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Aldeyra Therapeutics, Inc. (ALDX) Fundamental Analysis & AI Grade 2026

ALDX Nasdaq Pharmaceutical Preparations DE CIK: 0001341235
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
71% Confidence
AGREEMENT
C
68% Conf
B
74% Conf

📊 ALDX Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-5.1M
Current Ratio: 2.72x
Debt/Equity: 0.36x
EPS: $-0.06
AI Grade: C with 68% confidence
Aldeyra Therapeutics, Inc. (ALDX) receives a C fundamental grade with 71% confidence from our AI analysis based on SEC 10-K filings., and return on equity (ROE) of -8.2% Below is our complete ALDX stock analysis for 2026.

Is Aldeyra Therapeutics, Inc. (ALDX) a Good Investment?

Claude

Aldeyra Therapeutics is a pre-revenue pharmaceutical company with strong cash position ($65M) and improving operational efficiency (39% YoY loss reduction), but faces fundamental risks from zero revenue generation and ongoing annual cash burn of $5.1M with unclear commercialization timeline. While the 12+ year cash runway provides substantial cushion, the absence of revenue and negative profitability metrics present significant fundamental headwinds.

ChatGPT

Aldeyra Therapeutics shows the typical profile of a clinical-stage biotech: no meaningful revenue, persistent operating losses, and negative cash flow, but a balance sheet still supported by substantial cash relative to liabilities. Fundamentals are weak on profitability and returns, yet near-term financial health is not distressed, so the company looks more like a cash-funded development story than a fundamentally broken balance sheet.

Aldeyra Therapeutics, Inc. Key Strengths (ALDX)

Claude
  • + Exceptional cash position of $65M with 2.72x current ratio, providing 12+ years of operating runway at current burn rates
  • + Net losses declining meaningfully (+39.4% YoY), indicating improving operational efficiency
  • + Conservative capital structure with 0.36x debt-to-equity and manageable $15.3M long-term debt burden
ChatGPT
  • + Cash and equivalents of $70.04M cover most of the asset base and provide near-term operating flexibility
  • + Current and quick ratios of 2.58x indicate acceptable short-term liquidity
  • + Debt/equity of 0.35x is moderate and equity remains positive at $44.25M

ALDX Stock Risks: Aldeyra Therapeutics, Inc. Investment Risks

Claude
  • ! Complete absence of revenue generation - entirely pre-commercial pharmaceutical development stage
  • ! Negative operating cash flow of -$5.1M annually with no profitability path demonstrated
  • ! Pre-revenue status creates binary outcomes dependent on pipeline success; no commercial validation of drug efficacy or market demand
ChatGPT
  • ! No revenue base means losses are not being offset by commercial execution or recurring cash generation
  • ! Operating cash flow and free cash flow of -$33.35M imply continued cash burn and future financing risk
  • ! ROE of -76.5% and ROA of -47.0% reflect very weak capital efficiency and poor profitability

Key Metrics to Watch

Claude
  • * First revenue generation and product commercialization timeline
  • * Operating cash burn rate and cash runway extension through financing or partnerships
  • * Clinical trial progress and regulatory approval milestones for pipeline candidates
ChatGPT
  • * Cash runway relative to annual operating cash burn
  • * Revenue emergence or improvement in quarterly operating loss as pipeline programs advance

Aldeyra Therapeutics, Inc. (ALDX) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-3.5M
EPS (Diluted)
$-0.06
Free Cash Flow
$-5.1M
Total Assets
$66.5M
Cash Position
$65.0M

💡 AI Analyst Insight

Strong liquidity with a 2.72x current ratio provides a solid financial cushion.

ALDX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -8.2%
ROA -5.2%
FCF Margin N/A

ALDX vs Healthcare Sector: How Aldeyra Therapeutics, Inc. Compares

How Aldeyra Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
ALDX 0.0%
vs
Sector Avg 12.0%
ALDX Sector
ROE
ALDX -8.2%
vs
Sector Avg 15.0%
ALDX Sector
Current Ratio
ALDX 2.7x
vs
Sector Avg 2.0x
ALDX Sector
Debt/Equity
ALDX 0.4x
vs
Sector Avg 0.6x
ALDX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Aldeyra Therapeutics, Inc. Stock Overvalued? ALDX Valuation Analysis 2026

Based on fundamental analysis, Aldeyra Therapeutics, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-8.2%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.36x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Aldeyra Therapeutics, Inc. Balance Sheet: ALDX Debt, Cash & Liquidity

Current Ratio
2.72x
Quick Ratio
2.72x
Debt/Equity
0.36x
Debt/Assets
36.6%
Interest Coverage
-3.63x
Long-term Debt
$15.3M

ALDX Revenue & Earnings Growth: 5-Year Financial Trend

ALDX 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Aldeyra Therapeutics, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-0.94 indicates the company is currently unprofitable.

ALDX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

Aldeyra Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$5.1M
Cash generated from operations
Dividends
None
No dividend program

ALDX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Aldeyra Therapeutics, Inc. (CIK: 0001341235)

📋 Recent SEC Filings

Date Form Document Action
Jun 5, 2026 4 xslF345X06/ownership.xml View →
May 7, 2026 10-Q aldx-20260331.htm View →
May 1, 2026 8-K aldx-20260501.htm View →
Apr 27, 2026 DEF 14A d54888ddef14a.htm View →
Apr 20, 2026 8-K aldx-20260420.htm View →

Frequently Asked Questions about ALDX

What is the AI rating for ALDX?

Aldeyra Therapeutics, Inc. (ALDX) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ALDX's key strengths?

Claude: Exceptional cash position of $65M with 2.72x current ratio, providing 12+ years of operating runway at current burn rates. Net losses declining meaningfully (+39.4% YoY), indicating improving operational efficiency. ChatGPT: Cash and equivalents of $70.04M cover most of the asset base and provide near-term operating flexibility. Current and quick ratios of 2.58x indicate acceptable short-term liquidity.

What are the risks of investing in ALDX?

Claude: Complete absence of revenue generation - entirely pre-commercial pharmaceutical development stage. Negative operating cash flow of -$5.1M annually with no profitability path demonstrated. ChatGPT: No revenue base means losses are not being offset by commercial execution or recurring cash generation. Operating cash flow and free cash flow of -$33.35M imply continued cash burn and future financing risk.

What is ALDX's revenue and growth?

Aldeyra Therapeutics, Inc. reported revenue of N/A.

Does ALDX pay dividends?

Aldeyra Therapeutics, Inc. does not currently pay dividends.

Where can I find ALDX SEC filings?

Official SEC filings for Aldeyra Therapeutics, Inc. (CIK: 0001341235) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ALDX's EPS?

Aldeyra Therapeutics, Inc. has a diluted EPS of $-0.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ALDX's fundamental grade?

Based on our AI fundamental analysis in June 2026, Aldeyra Therapeutics, Inc. has a C grade with 71% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ALDX stock overvalued or undervalued?

Valuation metrics for ALDX: ROE of -8.2% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is ALDX's AI grade for 2026?

Our dual AI analysis gives Aldeyra Therapeutics, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ALDX's free cash flow?

Aldeyra Therapeutics, Inc.'s operating cash flow is $-5.1M, with capital expenditures of $0.0.

How does ALDX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -8.2% (avg: 15%), current ratio 2.72 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI