ! Operating cash flow of -$6.2M vastly exceeds net income of $4.4M, indicating earnings quality crisis and potential unsustainable gains
  • ! Negative operating margin (-17.1%) combined with negative interest coverage (-11.2x) creates imminent default risk if revenue recovery fails
  • ! Cash position of $1.1M insufficient to cover $2.6M long-term debt obligations; liquidity crisis probable within 12-18 months at current burn rate
  • ! Six Form 4 filings in 90 days suggest elevated insider activity during financial distress period
ChatGPT
  • ! Revenue declined 47.7% year over year, signaling major demand or execution deterioration
  • ! Operating loss, negative 17.1% operating margin, and negative 11.2x interest coverage indicate an unsustainable core earnings profile
  • ! Operating cash flow and free cash flow were negative $6.17M, pointing to weak earnings quality and rising liquidity risk

Key Metrics to Watch

Claude
  • * Quarterly revenue trend - stabilization required to assess viability; further declines are terminal
  • * Operating cash flow and its reconciliation to net income - must turn positive to validate earnings quality
  • * Cash balance trajectory - depletion below $500K would indicate critical insolvency risk
ChatGPT
  • * Operating cash flow relative to net income
  • * Revenue stabilization and operating margin improvement

Charlie's Holdings, Inc. (CHUC) Financial Metrics & Key Ratios

Revenue
$11.9M
Net Income
$4.4M
EPS (Diluted)
$0.02
Free Cash Flow
$-6.2M
Total Assets
$10.6M
Cash Position
$1.2M

💡 AI Analyst Insight

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

CHUC Profit Margin, ROE & Profitability Analysis

Gross Margin 24.8%
Operating Margin -17.1%
Net Margin 36.6%
ROE 134.9%
ROA 41.4%
FCF Margin -51.7%

CHUC vs Materials Sector: How Charlie's Holdings, Inc. Compares

How Charlie's Holdings, Inc. compares to Materials sector averages

Net Margin
CHUC 36.6%
vs
Sector Avg 10.0%
CHUC Sector
ROE
CHUC 134.9%
vs
Sector Avg 14.0%
CHUC Sector
Current Ratio
CHUC 1.5x
vs
Sector Avg 1.6x
CHUC Sector
Debt/Equity
CHUC 0.8x
vs
Sector Avg 0.6x
CHUC Sector

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

Is Charlie's Holdings, Inc. Stock Overvalued? CHUC Valuation Analysis 2026

Based on fundamental analysis, Charlie's Holdings, Inc. appears fundamentally strong relative to the Materials sector in 2026.

Return on Equity
134.9%
Sector avg: 14%
Net Profit Margin
36.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.81x
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.

Charlie's Holdings, Inc. Balance Sheet: CHUC Debt, Cash & Liquidity

Current Ratio
1.46x
Quick Ratio
0.83x
Debt/Equity
0.81x
Debt/Assets
69.3%
Interest Coverage
-11.16x
Long-term Debt
$2.6M

CHUC Revenue & Earnings Growth: 5-Year Financial Trend

CHUC 5-year financial data: Year 2021: Revenue $21.5M, Net Income -$7.2M, EPS $-0.04. Year 2022: Revenue $26.4M, Net Income $4.8M, EPS $0.01. Year 2023: Revenue $26.4M, Net Income -$1.6M, EPS $-0.01. Year 2024: Revenue $16.3M, Net Income -$2.1M, EPS $-0.01. Year 2025: Revenue $20.9M, Net Income -$4.2M, EPS $-0.02.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Charlie's Holdings, Inc.'s revenue has remained relatively flat over the 5-year period, with a 3% decline. The most recent EPS of $-0.02 indicates the company is currently unprofitable.

CHUC 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
-51.7%
Free cash flow / Revenue

CHUC Quarterly Earnings & Performance

Quarterly financial performance data for Charlie's Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.6M $624.0K $0.00
Q2 2025 $2.0M -$967.0K $0.00
Q1 2025 $2.3M -$1.0M $0.00
Q3 2024 $1.6M -$708.0K $0.00
Q2 2024 $2.0M $32.0K $0.00
Q1 2024 $3.1M -$1.0M $0.00
Q3 2023 $2.7M $241.0K $0.00
Q2 2023 $4.0M $32.0K $0.00

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

Charlie's Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$6.2M
Cash generated from operations
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Charlie's Holdings, Inc. (CIK: 0001134765)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 10-K chuc20251231_10k.htm View →
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 4 xslF345X05/form4.xml View →
Feb 13, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about CHUC

What is the AI rating for CHUC?

Charlie's Holdings, Inc. (CHUC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (STRONG SELL) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CHUC's key strengths?

Claude: Positive net margin of 36.6% suggests potential for selective profitability in certain product lines or one-time gains. Current ratio of 1.46x provides minimal short-term liquidity buffer above 1.0x threshold. ChatGPT: Positive reported net income and EPS in the latest period. Current ratio of 1.46x indicates near-term obligations are not yet under severe pressure.

What are the risks of investing in CHUC?

Claude: Catastrophic revenue decline of 47.7% YoY signals loss of market demand or customer base erosion. Operating cash flow of -$6.2M vastly exceeds net income of $4.4M, indicating earnings quality crisis and potential unsustainable gains. ChatGPT: Revenue declined 47.7% year over year, signaling major demand or execution deterioration. Operating loss, negative 17.1% operating margin, and negative 11.2x interest coverage indicate an unsustainable core earnings profile.

What is CHUC's revenue and growth?

Charlie's Holdings, Inc. reported revenue of $11.9M.

Does CHUC pay dividends?

Charlie's Holdings, Inc. does not currently pay dividends.

Where can I find CHUC SEC filings?

Official SEC filings for Charlie's Holdings, Inc. (CIK: 0001134765) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CHUC's EPS?

Charlie's Holdings, Inc. has a diluted EPS of $0.02.

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 CHUC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Charlie's Holdings, Inc. has a SELL rating with 86% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CHUC stock overvalued or undervalued?

Valuation metrics for CHUC: ROE of 134.9% (sector avg: 14%), net margin of 36.6% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy CHUC stock in 2026?

Our dual AI analysis gives Charlie's Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CHUC's free cash flow?

Charlie's Holdings, Inc.'s operating cash flow is $-6.2M, with capital expenditures of $0.0. FCF margin is -51.7%.

How does CHUC compare to other Materials stocks?

Vs Materials sector averages: Net margin 36.6% (avg: 10%), ROE 134.9% (avg: 14%), current ratio 1.46 (avg: 1.6).

Why is CHUC's return on equity (ROE) so high?

Charlie's Holdings, Inc. has a return on equity of 134.9%, significantly above the Materials sector average of 14%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 36.6% net margin.

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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 22, 2026 | Data as of: 2025-09-30 | Powered by Claude AI