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Vivid Seats Inc. (SEATW) Stock Fundamental Analysis & AI Rating 2026

SEATW Nasdaq Services-Miscellaneous Amusement & Recreation DE CIK: 0001856031
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 SEATW Key Takeaways

Revenue: $450.5M
Net Margin: 178.9%
Free Cash Flow: $-93.8M
Current Ratio: 0.59x
Debt/Equity: N/A
EPS: $1.12
AI Rating: STRONG SELL with 95% confidence
Vivid Seats Inc. (SEATW) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $450.5M, net profit margin of 178.9%, Vivid Seats Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete SEATW stock analysis for 2026.

Is Vivid Seats Inc. (SEATW) a Good Investment?

Claude

Vivid Seats is fundamentally distressed with negative stockholders' equity (-$85.1M), massive operating losses (-$652.1M on $450.5M revenue), and severe liquidity constraints (0.59x current ratio). The company is burning cash operationally (-$91.6M OCF, -$93.8M FCF) while carrying $383.4M in debt, creating an unsustainable capital structure with no visible path to profitability.

Why Buy Vivid Seats Inc. Stock? SEATW Key Strengths

Claude
  • + Possesses $102.7M in cash providing short-term liquidity buffer
  • + Operates in event ticketing secondary market with structural demand
  • + Form 4 insider filings suggest continued management engagement

SEATW Stock Risks: Vivid Seats Inc. Investment Risks

Claude
  • ! Negative stockholders' equity indicates technical insolvency from balance sheet perspective
  • ! Operating margin of -144.7% with $652.1M operating loss on $450.5M revenue demonstrates operational failure
  • ! Negative free cash flow of -$93.8M unable to service $383.4M debt or fund operations sustainably
  • ! Severe liquidity crisis with current ratio of 0.59x and quick ratio of 0.53x
  • ! Revenue declining 30.5% YoY with negative operating cash flow indicating deteriorating business momentum
  • ! Interest coverage ratio of -68.3x shows zero ability to service debt from operations

Key Metrics to Watch

Claude
  • * Operating cash flow return to positive territory and sustainability
  • * Revenue stabilization and return to growth trajectory
  • * Cash runway calculation against current burn rate and refinancing capability
  • * Operating margin improvement toward breakeven
  • * Debt covenant compliance status and refinancing options availability

Vivid Seats Inc. (SEATW) Financial Metrics & Key Ratios

Revenue
$450.5M
Net Income
$806.1M
EPS (Diluted)
$1.12
Free Cash Flow
$-93.8M
Total Assets
$636.9M
Cash Position
$102.7M

💡 AI Analyst Insight

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

SEATW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -144.7%
Net Margin 178.9%
ROE N/A
ROA 126.6%
FCF Margin -20.8%

SEATW vs Services Sector: How Vivid Seats Inc. Compares

How Vivid Seats Inc. compares to Services sector averages

Net Margin
SEATW 178.9%
vs
Sector Avg 10.0%
SEATW Sector
ROE
SEATW 0.0%
vs
Sector Avg 16.0%
SEATW Sector
Current Ratio
SEATW 0.6x
vs
Sector Avg 1.5x
SEATW Sector
Debt/Equity
SEATW 0.0x
vs
Sector Avg 0.7x
SEATW Sector

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

Is Vivid Seats Inc. Stock Overvalued? SEATW Valuation Analysis 2026

Based on fundamental analysis, Vivid Seats Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
N/A
Sector avg: 16%
Net Profit Margin
178.9%
Sector avg: 10%
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.

Vivid Seats Inc. Balance Sheet: SEATW Debt, Cash & Liquidity

Current Ratio
0.59x
Quick Ratio
0.53x
Debt/Equity
N/A
Debt/Assets
113.4%
Interest Coverage
-68.34x
Long-term Debt
$383.4M

SEATW Revenue & Earnings Growth: 5-Year Financial Trend

SEATW 5-year financial data: Year 2021: Revenue $403.6M, Net Income N/A, EPS N/A. Year 2022: Revenue $511.1M, Net Income -$5.0M, EPS N/A. Year 2023: Revenue $597.4M, Net Income -$5.0M, EPS N/A. Year 2024: Revenue $647.9M, Net Income $70.8M, EPS N/A. Year 2025: Revenue $647.9M, Net Income $69.4M, EPS $5.15.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Vivid Seats Inc.'s revenue has grown significantly by 61% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.15 reflects profitable operations.

SEATW 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
-20.8%
Free cash flow / Revenue

SEATW Quarterly Earnings & Performance

Quarterly financial performance data for Vivid Seats Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $104.8M $10.6M N/A
Q2 2025 $114.5M -$437.0K N/A
Q1 2025 $133.7M -$10.6M N/A
Q3 2024 $152.7M N/A N/A
Q2 2024 $139.2M N/A N/A
Q1 2024 $136.6M $6.1M N/A
Q3 2023 $130.5M $1.3M N/A
Q2 2023 $129.9M $1.3M N/A

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

Vivid Seats Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$91.6M
Cash generated from operations
Stock Buybacks
$18.3M
Shares repurchased (TTM)
Capital Expenditures
$2.2M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Vivid Seats Inc. (CIK: 0001856031)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →
Mar 13, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about SEATW

What is the AI rating for SEATW?

Vivid Seats Inc. (SEATW) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SEATW's key strengths?

Claude: Possesses $102.7M in cash providing short-term liquidity buffer. Operates in event ticketing secondary market with structural demand.

What are the risks of investing in SEATW?

Claude: Negative stockholders' equity indicates technical insolvency from balance sheet perspective. Operating margin of -144.7% with $652.1M operating loss on $450.5M revenue demonstrates operational failure.

What is SEATW's revenue and growth?

Vivid Seats Inc. reported revenue of $450.5M.

Does SEATW pay dividends?

Vivid Seats Inc. does not currently pay dividends.

Where can I find SEATW SEC filings?

Official SEC filings for Vivid Seats Inc. (CIK: 0001856031) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SEATW's EPS?

Vivid Seats Inc. has a diluted EPS of $1.12.

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 SEATW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Vivid Seats Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SEATW stock overvalued or undervalued?

Valuation metrics for SEATW: ROE of N/A (sector avg: 16%), net margin of 178.9% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy SEATW stock in 2026?

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

What is SEATW's free cash flow?

Vivid Seats Inc.'s operating cash flow is $-91.6M, with capital expenditures of $2.2M. FCF margin is -20.8%.

How does SEATW compare to other Services stocks?

Vs Services sector averages: Net margin 178.9% (avg: 10%), ROE N/A (avg: 16%), current ratio 0.59 (avg: 1.5).

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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 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI