📊 IWSH Key Takeaways
Is Wright Investors Service Holdings, Inc. (IWSH) a Good Investment?
Wright Investors Service Holdings demonstrates severe financial distress with massive operating losses (-58.5% margin) despite 144.6% revenue growth, indicating fundamental operational inefficiency rather than sustainable business scaling. Negative operating and free cash flows of -$739K and -$772K respectively reveal the company is burning cash rapidly, with only 4.7 months of runway at current burn rates given $137K cash on hand. The company is economically insolvent on a cash basis despite positive book equity, suggesting either imminent restructuring or complete capital failure.
Wright Investors Service Holdings shows sharp top-line growth, but the quality of that growth is weak because losses remain severe, with operating margin at -58.5%, net margin at -54.3%, and free cash flow deeply negative. The balance sheet is lightly levered with minimal liabilities, but the company’s small cash position relative to ongoing cash burn raises concern unless revenue growth converts into materially better operating efficiency soon.
Why Buy Wright Investors Service Holdings, Inc. Stock? IWSH Key Strengths
- Strong revenue growth of 144.6% YoY suggests some market demand or successful sales execution
- Minimal debt burden with Debt/Equity ratio of 0.00x eliminates near-term bankruptcy risk from leverage
- Positive stockholders' equity of $1.6M provides theoretical cushion before total insolvency
- Revenue grew 144.6% year over year, indicating strong recent top-line momentum
- Balance sheet leverage is very low, with essentially no debt and only $64K of liabilities
- Stockholders’ equity of $1.58M provides some balance sheet support relative to liabilities
IWSH Stock Risks: Wright Investors Service Holdings, Inc. Investment Risks
- Severe cash burn of -$772K free cash flow with only 4.7 months of cash runway remaining
- Operating losses of -58.5% margin indicate fundamental business model failure despite revenue growth
- Negative working capital implied by Quick Ratio of -32.48x suggests inability to meet short-term obligations
- Operating cash flow deficit of -$739K demonstrates business cannot sustain operations from core activities
- No insider activity in 90 days suggests management disengagement or loss of confidence
- Profitability remains very weak, with large operating and net losses despite higher revenue
- Operating cash flow and free cash flow are significantly negative, pointing to poor cash earnings quality
- Cash of $137K appears thin relative to the current burn rate, increasing funding and liquidity risk if losses persist
Key Metrics to Watch
- Monthly cash burn rate and remaining runway before liquidity crisis
- Operating margin trend and path to profitability
- Revenue quality and sustainability given high growth with losses
- Working capital management and payables/receivables dynamics
- Operating margin and net margin improvement as revenue scales
- Operating cash flow and cash balance versus quarterly burn rate
Wright Investors Service Holdings, Inc. (IWSH) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 25.52x current ratio provides a solid financial cushion.
IWSH Profit Margin, ROE & Profitability Analysis
IWSH vs Market Sector: How Wright Investors Service Holdings, Inc. Compares
How Wright Investors Service Holdings, Inc. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Wright Investors Service Holdings, Inc. Stock Overvalued? IWSH Valuation Analysis 2026
Based on fundamental analysis, Wright Investors Service Holdings, Inc. has mixed fundamental signals relative to the Market sector in 2026.
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.
Wright Investors Service Holdings, Inc. Balance Sheet: IWSH Debt, Cash & Liquidity
IWSH Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Wright Investors Service Holdings, Inc.'s revenue has remained relatively flat over the 5-year period, with a 2% decline. The most recent EPS of $-0.04 indicates the company is currently unprofitable.
IWSH Revenue Growth, EPS Growth & YoY Performance
IWSH Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2018 | $492.0K | -$402.0K | N/A |
| Q3 2017 | $535.0K | -$211.0K | N/A |
| Q2 2017 | $533.0K | -$477.0K | N/A |
| Q1 2017 | $492.0K | -$402.0K | N/A |
| Q3 2016 | $535.0K | -$398.0K | N/A |
| Q2 2016 | $583.0K | -$792.0K | N/A |
| Q1 2016 | $588.0K | -$507.0K | N/A |
| Q3 2015 | $627.0K | -$766.0K | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Wright Investors Service Holdings, Inc. Dividends, Buybacks & Capital Allocation
IWSH SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Wright Investors Service Holdings, Inc. (CIK: 0001279715)
📋 Recent SEC Filings
❓ Frequently Asked Questions about IWSH
What is the AI rating for IWSH?
Wright Investors Service Holdings, Inc. (IWSH) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are IWSH's key strengths?
Claude: Strong revenue growth of 144.6% YoY suggests some market demand or successful sales execution. Minimal debt burden with Debt/Equity ratio of 0.00x eliminates near-term bankruptcy risk from leverage. ChatGPT: Revenue grew 144.6% year over year, indicating strong recent top-line momentum. Balance sheet leverage is very low, with essentially no debt and only $64K of liabilities.
What are the risks of investing in IWSH?
Claude: Severe cash burn of -$772K free cash flow with only 4.7 months of cash runway remaining. Operating losses of -58.5% margin indicate fundamental business model failure despite revenue growth. ChatGPT: Profitability remains very weak, with large operating and net losses despite higher revenue. Operating cash flow and free cash flow are significantly negative, pointing to poor cash earnings quality.
What is IWSH's revenue and growth?
Wright Investors Service Holdings, Inc. reported revenue of $1.4M.
Does IWSH pay dividends?
Wright Investors Service Holdings, Inc. does not currently pay dividends.
Where can I find IWSH SEC filings?
Official SEC filings for Wright Investors Service Holdings, Inc. (CIK: 0001279715) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is IWSH's EPS?
Wright Investors Service Holdings, Inc. has a diluted EPS of $-0.04.
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 IWSH a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Wright Investors Service Holdings, Inc. has a SELL rating with 86% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is IWSH stock overvalued or undervalued?
Valuation metrics for IWSH: ROE of -47.8% (sector avg: 15%), net margin of -54.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy IWSH stock in 2026?
Our dual AI analysis gives Wright Investors Service Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is IWSH's free cash flow?
Wright Investors Service Holdings, Inc.'s operating cash flow is $-739.0K, with capital expenditures of $33.0K. FCF margin is -55.6%.
How does IWSH compare to other Market stocks?
Vs Default sector averages: Net margin -54.3% (avg: 12%), ROE -47.8% (avg: 15%), current ratio 25.52 (avg: 1.8).