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Ip Strategy Holdings, Inc.. (IPST) Stock Fundamental Analysis & AI Rating 2026

IPST Nasdaq Beverages DE CIK: 0001788230
Updated This Month • Analysis: Mar 29, 2026 • SEC Data: 2025-09-30
Combined AI Rating
STRONG SELL
93% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
91% Conf

📊 IPST Key Takeaways

Revenue: $5.4M
Net Margin: 3,441.5%
Free Cash Flow: $-7.9M
Current Ratio: 0.48x
Debt/Equity: 0.01x
EPS: $43.58
AI Rating: STRONG SELL with 95% confidence
Ip Strategy Holdings, Inc.. (IPST) receives a STRONG SELL rating with 93% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.4M, net profit margin of 3,441.5%, and return on equity (ROE) of 44.2%, Ip Strategy Holdings, Inc.. demonstrates mixed fundamentals in the Consumer sector. Below is our complete IPST stock analysis for 2026.

Is Ip Strategy Holdings, Inc.. (IPST) a Good Investment?

Claude

IP Strategy Holdings exhibits severe operational distress with negative operating margins of -189.7%, minimal revenue of $5.4M with zero growth, and deteriorating cash flow (-$7.8M operating CF). The extraordinarily inflated net margin of 3441.5% and 1031% YoY net income growth are driven by non-operating items rather than sustainable business performance, masking fundamental business failure.

ChatGPT

The company’s headline profitability is not supported by operating fundamentals: revenue was flat at $5.40M, operating income was deeply negative at -$10.25M, and operating cash flow was -$7.82M. Net income of $185.94M appears dominated by non-core or non-cash items rather than sustainable business performance. Combined with weak liquidity ratios and negative free cash flow, the fundamentals point to low earnings quality and elevated financial risk.

Why Buy Ip Strategy Holdings, Inc.. Stock? IPST Key Strengths

Claude
  • + Minimal debt burden with low leverage ratio of 0.01x
  • + Positive stockholders equity of $420.4M provides asset backing
  • + Gross margin of 43.1% suggests some pricing power on products sold
ChatGPT
  • + Large equity base relative to liabilities, with stockholders’ equity of $420.43M against $62.35M in liabilities
  • + Very low long-term debt and debt-to-equity of 0.01x, limiting balance-sheet leverage risk
  • + Positive gross margin of 43.1%, indicating the core product set can generate gross profit before overhead and other costs

IPST Stock Risks: Ip Strategy Holdings, Inc.. Investment Risks

Claude
  • ! Severe liquidity crisis with current ratio of 0.48x and only $1.7M cash versus $74.8M capex spend pattern
  • ! Negative operating cash flow of -$7.8M and negative free cash flow indicate business is burning cash
  • ! Revenue stagnation at $5.4M with zero growth and negative operating income of -$10.2M show core business is unprofitable
  • ! Abnormally inflated profitability metrics driven by accounting adjustments rather than operational improvement
  • ! High insider activity (10 Form 4 filings in 90 days) suggests potential management turnover or strategic uncertainty
ChatGPT
  • ! Operating margin of -189.7% shows the core business is structurally unprofitable at the operating level
  • ! Operating cash flow and free cash flow are both meaningfully negative, indicating weak cash generation and poor earnings quality
  • ! Current ratio of 0.48x and quick ratio of 0.26x signal near-term liquidity stress despite reported balance-sheet equity

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Revenue growth acceleration and operating income recovery
  • * Cash balance depletion rate and sustainability of operations
  • * Nature of non-operating gains driving net income and their recurring nature
ChatGPT
  • * Operating cash flow and free cash flow trend versus net income
  • * Revenue growth and operating margin improvement toward sustainable profitability

Ip Strategy Holdings, Inc.. (IPST) Financial Metrics & Key Ratios

Revenue
$5.4M
Net Income
$185.9M
EPS (Diluted)
$43.58
Free Cash Flow
$-7.9M
Total Assets
$482.8M
Cash Position
$1.7M

💡 AI Analyst Insight

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

IPST Profit Margin, ROE & Profitability Analysis

Gross Margin 43.1%
Operating Margin -189.7%
Net Margin 3,441.5%
ROE 44.2%
ROA 38.5%
FCF Margin -146.2%

IPST vs Consumer Sector: How Ip Strategy Holdings, Inc.. Compares

How Ip Strategy Holdings, Inc.. compares to Consumer sector averages

Net Margin
IPST 3,441.5%
vs
Sector Avg 8.0%
IPST Sector
ROE
IPST 44.2%
vs
Sector Avg 18.0%
IPST Sector
Current Ratio
IPST 0.5x
vs
Sector Avg 1.5x
IPST Sector
Debt/Equity
IPST 0.0x
vs
Sector Avg 0.8x
IPST Sector

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

Is Ip Strategy Holdings, Inc.. Stock Overvalued? IPST Valuation Analysis 2026

Based on fundamental analysis, Ip Strategy Holdings, Inc.. appears fundamentally strong relative to the Consumer sector in 2026.

Return on Equity
44.2%
Sector avg: 18%
Net Profit Margin
3,441.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 0.8x

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.

Ip Strategy Holdings, Inc.. Balance Sheet: IPST Debt, Cash & Liquidity

Current Ratio
0.48x
Quick Ratio
0.26x
Debt/Equity
0.01x
Debt/Assets
12.9%
Interest Coverage
N/A
Long-term Debt
$2.6M

IPST Revenue & Earnings Growth: 5-Year Financial Trend

IPST 5-year financial data: Year 2024: Revenue $8.4M, Net Income -$36.8M, EPS $-96.45. Year 2025: Revenue $10.1M, Net Income $710.5K, EPS $-39.46.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ip Strategy Holdings, Inc..'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $-39.46 indicates the company is currently unprofitable.

IPST 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
-146.2%
Free cash flow / Revenue

IPST Quarterly Earnings & Performance

Quarterly financial performance data for Ip Strategy Holdings, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.8M -$3.4M $16.97
Q2 2025 $1.3M -$7.3M $-0.77
Q1 2025 $1.1M $452.8K $0.13

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

Ip Strategy Holdings, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$7.8M
Cash generated from operations
Capital Expenditures
$74.8K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Ip Strategy Holdings, Inc.. (CIK: 0001788230)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 8-K ipst-20260410.htm View →
Apr 14, 2026 10-K ipst-20251231.htm View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775519315.xml View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775519278.xml View →
Mar 20, 2026 DEF 14A ipst-20260320.htm View →

Frequently Asked Questions about IPST

What is the AI rating for IPST?

Ip Strategy Holdings, Inc.. (IPST) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 93% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are IPST's key strengths?

Claude: Minimal debt burden with low leverage ratio of 0.01x. Positive stockholders equity of $420.4M provides asset backing. ChatGPT: Large equity base relative to liabilities, with stockholders’ equity of $420.43M against $62.35M in liabilities. Very low long-term debt and debt-to-equity of 0.01x, limiting balance-sheet leverage risk.

What are the risks of investing in IPST?

Claude: Severe liquidity crisis with current ratio of 0.48x and only $1.7M cash versus $74.8M capex spend pattern. Negative operating cash flow of -$7.8M and negative free cash flow indicate business is burning cash. ChatGPT: Operating margin of -189.7% shows the core business is structurally unprofitable at the operating level. Operating cash flow and free cash flow are both meaningfully negative, indicating weak cash generation and poor earnings quality.

What is IPST's revenue and growth?

Ip Strategy Holdings, Inc.. reported revenue of $5.4M.

Does IPST pay dividends?

Ip Strategy Holdings, Inc.. does not currently pay dividends.

Where can I find IPST SEC filings?

Official SEC filings for Ip Strategy Holdings, Inc.. (CIK: 0001788230) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IPST's EPS?

Ip Strategy Holdings, Inc.. has a diluted EPS of $43.58.

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 IPST a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ip Strategy Holdings, Inc.. has a STRONG SELL rating with 93% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is IPST stock overvalued or undervalued?

Valuation metrics for IPST: ROE of 44.2% (sector avg: 18%), net margin of 3,441.5% (sector avg: 8%). Higher ROE suggests strong returns relative to peers.

Should I buy IPST stock in 2026?

Our dual AI analysis gives Ip Strategy Holdings, Inc.. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is IPST's free cash flow?

Ip Strategy Holdings, Inc..'s operating cash flow is $-7.8M, with capital expenditures of $74.8K. FCF margin is -146.2%.

How does IPST compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 3,441.5% (avg: 8%), ROE 44.2% (avg: 18%), current ratio 0.48 (avg: 1.5).

Why is IPST's return on equity (ROE) so high?

Ip Strategy Holdings, Inc.. has a return on equity of 44.2%, significantly above the Consumer sector average of 18%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 3,441.5% net margin.

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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 29, 2026 | Data as of: 2025-09-30 | Powered by Claude AI