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Astrana Health, Inc. (ASTH) Fundamental Analysis & AI Grade 2026

ASTH Nasdaq Services-Management Consulting Services DE CIK: 0001083446
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
75% Confidence
AGREEMENT
C
72% Conf
B
78% Conf

📊 ASTH Key Takeaways

Revenue: $965.1M
Net Margin: 1.5%
Free Cash Flow: $64.1M
Current Ratio: 1.35x
Debt/Equity: 1.22x
EPS: $0.29
AI Grade: C with 72% confidence
Astrana Health, Inc. (ASTH) receives a C fundamental grade with 75% confidence from our AI analysis based on SEC 10-K filings. With revenue of $965.1M, net profit margin of 1.5%, and return on equity (ROE) of 1.8%, Astrana Health, Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete ASTH stock analysis for 2026.

Is Astrana Health, Inc. (ASTH) a Good Investment?

Claude

Astrana demonstrates strong revenue growth of 56.4% YoY, but faces severe operational challenges with near-zero gross margins (0.1%) and net income declining 51.8% despite scaling revenues—a sign of deteriorating unit economics. High leverage (1.22x D/E) combined with weak interest coverage (1.8x) and profitability margins of just 1.5% create financial vulnerability if operational performance does not substantially improve.

ChatGPT

Astrana Health is showing strong top-line momentum, with revenue up 56.4% year over year and positive free cash flow generation, which suggests the business is scaling and still converting earnings into cash. However, profitability quality is weak: net income declined, diluted EPS fell sharply, margins remain very thin, and leverage is meaningful, so the current fundamental profile looks mixed rather than clearly strong.

Astrana Health, Inc. Key Strengths (ASTH)

Claude
  • + Exceptional top-line growth of 56.4% YoY showing strong market demand
  • + Positive free cash flow of $64.1M and solid cash position of $478.4M provides financial cushion
  • + Operating cash flow remains healthy at $68.1M despite net income deterioration
ChatGPT
  • + Revenue growth is very strong at 56.4% year over year, indicating expanding scale and demand.
  • + Liquidity appears adequate, with $429.47M in cash and 1.40x current and quick ratios.
  • + Cash generation is positive, with $114.60M in operating cash flow and $104.49M in free cash flow.

ASTH Stock Risks: Astrana Health, Inc. Investment Risks

Claude
  • ! Gross margin of 0.1% is critically low and unsustainable; cost structure severely misaligned with revenue
  • ! Net income declining 51.8% while revenue grows 56.4% indicates accelerating margin compression and poor scalability
  • ! Interest coverage ratio of only 1.8x combined with 1.22x debt-to-equity leverage leaves minimal buffer for operational decline
ChatGPT
  • ! Profitability is thin, with just 2.5% operating margin and 0.7% net margin, leaving limited cushion if costs rise.
  • ! Earnings quality is under pressure, with net income down 6.6% and diluted EPS down 48.9% year over year.
  • ! Leverage is elevated, with $990.90M of long-term debt, 1.27x debt-to-equity, and only moderate 4.9x interest coverage.

Key Metrics to Watch

Claude
  • * Gross margin trajectory and cost of services improvements
  • * Operating margin sustainability amid continued revenue scaling
  • * Debt service coverage and debt reduction pace relative to operating cash flow
ChatGPT
  • * Operating and net margin improvement as revenue growth scales
  • * Debt reduction and interest coverage trend

Astrana Health, Inc. (ASTH) Financial Metrics & Key Ratios

Revenue
$965.1M
Net Income
$14.4M
EPS (Diluted)
$0.29
Free Cash Flow
$64.1M
Total Assets
$2.4B
Cash Position
$478.4M

💡 AI Analyst Insight

Astrana Health, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ASTH Profit Margin, ROE & Profitability Analysis

Gross Margin 0.1%
Operating Margin 3.0%
Net Margin 1.5%
ROE 1.8%
ROA 0.6%
FCF Margin 6.6%

ASTH vs Services Sector: How Astrana Health, Inc. Compares

How Astrana Health, Inc. compares to Services sector averages

Net Margin
ASTH 1.5%
vs
Sector Avg 10.0%
ASTH Sector
ROE
ASTH 1.8%
vs
Sector Avg 16.0%
ASTH Sector
Current Ratio
ASTH 1.3x
vs
Sector Avg 1.5x
ASTH Sector
Debt/Equity
ASTH 1.2x
vs
Sector Avg 0.7x
ASTH Sector

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

Is Astrana Health, Inc. Stock Overvalued? ASTH Valuation Analysis 2026

Based on fundamental analysis, Astrana Health, Inc. shows some fundamental concerns relative to the Services sector in 2026.

Return on Equity
1.8%
Sector avg: 16%
Net Profit Margin
1.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.22x
Sector avg: 0.7x

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.

Astrana Health, Inc. Balance Sheet: ASTH Debt, Cash & Liquidity

Current Ratio
1.35x
Quick Ratio
1.35x
Debt/Equity
1.22x
Debt/Assets
75.5%
Interest Coverage
1.76x
Long-term Debt
$979.8M

ASTH Revenue & Earnings Growth: 5-Year Financial Trend

ASTH 5-year financial data: Year 2021: Revenue $773.9M, Net Income $14.1M, EPS $0.39. Year 2022: Revenue $1.1B, Net Income $37.9M, EPS $1.01. Year 2023: Revenue $1.4B, Net Income $68.9M, EPS $1.52. Year 2024: Revenue $2.0B, Net Income $45.2M, EPS $0.99. Year 2025: Revenue $3.2B, Net Income $60.7M, EPS $1.29.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Astrana Health, Inc.'s revenue has grown significantly by 311% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.29 reflects profitable operations.

ASTH 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
6.6%
Free cash flow / Revenue

ASTH Quarterly Earnings & Performance

Quarterly financial performance data for Astrana Health, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $478.7M $373.0K $0.01
Q2 2025 $486.3M $9.4M $0.19
Q1 2025 $404.4M $6.7M $0.14
Q3 2024 $348.2M $16.1M $0.33
Q2 2024 $348.2M $13.2M $0.28
Q1 2024 $337.2M $13.1M $0.28
Q3 2023 $317.0M $22.1M $0.47
Q2 2023 $269.7M $12.0M $0.26

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Astrana Health, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$68.1M
Cash generated from operations
Stock Buybacks
$2.8M
Shares repurchased (TTM)
Capital Expenditures
$4.0M
Investment in assets
Dividends Paid
$104.0K
Returned to shareholders

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

Access official SEC EDGAR filings for Astrana Health, Inc. (CIK: 0001083446)

📋 Recent SEC Filings

Date Form Document Action
May 18, 2026 4 xslF345X06/tm2614898-1_4seq1.xml View →
May 12, 2026 8-K tm2614260d1_8k.htm View →
May 12, 2026 8-K tm2614280d1_8k.htm View →
May 8, 2026 10-Q asth-20260331.htm View →
May 7, 2026 8-K tm2613886d1_8k.htm View →

Frequently Asked Questions about ASTH

What is the AI rating for ASTH?

Astrana Health, Inc. (ASTH) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ASTH's key strengths?

Claude: Exceptional top-line growth of 56.4% YoY showing strong market demand. Positive free cash flow of $64.1M and solid cash position of $478.4M provides financial cushion. ChatGPT: Revenue growth is very strong at 56.4% year over year, indicating expanding scale and demand.. Liquidity appears adequate, with $429.47M in cash and 1.40x current and quick ratios..

What are the risks of investing in ASTH?

Claude: Gross margin of 0.1% is critically low and unsustainable; cost structure severely misaligned with revenue. Net income declining 51.8% while revenue grows 56.4% indicates accelerating margin compression and poor scalability. ChatGPT: Profitability is thin, with just 2.5% operating margin and 0.7% net margin, leaving limited cushion if costs rise.. Earnings quality is under pressure, with net income down 6.6% and diluted EPS down 48.9% year over year..

What is ASTH's revenue and growth?

Astrana Health, Inc. reported revenue of $965.1M.

Does ASTH pay dividends?

Astrana Health, Inc. pays dividends, with $0.1M distributed to shareholders in the trailing twelve months.

Where can I find ASTH SEC filings?

Official SEC filings for Astrana Health, Inc. (CIK: 0001083446) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ASTH's EPS?

Astrana Health, Inc. has a diluted EPS of $0.29.

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 ASTH's fundamental grade?

Based on our AI fundamental analysis in June 2026, Astrana Health, Inc. has a C grade with 75% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ASTH stock overvalued or undervalued?

Valuation metrics for ASTH: ROE of 1.8% (sector avg: 16%), net margin of 1.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is ASTH's AI grade for 2026?

Our dual AI analysis gives Astrana Health, 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 ASTH's free cash flow?

Astrana Health, Inc.'s operating cash flow is $68.1M, with capital expenditures of $4.0M. FCF margin is 6.6%.

How does ASTH compare to other Services stocks?

Vs Services sector averages: Net margin 1.5% (avg: 10%), ROE 1.8% (avg: 16%), current ratio 1.35 (avg: 1.5).

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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 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI