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SKIN Nasdaq Personal Products

SkinHealth Systems Inc.

$0,62
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LatestSkinHealth Systems thesis revised as price action triggers monitor alert
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Mcap
82,1M USD
P/E
EV / Rev
-1,3x
Div yield
Op margin
-6,9 %
ROE
-17,2 %
Net margin
-3,2 %
Debt / equity
Beta
52w range
Volume
4
Day range
Prev close
$0,91
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

SkinHealth Systems Inc. operates in the Medical Equipment & Supplies industry, generating revenue through the sale of advanced skincare devices and proprietary consumables, anchored by the Hydrafacial treatment platform.

Business. SkinHealth Systems Inc. (Nasdaq: SKIN) is a healthcare company engaged in the medical devices industry, specifically within the medical equipment and supplies sector. The firm operates on a product-sale revenue model. As segment and geographic breakdowns are not provided, the company is described at the industry level. It is primarily listed on the Nasdaq stock exchange.

Classification99 %
SectorConsumer Staples
Industry groupPersonal Products
Generated · model-assisted
Sell-side consensus
HOLD9 analysts
1 buy6 hold2 sell
Avg 12m price target1,34

Analyst recommendations

9 analysts · consensus Hold
Buy1
Hold6
Sell2
12-month price target
1,34
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
9 analysts · indicative
Ownership
FMR LLC
largest disclosed fund holder
Profitability
-17,2 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

1
  • MARKETSSkinHealth Systems thesis revised as price action triggers monitor alert2026-07-16
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,7 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Consumer Discretionary+0,4 %+7,7 %−0,2 %
    Information Technology+0,3 %+7,8 %−0,3 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SKIN. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    SkinHealth Systems Inc. (SKIN) saw three new institutional investors add positions as of March 31, 2026, marking a notable shift in holder activity. The additions include an investor holding 2,241,596 shares valued at approximately $2.0 million, another with 290,550 shares worth roughly $0.26 million, and a third holding 947 shares valued at less than $1,000. These changes were detected on June 20, 2026, and represent the most material recent development in the company’s ownership structure. The entry of these new holders brings the total number of top holders to 22, reflecting a broadening base of institutional interest. While the absolute share counts vary significantly among the new investors, the presence of a multi-million-dollar position suggests growing attention from larger funds. This expansion in holder count may indicate increased visibility or strategic positioning by investors ahead of upcoming earnings or operational updates. Despite the new holder activity, the company’s market share remained effectively unchanged, dipping slightly from 0.01186% to 0.01183%. This minimal fluctuation suggests that the new investments are not yet translating into broader market dominance or significant competitive shifts. The stability in market share underscores that SKIN’s position in its sector remains niche, with limited immediate impact from the recent holder additions. The company continues to operate with a lean leadership structure, maintaining only one officer, and lacks analyst coverage or index membership. With no material changes reported in its core operational metrics or strategic direction, the recent holder activity stands out as the primary catalyst for investor attention. As SKIN navigates this period of evolving ownership, the significance of these new positions will likely depend on future disclosures and performance trends.

    Signals & dispatch

    peak dispatch · 2026-07-16

    Composite-score breakdown

    Synthesis

    Business

    SkinHealth Systems Inc. (Nasdaq: SKIN) is a healthcare company engaged in the medical devices industry, specifically within the medical equipment and supplies sector. The firm operates on a product-sale revenue model. As segment and geographic breakdowns are not provided, the company is described at the industry level. It is primarily listed on the Nasdaq stock exchange.

    Classification99 %
    SectorConsumer Staples
    Industry groupPersonal Products
    AI synthesis
    GENERATED

    SkinHealth Systems maintains a debt-free capital structure with a debt-to-equity ratio of 0.0 and a current ratio of 1.79, indicating adequate short-term liquidity coverage. The balance sheet holds $523.0 million in cash and equivalents against total liabilities of $418.0 million, providing a substantial buffer despite negative operating cash flow of $5.6 million in Q1 2026. The company’s market capitalization stands at $123.9 million, trading at a negative EV/Revenue multiple of -1.33, reflecting its current unprofitability.

    Profitability remains negative, with a net loss of $6.6 million in Q1 2026, resulting in a return on equity of -17.2% and return on assets of -2.0%. Gross profit was $44.4 million on revenue of $64.9 million, yielding a gross margin of approximately 68.5%, which supports the high-margin consumables model. However, operating income was negative at -$1.8 million, driven by significant selling, general, and administrative expenses that outpaced gross profit generation.

    Revenue is derived from two primary segments: Delivery Systems and Consumables, with geographic exposure across the Americas, EMEA, and Asia-Pacific. The business model relies on an omnichannel network of providers worldwide, leveraging the Hydrafacial brand as a leading professional skincare treatment. The company also offers complementary products such as SkinStylus microneedling and HydraScalp powered by Keravive.

    Growth trajectory analysis is limited by the absence of multi-year historical revenue tables in the provided data, but Q1 2026 revenue of $64.9 million represents the latest normalized period performance. The company reported a net loss improvement compared to the prior year period, though specific year-over-year revenue growth rates are not explicitly detailed in the snapshot.

    Risk factors include medium dilution risk, as source documents mention dilution or offering risk, and the presence of convertible debt instruments such as the 7.95% Convertible Senior Secured Notes due 2028. The company faces potential listing risk, as the stock price has fallen below the $1.00 minimum bid threshold for 64 consecutive days, triggering a high-severity alert for US continued-listing compliance.

    Recent events include the repurchase of 2026 Notes for $20.2 million in Q1 2026, reducing debt obligations. Analyst sentiment is mixed, with a mean recommendation of 3.11 (Hold) and a mean price target of $1.34, suggesting modest upside potential from the current price of $0.94. The company also disclosed partial coverage in Companyfacts, with recent filing facts backfilling cash and equivalents data.

    SkinHealth Systems Inc. (SKIN) saw three new institutional investors add positions as of March 31, 2026, marking a notable shift in holder activity. The additions include an investor holding 2,241,596 shares valued at approximately $2.0 million, another with 290,550 shares worth roughly $0.26 million, and a third holding 947 shares valued at less than $1,000. These changes were detected on June 20, 2026, and represent the most material recent development in the company’s ownership structure. The entry of these new holders brings the total number of top holders to 22, reflecting a broadening base of institutional interest. While the absolute share counts vary significantly among the new investors, the presence of a multi-million-dollar position suggests growing attention from larger funds. This expansion in holder count may indicate increased visibility or strategic positioning by investors ahead of upcoming earnings or operational updates. Despite the new holder activity, the company’s market share remained effectively unchanged, dipping slightly from 0.01186% to 0.01183%. This minimal fluctuation suggests that the new investments are not yet translating into broader market dominance or significant competitive shifts. The stability in market share underscores that SKIN’s position in its sector remains niche, with limited immediate impact from the recent holder additions. The company continues to operate with a lean leadership structure, maintaining only one officer, and lacks analyst coverage or index membership. With no material changes reported in its core operational metrics or strategic direction, the recent holder activity stands out as the primary catalyst for investor attention. As SKIN navigates this period of evolving ownership, the significance of these new positions will likely depend on future disclosures and performance trends.

    Key takeaways
    • Strong liquidity position with $523.0 million in cash and zero debt, providing a robust buffer against operational losses.
    • Negative profitability persists with a -17.2% ROE, driven by high operating expenses relative to gross profit.
    • Listing risk is elevated due to the stock price remaining below $1.00 for 64 consecutive days, threatening Nasdaq compliance.
    • Medium dilution risk exists due to outstanding convertible notes and potential equity offerings.
    • Analyst consensus is neutral (3.11 mean recommendation) with a modest upside target of $1.34.
    • Revenue model is anchored by high-margin Hydrafacial consumables, supported by a global provider network.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 4

    Analysts project 70.5% upside to a mean price target of $1.61, significantly above the current market price of $0.94.

    The company generated $37.2 million in free cash flow in FY2025, demonstrating strong cash generation despite ongoing net losses.

    Capital expenditure intensity is minimal at 0.1% of revenue, well below the 2.4% cohort median, preserving cash for other uses.

    Liquidity risk is assessed as low, supported by a current ratio of 1.66, indicating adequate short-term financial stability.

    BEAR CASE · 3

    The company reported a net loss of $9.5 million in FY2025, continuing a pattern of unprofitability with negative net margins.

    Cash conversion is in the bottom quartile of the cohort at -3.94, highlighting poor translation of earnings into cash.

    Medium dilution risk exists, potentially eroding shareholder value through future equity issuances to fund operations or growth.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-03-31
    Q4 2025 · Quarter highlights

    Revenue $64.9M; Operating income -$1.8M.

    Revenue$64.9M
    Operating income-$1.8M
    Net income-$6.6M
    Free cash flow-$5.8M
    EPS
    Operating cash flow-$5.6M
    Financials
    Income statement
    Revenue$64.9M
    Gross profit$44.4M
    Operating income-$1.8M
    Net income-$6.6M
    Margins
    Gross margin68.5%
    Operating margin-2.8%
    Net margin-10.2%
    FCF margin-8.9%
    Balance sheet
    Total assets$473.2M
    Total liabilities$418.0M
    Total equity$55.2M
    Cash & equivalents
    Long-term debt
    Cash flow
    Operating cash flow-$5.6M
    CapEx$224.0k
    Free cash flow-$5.8M
    SBC$2.1M
    P&L flow · revenue → net income
    Revenue $64.9MOperating costs $66.7MTax $4.8MNet income $6.6M
    Highlights
    • Revenue $64.9M
    • Operating income -$1.8M
    • Net margin -10.2%

    Valuation FY

    Market price
    $0,62
    Market cap
    $123.9M
    Enterprise value
    -$399.1M
    P/E
    Non-GAAP P/E
    EV / Revenue
    -1.3x
    EV / Op income
    EV / OCF
    -10.7x
    P / B
    P / Tangible book
    Tangible book
    -$103.8M
    Net cash
    $523.0M
    Current ratio
    1.8
    Debt / equity
    ROA
    -2.0%
    ROE
    -17.2%
    Cash conversion
    -394.0%
    CapEx / revenue
    0.1%
    SBC / revenue
    4.9%
    Dilution ratio
    1.8%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYConsumer Non-CyclicalsIndustryPersonal Products215,0B node revenuePG 39,2%UL 26,8%CL 9,5%KMB 7,7%KVUE 7,0%EL 6,7%ELF 0,8%MATW 0,7%Other 1,7%
    Source: company disclosures · own-taxonomy revenue-covered setSKIN 0,1% · rank #13 of 19

    Business relationships

    Business relationships14 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries14
    EX21:176ff5f4ff66EX21:176ff5f4ff66Subsidiarie97%
    EX21:33ec8aa77682EX21:33ec8aa77682Subsidiarie97%
    EX21:4f04fd7607fcEX21:4f04fd7607fcSubsidiarie97%
    EX21:60ef7dded51eEX21:60ef7dded51eSubsidiarie97%
    EX21:9bbf5c557fb9EX21:9bbf5c557fb9Subsidiarie97%
    EX21:cdd6300b6337EX21:cdd6300b6337Subsidiarie97%
    EX21:cf5567dee7a0EX21:cf5567dee7a0Subsidiarie97%
    EX21:ddf6742f8fe2EX21:ddf6742f8fe2Subsidiarie97%
    EX21:e0ff8ecaf328EX21:e0ff8ecaf328Subsidiarie97%
    EX21:e7fb2d17098aEX21:e7fb2d17098aSubsidiarie97%
    EX21:ec0bd362d739EX21:ec0bd362d739Subsidiarie97%
    EX21:ee603b9ca6f8EX21:ee603b9ca6f8Subsidiarie97%
    EX21:f32c24c86c3bEX21:f32c24c86c3bSubsidiarie97%
    EX21:fb0b04a1d963EX21:fb0b04a1d963Subsidiarie97%

    Supply chain

    — missing data

    Peer comparison

    Peer comparison8 peers · vs SKIN · multiples and returns
    PG
    PG
    THE PROCTER & GAMBLE COMPANY
    $145,25
    352,3B USD
    P/E
    22,1x
    vs self
    Div yield
    2,8 %
    vs self
    ROE
    29,2 %
    +46,4 vs self
    UL
    UL
    UNILEVER PLC
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    CL
    CL
    Colgate-palmolive Co
    $90,55
    72,7B USD
    P/E
    34,4x
    vs self
    Div yield
    2,3 %
    vs self
    ROE
    903,4 %
    +920,6 vs self
    KM
    KMB
    KIMBERLY-CLARK INC.
    $107,22
    35,6B USD
    P/E
    60,0x
    vs self
    Div yield
    5,2 %
    vs self
    ROE
    47,9 %
    +65,1 vs self
    KV
    KVUE
    KENVUE INC.
    $18,04
    34,6B USD
    P/E
    22,7x
    vs self
    Div yield
    4,3 %
    vs self
    ROE
    15,1 %
    +32,3 vs self
    EL
    EL
    Estee Lauder Companies
    $84,68
    30,9B USD
    P/E
    101,7x
    vs self
    Div yield
    2,1 %
    vs self
    ROE
    7,5 %
    +24,7 vs self
    EL
    ELF
    Elf Beauty Inc
    $82,75
    4,9B USD
    P/E
    174,5x
    vs self
    Div yield
    vs self
    ROE
    2,3 %
    +19,6 vs self
    MA
    MATW
    Matthews Intl Corp
    $28,07
    873,7M USD
    P/E
    vs self
    Div yield
    3,6 %
    vs self
    ROE
    -5,1 %
    +12,1 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 44 %
    EPS
    Consensus EPS
    -0,14
    Predicted surprise
    +0,08
    Beat probability
    44 %
    Analysts
    9
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    revision ratio -0,01 · as of 2026-07-14 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-0,14
    Revenueno estimateno estimate289,5M USD
    Operating incomeno estimateno estimate-1,8M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Corporate eventM&A horizon
    M&A probabilityconf 5 %
    Probability
    5 %
    Base rate
    3 %
    Band
    180-day horizon · target 2027-01-16 · 1,8× base rate
    No acquirer candidates identified by the signal model.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution9 analysts
    Strong buy0
    Buy1
    Hold6
    Sell2
    Strong sell0
    12-month price target$1,34 · Median $1,02
    Low $1,00High $2,00
    Operating income · consensus-1,8M USD
    EPS surprise
    +44,8 %
    reported vs consensus · beat
    Revenue surprise
    +3,9 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$1,00
    Mean$1,34
    Median$1,02
    High$2,00
    Spot$0,62
    +114.7 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskMedium
    Liquidity riskLow
    Filing-based flags
    • Source documents mention dilution or offering risk.

    Benchmarks vs cohort

    Op Margin-6,9 %Bottom quartile
    Net Margin-3,2 %Bottom quartile
    ROE-17,2 %Bottom quartile
    Capex / Rev0,1 %Above P75
    D/E0,00Above P75
    Cash Conv-3,94Bottom quartile

    Corporate actions / M&A

    M&A probabilityconf —
    Probability
    5 %
    Base rate
    3 %
    Band
    Moderate
    180-day horizon · target 2027-01-16 · 1,8× base rate
    No acquirer candidates identified by the signal model.
    Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Regulatory filings
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Ev To Revenue
      enterprise_value / revenue
    • Market Cap
      market_price * shares_outstanding_diluted
    • Return On Assets
      net_income / total_assets
    • Enterprise Value
      market_cap - net_cash
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • SkinHealth Systems Inc. company facts · 2026-07-12
    • SkinHealth Systems Inc. 10-Q 2026-05-07 · 2026-07-12
    • SkinHealth Systems Inc. 10-K 2026-03-12 · 2026-07-12
    • SkinHealth Systems Inc. 10-Q 2025-11-06 · 2026-07-12
    • SkinHealth Systems Inc. 10-Q 2025-08-07 · 2026-07-12
    • ha_price_listing fired on SKIN · 2026-07-12
    • Skinhealth Systems Inc Market data — analyst estimates · 2026-07-12
    • Skinhealth Systems Inc Market data — ESG · 2026-07-12
    • SkinHealth Systems Inc. HA canonical relationships · 2026-07-12

    Ownership & reference

    Top holders

    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$15M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$11M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$2M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$8M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$1M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$2M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$0M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$0M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$0M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Leadership

    • Marla Malcolm BeckPresident, Chief Executive Officer, Director

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $05 insiders · last 365d
    • Lewis SheriCSO and COO · Class A Common StockOther 24 904 @ $0,92$23K · 2026-04-09
    • MONAHAN MICHAEL P.Chief Financial Officer · Class A Common StockOther 26 776 @ $0,92$25K · 2026-04-09
    • Malha Pedro Bruno FerreiraDirector, President and CEO · Class A Common StockOther 2 654 867 · 2026-03-20
    • MONAHAN MICHAEL P.Chief Financial Officer · Class A Common StockOther 746 681 · 2026-03-20
    • Menezes RonaldChief Revenue Officer · Class A Common StockOther 746 681 · 2026-03-20
    • Lewis SheriCSO and COO · Class A Common StockOther 746 681 · 2026-03-20
    • Lewis SheriCSO and COO · Class A Common StockOther 51 883 @ $1,17$61K · 2026-03-17
    • Menezes RonaldChief Revenue Officer · Class A Common StockOther 61 471 @ $1,17$72K · 2026-03-17
    • MONAHAN MICHAEL P.Chief Financial Officer · Class A Common StockOther 58 573 @ $1,17$69K · 2026-03-17
    • SCHAISON PHILIPPEDirector · Class A Common StockOther 57 692 · 2025-11-13
    • Menezes RonaldChief Revenue Officer · Class A Common StockOther 46 426 @ $1,43$66K · 2025-11-01
    • Malha Pedro Bruno FerreiraDirector, President and CEO · Class A Common StockOther 1 228 846 @ $1,56$1,9M · 2025-10-09
    • Malha Pedro Bruno FerreiraDirector, President and CEO · Class A Common StockOther 961 538 @ $1,56$1,5M · 2025-10-09
    • MONAHAN MICHAEL P.Chief Financial Officer · Class A Common StockOther 32 357 @ $1,89$61K · 2025-08-10

    Short positioning

    8.8Mshares short-10.2% vs prior
    1days to cover
    39.7%short of daily vol
    10.2Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SKINCanonical
    Nasdaq · USD

    Intel & risk

    PredictorBeat prob44 %Surprise+0,08M&A prob5 %Full forecast →
    What changed

    no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)

    • Narrative— → —medium
    • Conclusion— → —medium
    • Key takeaways— → —medium
    • Company share pct— → —medium
    vs prior analysis today
    peak dispatch · 2026-07-16
    OSINT findings
    Dilution riskMedium
    Liquidity riskLow
    Source documents mention dilution or offering risk.
    Relationship graph
    SKINEX21:176EX21:33eEX21:4f0EX21:60eEX21:9bbEX21:cddEX21:cf5EX21:ddfEX21:e0fEX21:e7fPersonal Produ
    This companySectorSubsidiaries

    Evidence & claims

    From filings & derived data
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): -31.3%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 55.6%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 69.3%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -30.8%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -27.1%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 17.9%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): -10.0%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 132.3%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 67.4%Derived (calculated)
    • Net margin (FY 2025-12-31): -3.2%Derived (calculated)
    • Gross margin (FY 2025-12-31): 65.3%Derived (calculated)
    • Return on equity (FY 2025-12-31): -15.6%Derived (calculated)
    • Return on assets (FY 2025-12-31): -1.9%Derived (calculated)
    • Current ratio (FY 2025-12-31): 1.66xDerived (calculated)
    • Debt-to-equity (FY 2025-12-31): 7.19xDerived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -10.6%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -59.9%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): 7.7%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 65.2%Derived (calculated)
    • Total liabilities (annual): USD 438.75MSEC XBRL filing
    • Cost of revenue (annual): USD 104.43MSEC XBRL filing
    • Revenue (annual): USD 300.79MSEC XBRL filing
    • Pre-tax income (annual): USD -5.94MSEC XBRL filing
    • EPS (basic) (annual): USD-PER-SHARES -0SEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-07-16 12:49 UTCNEWSHandelsavisen revises Skinhealth Systems thesis after sector classification audit → Internal data correction triggers fresh analysis for the dermatology firm, resetting valuation benchmarks for investors tracking the stock.
    2026-07-11 21:54 UTCEVENTHa Price Move SKIN extraordinary up move (41.754% 1d, 3.96x sigma) on x71.821 volume
    2026-07-09 21:54 UTCEVENTHa Price Listing SKIN price below 1 ($0.943) — US continued-listing minimum-bid threshold
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDER3 institutional position changes flagged
    2026-06-16FILING8-K filing →
    2026-05-12FILING8-K filing →
    2026-05-07FILING10-Q filing →
    2026-05-07FILING8-K filing →
    2026-05-06FILING8-K filing →
    2026-04-22FILING8-K filing →
    2026-04-09 00:00 UTCINSIDER2 insider transactions — 2026-04
    2026-04-09 00:00 UTCINSIDER2 insider transactions — 2026-04
    2026-04-09INSIDERLewis Sheri transacted 24.9k sh Class A Common Stock — CSO and COO ~$23k
    2026-04-09INSIDERMONAHAN MICHAEL P. transacted 26.8k sh Class A Common Stock — Chief Financial Officer ~$25k
    2026-03-31EARNINGSQuarterly results — Q4 2025 Revenue USD 64.9M · Net USD -6.6M
    2026-03-20 00:00 UTCINSIDER7 insider transactions — 2026-03 · net sell $201k
    2026-03-20 00:00 UTCINSIDER7 insider transactions — 2026-03 · net sell $201k
    2026-03-20INSIDERMalha Pedro Bruno Ferreira transacted 2.65M sh Class A Common Stock — Director, President and CEO
    2026-03-20INSIDERMONAHAN MICHAEL P. transacted 746.7k sh Class A Common Stock — Chief Financial Officer
    2026-03-20INSIDERMenezes Ronald transacted 746.7k sh Class A Common Stock — Chief Revenue Officer
    2026-03-20INSIDERLewis Sheri transacted 746.7k sh Class A Common Stock — CSO and COO
    2026-03-17INSIDERLewis Sheri transacted 51.9k sh Class A Common Stock — CSO and COO ~$61k
    2026-03-17INSIDERMenezes Ronald transacted 61.5k sh Class A Common Stock — Chief Revenue Officer ~$72k
    2026-03-17INSIDERMONAHAN MICHAEL P. transacted 58.6k sh Class A Common Stock — Chief Financial Officer ~$69k
    2026-03-12FILING10-K filing →
    2026-03-12FILING8-K filing →
    2026-03-06FILING8-K filing →
    2025-12-31EARNINGSQuarterly results — Q3 2025
    2025-12-31EARNINGSAnnual results — FY 2025 Revenue USD 300.8M · Net USD -9.5M
    2025-11-13 00:00 UTCINSIDER2 insider transactions — 2025-11
    2025-11-13 00:00 UTCINSIDER2 insider transactions — 2025-11
    2025-11-13INSIDERSCHAISON PHILIPPE transacted 57.7k sh Class A Common Stock — Director
    Showing the 40 most recent of 52 entries.
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    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage