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OFRM

BEARISH
$15.25 Live
Once Upon A Farm, PBC · NYSE
Target $26.12 (+71.3%)
$14.16 52W Range $27.0

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$638.69M
P/E
N/A
ROE
N/A
Profit margin
-7.2%
Debt/Equity
N/A
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
OFRM exhibits critical financial instability, highlighted by a weak Piotroski F-Score of 3/9 and a negative Price/Book ratio (-0.92), indicating negative shareholders' equity. While the company shows strong top-line revenue growth of 30.10% and healthy gross margins (42.33%), these are offset by a negative net profit margin and a severe technical downtrend (0/100). The disconnect between the bullish analyst target ($26.12) and the actual price performance (-27.6% over 1Y) suggests the market is pricing in significant solvency or execution risks.

Key Strengths

Strong YoY revenue growth of 30.10%
Healthy gross profit margin of 42.33%
Positive operating margin of 7.05%
Strong current ratio of 2.33 indicating short-term liquidity
Positive analyst sentiment with a 'Buy' consensus

Key Risks

Negative shareholders' equity (Price/Book: -0.92)
Weak deterministic health (Piotroski F-Score: 3/9)
Severe technical bearishness with 0/100 trend score
Negative net profit margin (-7.17%)
Low insider sentiment (40/100)
AI Fair Value Estimate
Based on comprehensive analysis
$17.5
+14.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
29
Weak
Value
30
Future
70
Past
20
Health
25
Dividend
0
AI Verdict
High-risk growth play with deteriorating fundamentals
Key drivers: Negative Book Value, Piotroski F-Score 3/9, 30% Revenue Growth, Severe Price Depreciation
Confidence
85%
Value
30/100

Graham Number N/A due to negative earnings/equity; valuation is purely growth-speculative.

Positives
  • P/S ratio of 2.65 is reasonable for the growth rate
Watchpoints
  • Negative Price/Book ratio
  • High Forward P/E of 37.96
Future
70/100

Growth is the primary catalyst, but sustainability is questioned by the balance sheet.

Positives
  • Strong 30.10% revenue growth
  • Positive operating margins suggest a path to profitability
Watchpoints
  • High burn rate implied by negative net margins
Past
20/100

Long-term price performance is overwhelmingly negative.

Positives
  • Recent earnings surprise of +25.1%
Watchpoints
  • Consistent -27.6% return across 1Y, 3Y, and 5Y timeframes
Health
25/100

Deterministic health scores are in the 'Weak' category; negative equity is a major red flag.

Positives
  • Current ratio of 2.33 provides a liquidity buffer
Watchpoints
  • Piotroski F-Score of 3/9 (Weak)
  • Negative ROA of -3.84%
Dividend
0/100

Company is in a growth/burn phase; no yield available.

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

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$15.25
Analyst Target
$26.12
Upside/Downside
+71.3%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30
OFR
Once Upon A Farm, PBC
Primary
5Y
-27.6%
3Y
-27.6%
1Y
-27.6%
6M
-27.6%
1M
-6.7%
1W
+3.9%
MAM
Mama's Creations, Inc.
Peer
5Y
+558.5%
3Y
+767.2%
1Y
+146.8%
6M
+44.9%
1M
-0.6%
1W
+2.9%
NGV
Natural Grocers by Vitamin Cottage, Inc.
Peer
5Y
+112.4%
3Y
+211.2%
1Y
-41.3%
6M
-18.6%
1M
+12.0%
1W
+6.5%
GO
Grocery Outlet Holding Corp.
Peer
5Y
-81.8%
3Y
-75.7%
1Y
-49.4%
6M
-54.6%
1M
+11.1%
1W
-2.8%
DDL
Dingdong (Cayman) Limited
Peer
5Y
-89.0%
3Y
-25.2%
1Y
0.0%
6M
+36.5%
1M
-2.6%
1W
-4.8%

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.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
37.96
PEG Ratio
N/A
P/B Ratio
-0.92
P/S Ratio
2.65
EV/Revenue
3.28
EV/EBITDA
-179.44
Market Cap
$638.69M

Profitability

Profit margins and return metrics

Profit Margin -7.17%
Operating Margin 7.05%
Gross Margin 42.33%
ROE N/A
ROA -3.84%

Growth

Revenue and earnings growth rates

Revenue Growth +30.1%
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
2.33
Strong
Quick Ratio
0.9
Poor
Cash/Share
$0.26

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
47.7%
Op. Margin
7.1%
Net Margin
35.2%
Total Assets
$0.1B
Liabilities
$0.2B
Equity
$-0.1B
Debt/Equity
-1.94x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
126%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-03-12
$0.11
+25.1% surprise

Consumer Defensive Sector Comparison

Comparing OFRM against 194 companies in the Consumer Defensive sector (11 bullish, 69 neutral, 114 bearish)
Profit Margin
-7.17%
This Stock
vs
-7.24%
Sector Avg
-1.0% (Weaker)
Revenue Growth
30.1%
This Stock
vs
98.3%
Sector Avg
-69.4% (Slower)
Current Ratio
2.33
This Stock
vs
2.23
Sector Avg
+4.5% (Better)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
10-K
2026-03-16

OFRM filed its 10-K annual report on March 16, 2026, which includes sections on business operations, risk factors, and management's discussion and analysis. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-03-12
8-K
8-K
2026-02-24

OfferFresh (OFRM) filed an 8-K on February 24, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2026-02-09

OFRM filed an 8-K on February 9, 2026, likely to announce its fourth-quarter and full-year financial results.

S-1/A
S-1/A
2026-01-28

OFRM filed an amended registration statement (Form S-1/A) on January 28, 2026, in connection with its proposed initial public offering.

S-1/A
S-1/A
2026-01-26

OFRM filed an amended registration statement (Form S-1/A) on January 26, 2026, in connection with its proposed initial public offering.

S-1
S-1
2025-09-29

OFRM filed an S-1 registration statement on September 29, 2025, indicating its intent to register securities for a public offering.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
8 analysts
Barclays
2026-04-14
Maintains
Equal-Weight Equal-Weight
Deutsche Bank
2026-03-30
Maintains
Hold Hold
Oppenheimer
2026-03-03
init
Outperform
William Blair
2026-03-03
init
Outperform
Barclays
2026-03-03
init
Equal-Weight
JP Morgan
2026-03-03
init
Overweight
TD Cowen
2026-03-03
init
Hold
Evercore ISI Group
2026-03-03
init
In-Line
B of A Securities
2026-03-03
init
Buy
Goldman Sachs
2026-03-03
init
Buy

Past News Coverage

Recent headlines mentioning OFRM from our newsroom.

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