Strata Critical Medical Inc. Class A Common Stock (SRTA)

FairStock Score: 52/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Strata Critical Medical is a $393.7 million company at $4.45 on 2026-10-13, serving time-critical organ logistics and clinical transplant services. The appeal is the mission-critical work and rising revenue: fiscal 2025 revenue was $197.1 million, up from $146.8 million in fiscal 2024. But I must look at earnings, not just sales. Fiscal 2023 and 2024 lost $56.1 million and $27.3 million, respectively. Fiscal 2025 produced $41.3 million of net income, helped by a very strong fiscal Q3 2025 when net income was $57.4 million on $49.3 million of revenue. That swing makes me question earnings consistency. More recently, fiscal Q1 2026 earned $2.2 million, but fiscal Q2 2026 lost $10.5 million on $72.5 million of revenue, a -14.5% margin. Trailing free cash flow is negative $49.5 million, and FairStock's FCF yield at the 2026-10-13 close is -12.6%, so the company is consuming cash. The balance sheet has low debt, with D/E 0.02, which helps. FairStock calculates a negative P/E of -15.89 and P/B of 1.41 based on the 2026-10-13 close. FairStock's ROE is -9.22%, ROCE -1.86%, Piotroski 5/9, and Altman Z 4.21. I cannot identify a durable moat from these numbers; specialized logistics may create switching costs, but volatile margins suggest limited pricing power. At a 52/100 FairStock score and a TURNAROUND label, reflecting a return to profit after a loss within the last three years, this is speculative and inconsistent. I would need evidence that revenue growth can produce durable positive cash flow before calling it a bargain.

In plain English: Strata Critical Medical moves human organs, transplant teams and related medical materials, and provides transplant clinical services. Revenue is growing, but the company has swung between profits and losses and is currently burning cash. At $4.45 on 2026-10-13, the price looks hard to call cheap because profits and cash flow are not steady; it looks more like a risky turnaround than a steady bargain.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer