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Star Holdings (STHO) Stock Fundamental Analysis & AI Rating 2026

STHO Nasdaq Lessors of Real Property, NEC MD CIK: 0001953366
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 STHO Key Takeaways

Revenue: $110.1M
Net Margin: -58.3%
Free Cash Flow: $-11.7M
Current Ratio: N/A
Debt/Equity: 1.07x
EPS: $-4.90
AI Rating: STRONG SELL with 95% confidence
Star Holdings (STHO) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $110.1M, net profit margin of -58.3%, and return on equity (ROE) of -25.5%, Star Holdings demonstrates mixed fundamentals in the Market sector. Below is our complete STHO stock analysis for 2026.

Is Star Holdings (STHO) a Good Investment?

Claude

Star Holdings is in severe financial distress with persistent operating losses (-64.2% margin), negative free cash flow (-11.7M), and declining revenue (-2.8% YoY). The company carries substantial debt (268.7M) with negative interest coverage (-7.0x), indicating inability to service debt from operations, while maintaining only 50.1M in cash reserves. No viable path to profitability is evident from current fundamentals.

Why Buy Star Holdings Stock? STHO Key Strengths

Claude
  • + Positive stockholders equity of 251.8M provides technical solvency cushion
  • + 50.1M cash on hand available for near-term obligations
  • + Revenue still positive at 110.1M despite declining trend

STHO Stock Risks: Star Holdings Investment Risks

Claude
  • ! Severe operating losses with -64.2% operating margin and -70.7M operating income
  • ! Negative operating cash flow and free cash flow indicating operational cash burn
  • ! Debt burden (268.7M) unsustainable with negative interest coverage ratio of -7.0x
  • ! Declining revenue (-2.8% YoY) combined with worsening profitability
  • ! Insufficient cash reserves relative to debt obligations and cash burn rate
  • ! Zero insider activity in past 90 days suggests lack of confidence in turnaround

Key Metrics to Watch

Claude
  • * Operating cash flow trend and return to positive territory
  • * Revenue stabilization and growth restoration
  • * Operating margin improvement toward breakeven
  • * Debt reduction progress and debt/equity ratio
  • * Interest coverage ratio recovery to sustainable levels
  • * Cash reserves adequacy relative to burn rate and debt service

Star Holdings (STHO) Financial Metrics & Key Ratios

Revenue
$110.1M
Net Income
$-64.2M
EPS (Diluted)
$-4.90
Free Cash Flow
$-11.7M
Total Assets
$570.2M
Cash Position
$50.1M

💡 AI Analyst Insight

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

STHO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -64.2%
Net Margin -58.3%
ROE -25.5%
ROA -11.3%
FCF Margin -10.6%

STHO vs Market Sector: How Star Holdings Compares

How Star Holdings compares to Market sector averages

Net Margin
STHO -58.3%
vs
Sector Avg 12.0%
STHO Sector
ROE
STHO -25.5%
vs
Sector Avg 15.0%
STHO Sector
Current Ratio
STHO 0.0x
vs
Sector Avg 1.8x
STHO Sector
Debt/Equity
STHO 1.1x
vs
Sector Avg 0.7x
STHO Sector

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

Is Star Holdings Stock Overvalued? STHO Valuation Analysis 2026

Based on fundamental analysis, Star Holdings shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
-25.5%
Sector avg: 15%
Net Profit Margin
-58.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.07x
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.

Star Holdings Balance Sheet: STHO Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.07x
Debt/Assets
53.4%
Interest Coverage
-7.01x
Long-term Debt
$268.7M

STHO Revenue & Earnings Growth: 5-Year Financial Trend

STHO 5-year financial data: Year 2023: Revenue $272.2M, Net Income $62.7M, EPS $4.71. Year 2024: Revenue $124.1M, Net Income -$36.3M, EPS $-2.73. Year 2025: Revenue $123.1M, Net Income -$196.4M, EPS $-14.74.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Star Holdings's revenue has declined by 55% over the 5-year period, indicating business contraction. The most recent EPS of $-14.74 indicates the company is currently unprofitable.

STHO 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
-10.6%
Free cash flow / Revenue

STHO Quarterly Earnings & Performance

Quarterly financial performance data for Star Holdings including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $24.6M $1.8M $0.14
Q2 2025 $30.6M -$27.1M $-2.04
Q1 2025 $14.6M -$7.6M $-0.57
Q3 2024 $24.6M $15.8M $1.19
Q2 2024 $25.5M -$27.1M $-2.04
Q1 2024 $16.8M -$49.0M $-3.68
Q3 2023 $38.4M -$3.9M $-0.29
Q2 2023 $25.5M -$20.9M $-1.57

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

Star Holdings Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$11.7M
Cash generated from operations
Stock Buybacks
$8.0M
Shares repurchased (TTM)
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Star Holdings (CIK: 0001953366)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 DEF 14A stho-20260521xdef14a.htm View →
Apr 1, 2026 8-K stho-20260327x8k.htm View →
Feb 17, 2026 8-K stho-20260217x8k.htm View →
Feb 17, 2026 10-K stho-20251231x10k.htm View →
Dec 1, 2025 8-K tm2532299d1_8k.htm View →

Frequently Asked Questions about STHO

What is the AI rating for STHO?

Star Holdings (STHO) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are STHO's key strengths?

Claude: Positive stockholders equity of 251.8M provides technical solvency cushion. 50.1M cash on hand available for near-term obligations.

What are the risks of investing in STHO?

Claude: Severe operating losses with -64.2% operating margin and -70.7M operating income. Negative operating cash flow and free cash flow indicating operational cash burn.

What is STHO's revenue and growth?

Star Holdings reported revenue of $110.1M.

Does STHO pay dividends?

Star Holdings does not currently pay dividends.

Where can I find STHO SEC filings?

Official SEC filings for Star Holdings (CIK: 0001953366) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is STHO's EPS?

Star Holdings has a diluted EPS of $-4.90.

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 STHO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Star Holdings 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 STHO stock overvalued or undervalued?

Valuation metrics for STHO: ROE of -25.5% (sector avg: 15%), net margin of -58.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy STHO stock in 2026?

Our dual AI analysis gives Star Holdings 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 STHO's free cash flow?

Star Holdings's operating cash flow is $-11.7M, with capital expenditures of N/A. FCF margin is -10.6%.

How does STHO compare to other Market stocks?

Vs Default sector averages: Net margin -58.3% (avg: 12%), ROE -25.5% (avg: 15%), current ratio N/A (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: Apr 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI