SOLO BRANDS INC - CLASS A (SBDS) Fundamental Analysis & Valuation

NYSE:SBDS • US83425V2034

6.62 USD
-0.24 (-3.5%)
At close: Mar 3, 2026
6.51 USD
-0.11 (-1.66%)
Pre-Market: 3/4/2026, 8:00:01 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This SBDS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

2

Overall SBDS gets a fundamental rating of 2 out of 10. We evaluated SBDS against 32 industry peers in the Leisure Products industry. SBDS may be in some trouble as it scores bad on both profitability and health. SBDS is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

2

1. SBDS Profitability Analysis

1.1 Basic Checks

  • In the past year SBDS has reported negative net income.
  • In the past year SBDS has reported a negative cash flow from operations.
  • SBDS had negative earnings in 4 of the past 5 years.
  • SBDS had a positive operating cash flow in 4 of the past 5 years.
SBDS Yearly Net Income VS EBIT VS OCF VS FCFSBDS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2019 2020 2021 2022 2023 2024 0 50M -50M -100M

1.2 Ratios

  • The Return On Assets of SBDS (-18.02%) is worse than 71.88% of its industry peers.
  • SBDS has a worse Return On Equity (-78.34%) than 78.13% of its industry peers.
Industry RankSector Rank
ROA -18.02%
ROE -78.34%
ROIC N/A
ROA(3y)-13.45%
ROA(5y)-8.71%
ROE(3y)-44.09%
ROE(5y)-27.32%
ROIC(3y)N/A
ROIC(5y)N/A
SBDS Yearly ROA, ROE, ROICSBDS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2019 2020 2021 2022 2023 2024 0 -20 -40 -60 -80

1.3 Margins

  • Looking at the Gross Margin, with a value of 59.77%, SBDS belongs to the top of the industry, outperforming 84.38% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SBDS has remained more or less at the same level.
  • SBDS does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 59.77%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-3.71%
GM growth 5Y0.22%
SBDS Yearly Profit, Operating, Gross MarginsSBDS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40 60 -60

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3

2. SBDS Health Analysis

2.1 Basic Checks

  • SBDS does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • The number of shares outstanding for SBDS remains at a similar level compared to 1 year ago.
  • The number of shares outstanding for SBDS has been reduced compared to 5 years ago.
  • The debt/assets ratio for SBDS is higher compared to a year ago.
SBDS Yearly Shares OutstandingSBDS Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M
SBDS Yearly Total Debt VS Total AssetsSBDS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

2.2 Solvency

  • Based on the Altman-Z score of 0.09, we must say that SBDS is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.09, SBDS is doing worse than 68.75% of the companies in the same industry.
  • SBDS has a Debt/Equity ratio of 2.36. This is a high value indicating a heavy dependency on external financing.
  • SBDS has a worse Debt to Equity ratio (2.36) than 78.13% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.36
Debt/FCF N/A
Altman-Z 0.09
ROIC/WACCN/A
WACC7.88%
SBDS Yearly LT Debt VS Equity VS FCFSBDS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2019 2020 2021 2022 2023 2024 0 100M 200M 300M

2.3 Liquidity

  • A Current Ratio of 3.20 indicates that SBDS has no problem at all paying its short term obligations.
  • SBDS has a better Current ratio (3.20) than 71.88% of its industry peers.
  • SBDS has a Quick Ratio of 1.02. This is a normal value and indicates that SBDS is financially healthy and should not expect problems in meeting its short term obligations.
  • SBDS has a worse Quick ratio (1.02) than 68.75% of its industry peers.
Industry RankSector Rank
Current Ratio 3.2
Quick Ratio 1.02
SBDS Yearly Current Assets VS Current LiabilitesSBDS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 50M 100M 150M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. SBDS Growth Analysis

3.1 Past

  • SBDS shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -171.70%.
  • SBDS shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -23.15%.
  • SBDS shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 62.68% yearly.
EPS 1Y (TTM)-171.7%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-641.25%
Revenue 1Y (TTM)-23.15%
Revenue growth 3Y4.03%
Revenue growth 5Y62.68%
Sales Q2Q%-43.66%

3.2 Future

  • Based on estimates for the next years, SBDS will show a very negative growth in Earnings Per Share. The EPS will decrease by -60.50% on average per year.
  • Based on estimates for the next years, SBDS will show a small growth in Revenue. The Revenue will grow by 1.13% on average per year.
EPS Next Y-101.49%
EPS Next 2Y-84.71%
EPS Next 3Y-60.5%
EPS Next 5YN/A
Revenue Next Year-5.54%
Revenue Next 2Y-0.76%
Revenue Next 3Y1.13%
Revenue Next 5YN/A

3.3 Evolution

  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SBDS Yearly Revenue VS EstimatesSBDS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 100M 200M 300M 400M 500M
SBDS Yearly EPS VS EstimatesSBDS Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 0 10 20 30 40

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Find the best growth stocksShow best growing peers

0

4. SBDS Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings Ratio is negative for SBDS. In the last year negative earnings were reported.
  • A Price/Forward Earnings ratio of 59.00 indicates a quite expensive valuation of SBDS.
  • SBDS's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. SBDS is more expensive than 62.50% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of SBDS to the average of the S&P500 Index (24.95), we can say SBDS is valued expensively.
Industry RankSector Rank
PE N/A
Fwd PE 59
SBDS Price Earnings VS Forward Price EarningsSBDS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 20 40

4.2 Price Multiples

  • SBDS's Enterprise Value to EBITDA ratio is a bit more expensive when compared to the industry. SBDS is more expensive than 68.75% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 44.78
SBDS Per share dataSBDS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 -50 100

4.3 Compensation for Growth

  • SBDS's earnings are expected to decrease with -60.50% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-84.71%
EPS Next 3Y-60.5%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. SBDS Dividend Analysis

5.1 Amount

  • No dividends for SBDS!.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

SBDS Fundamentals: All Metrics, Ratios and Statistics

SOLO BRANDS INC - CLASS A

NYSE:SBDS (3/3/2026, 8:04:00 PM)

Premarket: 6.51 -0.11 (-1.66%)

6.62

-0.24 (-3.5%)

Chartmill FA Rating
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryLeisure Products
Earnings (Last)11-06
Earnings (Next)03-19
Inst Owners5.1%
Inst Owner Change0.7%
Ins Owners6.12%
Ins Owner Change56.93%
Market Cap16.42M
Revenue(TTM)366.08M
Net Income(TTM)-77.67M
Analysts43.33
Price TargetN/A
Short Float %22.87%
Short Ratio1.1
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-5167.79%
Min EPS beat(2)-10253.9%
Max EPS beat(2)-81.67%
EPS beat(4)0
Avg EPS beat(4)-2675.25%
Min EPS beat(4)-10253.9%
Max EPS beat(4)-73.26%
EPS beat(8)1
Avg EPS beat(8)-1201.92%
EPS beat(12)5
Avg EPS beat(12)-779.69%
EPS beat(16)9
Avg EPS beat(16)-564.8%
Revenue beat(2)0
Avg Revenue beat(2)-39.07%
Min Revenue beat(2)-46.87%
Max Revenue beat(2)-31.27%
Revenue beat(4)0
Avg Revenue beat(4)-25.63%
Min Revenue beat(4)-46.87%
Max Revenue beat(4)-11.21%
Revenue beat(8)2
Avg Revenue beat(8)-12.43%
Revenue beat(12)5
Avg Revenue beat(12)-6%
Revenue beat(16)7
Avg Revenue beat(16)-3.32%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE N/A
Fwd PE 59
P/S 0.04
P/FCF N/A
P/OCF N/A
P/B 0.17
P/tB N/A
EV/EBITDA 44.78
EPS(TTM)-6.31
EYN/A
EPS(NY)0.11
Fwd EY1.69%
FCF(TTM)-21.22
FCFYN/A
OCF(TTM)-16.14
OCFYN/A
SpS147.61
BVpS39.97
TBVpS-60.97
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA -18.02%
ROE -78.34%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 59.77%
FCFM N/A
ROA(3y)-13.45%
ROA(5y)-8.71%
ROE(3y)-44.09%
ROE(5y)-27.32%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-3.71%
GM growth 5Y0.22%
F-Score4
Asset Turnover0.85
Health
Industry RankSector Rank
Debt/Equity 2.36
Debt/FCF N/A
Debt/EBITDA 44.54
Cap/Depr 47.3%
Cap/Sales 3.44%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 3.2
Quick Ratio 1.02
Altman-Z 0.09
F-Score4
WACC7.88%
ROIC/WACCN/A
Cap/Depr(3y)41.77%
Cap/Depr(5y)40.14%
Cap/Sales(3y)2.27%
Cap/Sales(5y)2.03%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-171.7%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-641.25%
EPS Next Y-101.49%
EPS Next 2Y-84.71%
EPS Next 3Y-60.5%
EPS Next 5YN/A
Revenue 1Y (TTM)-23.15%
Revenue growth 3Y4.03%
Revenue growth 5Y62.68%
Sales Q2Q%-43.66%
Revenue Next Year-5.54%
Revenue Next 2Y-0.76%
Revenue Next 3Y1.13%
Revenue Next 5YN/A
EBIT growth 1Y22.6%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year-18.05%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-153.58%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-137.45%
OCF growth 3YN/A
OCF growth 5YN/A

SOLO BRANDS INC - CLASS A / SBDS FAQ

What is the ChartMill fundamental rating of SOLO BRANDS INC - CLASS A (SBDS) stock?

ChartMill assigns a fundamental rating of 2 / 10 to SBDS.


What is the valuation status of SOLO BRANDS INC - CLASS A (SBDS) stock?

ChartMill assigns a valuation rating of 0 / 10 to SOLO BRANDS INC - CLASS A (SBDS). This can be considered as Overvalued.


What is the profitability of SBDS stock?

SOLO BRANDS INC - CLASS A (SBDS) has a profitability rating of 2 / 10.


Can you provide the financial health for SBDS stock?

The financial health rating of SOLO BRANDS INC - CLASS A (SBDS) is 3 / 10.