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iANTHUS CAPITAL HOLDINGS, INC. (ITHUF) Stock Fundamental Analysis & AI Rating 2026

ITHUF OTC Agricultural Production-Crops A1 CIK: 0001643154
Updated This Month • Analysis: Mar 29, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
93% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
91% Conf

📊 ITHUF Key Takeaways

Revenue: $144.0M
Net Margin: -27.9%
Free Cash Flow: $-20.6M
Current Ratio: 0.71x
Debt/Equity: N/A
EPS: $-0.01
AI Rating: STRONG SELL with 95% confidence
iANTHUS CAPITAL HOLDINGS, INC. (ITHUF) receives a STRONG SELL rating with 93% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $144.0M, net profit margin of -27.9%, iANTHUS CAPITAL HOLDINGS, INC. demonstrates mixed fundamentals in the Market sector. Below is our complete ITHUF stock analysis for 2026.

Is iANTHUS CAPITAL HOLDINGS, INC. (ITHUF) a Good Investment?

Claude

iAnthus exhibits severe financial distress with negative stockholders' equity of -$103M, indicating liabilities exceed assets. The company is unprofitable with -$40.2M net income, negative operating cash flows relative to capex, and a deteriorating liquidity position (0.71x current ratio) that threatens operational continuity. Revenue decline of 14.1% YoY combined with operating losses suggests fundamental business deterioration rather than cyclical weakness.

ChatGPT

iAnthus shows weak fundamental quality: revenue is declining, operating performance remains negative, and net losses deteriorated sharply despite a still-solid gross margin. The balance sheet is deeply stressed with negative equity, weak liquidity, heavy debt, poor interest coverage, and negative free cash flow, which raises material refinancing and going-concern risk unless profitability and cash generation improve meaningfully.

Why Buy iANTHUS CAPITAL HOLDINGS, INC. Stock? ITHUF Key Strengths

Claude
  • + Gross margin of 45.6% indicates reasonable product economics despite overall losses
  • + Operating cash flow of $3.1M provides minimal liquidity buffer for near-term obligations
  • + Cash reserves of $11.7M provide short-term runway for operations
ChatGPT
  • + Gross margin of 45.6% suggests the core product mix still has underlying unit-level profitability
  • + Operating cash flow remained slightly positive at $3.15M despite net losses
  • + Asset base of $255.99M provides an operating platform if execution stabilizes

ITHUF Stock Risks: iANTHUS CAPITAL HOLDINGS, INC. Investment Risks

Claude
  • ! Negative stockholders' equity of -$103M indicates technical insolvency and existential financial risk
  • ! Free cash flow of -$20.6M unsustainable; cash burn will deplete reserves within months at current burn rate
  • ! Current ratio of 0.71x and quick ratio of 0.39x signal inability to meet short-term obligations; liquidity crisis imminent
  • ! Long-term debt of $194M with negative equity creates structural insolvency; interest coverage of -0.9x indicates inability to service debt
  • ! Revenue contraction of 14.1% YoY combined with operating losses of -$15.4M suggests business model failure
  • ! Net margin of -27.9% demonstrates fundamental unprofitability; operational restructuring or bankruptcy likely
ChatGPT
  • ! Revenue declined 14.1% YoY, indicating weakening demand, pricing pressure, or share loss
  • ! Negative equity, current ratio of 0.71x, and quick ratio of 0.39x point to significant balance-sheet and liquidity stress
  • ! Long-term debt of $193.99M with interest coverage of -0.9x and negative free cash flow increases refinancing and solvency risk

Key Metrics to Watch

Claude
  • * Monthly cash burn rate and runway to liquidity crisis
  • * Debt covenant compliance and refinancing negotiations with creditors
  • * Revenue stabilization and path to operating profitability
  • * Changes to capital structure (debt restructuring, equity raises, asset sales)
ChatGPT
  • * Operating margin and EBITDA/interest coverage trend
  • * Free cash flow and ending cash balance versus near-term debt and lease obligations

iANTHUS CAPITAL HOLDINGS, INC. (ITHUF) Financial Metrics & Key Ratios

Revenue
$144.0M
Net Income
$-40.2M
EPS (Diluted)
$-0.01
Free Cash Flow
$-20.6M
Total Assets
$256.0M
Cash Position
$11.7M

💡 AI Analyst Insight

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

ITHUF Profit Margin, ROE & Profitability Analysis

Gross Margin 45.6%
Operating Margin -10.7%
Net Margin -27.9%
ROE N/A
ROA -15.7%
FCF Margin -14.3%

ITHUF vs Market Sector: How iANTHUS CAPITAL HOLDINGS, INC. Compares

How iANTHUS CAPITAL HOLDINGS, INC. compares to Market sector averages

Net Margin
ITHUF -27.9%
vs
Sector Avg 12.0%
ITHUF Sector
ROE
ITHUF 0.0%
vs
Sector Avg 15.0%
ITHUF Sector
Current Ratio
ITHUF 0.7x
vs
Sector Avg 1.8x
ITHUF Sector
Debt/Equity
ITHUF 0.0x
vs
Sector Avg 0.7x
ITHUF Sector

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

Is iANTHUS CAPITAL HOLDINGS, INC. Stock Overvalued? ITHUF Valuation Analysis 2026

Based on fundamental analysis, iANTHUS CAPITAL HOLDINGS, INC. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-27.9%
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.

iANTHUS CAPITAL HOLDINGS, INC. Balance Sheet: ITHUF Debt, Cash & Liquidity

Current Ratio
0.71x
Quick Ratio
0.39x
Debt/Equity
N/A
Debt/Assets
140.3%
Interest Coverage
-0.93x
Long-term Debt
$194.0M

ITHUF Revenue & Earnings Growth: 5-Year Financial Trend

ITHUF 5-year financial data: Year 2021: Revenue $203.0M, Net Income -$313.4M, EPS N/A. Year 2022: Revenue $203.0M, Net Income -$77.5M, EPS $-0.45. Year 2023: Revenue $163.2M, Net Income -$449.4M, EPS $-0.13. Year 2024: Revenue $167.6M, Net Income -$76.6M, EPS $-0.01. Year 2025: Revenue $167.6M, Net Income -$7.6M, EPS $0.00.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: iANTHUS CAPITAL HOLDINGS, INC.'s revenue has declined by 17% over the 5-year period, indicating business contraction. The most recent EPS of $0.00 indicates the company is currently unprofitable.

ITHUF 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
-14.3%
Free cash flow / Revenue

ITHUF Quarterly Earnings & Performance

Quarterly financial performance data for iANTHUS CAPITAL HOLDINGS, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $35.4M -$11.6M $0.00
Q2 2025 $35.2M -$9.8M $0.00
Q1 2025 $38.1M $5.2M $0.00
Q3 2024 $40.3M -$11.6M $0.00
Q2 2024 $38.7M -$9.8M $0.00
Q1 2024 $36.8M -$14.0M $0.00
Q3 2023 $39.4M -$15.6M $0.00
Q2 2023 $38.7M -$20.1M $0.00

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

iANTHUS CAPITAL HOLDINGS, INC. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.1M
Cash generated from operations
Capital Expenditures
$23.8M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for iANTHUS CAPITAL HOLDINGS, INC. (CIK: 0001643154)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 8-K ithuf-20260327.htm View →
Mar 27, 2026 10-K ithuf-20251231.htm View →
Feb 19, 2026 8-K ithuf-20260217.htm View →
Dec 4, 2025 4 xslF345X05/ownership.xml View →
Dec 3, 2025 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about ITHUF

What is the AI rating for ITHUF?

iANTHUS CAPITAL HOLDINGS, INC. (ITHUF) 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 ITHUF's key strengths?

Claude: Gross margin of 45.6% indicates reasonable product economics despite overall losses. Operating cash flow of $3.1M provides minimal liquidity buffer for near-term obligations. ChatGPT: Gross margin of 45.6% suggests the core product mix still has underlying unit-level profitability. Operating cash flow remained slightly positive at $3.15M despite net losses.

What are the risks of investing in ITHUF?

Claude: Negative stockholders' equity of -$103M indicates technical insolvency and existential financial risk. Free cash flow of -$20.6M unsustainable; cash burn will deplete reserves within months at current burn rate. ChatGPT: Revenue declined 14.1% YoY, indicating weakening demand, pricing pressure, or share loss. Negative equity, current ratio of 0.71x, and quick ratio of 0.39x point to significant balance-sheet and liquidity stress.

What is ITHUF's revenue and growth?

iANTHUS CAPITAL HOLDINGS, INC. reported revenue of $144.0M.

Does ITHUF pay dividends?

iANTHUS CAPITAL HOLDINGS, INC. does not currently pay dividends.

Where can I find ITHUF SEC filings?

Official SEC filings for iANTHUS CAPITAL HOLDINGS, INC. (CIK: 0001643154) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ITHUF's EPS?

iANTHUS CAPITAL HOLDINGS, INC. has a diluted EPS of $-0.01.

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 ITHUF a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, iANTHUS CAPITAL 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 ITHUF stock overvalued or undervalued?

Valuation metrics for ITHUF: ROE of N/A (sector avg: 15%), net margin of -27.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ITHUF stock in 2026?

Our dual AI analysis gives iANTHUS CAPITAL HOLDINGS, 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 ITHUF's free cash flow?

iANTHUS CAPITAL HOLDINGS, INC.'s operating cash flow is $3.1M, with capital expenditures of $23.8M. FCF margin is -14.3%.

How does ITHUF compare to other Market stocks?

Vs Default sector averages: Net margin -27.9% (avg: 12%), ROE N/A (avg: 15%), current ratio 0.71 (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 29, 2026 | Data as of: 2025-12-31 | Powered by Claude AI