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 itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$29.00M-$38.24M$38.37M$32.51M-$29.29M$34.00M$25.47M-
Cost of Revenue$18.14M-$24.66M$25.57M$21.97M-$23.09M$24.62M$49.66M-
Gross Profit$10.86M-$13.58M$12.80M$10.54M-$6.20M$9.38M($24.19M)-
R&D$6.58M-$6.92M$9.99M$11.33M-$11.09M$15.28M$14.14M-
SG&A$8.67M-$12.54M$8.90M$13.57M-$27.21M$15.85M$18.56M-
Total Operating Expenses$25.07M-$26.43M$26.14M$31.69M-$150.65M$589.22M$43.82M-
D&A$10.48M-$3.10M$3.10M$11.00M-$3.50M$3.50M$10.81M-
Operating Income($14.21M)-($12.85M)($13.34M)($21.15M)-($144.45M)($579.85M)($68.01M)-
Interest Expense$7.36M-$7.27M$4.07M$4.71M-$4.51M$4.63M$4.71M-
Income Tax$112.0K-($141.0K)$475.0K$58.0K-$129.0K$62.0K$153.0K-
Net Income($18.93M)-($148.30M)$202.53M($25.00M)-($148.30M)($582.27M)($72.31M)-
EPS - Basic($2.22)-($2.84)$24.31($3.00)-($18.20)($71.80)($9.20)-
EPS - Diluted($2.22)-($2.84)($1.79)($3.00)-($18.20)($71.80)($9.20)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$36.59M$48.91M$43.12M$40.79M$58.58M$56.30M$75.36M$89.65M$112.80M$105.38M
Accounts Receivable$33.34M$38.35M$35.84M$42.84M$34.73M$59.32M$92.66M$206.35M$239.93M$302.85M
Inventory$5.70M$4.59M$5.17M$4.60M$8.84M$10.92M$33.95M$33.21M$24.44M$26.66M
Accounts Payable$7.08M$10.31M$10.99M$11.43M$19.64M$30.15M$47.36M$63.10M$61.75M$78.28M
Current Assets$85.30M$100.09M$93.76M$99.22M$110.58M$136.62M$227.53M$359.92M$405.53M$472.96M
Total Assets$281.88M$308.89M$362.61M$379.22M$405.08M$437.36M$537.84M$691.54M$1.28B$1.36B
Current Liabilities$101.27M$110.56M$113.56M$112.06M$120.18M$128.80M$206.98M$216.65M$236.62M$251.08M
Long-term Debt----------
Total Liabilities$547.76M$557.95M$597.72M$592.70M$822.00M$835.19M$881.39M$894.28M$912.84M$930.30M
Stockholders' Equity($266.26M)($249.44M)($235.69M)($214.06M)($417.46M)($398.37M)($344.10M)($203.22M)$371.57M$426.20M
Retained Earnings($1.51B)($1.49B)($1.47B)($1.45B)($1.65B)($1.63B)($1.58B)($1.43B)($844.80M)($772.49M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($8.32M)---$8.54M---($621.0K)-
Investing Cash Flow($1.35M)---($3.59M)---$4.67M-
Financing Cash Flow($2.81M)---($2.82M)---$3.14M-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin37.4%-35.5%33.4%32.4%-21.2%27.6%-95.0%-
Operating margin-49.0%--33.6%-34.8%-65.0%--493.2%-1705.5%-267.0%-
EBITDA margin-12.9%--25.5%-26.7%-31.2%--481.2%-1695.2%-224.6%-
Net margin-65.3%--387.8%527.8%-76.9%--506.3%-1712.6%-283.9%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue22.7%-18.1%26.0%34.8%-37.8%44.9%55.5%-
SG&A / Revenue29.9%-32.8%23.2%41.7%-92.9%46.6%72.9%-
Effective tax rate---0.2%------
Return on assets-6.7%--40.9%53.4%-6.2%--27.6%-84.2%-5.6%-
Return on equity7.1%-62.9%-94.6%6.0%-43.1%286.5%-19.5%-
Return on invested capital----------
Liquidity
Current ratio0.840.910.830.890.921.061.101.661.711.88
Quick ratio0.790.860.780.840.850.980.941.511.611.78
Cash ratio0.360.440.380.360.490.440.360.410.480.42
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage-1.9x--1.8x-3.3x-4.5x--32.0x-125.2x-14.4x-
Equity multiplier-1.06-1.24-1.54-1.77-0.97-1.10-1.56-3.403.463.18
Liabilities / Assets1.941.811.651.562.031.911.641.290.710.69
Efficiency
Asset turnover0.10-0.110.100.08-0.050.050.02-
Inventory turnover3.18-4.775.562.49-0.680.742.03-
Days sales outstanding420d-342d408d390d-1155d2215d3439d-
Days inventory outstanding115d-76d66d147d-537d492d180d-
Days payable outstanding143d-163d163d326d-749d935d454d-
Cash conversion cycle392d-256d310d210d-943d1772d3164d-
Valuation
P / E----------
P / B--------18.6x-
P / S2.6x-3.8x1.4x35.3x-38.6x105.9x272.0x-
EV / EBITDA----------
Growth
Revenue growth (YoY)-10.8%-30.5%12.9%27.7%--78.1%-63.4%-62.2%-
Revenue CAGR (3y)-24.5%--27.3%-16.9%-7.5%--9.7%98.0%83.7%-
Revenue CAGR (5y)47.8%---------
Gross profit growth (YoY)3.0%-119.2%36.5%----21.0%--
Operating income growth (YoY)32.8%-91.1%97.7%68.9%--111.6%-1562.9%-59.5%-
Net income growth (YoY)24.3%-0.0%-65.4%--92.4%--61.5%-
EPS growth (YoY)26.0%-84.4%97.5%67.4%--3614.3%-27515.4%-3072.4%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)36.2%37.4%31.5%-5.3%-----28.1%-22.7%

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%

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.