|FCEL Overview
FCEL

FUELCELL ENERGY INC

Technology • CIK: 0000886128

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Market Cap
$230.40M
P/E (TTM)
-1.2x
Rev Growth (TTM)
+41.0%
Net Margin (TTM)
-1.2%
FCF Yield (TTM)
-62.5%
FCF Margin (TTM)
-91.0%

LATEST EARNINGS

Q4 FY2025
about 2 months ago
View source
Revenue
Net Income
EPS
  • Total revenues increased by 12% to $55.0 million in Q4 FY2025 compared to the prior year quarter.
  • Gross loss decreased by approximately 39% to $(6.6) million in Q4 FY2025 compared to the prior year quarter.
  • Loss from operations decreased by approximately 31% to $(28.3) million in Q4 FY2025 compared to the prior year quarter.
  • Total backlog increased by approximately 2.6% to $1.19 billion as of October 31, 2025.

Cash Flow Health

Free Cash Flow0/8 positive
TTM$-144M
Q4 '25
$-24M+26%
Q '25
$-32M+9%
FCF Margin
TTM-91.0%
Q4 '25-43.4%+37%
Sector: 14.5%Below Avg
OCF Margin-79.2%
OCF/NI0.66x
CapEx Coverage-6.7x
FCF Yield-62.5%
FCF Growth (2Y)
Cash Conversion Cycle
208 days
DSO: 21+DIO: 224DPO: 38

Capital Allocation & Returns

Total Shareholder Yield
TTM0.0%
Div Yield0.0%

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-143.9M
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-40.8%
Volatile
-0.6% YoY-9.9%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-121.7%
8Q: -130.0%
Asset Turnover
0.18x
8Q: 0.13x
Leverage (1+D/E)
1.18x
D/E: 0.18x
DuPont: -25.5%-40.8% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
1.31x
8Q:0.98x
+155.5%
Invested Cap Turn
0.34x
8Q:0.25x
+33.8%
CapEx Intensity
3.9%
8Q:7.4%
CapEx/Depreciation
0.46x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ4 2025Q 2025Q2 2025Q 2025Q4 2024Q3 2024Q2 2024Q 2024
Revenue
$158.2M
$55.0M17.7%
$46.7M25.0%
$37.4M96.9%
$19.0M61.5%
$49.3M108.2%
$23.7M5.7%
$22.4M34.3%
$16.7M
Operating Income
$-192.3M
$-28.3M70.3%
$-95.4M166.3%
$-35.8M9.0%
$-32.9M19.9%
$-41.0M22.1%
$-33.6M18.7%
$-41.4M2.6%
$-42.5M
Net Income
$-191.1M
$-30.7M66.8%
$-92.5M138.0%
$-38.8M33.4%
$-29.1M31.0%
$-42.2M26.2%
$-33.5M1.6%
$-32.9M60.0%
$-20.6M
Operating Cash Flow
$-125.3M
$-22.9M14.8%
$-26.8M10.2%
$-29.9M34.6%
$-45.7M882.0%
$5.8M109.2%
$-63.4M70.7%
$-37.1M36.3%
$-58.3M
Free Cash Flow
$-143.9M
$-23.9M25.6%
$-32.1M8.8%
$-35.2M33.4%
$-52.8M1022.8%
$-4.7M93.9%
$-76.8M52.5%
$-50.3M26.9%
$-68.8M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-1.2x
Valuation Lenses
Earnings
-1.2x
vs sector
Cash Flow
-0.1x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -40.8%
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$230.40M
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
-52/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
-31.1%
8Q:
Return on Invested Capital (ROIC)Below Avg
-40.8%
8Q:
-9.9%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -121.7%
Asset Turnover: 0.18x

Earnings Quality

Cash Conversion

0.66x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin-16.7%

Capital Efficiency

Invested Capital Turnover0.34x

Working Capital

Cash Conversion Cycle208 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
70/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
41.0%
OpInc Growth YoY
31.0%
EPS Growth YoY
7.9%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
-16.7%
Operating
-121.6%
Below Avg in sector
Net
-120.8%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+29.8 pts
FCF: -91.0% | Net: -120.8%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $222.15M
Interest Coverage
+Net cash position: $222.15M
Leverage Metrics
Debt-to-Equity
0.18x
Balance sheet risk & solvency analysis