← Back to All US Stocks

Castellum, Inc. (CTM) Stock Fundamental Analysis & AI Rating 2026

CTM NYSE Services-Management Consulting Services NV CIK: 0001877939
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
77% Confidence
STRONG AGREEMENT
SELL
75% Conf
SELL
79% Conf

📊 CTM Key Takeaways

Revenue: $52.9M
Net Margin: -4.5%
Free Cash Flow: $-2.1M
Current Ratio: 4.40x
Debt/Equity: 0.22x
EPS: $-0.03
AI Rating: SELL with 75% confidence
Castellum, Inc. (CTM) receives a SELL rating with 77% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $52.9M, net profit margin of -4.5%, and return on equity (ROE) of -6.7%, Castellum, Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete CTM stock analysis for 2026.

Is Castellum, Inc. (CTM) a Good Investment?

Claude

Castellum is a struggling management consulting firm with stagnant revenue growth and persistent operating losses despite maintaining a solid balance sheet. The company is burning cash operationally and failing to convert gross profits into net profits, indicating severe underlying operational challenges.

ChatGPT

Castellum's fundamentals show a business with flat revenue, negative operating margins, and continued cash burn, which limits confidence in near-term earnings quality. The balance sheet is currently strong, with high liquidity and modest leverage, but that strength is being used to support an unprofitable operating model rather than compounding growth.

Why Buy Castellum, Inc. Stock? CTM Key Strengths

Claude
  • + Strong liquidity position with 4.4x current ratio and $14.9M cash
  • + Low leverage with 0.22x debt-to-equity ratio providing financial flexibility
  • + Positive gross margin of 36.6% demonstrates ability to generate value from services
ChatGPT
  • + Strong liquidity with $14.88M of cash and 4.40x current and quick ratios
  • + Low leverage relative to equity with debt/equity of 0.22x
  • + Gross margin of 36.6% suggests the core service mix has room for operating leverage if costs are controlled

CTM Stock Risks: Castellum, Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -$1.9M indicates core business is not generating cash
  • ! Operating losses of -$2.8M and negative net margin of -4.5% show inability to achieve profitability
  • ! Flat revenue growth at 0.0% YoY combined with negative FCF suggests deteriorating competitive position
  • ! Persistent negative profitability despite having adequate resources signals operational inefficiency
ChatGPT
  • ! Revenue was flat year over year, indicating weak top-line momentum
  • ! Operating income, net income, operating cash flow, and free cash flow are all negative
  • ! Profitability remains weak with -5.3% operating margin and -4.5% net margin despite adequate gross profit

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive OCF
  • * Revenue growth acceleration and operating margin improvement
  • * Cash burn rate and duration of available liquidity at current burn rates
ChatGPT
  • * Sustainable revenue growth versus continued flat sales
  • * Improvement in operating cash flow and operating margin toward consistent profitability

Castellum, Inc. (CTM) Financial Metrics & Key Ratios

Revenue
$52.9M
Net Income
$-2.4M
EPS (Diluted)
$-0.03
Free Cash Flow
$-2.1M
Total Assets
$41.9M
Cash Position
$14.9M

💡 AI Analyst Insight

Strong liquidity with a 4.40x current ratio provides a solid financial cushion.

CTM Profit Margin, ROE & Profitability Analysis

Gross Margin 36.6%
Operating Margin -5.3%
Net Margin -4.5%
ROE -6.7%
ROA -5.7%
FCF Margin -4.0%

CTM vs Services Sector: How Castellum, Inc. Compares

How Castellum, Inc. compares to Services sector averages

Net Margin
CTM -4.5%
vs
Sector Avg 10.0%
CTM Sector
ROE
CTM -6.7%
vs
Sector Avg 16.0%
CTM Sector
Current Ratio
CTM 4.4x
vs
Sector Avg 1.5x
CTM Sector
Debt/Equity
CTM 0.2x
vs
Sector Avg 0.7x
CTM Sector

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

Is Castellum, Inc. Stock Overvalued? CTM Valuation Analysis 2026

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

Return on Equity
-6.7%
Sector avg: 16%
Net Profit Margin
-4.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
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.

Castellum, Inc. Balance Sheet: CTM Debt, Cash & Liquidity

Current Ratio
4.40x
Quick Ratio
4.40x
Debt/Equity
0.22x
Debt/Assets
14.7%
Interest Coverage
N/A
Long-term Debt
$8.0M

CTM Revenue & Earnings Growth: 5-Year Financial Trend

CTM 5-year financial data: Year 2022: Revenue $42.2M, Net Income -$2.7M, EPS $-0.17. Year 2023: Revenue $45.2M, Net Income -$7.5M, EPS $-0.41. Year 2024: Revenue $45.2M, Net Income -$14.9M, EPS $-0.55. Year 2025: Revenue $52.9M, Net Income -$17.8M, EPS $-0.38.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Castellum, Inc.'s revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.38 indicates the company is currently unprofitable.

CTM 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
-4.0%
Free cash flow / Revenue

CTM Quarterly Earnings & Performance

Quarterly financial performance data for Castellum, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $11.6M $415.4K $0.00
Q2 2025 $22.9M -$322.1K $0.00
Q1 2025 $11.3M -$1.2M $-0.01
Q3 2024 $11.6M -$1.3M $-0.02
Q2 2024 $22.4M -$1.8M $-0.03
Q1 2024 $9.9M -$4.1M $-0.08
Q3 2023 $32.2M -$3.1M $-0.12
Q2 2023 $21.0M -$2.1M $-0.04

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

Castellum, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$1.9M
Cash generated from operations
Capital Expenditures
$151.7K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Castellum, Inc. (CIK: 0001877939)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 DEF 14A ctmproxystatementfinal0407.htm View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774987730.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774987704.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774987678.xml View →
Mar 27, 2026 4 xslF345X06/wk-form4_1774643847.xml View →

Frequently Asked Questions about CTM

What is the AI rating for CTM?

Castellum, Inc. (CTM) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 77% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CTM's key strengths?

Claude: Strong liquidity position with 4.4x current ratio and $14.9M cash. Low leverage with 0.22x debt-to-equity ratio providing financial flexibility. ChatGPT: Strong liquidity with $14.88M of cash and 4.40x current and quick ratios. Low leverage relative to equity with debt/equity of 0.22x.

What are the risks of investing in CTM?

Claude: Negative operating cash flow of -$1.9M indicates core business is not generating cash. Operating losses of -$2.8M and negative net margin of -4.5% show inability to achieve profitability. ChatGPT: Revenue was flat year over year, indicating weak top-line momentum. Operating income, net income, operating cash flow, and free cash flow are all negative.

What is CTM's revenue and growth?

Castellum, Inc. reported revenue of $52.9M.

Does CTM pay dividends?

Castellum, Inc. does not currently pay dividends.

Where can I find CTM SEC filings?

Official SEC filings for Castellum, Inc. (CIK: 0001877939) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CTM's EPS?

Castellum, Inc. has a diluted EPS of $-0.03.

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 rating reflects both perspectives for balanced insights.

Is CTM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Castellum, Inc. has a SELL rating with 77% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CTM stock overvalued or undervalued?

Valuation metrics for CTM: ROE of -6.7% (sector avg: 16%), net margin of -4.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy CTM stock in 2026?

Our dual AI analysis gives Castellum, 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 CTM's free cash flow?

Castellum, Inc.'s operating cash flow is $-1.9M, with capital expenditures of $151.7K. FCF margin is -4.0%.

How does CTM compare to other Services stocks?

Vs Services sector averages: Net margin -4.5% (avg: 10%), ROE -6.7% (avg: 16%), current ratio 4.40 (avg: 1.5).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
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 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI