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NI Holdings, Inc. (NODK) Stock Fundamental Analysis & AI Rating 2026

NODK Nasdaq Fire, Marine & Casualty Insurance CIK: 0001681206
Updated This Month • Analysis: Apr 3, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
78% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
64% Conf

📊 NODK Key Takeaways

Revenue: $285.1M
Net Margin: -3.7%
Free Cash Flow: $-15.5M
Current Ratio: N/A
Debt/Equity: 0.01x
EPS: $-0.50
AI Rating: STRONG SELL with 92% confidence
NI Holdings, Inc. (NODK) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $285.1M, net profit margin of -3.7%, and return on equity (ROE) of -4.3%, NI Holdings, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NODK stock analysis for 2026.

Is NI Holdings, Inc. (NODK) a Good Investment?

Claude

NI Holdings is experiencing severe operational distress with negative profitability across all key metrics, declining revenue (-12.3% YoY), and persistent cash burn. The company generated -$15.3M in operating cash flow while maintaining minimal debt, indicating fundamental business model deterioration rather than temporary leverage issues. Negative margins (-4.3% operating, -3.7% net) and negative ROE/ROA suggest the core underwriting operations are unprofitable.

ChatGPT

Profitability has deteriorated with double-digit revenue contraction, negative operating and net margins, and negative free cash flow, indicating weak core operations. While leverage is minimal and liquidity appears solid, fundamentals point to ongoing underwriting and expense pressure; until sustained profitability and positive cash generation return, risk-reward is unfavorable.

Why Buy NI Holdings, Inc. Stock? NODK Key Strengths

Claude
  • + Strong balance sheet with $240.3M equity and minimal leverage (0.01x debt/equity ratio)
  • + Adequate liquidity reserves with $51.7M cash and equivalents
  • + Low long-term debt burden at only $2.4M provides financial flexibility
ChatGPT
  • + Very low leverage (0.01x D/E) minimizing financial risk
  • + Solid cash position relative to scale ($51.7M)
  • + Strong equity base ($240M) supporting solvency

NODK Stock Risks: NI Holdings, Inc. Investment Risks

Claude
  • ! Severe profitability crisis with negative operating income (-$12.3M) and negative net income (-$10.4M)
  • ! Deteriorating cash generation with negative operating cash flow (-$15.3M) and negative free cash flow (-$15.5M)
  • ! Revenue contraction of 12.3% YoY combined with margin compression suggests loss of competitive positioning or underwriting discipline in the insurance business
  • ! Negative ROE (-4.3%) indicates shareholder value destruction and unsustainable business operations
ChatGPT
  • ! Persistent underwriting/operating losses driving negative margins
  • ! Revenue decline (-12.3% YoY) suggesting pricing/competitiveness issues
  • ! Negative operating and free cash flow reducing financial flexibility

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to profitability
  • * Revenue stabilization and gross margin recovery
  • * Combined ratio or underwriting profitability metrics for insurance operations
  • * Cash burn rate relative to liquidity reserves
ChatGPT
  • * Combined ratio (underwriting margin)
  • * Operating cash flow trend

NI Holdings, Inc. (NODK) Financial Metrics & Key Ratios

Revenue
$285.1M
Net Income
$-10.4M
EPS (Diluted)
$-0.50
Free Cash Flow
$-15.5M
Total Assets
$506.0M
Cash Position
$51.7M

💡 AI Analyst Insight

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

NODK Profit Margin, ROE & Profitability Analysis

Gross Margin 24.5%
Operating Margin -4.3%
Net Margin -3.7%
ROE -4.3%
ROA -2.1%
FCF Margin -5.4%

NODK vs Finance Sector: How NI Holdings, Inc. Compares

How NI Holdings, Inc. compares to Finance sector averages

Net Margin
NODK -3.7%
vs
Sector Avg 25.0%
NODK Sector
ROE
NODK -4.3%
vs
Sector Avg 12.0%
NODK Sector
Current Ratio
NODK 0.0x
vs
Sector Avg 1.2x
NODK Sector
Debt/Equity
NODK 0.0x
vs
Sector Avg 2.0x
NODK Sector

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

Is NI Holdings, Inc. Stock Overvalued? NODK Valuation Analysis 2026

Based on fundamental analysis, NI Holdings, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-4.3%
Sector avg: 12%
Net Profit Margin
-3.7%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 2x

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.

NI Holdings, Inc. Balance Sheet: NODK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.01x
Debt/Assets
52.5%
Interest Coverage
N/A
Long-term Debt
$2.4M

NODK Revenue & Earnings Growth: 5-Year Financial Trend

NODK 5-year financial data: Year 2018: Revenue $6.5M, Net Income N/A, EPS N/A. Year 2019: Revenue $6.5M, Net Income N/A, EPS N/A. Year 2020: Revenue $6.5M, Net Income N/A, EPS $1.39. Year 2021: Revenue $2.1M, Net Income $26.4M, EPS N/A. Year 2022: Revenue $1.8M, Net Income $40.4M, EPS $1.84.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NI Holdings, Inc.'s revenue has declined by 72% over the 5-year period, indicating business contraction. The most recent EPS of $-0.26 indicates the company is currently unprofitable.

NODK 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
-5.4%
Free cash flow / Revenue

NODK Quarterly Earnings & Performance

Quarterly financial performance data for NI Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $76.6M -$1.7M $-0.08
Q2 2025 $76.1M -$5.6M $-0.27
Q1 2025 $71.4M $6.4M $0.30
Q3 2024 $78.0M $231.0K $0.01
Q2 2024 $81.1M -$8.1M $-0.38
Q1 2024 $81.6M -$4.2M $-0.20
Q3 2023 $89.2M $231.0K $0.01
Q2 2023 $415.0K -$8.1M $-0.38

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

NI Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$15.3M
Cash generated from operations
Stock Buybacks
$3.2M
Shares repurchased (TTM)
Capital Expenditures
$217.0K
Investment in assets
Dividends Paid
$6.7M
Returned to shareholders

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

Access official SEC EDGAR filings for NI Holdings, Inc. (CIK: 0001681206)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 DEF 14A ea0282830-01.htm View →
Mar 6, 2026 8-K form8k-35374_nodk.htm View →
Mar 6, 2026 10-K nodk-20251231.htm View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about NODK

What is the AI rating for NODK?

NI Holdings, Inc. (NODK) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NODK's key strengths?

Claude: Strong balance sheet with $240.3M equity and minimal leverage (0.01x debt/equity ratio). Adequate liquidity reserves with $51.7M cash and equivalents. ChatGPT: Very low leverage (0.01x D/E) minimizing financial risk. Solid cash position relative to scale ($51.7M).

What are the risks of investing in NODK?

Claude: Severe profitability crisis with negative operating income (-$12.3M) and negative net income (-$10.4M). Deteriorating cash generation with negative operating cash flow (-$15.3M) and negative free cash flow (-$15.5M). ChatGPT: Persistent underwriting/operating losses driving negative margins. Revenue decline (-12.3% YoY) suggesting pricing/competitiveness issues.

What is NODK's revenue and growth?

NI Holdings, Inc. reported revenue of $285.1M.

Does NODK pay dividends?

NI Holdings, Inc. pays dividends, with $6.7M distributed to shareholders in the trailing twelve months.

Where can I find NODK SEC filings?

Official SEC filings for NI Holdings, Inc. (CIK: 0001681206) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NODK's EPS?

NI Holdings, Inc. has a diluted EPS of $-0.50.

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 NODK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NI Holdings, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NODK stock overvalued or undervalued?

Valuation metrics for NODK: ROE of -4.3% (sector avg: 12%), net margin of -3.7% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy NODK stock in 2026?

Our dual AI analysis gives NI 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 NODK's free cash flow?

NI Holdings, Inc.'s operating cash flow is $-15.3M, with capital expenditures of $217.0K. FCF margin is -5.4%.

How does NODK compare to other Finance stocks?

Vs Finance sector averages: Net margin -3.7% (avg: 25%), ROE -4.3% (avg: 12%), current ratio N/A (avg: 1.2).

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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 3, 2026 | Data as of: 2025-12-31 | Powered by Claude AI