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SWKHL

BEARISH
$25.48 Live
SWK Holdings Corporation 9.00% Senior Notes due 2027 · NASDAQ
$25.13 52W Range $25.92
Overview AI Snowflake Price Valuation Profitability Growth Health SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 21, 2026
Market cap
N/A
P/E
N/A
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
90%
The deterministic health profile is critical, headlined by a Piotroski F-Score of 1/9, indicating severe financial distress and fundamental weakness. As this instrument is a 9.00% Senior Note rather than common equity, traditional valuation metrics like P/E and Graham Number are inapplicable, but the extreme F-Score suggests a high risk of default. The technical trend is completely bearish (0/100), and the company's business model relies on high-risk pharmaceutical royalty transactions over which it has little control. Overall, the data points toward a distressed credit profile with significant risk of principal loss.

Key Strengths

Recent short-term price stability (+0.9% over 1 month)
Positive 1-year price change (+10.2%)
Stated 9.00% coupon rate on senior notes
Exposure to high-growth healthcare and life sciences sectors
Positive 5-year price trajectory (+28.8%)

Key Risks

Critical financial health (Piotroski F-Score 1/9)
High risk of principal loss on credit and royalty investments
Lack of operational control over partner companies
Heavy regulatory and litigation pressures in the pharmaceutical industry
Bearish technical trend (0/100)

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
14
Weak
Value
0
Future
20
Past
40
Health
10
Dividend
0
AI Verdict
Distressed
Key drivers: Piotroski F-Score of 1/9, Bearish technical trend, High-risk business model, Lack of fundamental valuation data
Confidence
90%
Value
0/100

Ref P/E, PEG, Graham Number: All N/A

Positives
No standout positives identified.
Watchpoints
  • No Graham Number available
  • No Intrinsic Value available
  • Instrument is a debt note, not equity
Future
20/100

Ref Growth rates: All N/A

Positives
  • Sector exposure to life sciences
Watchpoints
  • High dependency on third-party partner decisions
  • Regulatory risks in pharma
Past
40/100

Ref Historical trends: Price has risen despite poor fundamentals

Positives
  • Positive 1Y and 5Y price performance
Watchpoints
  • Fundamental deterioration reflected in F-Score
Health
10/100

Ref Altman Z-Score, Piotroski F-Score: F-Score is 1/9

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score 1/9 indicates extreme weakness
Dividend
0/100

Ref Yield, Payout: N/A

Positives
No standout positives identified.
Watchpoints
  • Dividend strength 0/100

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$25.48

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SWKHL and closest competitors.

Updated 2026-04-20
SWK
SWK Holdings Corporation 9.00% Senior Notes due 2027
Primary
5Y
+28.8%
3Y
+28.8%
1Y
+10.2%
6M
+4.5%
1M
+0.9%
1W
+0.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
N/A
P/S Ratio
N/A
EV/Revenue
N/A
EV/EBITDA
N/A
Market Cap
N/A

Profitability

Profit margins and return metrics

Profit Margin N/A
Operating Margin N/A
Gross Margin N/A
ROE N/A
ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth N/A
Q/Q Revenue Growth N/A
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$N/A

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-06

Stanley Black & Decker reported its first-quarter financial results for 2026.

8-K
8-K
2026-03-31

SWKHL filed an 8-K on March 31, 2026, likely to report its first-quarter financial results or a related quarterly update.

10-K
10-K
2026-03-20

SWKHL invests in credit and royalty transactions within the healthcare, life sciences, and pharmaceutical industries. The company faces significant risks, including potential losses on principal investments, intense market competition, and heavy regulatory, litigation, and reimbursement pressures inherent to the pharmaceutical sector. Financial results are further contingent upon the accuracy of management's assumptions and the operational decisions of partner companies over which SWKHL lacks control.

8-K
8-K
2026-02-13

Stanley Black & Decker likely reported its fourth-quarter and full-year financial results for the fiscal year ending December 31, 2025.

8-K
8-K
2025-12-05
8-K
8-K
2025-12-04
10-Q
10-Q
2025-11-06

SWKHL filed its quarterly 10-Q report on November 6, 2025. The filing identifies 38 specific risk factors under Item 1A, although detailed financial highlights were not provided in the available excerpt.

8-K
8-K
2025-11-06

SWKHL filed an 8-K on November 6, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-10

SWKHL filed an 8-K on October 10, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-09
8-K
8-K
2025-10-01
8-K
8-K
2025-08-14
10-Q
10-Q
2025-08-14
8-K
8-K
2025-07-17
8-K
8-K
2025-06-16
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning SWKHL from our newsroom.

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