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Enovix Corp (ENVX) Fundamental Analysis & AI Grade 2026

ENVX Nasdaq Miscellaneous Electrical Machinery, Equipment & Supplies CIK: 0001828318
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-04-05
Combined AI Grade
D
86% Confidence
STRONG AGREEMENT
D
85% Conf
D
86% Conf

📊 ENVX Key Takeaways

Revenue: $7.6M
Net Margin: -503.4%
Free Cash Flow: $-36.3M
Current Ratio: 10.97x
Debt/Equity: 2.16x
EPS: $-0.18
AI Grade: D with 85% confidence
Enovix Corp (ENVX) receives a D fundamental grade with 86% confidence from our AI analysis based on SEC 10-K filings. With revenue of $7.6M, net profit margin of -503.4%, and return on equity (ROE) of -15.9%, Enovix Corp demonstrates mixed fundamentals in the Utilities sector. Below is our complete ENVX stock analysis for 2026.

Is Enovix Corp (ENVX) a Good Investment?

Claude

Enovix is a pre-commercialization battery technology company with negligible revenue ($7.6M) yet massive operating losses ($43.9M), resulting in severe negative cash flow (-$36.3M FCF) that depletes its $88.8M cash reserve within 2-3 years. The company carries substantial debt ($520.4M) with interest coverage of -6.3x, indicating inability to service debt from operations, while zero YoY revenue growth signals failure to accelerate commercialization.

ChatGPT

Enovix's fundamentals remain very weak: revenue was flat while operating losses, net losses, and free cash outflow stayed extremely large relative to sales. The company still has ample near-term liquidity, but the combination of negative margins, heavy cash burn, and elevated leverage makes the current growth quality poor and the financial profile high risk.

Enovix Corp Key Strengths (ENVX)

Claude
  • + Positive gross margin of 20.4% on commercialized products
  • + Strong liquidity with current ratio of 10.97x
  • + Moderate cash position of $88.8M provides near-term runway
ChatGPT
  • + Strong near-term liquidity with current and quick ratios above 8x
  • + Positive gross profit indicates the core product economics are not entirely absent
  • + Large asset base provides operating capacity to support future scaling if execution improves

ENVX Stock Risks: Enovix Corp Investment Risks

Claude
  • ! Operating losses of $43.9M vastly exceed $7.6M revenue base with -577.6% operating margin
  • ! Negative free cash flow of -$36.3M annually indicates cash runway of ~2-3 years at current burn rate
  • ! High leverage at 2.16x debt-to-equity with $520.4M long-term debt and inability to service debt from operations (interest coverage -6.3x)
  • ! Zero YoY revenue growth indicates commercialization stalled without clear acceleration path to profitability
  • ! 31 Form 4 insider filings in 90 days may signal distress or confidence uncertainty
ChatGPT
  • ! Operating margin of -557.0% and net margin of -492.6% indicate a deeply unprofitable business model at current scale
  • ! Free cash flow of -$113.51M versus just $31.82M of revenue shows substantial ongoing cash burn
  • ! Debt/equity of 1.92x and negative interest coverage reflect meaningful balance-sheet and financing risk

Key Metrics to Watch

Claude
  • * Quarterly revenue growth rate and path to sustained positive YoY growth
  • * Operating cash flow trajectory and time to cash flow breakeven
  • * Cash burn rate and months of cash runway remaining
  • * Debt refinancing ability and debt service coverage improvement
ChatGPT
  • * Revenue growth and gross margin expansion
  • * Free cash flow burn and cash balance relative to debt obligations

Enovix Corp (ENVX) Financial Metrics & Key Ratios

Revenue
$7.6M
Net Income
$-38.3M
EPS (Diluted)
$-0.18
Free Cash Flow
$-36.3M
Total Assets
$833.9M
Cash Position
$88.8M

💡 AI Analyst Insight

Strong liquidity with a 10.97x current ratio provides a solid financial cushion.

ENVX Profit Margin, ROE & Profitability Analysis

Gross Margin 20.4%
Operating Margin -577.6%
Net Margin -503.4%
ROE -15.9%
ROA -4.6%
FCF Margin -477.5%

ENVX vs Utilities Sector: How Enovix Corp Compares

How Enovix Corp compares to Utilities sector averages

Net Margin
ENVX -503.4%
vs
Sector Avg 12.0%
ENVX Sector
ROE
ENVX -15.9%
vs
Sector Avg 10.0%
ENVX Sector
Current Ratio
ENVX 11.0x
vs
Sector Avg 0.8x
ENVX Sector
Debt/Equity
ENVX 2.2x
vs
Sector Avg 1.4x
ENVX Sector

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

Is Enovix Corp Stock Overvalued? ENVX Valuation Analysis 2026

Based on fundamental analysis, Enovix Corp shows some fundamental concerns relative to the Utilities sector in 2026.

Return on Equity
-15.9%
Sector avg: 10%
Net Profit Margin
-503.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.16x
Sector avg: 1.4x

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.

Enovix Corp Balance Sheet: ENVX Debt, Cash & Liquidity

Current Ratio
10.97x
Quick Ratio
10.65x
Debt/Equity
2.16x
Debt/Assets
70.9%
Interest Coverage
-6.26x
Long-term Debt
$520.4M

ENVX Revenue & Earnings Growth: 5-Year Financial Trend

ENVX 5-year financial data: Year 2022: Revenue $6.2M, Net Income -$39.7M, EPS $-0.49. Year 2023: Revenue $7.6M, Net Income -$125.9M, EPS $-1.07. Year 2024: Revenue $23.1M, Net Income -$51.6M, EPS $-0.82. Year 2025: Revenue $31.8M, Net Income -$214.1M, EPS $-1.30.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Enovix Corp's revenue has grown significantly by 413% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.30 indicates the company is currently unprofitable.

ENVX 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
-477.5%
Free cash flow / Revenue

ENVX Quarterly Earnings & Performance

Quarterly financial performance data for Enovix Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $5.1M -$23.5M $-0.12
Q3 2025 $4.3M -$22.5M $-0.27
Q2 2025 $3.8M -$44.5M $-0.22
Q1 2025 $5.1M -$23.5M $-0.12
Q3 2024 $200.0K -$16.2M $-0.29
Q2 2024 $42.0K -$64.3M $-0.41
Q1 2024 $21.0K -$46.4M $-0.28
Q3 2023 $8.0K -$1.1M $-0.29

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

Enovix Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$33.1M
Cash generated from operations
Stock Buybacks
$58.4M
Shares repurchased (TTM)
Capital Expenditures
$3.2M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Enovix Corp (CIK: 0001828318)

📋 Recent SEC Filings

Date Form Document Action
Jun 2, 2026 4 xslF345X06/wk-form4_1780450305.xml View →
Jun 2, 2026 4 xslF345X06/wk-form4_1780450295.xml View →
Jun 2, 2026 4 xslF345X06/wk-form4_1780450284.xml View →
Jun 2, 2026 4 xslF345X06/wk-form4_1780450274.xml View →
May 28, 2026 4 xslF345X06/wk-form4_1779990077.xml View →

Frequently Asked Questions about ENVX

What is the AI rating for ENVX?

Enovix Corp (ENVX) has a Combined AI Grade of D from Claude (D) and ChatGPT (D) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ENVX's key strengths?

Claude: Positive gross margin of 20.4% on commercialized products. Strong liquidity with current ratio of 10.97x. ChatGPT: Strong near-term liquidity with current and quick ratios above 8x. Positive gross profit indicates the core product economics are not entirely absent.

What are the risks of investing in ENVX?

Claude: Operating losses of $43.9M vastly exceed $7.6M revenue base with -577.6% operating margin. Negative free cash flow of -$36.3M annually indicates cash runway of ~2-3 years at current burn rate. ChatGPT: Operating margin of -557.0% and net margin of -492.6% indicate a deeply unprofitable business model at current scale. Free cash flow of -$113.51M versus just $31.82M of revenue shows substantial ongoing cash burn.

What is ENVX's revenue and growth?

Enovix Corp reported revenue of $7.6M.

Does ENVX pay dividends?

Enovix Corp does not currently pay dividends.

Where can I find ENVX SEC filings?

Official SEC filings for Enovix Corp (CIK: 0001828318) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ENVX's EPS?

Enovix Corp has a diluted EPS of $-0.18.

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 ENVX's fundamental grade?

Based on our AI fundamental analysis in June 2026, Enovix Corp has a D grade with 86% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ENVX stock overvalued or undervalued?

Valuation metrics for ENVX: ROE of -15.9% (sector avg: 10%), net margin of -503.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is ENVX's AI grade for 2026?

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

What is ENVX's free cash flow?

Enovix Corp's operating cash flow is $-33.1M, with capital expenditures of $3.2M. FCF margin is -477.5%.

How does ENVX compare to other Utilities stocks?

Vs Utilities sector averages: Net margin -503.4% (avg: 12%), ROE -15.9% (avg: 10%), current ratio 10.97 (avg: 0.8).

Is Enovix Corp carrying too much debt?

ENVX has a debt-to-equity ratio of 2.16x, which is above the Utilities sector average of 1.4x. However, the current ratio of 10.97 suggests adequate short-term liquidity.

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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 15, 2026 | Data as of: 2026-04-05 | Powered by Claude AI