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Capstone Holding Corp.

CAPS

Companies in Wholesale-Lumber & Other Construction Materials

Capstone Holding Corp. (CAPS) — SEC Financial Statements & Analysis

Capstone Holding Corp. (CAPS) files its annual 10-K and quarterly 10-Q reports directly with the SEC. The financial data below is sourced as-filed from EDGAR — balance sheet, income statement, and cash flow as reported, without normalization or third-party adjustments.

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Financial Statements

Values in Millions ($)
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
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Preferred Class B
-----28
Special Preferred Units
-----1
Series Z Preferred Stock
--4---
Cash And Cash Equivalents At Carrying Value
011120
Accounts Receivable Net Current
756553
Assets Current
Assets Current
262319171713
Inventory Net
181712101010
Prepaid Expense Current
000000
Other Assets Current
000000
Property Plant And Equipment Net
222122
Goodwill
181826232323
Other Intangible Assets Net
--0000
Assets Noncurrent
Assets Noncurrent
282839353634
Intangible Assets Net Excluding Goodwill
22---0
Operating Lease Right Of Use Asset
554332
Deferred Income Tax Assets Net
-07777
Other Assets Noncurrent
110000
Assets
545158525247
Accounts Payable Current
--5443
Accrued Liabilities Current
--1110
Liabilities Current
Liabilities Current
272320171513
Lines Of Credit Current
13108986
Long Term Debt Current
444312
Taxes Payable Current
0-----
Derivative Liabilities Current
01---0
Operating Lease Liability Current
2-1111
Dividends Payable Current And Noncurrent
00---0
Shares Subject To Mandatory Redemption Settlement …
22---0
Long Term Debt Noncurrent
997686
Liabilities Noncurrent
Liabilities Noncurrent
1516119118
Operating Lease Liability Noncurrent
343231
Business Combination Contingent Consideration Liab…
00---0
Other Liabilities Noncurrent
001--0
Liabilities
433931262521
Equity
Common Stock Value
000000
Additional Paid In Capital
231230226225226193
Retained Earnings Accumulated Deficit
-220-218-201-199-199-196
Accumulated Other Comprehensive Income Loss Net Of…
0-0---0
Stockholders Equity
1112272627-3
Liabilities And Stockholders Equity
545158525247
Series B Preferred Stock
--011-
Preferred Stock Shares Authorized
2525--25-
Common Stock Par Or Stated Value Per Share
0.0010.0010.0010.0010.0010.001
Common Stock Shares Authorized
200200200200200200
Common Stock Shares Issued
996555

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Earnings Market Reaction

Fiscal Year
Q1 1 Month
Q1 2 Month
Q1 3 Month
Q2 1 Month
Q2 2 Month
Q2 3 Month
Q3 1 Month
Q3 2 Month
Q3 3 Month
Q4 1 Month
Q4 2 Month
Q4 3 Month
2026-23.08%-33.33%----------
202512.05%-9.04%-13.25%-4.84%5.65%-17.74%-3.33%-25.56%-38.89%-30.19%-39.62%-50.94%
2024----------16.60%-19.50%-26.97%

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Performance and Valuation Metrics

Metrics
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
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Liquidity Ratios
Current Ratio
0.95
1.00
0.95
0.97
1.14
1.02
Quick Ratio
0.27
0.25
0.34
0.38
0.44
0.24
Working Capital
-1.44M
78.00K
-907.00K
-440.00K
2.05M
250.00K
Leverage & Debt
Debt to Equity
3.79
3.13
1.15
0.97
0.94
-6.76
Interest Coverage TTM
-2.47
-2.83
-1.84
-3.10
-9.41
-
Debt Ratio
0.79
0.76
0.54
0.49
0.48
0.44
Efficiency & Turnover
Asset Turnover TTM
0.74
0.70
1.17
0.78
0.29
0.00
Days Sales Outstanding TTM
52.77
40.06
60.63
96.51
208.77
-
Receivables Turnover TTM
6.92
9.11
6.02
3.78
1.75
0.00
Per Share Metrics
Diluted EPS TTM
-
-
-0.90
-0.70
-0.76
-0.37
Free Cash Flow Per Share TTM
-0.81
-0.66
-0.57
-0.44
-0.32
-0.15
Dividend Per Share TTM
0.00
0.00
0.23
0.24
0.25
0.25
Margin Metrics
Gross Profit Margin TTM
31.50%
31.06%
-
-
-
-
Operating Profit Margin TTM
-28.00%
-31.62%
-7.07%
-11.05%
-35.73%
-
Net Profit Margin TTM
-54.25%
-63.14%
-14.82%
-18.32%
-50.08%
-
Growth Metrics
Net Revenue Growth (1Y)
399.78%
-
-
937.55%
294.95%
-100.00%
Net Income Growth (1Y)
441.38%
1,053.87%
98.42%
486.57%
941.05%
41.87%
EPS Growth (1Y)
502.35%
1,027.78%
846.55%
2,850.36%
5,354.27%
641.71%
Valuation Metrics
P/E TTM
-0.29
-0.35
-2.90
-5.12
-6.32
-12.26
P/B
0.56
0.62
0.55
0.74
0.93
-7.62
P/S TTM
0.16
0.22
0.43
0.94
3.17
-
Market Cap
6.25M
7.77M
14.93M
19.46M
25.02M
23.30M
Enterprise Value
31.70M
30.41M
33.43M
36.14M
39.53M
37.73M
Calculated Values
Free Cash Flow TTM
-7.52M
-6.99M
-6.45M
-4.81M
-3.37M
-1.56M
Net Debt
25.45M
22.64M
18.49M
16.68M
14.51M
14.43M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2018-12-21Sale
Owner: Subin, Neil S
Title: -
Shares: 206,000
Price/Share: $0.05
Value: $10,300.00
Shares Owned: 2,708,484
Relationship: TenPercentOwner
Ownership: Indirect
2018-12-21Purchase
Owner: Subin, Neil S
Title: -
Shares: 103,000
Price/Share: $0.05
Value: $5,150.00
Shares Owned: 727,100
Relationship: TenPercentOwner
Ownership: Indirect
2017-10-05Sale
Owner: Miller, Lloyd I Iii
Title: -
Shares: 100,000
Price/Share: $0.06
Value: $6,000.00
Shares Owned: 624,100
Relationship: TenPercentOwner
Ownership: Indirect
2017-07-14Sale
Owner: Bvf, Investments Llc, Bio…
Title: -
Shares: 4,341,586
Price/Share: $0.06
Value: $260,495.16
Shares Owned: -
Relationship: Other
Ownership: Indirect
2017-01-04Purchase
Owner: Taeger, Leslie M
Title: SVP Chief Financial Officer
Shares: 50,000
Price/Share: $0.07
Value: $3,500.00
Shares Owned: 94,574
Relationship: Officer
Ownership: Direct

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Institutional Ownership

No data available for chart
2026-03-31
0.91%
Inst. Shares: 85,006
Shares Outstanding: 9,329,828
2025-12-31
1.20%
Inst. Shares: 127,986
Shares Outstanding: 10,642,908
2025-09-30
0.66%
Inst. Shares: 75,166
Shares Outstanding: 11,400,428
2025-06-30
0.84%
Inst. Shares: 91,112
Shares Outstanding: 10,812,610
2025-03-31
0.79%
Inst. Shares: 82,117
Shares Outstanding: 10,380,502

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Capstone Holding Corp. (CAPS) financial data sourced directly from SEC EDGAR filings — including the latest 10-K annual report, 10-Q quarterly filings, insider transactions (SEC Form 4), institutional ownership (SEC Form 13F), Earning Marker Reaction Heat Map and 50+ calculated financial metrics like Price to Earnings Ratio (P/E), Return on Equity (ROE), Debt to Equity (D/E), Free Cash Flow Per Share (FCF/S), and Return on Invested Capital (ROIC). Unlike platforms that rely on third-party data aggregators, GeminIQ parses raw SEC filings directly — delivering institutional-grade accuracy at a fraction of the cost of Bloomberg Terminal or S&P Capital IQ.