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Equillium, Inc. (EQ) Fundamental Analysis & AI Grade 2026

EQ Nasdaq Pharmaceutical Preparations DE CIK: 0001746466
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
64% Confidence
AGREEMENT
B
50% Conf
C
77% Conf

📊 EQ Key Takeaways

Revenue: $41.1M
Net Margin: -12.9%
Free Cash Flow: $-4.3M
Current Ratio: 18.62x
Debt/Equity: 0.13x
EPS: $-0.06
AI Grade: B with 50% confidence
Equillium, Inc. (EQ) receives a C fundamental grade with 64% confidence from our AI analysis based on SEC 10-K filings. With revenue of $41.1M, net profit margin of -12.9%, and return on equity (ROE) of -8.9%, Equillium, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete EQ stock analysis for 2026.

Is Equillium, Inc. (EQ) a Good Investment?

Claude

Equillium maintains a fortress balance sheet with $61.3M cash and minimal debt, supporting +13.9% YoY revenue growth, but profitability metrics are deteriorating sharply with -13.7% operating margins and diluted EPS declining 69.6% YoY, indicating unproven path to breakeven despite financial stability.

ChatGPT

Equillium shows adequate near-term financial stability, with cash of $33.12M, very low balance-sheet strain, and strong current liquidity at 10.85x. However, the business remains deeply unprofitable, with negative operating margin, negative free cash flow, and weak returns on equity and assets, which makes the recent revenue growth low quality unless it converts into sustained operating leverage. Fundamentally, the company looks more like a cash-funded development-stage operation than a self-sustaining enterprise.

Equillium, Inc. Key Strengths (EQ)

Claude
  • + Fortress balance sheet with $61.3M cash comprising 97% of total assets and only 0.13x debt/equity ratio
  • + Positive revenue growth at +13.9% YoY demonstrating market traction and demand
  • + Exceptional liquidity with 18.62x current ratio providing substantial operational runway
ChatGPT
  • + Strong liquidity, with cash representing most of total assets and current and quick ratios both at 10.85x
  • + Low reported leverage relative to equity, with debt/equity of 0.25x and limited total liabilities
  • + Revenue increased 13.9% year over year and diluted EPS improved, indicating some operating progress

EQ Stock Risks: Equillium, Inc. Investment Risks

Claude
  • ! Deteriorating profitability with operating losses (-$5.6M) and -13.7% operating margin
  • ! Significantly worsening diluted EPS (-69.6% YoY) suggesting accelerating losses despite revenue growth
  • ! Negative operating and free cash flow (-$4.3M) indicating company is burning cash operationally
  • ! Gross margin not disclosed, raising questions about unit economics and scalability
  • ! Pharmaceutical sector execution risk with unproven commercial and pipeline development success
ChatGPT
  • ! Profitability remains very weak, with operating margin of -47.9% and net margin of -45.3%
  • ! Free cash flow is deeply negative at -$19.62M, implying continued cash burn and possible future financing needs
  • ! Returns on capital are poor, with ROE of -60.2% and ROA of -54.0%, suggesting the asset base is not generating economic value

Key Metrics to Watch

Claude
  • * Operating cash flow trend and timeline to positive cash generation or breakeven
  • * Gross margin percentage and trajectory as revenue scales
  • * Year-over-year revenue growth sustainability and rate of deceleration
  • * Cash burn rate relative to cash runway remaining (currently ~14 years at constant burn)
  • * Operating expense growth rate versus revenue growth rate convergence
ChatGPT
  • * Quarterly operating cash burn and cash runway
  • * Whether revenue growth meaningfully narrows operating and net losses

Equillium, Inc. (EQ) Financial Metrics & Key Ratios

Revenue
$41.1M
Net Income
$-5.3M
EPS (Diluted)
$-0.06
Free Cash Flow
$-4.3M
Total Assets
$63.1M
Cash Position
$61.3M

💡 AI Analyst Insight

Strong liquidity with a 18.62x current ratio provides a solid financial cushion.

EQ Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -13.7%
Net Margin -12.9%
ROE -8.9%
ROA -8.4%
FCF Margin -10.5%

EQ vs Healthcare Sector: How Equillium, Inc. Compares

How Equillium, Inc. compares to Healthcare sector averages

Net Margin
EQ -12.9%
vs
Sector Avg 12.0%
EQ Sector
ROE
EQ -8.9%
vs
Sector Avg 15.0%
EQ Sector
Current Ratio
EQ 18.6x
vs
Sector Avg 2.0x
EQ Sector
Debt/Equity
EQ 0.1x
vs
Sector Avg 0.6x
EQ Sector

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

Is Equillium, Inc. Stock Overvalued? EQ Valuation Analysis 2026

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

Return on Equity
-8.9%
Sector avg: 15%
Net Profit Margin
-12.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
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.

Equillium, Inc. Balance Sheet: EQ Debt, Cash & Liquidity

Current Ratio
18.62x
Quick Ratio
18.62x
Debt/Equity
0.13x
Debt/Assets
5.7%
Interest Coverage
-11.43x
Long-term Debt
$7.6M

EQ Revenue & Earnings Growth: 5-Year Financial Trend

EQ 5-year financial data: Year 2022: Revenue $15.8M, Net Income -$39.1M, EPS $-1.36. Year 2023: Revenue $36.1M, Net Income -$62.4M, EPS $-1.85. Year 2024: Revenue $41.1M, Net Income -$13.3M, EPS $-0.38. Year 2025: Revenue $41.1M, Net Income -$8.1M, EPS $-0.23.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Equillium, Inc.'s revenue has grown significantly by 161% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.23 indicates the company is currently unprofitable.

EQ 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
-10.5%
Free cash flow / Revenue

EQ Quarterly Earnings & Performance

Quarterly financial performance data for Equillium, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $12.2M -$7.0K $0.00
Q2 2025 $13.9M $468.0K $0.01
Q1 2025 $10.7M -$2.7M $-0.08
Q3 2024 $8.9M -$7.0K $0.00
Q2 2024 $9.1M $468.0K $0.01
Q1 2024 $8.9M -$2.7M $-0.08
Q3 2023 $8.9M -$3.3M $-0.11
Q2 2023 $9.1M -$3.3M $-0.10

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

Equillium, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$4.3M
Cash generated from operations
Stock Buybacks
$260.0K
Shares repurchased (TTM)
Capital Expenditures
$3.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Equillium, Inc. (CIK: 0001746466)

📋 Recent SEC Filings

Date Form Document Action
Jun 5, 2026 4 xslF345X06/form4-06052026_080654.xml View →
Jun 5, 2026 4 xslF345X06/form4-06052026_080654.xml View →
May 29, 2026 4 xslF345X06/form4-05292026_100546.xml View →
May 29, 2026 4 xslF345X06/form4-05292026_100505.xml View →
May 29, 2026 4 xslF345X06/form4-05292026_100506.xml View →

Frequently Asked Questions about EQ

What is the AI rating for EQ?

Equillium, Inc. (EQ) has a Combined AI Grade of C from Claude (B) and ChatGPT (C) with 64% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EQ's key strengths?

Claude: Fortress balance sheet with $61.3M cash comprising 97% of total assets and only 0.13x debt/equity ratio. Positive revenue growth at +13.9% YoY demonstrating market traction and demand. ChatGPT: Strong liquidity, with cash representing most of total assets and current and quick ratios both at 10.85x. Low reported leverage relative to equity, with debt/equity of 0.25x and limited total liabilities.

What are the risks of investing in EQ?

Claude: Deteriorating profitability with operating losses (-$5.6M) and -13.7% operating margin. Significantly worsening diluted EPS (-69.6% YoY) suggesting accelerating losses despite revenue growth. ChatGPT: Profitability remains very weak, with operating margin of -47.9% and net margin of -45.3%. Free cash flow is deeply negative at -$19.62M, implying continued cash burn and possible future financing needs.

What is EQ's revenue and growth?

Equillium, Inc. reported revenue of $41.1M.

Does EQ pay dividends?

Equillium, Inc. does not currently pay dividends.

Where can I find EQ SEC filings?

Official SEC filings for Equillium, Inc. (CIK: 0001746466) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EQ's EPS?

Equillium, 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 EQ's fundamental grade?

Based on our AI fundamental analysis in June 2026, Equillium, Inc. has a C grade with 64% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is EQ stock overvalued or undervalued?

Valuation metrics for EQ: ROE of -8.9% (sector avg: 15%), net margin of -12.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is EQ's AI grade for 2026?

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

What is EQ's free cash flow?

Equillium, Inc.'s operating cash flow is $-4.3M, with capital expenditures of $3.0K. FCF margin is -10.5%.

How does EQ compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -12.9% (avg: 12%), ROE -8.9% (avg: 15%), current ratio 18.62 (avg: 2).

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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: 2026-03-31 | Powered by Claude AI