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Hydrofarm Holdings Group, Inc.. (HYFM) Stock Fundamental Analysis & AI Rating 2026

HYFM Nasdaq Wholesale-Miscellaneous Nondurable Goods DE CIK: 0001695295
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
94% Confidence
STRONG AGREEMENT
STRONG SELL
97% Conf
STRONG SELL
90% Conf

📊 HYFM Key Takeaways

Revenue: $134.3M
Net Margin: -215.9%
Free Cash Flow: $-15.1M
Current Ratio: 0.37x
Debt/Equity: N/A
EPS: $-62.35
AI Rating: STRONG SELL with 97% confidence
Hydrofarm Holdings Group, Inc.. (HYFM) receives a STRONG SELL rating with 94% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $134.3M, net profit margin of -215.9%, Hydrofarm Holdings Group, Inc.. demonstrates mixed fundamentals in the Market sector. Below is our complete HYFM stock analysis for 2026.

Is Hydrofarm Holdings Group, Inc.. (HYFM) a Good Investment?

Claude

Hydrofarm is insolvent with negative equity of -$63.3M and liabilities exceeding assets by $63.3M. The company is burning cash at -$14.1M annually from operations while posting massive losses (-$289.8M net income) and faces a liquidity crisis with a current ratio of 0.37x, unable to meet short-term obligations. Revenue has collapsed 29.4% YoY while the company carries $111.9M in debt against only $6.3M in cash.

ChatGPT

Fundamentals indicate severe financial distress: revenue is contracting sharply, gross margins are slim, and operating and net losses are extreme. Liquidity is critically weak (current ratio 0.37x, cash $6.3M) alongside high leverage and negative interest coverage, creating near-term solvency risk. Without a recapitalization and clear improvements in margins and operating cash flow, downside risk dominates.

Why Buy Hydrofarm Holdings Group, Inc.. Stock? HYFM Key Strengths

Claude
  • + Maintains positive gross margin of 11.3% despite operational distress
  • + Retains $6.3M in cash for immediate liquidity needs
  • + Still generating $134.3M in annual revenue base for potential restructuring
ChatGPT
  • + Low capital expenditure requirements provide flexibility
  • + Positive gross profit offers a base for potential margin repair
  • + Existing asset base may support restructuring efforts

HYFM Stock Risks: Hydrofarm Holdings Group, Inc.. Investment Risks

Claude
  • ! Negative stockholders' equity of -$63.3M indicates balance sheet insolvency
  • ! Current ratio of 0.37x and quick ratio of 0.13x show inability to meet short-term obligations
  • ! Operating cash flow of -$14.1M and free cash flow of -$15.1M indicate unsustainable cash burn
  • ! Operating margin of -206.3% and net margin of -215.9% demonstrate severe operational distress
  • ! Debt service burden of $111.9M in long-term debt with inadequate cash reserves creates critical refinancing risk
  • ! Revenue decline of 29.4% YoY shows deteriorating business fundamentals
  • ! Zero insider Form 4 activity in 90 days may indicate lack of management confidence
ChatGPT
  • ! Acute liquidity risk given sub-1.0 current and quick ratios
  • ! High leverage with negative equity and interest coverage implies default/dilution risk
  • ! Continued revenue decline and low gross margin constrain path to profitability

Key Metrics to Watch

Claude
  • * Quarterly cash burn rate and path to cash flow breakeven
  • * Debt covenant compliance status and refinancing deadlines
  • * Revenue stabilization and gross margin sustainability
  • * Working capital trends and liquidity runway in months
ChatGPT
  • * Current ratio
  • * Operating cash flow

Hydrofarm Holdings Group, Inc.. (HYFM) Financial Metrics & Key Ratios

Revenue
$134.3M
Net Income
$-289.8M
EPS (Diluted)
$-62.35
Free Cash Flow
$-15.1M
Total Assets
$123.8M
Cash Position
$6.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

HYFM Profit Margin, ROE & Profitability Analysis

Gross Margin 11.3%
Operating Margin -206.3%
Net Margin -215.9%
ROE N/A
ROA -234.1%
FCF Margin -11.2%

HYFM vs Market Sector: How Hydrofarm Holdings Group, Inc.. Compares

How Hydrofarm Holdings Group, Inc.. compares to Market sector averages

Net Margin
HYFM -215.9%
vs
Sector Avg 12.0%
HYFM Sector
ROE
HYFM 0.0%
vs
Sector Avg 15.0%
HYFM Sector
Current Ratio
HYFM 0.4x
vs
Sector Avg 1.8x
HYFM Sector
Debt/Equity
HYFM 0.0x
vs
Sector Avg 0.7x
HYFM Sector

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

Is Hydrofarm Holdings Group, Inc.. Stock Overvalued? HYFM Valuation Analysis 2026

Based on fundamental analysis, Hydrofarm Holdings Group, Inc.. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-215.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

Hydrofarm Holdings Group, Inc.. Balance Sheet: HYFM Debt, Cash & Liquidity

Current Ratio
0.37x
Quick Ratio
0.13x
Debt/Equity
N/A
Debt/Assets
151.1%
Interest Coverage
-70.44x
Long-term Debt
$111.9M

HYFM Revenue & Earnings Growth: 5-Year Financial Trend

HYFM 5-year financial data: Year 2021: Revenue $479.4M, Net Income -$40.1M, EPS $-1.94. Year 2022: Revenue $479.4M, Net Income $13.4M, EPS $0.31. Year 2023: Revenue $344.5M, Net Income -$285.4M, EPS $-6.35. Year 2024: Revenue $226.6M, Net Income -$64.8M, EPS $-14.24. Year 2025: Revenue $190.3M, Net Income -$66.7M, EPS $-14.51.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Hydrofarm Holdings Group, Inc..'s revenue has declined by 60% over the 5-year period, indicating business contraction. The most recent EPS of $-14.51 indicates the company is currently unprofitable.

HYFM 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
-11.2%
Free cash flow / Revenue

HYFM Quarterly Earnings & Performance

Quarterly financial performance data for Hydrofarm Holdings Group, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $29.4M -$13.1M $-2.86
Q2 2025 $39.2M -$16.9M $-3.63
Q1 2025 $40.5M -$12.6M $-2.75
Q3 2024 $44.0M -$13.1M $-0.29
Q2 2024 $54.8M -$12.9M $-0.28
Q1 2024 $54.2M -$12.6M $-0.28
Q3 2023 $54.2M -$19.9M $-0.44
Q2 2023 $63.1M -$12.9M $-0.28

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

Hydrofarm Holdings Group, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$14.1M
Cash generated from operations
Capital Expenditures
$1.0M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Hydrofarm Holdings Group, Inc.. (CIK: 0001695295)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 8-K hyfm20260410c_8k.htm View →
Apr 7, 2026 8-K hyfm20260403_8k.htm View →
Mar 27, 2026 10-K hyfm-20251231.htm View →
Mar 27, 2026 8-K hyfm-20260327.htm View →
Feb 20, 2026 8-K hyfm-20260217.htm View →

Frequently Asked Questions about HYFM

What is the AI rating for HYFM?

Hydrofarm Holdings Group, Inc.. (HYFM) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 94% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HYFM's key strengths?

Claude: Maintains positive gross margin of 11.3% despite operational distress. Retains $6.3M in cash for immediate liquidity needs. ChatGPT: Low capital expenditure requirements provide flexibility. Positive gross profit offers a base for potential margin repair.

What are the risks of investing in HYFM?

Claude: Negative stockholders' equity of -$63.3M indicates balance sheet insolvency. Current ratio of 0.37x and quick ratio of 0.13x show inability to meet short-term obligations. ChatGPT: Acute liquidity risk given sub-1.0 current and quick ratios. High leverage with negative equity and interest coverage implies default/dilution risk.

What is HYFM's revenue and growth?

Hydrofarm Holdings Group, Inc.. reported revenue of $134.3M.

Does HYFM pay dividends?

Hydrofarm Holdings Group, Inc.. does not currently pay dividends.

Where can I find HYFM SEC filings?

Official SEC filings for Hydrofarm Holdings Group, Inc.. (CIK: 0001695295) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HYFM's EPS?

Hydrofarm Holdings Group, Inc.. has a diluted EPS of $-62.35.

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 HYFM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Hydrofarm Holdings Group, Inc.. has a STRONG SELL rating with 94% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HYFM stock overvalued or undervalued?

Valuation metrics for HYFM: ROE of N/A (sector avg: 15%), net margin of -215.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy HYFM stock in 2026?

Our dual AI analysis gives Hydrofarm Holdings Group, Inc.. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HYFM's free cash flow?

Hydrofarm Holdings Group, Inc..'s operating cash flow is $-14.1M, with capital expenditures of $1.0M. FCF margin is -11.2%.

How does HYFM compare to other Market stocks?

Vs Default sector averages: Net margin -215.9% (avg: 12%), ROE N/A (avg: 15%), current ratio 0.37 (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: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI