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Fortitude Gold Corp (FTCO) Stock Fundamental Analysis & AI Rating 2026

FTCO OTC Gold and Silver Ores CO CIK: 0001828377
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
62% Confidence
AGREEMENT
HOLD
45% Conf
SELL
80% Conf

📊 FTCO Key Takeaways

Revenue: $18.4M
Net Margin: 2.3%
Free Cash Flow: $-15.0M
Current Ratio: 4.26x
Debt/Equity: 0.00x
EPS: $0.02
AI Rating: HOLD with 45% confidence
Fortitude Gold Corp (FTCO) receives a SELL rating with 62% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $18.4M, net profit margin of 2.3%, and return on equity (ROE) of 0.4%, Fortitude Gold Corp demonstrates mixed fundamentals in the Market sector. Below is our complete FTCO stock analysis for 2026.

Is Fortitude Gold Corp (FTCO) a Good Investment?

Claude

Fortitude Gold shows impressive revenue growth (+6162% YoY) with strong gross margins (54.1%), but profitability is severely undermined by negative operating cash flow (-$13M) and substantial free cash flow deterioration (-$15M). The company exhibits classic startup/development-stage mining characteristics with high fixed assets relative to current earnings generation, warranting cautious observation of cash burn trajectory and path to sustainable cash flow.

ChatGPT

Fortitude Gold shows a sharp rebound in revenue and reported earnings, but the quality of that improvement is weak because operating income and net margin remain very thin while operating cash flow and free cash flow are deeply negative. The balance sheet is conservatively structured with minimal debt and strong current liquidity, but fundamentals still point to a business with fragile profitability and poor cash conversion.

Why Buy Fortitude Gold Corp Stock? FTCO Key Strengths

Claude
  • + Exceptional revenue growth of 6162% YoY indicates substantial ramp-up from minimal baseline
  • + Healthy gross margin of 54.1% suggests pricing power or favorable commodity economics
  • + Strong liquidity position with 4.26x current ratio and minimal debt ($100K long-term debt)
ChatGPT
  • + Very low leverage with only minimal long-term debt relative to equity
  • + Strong current ratio and solid balance sheet provide near-term financial flexibility
  • + Revenue and EPS improved sharply year over year from a low base

FTCO Stock Risks: Fortitude Gold Corp Investment Risks

Claude
  • ! Severe negative free cash flow of -$15M despite positive net income indicates cash burn and potential sustainability concerns
  • ! Operating cash flow of -$13M contradicts reported net income of $420K, suggesting potential working capital issues or non-cash items masking operational challenges
  • ! Minimal net margin (2.3%) and extremely low ROE (0.4%) indicate inefficient capital deployment despite revenue growth
ChatGPT
  • ! Operating cash flow of -$13.02M and free cash flow of -$14.96M indicate weak earnings quality
  • ! Operating margin of 2.4% and net margin of 2.3% leave little room for operational setbacks
  • ! Returns on equity and assets are extremely low, suggesting limited profitability on the asset base

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory and path to positive cash generation
  • * Cash burn rate relative to cash reserves ($4.7M available)
  • * Net margin expansion as production scales and fixed costs distribute across higher revenue base
ChatGPT
  • * Operating cash flow and free cash flow trend
  • * Sustainable operating margin improvement

Fortitude Gold Corp (FTCO) Financial Metrics & Key Ratios

Revenue
$18.4M
Net Income
$420.0K
EPS (Diluted)
$0.02
Free Cash Flow
$-15.0M
Total Assets
$136.2M
Cash Position
$4.7M

💡 AI Analyst Insight

Strong liquidity with a 4.26x current ratio provides a solid financial cushion.

FTCO Profit Margin, ROE & Profitability Analysis

Gross Margin 54.1%
Operating Margin 2.4%
Net Margin 2.3%
ROE 0.4%
ROA 0.3%
FCF Margin -81.3%

FTCO vs Market Sector: How Fortitude Gold Corp Compares

How Fortitude Gold Corp compares to Market sector averages

Net Margin
FTCO 2.3%
vs
Sector Avg 12.0%
FTCO Sector
ROE
FTCO 0.4%
vs
Sector Avg 15.0%
FTCO Sector
Current Ratio
FTCO 4.3x
vs
Sector Avg 1.8x
FTCO Sector
Debt/Equity
FTCO 0.0x
vs
Sector Avg 0.7x
FTCO Sector

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

Is Fortitude Gold Corp Stock Overvalued? FTCO Valuation Analysis 2026

Based on fundamental analysis, Fortitude Gold Corp has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
0.4%
Sector avg: 15%
Net Profit Margin
2.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Fortitude Gold Corp Balance Sheet: FTCO Debt, Cash & Liquidity

Current Ratio
4.26x
Quick Ratio
1.03x
Debt/Equity
0.00x
Debt/Assets
23.4%
Interest Coverage
7.46x
Long-term Debt
$100.0K

FTCO Revenue & Earnings Growth: 5-Year Financial Trend

FTCO 5-year financial data: Year 2021: Revenue $82.1M, Net Income $10.2M, EPS $0.48. Year 2022: Revenue $82.1M, Net Income $17.9M, EPS $0.74. Year 2023: Revenue $74.4M, Net Income $14.7M, EPS $0.61. Year 2024: Revenue $73.1M, Net Income $17.0M, EPS $0.70. Year 2025: Revenue $37.3M, Net Income -$2.0M, EPS $-0.08.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Fortitude Gold Corp's revenue has declined by 55% over the 5-year period, indicating business contraction. The most recent EPS of $-0.08 indicates the company is currently unprofitable.

FTCO 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
-81.3%
Free cash flow / Revenue

FTCO Quarterly Earnings & Performance

Quarterly financial performance data for Fortitude Gold Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.7M $233.0K $0.01
Q2 2025 $4.9M -$138.0K $-0.01
Q1 2025 $6.5M -$2.0K $0.00
Q3 2024 $10.2M $806.0K $0.03
Q2 2024 $9.6M -$138.0K $-0.01
Q1 2024 $8.2M -$2.0K $0.00
Q3 2023 $16.1M $1.7M $0.07
Q2 2023 $19.2M $3.6M $0.15

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

Fortitude Gold Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$13.0M
Cash generated from operations
Capital Expenditures
$1.9M
Investment in assets
Dividends Paid
$5.8M
Returned to shareholders

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

Access official SEC EDGAR filings for Fortitude Gold Corp (CIK: 0001828377)

📋 Recent SEC Filings

Date Form Document Action
Mar 3, 2026 8-K ftco-20260303x8k.htm View →
Mar 3, 2026 10-K ftco-20251231x10k.htm View →
Mar 2, 2026 8-K ftco-20260227x8k.htm View →
Feb 18, 2026 8-K ftco-20260217x8k.htm View →
Nov 4, 2025 8-K ftco-20251104x8k.htm View →

Frequently Asked Questions about FTCO

What is the AI rating for FTCO?

Fortitude Gold Corp (FTCO) has a Combined AI Rating of SELL from Claude (HOLD) and ChatGPT (SELL) with 62% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FTCO's key strengths?

Claude: Exceptional revenue growth of 6162% YoY indicates substantial ramp-up from minimal baseline. Healthy gross margin of 54.1% suggests pricing power or favorable commodity economics. ChatGPT: Very low leverage with only minimal long-term debt relative to equity. Strong current ratio and solid balance sheet provide near-term financial flexibility.

What are the risks of investing in FTCO?

Claude: Severe negative free cash flow of -$15M despite positive net income indicates cash burn and potential sustainability concerns. Operating cash flow of -$13M contradicts reported net income of $420K, suggesting potential working capital issues or non-cash items masking operational challenges. ChatGPT: Operating cash flow of -$13.02M and free cash flow of -$14.96M indicate weak earnings quality. Operating margin of 2.4% and net margin of 2.3% leave little room for operational setbacks.

What is FTCO's revenue and growth?

Fortitude Gold Corp reported revenue of $18.4M.

Does FTCO pay dividends?

Fortitude Gold Corp pays dividends, with $5.8M distributed to shareholders in the trailing twelve months.

Where can I find FTCO SEC filings?

Official SEC filings for Fortitude Gold Corp (CIK: 0001828377) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FTCO's EPS?

Fortitude Gold Corp 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 FTCO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Fortitude Gold Corp has a SELL rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FTCO stock overvalued or undervalued?

Valuation metrics for FTCO: ROE of 0.4% (sector avg: 15%), net margin of 2.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FTCO stock in 2026?

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

What is FTCO's free cash flow?

Fortitude Gold Corp's operating cash flow is $-13.0M, with capital expenditures of $1.9M. FCF margin is -81.3%.

How does FTCO compare to other Market stocks?

Vs Default sector averages: Net margin 2.3% (avg: 12%), ROE 0.4% (avg: 15%), current ratio 4.26 (avg: 1.8).

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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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI