CoverageForm 410-K10-Q8-K13D13G13F

STEM · Stem, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · STEM

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$156.27M$144.58M$461.51M$362.98M$127.37M$36.31M
Cost of Revenue$96.31M$155.64M$457.85M$329.89M$126.12M$40.22M
Gross Profit$59.96M($11.06M)$3.67M$33.09M$1.25M($3.91M)
R&D$35.30M$51.28M$56.51M$38.30M$22.72M$15.94M
SG&A$51.63M$88.07M$74.92M$77.03M$41.65M$3.14M
Total Operating Expenses$115.64M$828.40M$182.98M$164.21M$84.32M$3.50M
D&A$44.95M$44.99M$46.27M$45.43M$24.47M$17.74M
Operating Income($55.69M)($839.46M)($179.31M)($131.12M)($83.07M)($3.50M)
Interest Expense$23.93M$18.29M$14.98M$10.47M$17.39M$20.81M
Income Tax$536.0K$332.0K$433.0K($15.16M)$0$5.0K
Net Income$137.76M($854.01M)($140.41M)($124.05M)($101.21M)($3.36M)
EPS - Basic$16.52($105.80)($18.00)($16.20)($82.60)-
EPS - Diluted($9.18)($105.80)($18.00)($16.20)($82.60)-

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$48.91M$56.30M$105.38M$87.90M$747.78M$936.8K
Accounts Receivable$38.35M$59.32M$302.85M$223.22M$61.70M-
Inventory$4.59M$10.92M$26.66M$8.37M$22.72M-
Accounts Payable$10.31M$30.15M$78.28M$83.83M$28.27M$94.0K
Current Assets$100.09M$136.62M$472.96M$532.75M$1.02B$1.56M
Total Assets$308.89M$437.36M$1.36B$1.42B$1.19B$385.29M
Current Liabilities$110.56M$128.80M$251.08M$267.00M$87.97M$2.81M
Long-term Debt------
Total Liabilities$557.95M$835.19M$930.30M$869.73M$524.00M$16.44M
Stockholders' Equity($249.44M)($398.37M)$426.20M$551.63M$667.83M$5.00M
Retained Earnings($1.49B)($1.63B)($772.49M)($632.08M)($509.05M)($3.38M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$6.86M($36.65M)($207.38M)($106.03M)($101.27M)($1.84M)
Investing Cash Flow($6.60M)($3.52M)$135.73M($544.37M)($185.23M)($383.59M)
Financing Cash Flow($7.56M)($8.44M)$90.24M($9.27M)$1.03B$386.36M
CapEx------
Free Cash Flow------

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin38.4%-7.6%0.8%9.1%1.0%-10.8%
Operating margin-35.6%-580.6%-38.9%-36.1%-65.2%-9.6%
EBITDA margin-6.9%-549.5%-28.8%-23.6%-46.0%39.2%
Net margin88.2%-590.7%-30.4%-34.2%-79.5%-9.3%
Free cash flow margin------
FCF / Net income------
R&D / Revenue22.6%35.5%12.2%10.6%17.8%43.9%
SG&A / Revenue33.0%60.9%16.2%21.2%32.7%8.6%
Effective tax rate0.4%-----
Return on assets44.6%-195.3%-10.3%-8.7%-8.5%-0.9%
Return on equity-55.2%214.4%-32.9%-22.5%-15.2%-67.3%
Return on invested capital------
Liquidity
Current ratio0.911.061.882.0011.640.56
Quick ratio0.860.981.781.9611.380.56
Cash ratio0.440.440.420.338.500.33
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage-2.3x-45.9x-12.0x-12.5x-4.8x-0.2x
Equity multiplier-1.24-1.103.182.581.7877.06
Liabilities / Assets1.811.910.690.610.440.04
Efficiency
Asset turnover0.510.330.340.260.110.09
Inventory turnover21.0014.2517.1739.395.55-
Days sales outstanding90d150d240d224d177d-
Days inventory outstanding17d26d21d9d66d-
Days payable outstanding39d71d62d93d82d1d
Cash conversion cycle68d105d198d141d161d-
Valuation
P / E------
P / B--28.3x49.7x22.8x-
P / S0.8x13.5x26.2x75.6x119.3x-
EV / EBITDA------
Growth
Revenue growth (YoY)8.1%-68.7%27.1%185.0%250.8%106.9%
Revenue CAGR (3y)-24.5%4.3%133.4%174.5%--
Revenue CAGR (5y)33.9%52.5%----
Gross profit growth (YoY)---88.9%2553.7%--20.0%
Operating income growth (YoY)93.4%-368.1%-36.8%-57.8%-2273.4%92.7%
Net income growth (YoY)--508.2%-13.2%-22.6%-2909.1%94.8%
EPS growth (YoY)91.3%-487.8%-11.1%80.4%--
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)------
FCF CAGR (5y)------
Book value growth (YoY)37.4%--22.7%-17.4%13256.5%-

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$156.27M total
Reportable Segment$156.27M · 100.0%

Product / service

$423.75M total
Power Track Software Edge Hardware And Project And Professional Services Other$111.22M · 26.2%
Service$87.70M · 20.7%
Hardware$68.57M · 16.2%
Edge Hardware$53.73M · 12.7%
Power Track Software$37.62M · 8.9%
Managed Services$30.21M · 7.1%
Project And Professional Services And Other$19.87M · 4.7%
Battery Hardware Resale$14.84M · 3.5%

Geographic

$156.27M total
US$148.53M · 95.1%
Non Us$7.73M · 4.9%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

-4.35
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

6/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Services-Computer Integrated Systems Design

CompanyRevenue (last FY)Net marginROE
IOT$1.62B-0.6%-0.6%
LDOS$17.17B8.4%29.5%
SMRT$152.33M-39.8%-26.1%
CACI$8.63B5.8%12.8%
GDDY$4.95B17.7%406.8%

Comparing STEM against the 5 most active filers in the same SIC group.