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Funko, Inc. (FNKO) Fundamental Analysis & AI Grade 2026

FNKO Nasdaq Games, Toys & Children's Vehicles (No Dolls & Bicycles) DE CIK: 0001704711
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
84% Confidence
AGREEMENT
D
88% Conf
C
79% Conf

📊 FNKO Key Takeaways

Revenue: $200.9M
Net Margin: -9.0%
Free Cash Flow: $1.9M
Current Ratio: 1.15x
Debt/Equity: 0.54x
EPS: $-0.33
AI Grade: D with 88% confidence
Funko, Inc. (FNKO) receives a C fundamental grade with 84% confidence from our AI analysis based on SEC 10-K filings. With revenue of $200.9M, net profit margin of -9.0%, and return on equity (ROE) of -10.7%, Funko, Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete FNKO stock analysis for 2026.

Is Funko, Inc. (FNKO) a Good Investment?

Claude

Funko faces severe operational deterioration with declining revenue (-13.5% YoY), deeply negative profitability (net margin -9.0%, operating margin -4.8%), and a $18.1M net loss. Weak liquidity ratios (Current: 1.15x, Quick: 0.78x) combined with $90.9M debt and minimal free cash flow margin (1.0%) provide insufficient financial flexibility for the business to recover or service obligations through a downcycle.

ChatGPT

Funko’s fundamentals show a business under pressure, with double-digit revenue decline, negative operating and net margins, and negative free cash flow. While leverage appears manageable and equity remains positive, weak profitability, deteriorated EPS, and limited liquidity cushion suggest the turnaround is still unproven. The overall quality of growth is poor because contraction is being accompanied by continued losses rather than improving efficiency.

Funko, Inc. Key Strengths (FNKO)

Claude
  • + Operating cash flow remains positive at $10.2M despite unprofitability
  • + Free cash flow is positive at $1.9M, demonstrating ability to avoid immediate insolvency
  • + Debt-to-equity ratio of 0.54x indicates moderate leverage relative to equity base
ChatGPT
  • + Balance sheet leverage is moderate, with debt/equity at 0.54x and positive stockholders’ equity of $185.81M
  • + Liquidity is still above minimum solvency thresholds, with a 1.19x current ratio
  • + The company maintains a meaningful revenue base at $908.21M, which provides operating scale if margins recover

FNKO Stock Risks: Funko, Inc. Investment Risks

Claude
  • ! Collapsing profitability with net income down 358.5% YoY while revenue declines 13.5%
  • ! Inadequate liquidity with Current Ratio of 1.15x and Quick Ratio of 0.78x against $90.9M debt obligations
  • ! Razor-thin free cash flow margin of 1.0% leaves no cushion for operational disruptions or debt service stress
ChatGPT
  • ! Revenue declined 13.5% year over year, indicating weakening demand or sell-through pressure
  • ! Profitability is weak, with operating margin at -5.0%, net margin at -7.4%, and ROE at -36.3%
  • ! Cash generation is negative, with operating cash flow of -$5.12M and free cash flow of -$38.09M

Key Metrics to Watch

Claude
  • * Revenue stabilization and gross margin recovery
  • * Operating cash flow sustainability and working capital trends
  • * Debt covenant compliance and refinancing risk maturity schedule
ChatGPT
  • * Revenue growth stabilization and return to positive operating margin
  • * Operating cash flow and free cash flow improvement

Funko, Inc. (FNKO) Financial Metrics & Key Ratios

Revenue
$200.9M
Net Income
$-18.1M
EPS (Diluted)
$-0.33
Free Cash Flow
$1.9M
Total Assets
$625.9M
Cash Position
$34.3M

💡 AI Analyst Insight

The relatively thin 1.0% FCF margin may limit capital allocation flexibility.

FNKO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -4.8%
Net Margin -9.0%
ROE -10.7%
ROA -2.9%
FCF Margin 1.0%

FNKO vs Market Sector: How Funko, Inc. Compares

How Funko, Inc. compares to Market sector averages

Net Margin
FNKO -9.0%
vs
Sector Avg 12.0%
FNKO Sector
ROE
FNKO -10.7%
vs
Sector Avg 15.0%
FNKO Sector
Current Ratio
FNKO 1.1x
vs
Sector Avg 1.8x
FNKO Sector
Debt/Equity
FNKO 0.5x
vs
Sector Avg 0.7x
FNKO Sector

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

Is Funko, Inc. Stock Overvalued? FNKO Valuation Analysis 2026

Based on fundamental analysis, Funko, Inc. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
-10.7%
Sector avg: 15%
Net Profit Margin
-9.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.54x
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.

Funko, Inc. Balance Sheet: FNKO Debt, Cash & Liquidity

Current Ratio
1.15x
Quick Ratio
0.78x
Debt/Equity
0.54x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
$90.9M

FNKO Revenue & Earnings Growth: 5-Year Financial Trend

FNKO 5-year financial data: Year 2021: Revenue $1.0B, Net Income $11.7M, EPS $0.36. Year 2022: Revenue $1.3B, Net Income $4.0M, EPS $0.11. Year 2023: Revenue $1.3B, Net Income $43.9M, EPS $1.08. Year 2024: Revenue $1.3B, Net Income -$8.0M, EPS $-0.18. Year 2025: Revenue $1.1B, Net Income -$154.1M, EPS $-3.19.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Funko, Inc.'s revenue has shown modest growth of 6% over the 5-year period. The most recent EPS of $-3.19 indicates the company is currently unprofitable.

FNKO 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
1.0%
Free cash flow / Revenue

FNKO Quarterly Earnings & Performance

Quarterly financial performance data for Funko, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $190.7M -$14.7M $-0.33
Q3 2025 $250.9M $901.0K $0.02
Q2 2025 $193.5M $5.1M $0.10
Q1 2025 $190.7M -$22.7M $-0.45
Q3 2024 $292.8M $4.3M $0.08
Q2 2024 $240.0M $5.1M $0.10
Q1 2024 $215.7M -$22.7M $-0.45
Q3 2023 $312.9M $9.6M $0.19

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

Funko, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$10.2M
Cash generated from operations
Capital Expenditures
$8.2M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Funko, Inc. (CIK: 0001704711)

📋 Recent SEC Filings

Date Form Document Action
Jun 5, 2026 4 xslF345X06/wk-form4_1780699275.xml View →
Jun 5, 2026 4 xslF345X06/wk-form4_1780699073.xml View →
Jun 5, 2026 4 xslF345X06/wk-form4_1780699050.xml View →
Jun 5, 2026 4 xslF345X06/wk-form4_1780699027.xml View →
Jun 5, 2026 4 xslF345X06/wk-form4_1780698850.xml View →

Frequently Asked Questions about FNKO

What is the AI rating for FNKO?

Funko, Inc. (FNKO) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FNKO's key strengths?

Claude: Operating cash flow remains positive at $10.2M despite unprofitability. Free cash flow is positive at $1.9M, demonstrating ability to avoid immediate insolvency. ChatGPT: Balance sheet leverage is moderate, with debt/equity at 0.54x and positive stockholders’ equity of $185.81M. Liquidity is still above minimum solvency thresholds, with a 1.19x current ratio.

What are the risks of investing in FNKO?

Claude: Collapsing profitability with net income down 358.5% YoY while revenue declines 13.5%. Inadequate liquidity with Current Ratio of 1.15x and Quick Ratio of 0.78x against $90.9M debt obligations. ChatGPT: Revenue declined 13.5% year over year, indicating weakening demand or sell-through pressure. Profitability is weak, with operating margin at -5.0%, net margin at -7.4%, and ROE at -36.3%.

What is FNKO's revenue and growth?

Funko, Inc. reported revenue of $200.9M.

Does FNKO pay dividends?

Funko, Inc. does not currently pay dividends.

Where can I find FNKO SEC filings?

Official SEC filings for Funko, Inc. (CIK: 0001704711) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FNKO's EPS?

Funko, Inc. has a diluted EPS of $-0.33.

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 FNKO's fundamental grade?

Based on our AI fundamental analysis in June 2026, Funko, Inc. has a C grade with 84% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is FNKO stock overvalued or undervalued?

Valuation metrics for FNKO: ROE of -10.7% (sector avg: 15%), net margin of -9.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is FNKO's AI grade for 2026?

Our dual AI analysis gives Funko, 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 FNKO's free cash flow?

Funko, Inc.'s operating cash flow is $10.2M, with capital expenditures of $8.2M. FCF margin is 1.0%.

How does FNKO compare to other Market stocks?

Vs Default sector averages: Net margin -9.0% (avg: 12%), ROE -10.7% (avg: 15%), current ratio 1.15 (avg: 1.8).

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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