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Fermi Inc. (FRMI) Fundamental Analysis & AI Grade 2026

FRMI Nasdaq Real Estate Investment Trusts TX CIK: 0002071778
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
86% Confidence
AGREEMENT
D
88% Conf
C
83% Conf

📊 FRMI Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-448.5M
Current Ratio: N/A
Debt/Equity: 0.39x
EPS: $-0.30
AI Grade: D with 88% confidence
Fermi Inc. (FRMI) receives a C fundamental grade with 86% confidence from our AI analysis based on SEC 10-K filings., and return on equity (ROE) of -17.6% Below is our complete FRMI stock analysis for 2026.

Is Fermi Inc. (FRMI) a Good Investment?

Claude

Fermi Inc. is a structurally distressed REIT burning cash with negative operating income (-$166.2M), severely negative free cash flow (-$448.5M), and non-positive operating cash flow (-$7.3M). While the net loss improved 8.2% YoY, the company remains unprofitable and unable to generate the cash distributions expected of REITs, indicating a fundamentally broken business model.

ChatGPT

Fermi Inc.'s fundamentals are weak, with large operating and net losses, sharply negative returns on equity and assets, and materially negative free cash flow. The balance sheet is not yet distressed given meaningful cash and only moderate debt relative to equity, but the absence of visible revenue support and continued cash burn materially reduce the quality of the growth story.

Fermi Inc. Key Strengths (FRMI)

Claude
  • + Net loss improved 8.2% year-over-year suggesting some operational progress
  • + Moderate leverage at 0.39x Debt/Equity ratio reduces solvency risk near-term
  • + Cash position of $207.5M provides runway for near-term obligations
ChatGPT
  • + Cash balance of $83.69M provides some near-term funding flexibility
  • + Debt-to-equity of 0.51x indicates leverage is not excessive relative to book equity
  • + Equity base of $302.47M gives the company balance-sheet capacity versus liabilities

FRMI Stock Risks: Fermi Inc. Investment Risks

Claude
  • ! Negative operating cash flow (-$7.3M) and extreme negative free cash flow (-$448.5M) demonstrate unsustainable business model incompatible with REIT requirements
  • ! Persistent large operating losses (-$166.2M) eliminate ability to generate cash distributions; ROE at -17.6% and ROA at -10.6% show severe asset/equity destruction
  • ! Interest coverage ratio of -255.0x indicates zero ability to service debt from operations; high CapEx of $441.2M with negative returns suggests poor capital allocation or asset deterioration
ChatGPT
  • ! Net loss of $353.18M and operating loss of $43.46M indicate very weak profitability
  • ! Operating cash flow of -$8.29M and free cash flow of -$97.32M show the business is consuming cash
  • ! Negative ROE of -116.8% and ROA of -70.2% suggest poor capital efficiency and weak asset productivity

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to profitability
  • * Capital expenditure reduction and return on capital deployed
  • * Cash burn rate and remaining runway before liquidity crisis
ChatGPT
  • * Path to sustainable revenue generation and operating margin improvement
  • * Operating cash flow burn relative to cash balance and future capital spending needs

Fermi Inc. (FRMI) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-188.7M
EPS (Diluted)
$-0.30
Free Cash Flow
$-448.5M
Total Assets
$1.8B
Cash Position
$207.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FRMI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -17.6%
ROA -10.6%
FCF Margin N/A

FRMI vs Real Estate Sector: How Fermi Inc. Compares

How Fermi Inc. compares to Real Estate sector averages

Net Margin
FRMI 0.0%
vs
Sector Avg 20.0%
FRMI Sector
ROE
FRMI -17.6%
vs
Sector Avg 8.0%
FRMI Sector
Current Ratio
FRMI 0.0x
vs
Sector Avg 1.5x
FRMI Sector
Debt/Equity
FRMI 0.4x
vs
Sector Avg 1.5x
FRMI Sector

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

Is Fermi Inc. Stock Overvalued? FRMI Valuation Analysis 2026

Based on fundamental analysis, Fermi Inc. has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
-17.6%
Sector avg: 8%
Net Profit Margin
N/A
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.39x
Sector avg: 1.5x

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.

Fermi Inc. Balance Sheet: FRMI Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.39x
Debt/Assets
39.7%
Interest Coverage
-254.98x
Long-term Debt
$421.3M

FRMI Revenue & Earnings Growth: 5-Year Financial Trend

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

5-Year Trend Summary: Fermi Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-1.13 indicates the company is currently unprofitable.

FRMI 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

Fermi Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$7.3M
Cash generated from operations
Capital Expenditures
$441.2M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Fermi Inc. (CIK: 0002071778)

📋 Recent SEC Filings

Date Form Document Action
Jun 4, 2026 4 xslF345X06/ownership.xml View →
Jun 3, 2026 4 xslF345X06/ownership.xml View →
Jun 3, 2026 4 xslF345X06/ownership.xml View →
Jun 3, 2026 4 xslF345X06/ownership.xml View →
Jun 3, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about FRMI

What is the AI rating for FRMI?

Fermi Inc. (FRMI) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FRMI's key strengths?

Claude: Net loss improved 8.2% year-over-year suggesting some operational progress. Moderate leverage at 0.39x Debt/Equity ratio reduces solvency risk near-term. ChatGPT: Cash balance of $83.69M provides some near-term funding flexibility. Debt-to-equity of 0.51x indicates leverage is not excessive relative to book equity.

What are the risks of investing in FRMI?

Claude: Negative operating cash flow (-$7.3M) and extreme negative free cash flow (-$448.5M) demonstrate unsustainable business model incompatible with REIT requirements. Persistent large operating losses (-$166.2M) eliminate ability to generate cash distributions; ROE at -17.6% and ROA at -10.6% show severe asset/equity destruction. ChatGPT: Net loss of $353.18M and operating loss of $43.46M indicate very weak profitability. Operating cash flow of -$8.29M and free cash flow of -$97.32M show the business is consuming cash.

What is FRMI's revenue and growth?

Fermi Inc. reported revenue of N/A.

Does FRMI pay dividends?

Fermi Inc. does not currently pay dividends.

Where can I find FRMI SEC filings?

Official SEC filings for Fermi Inc. (CIK: 0002071778) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FRMI's EPS?

Fermi Inc. has a diluted EPS of $-0.30.

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 FRMI's fundamental grade?

Based on our AI fundamental analysis in June 2026, Fermi Inc. has a C grade with 86% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is FRMI stock overvalued or undervalued?

Valuation metrics for FRMI: ROE of -17.6% (sector avg: 8%), net margin of N/A (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

What is FRMI's AI grade for 2026?

Our dual AI analysis gives Fermi 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 FRMI's free cash flow?

Fermi Inc.'s operating cash flow is $-7.3M, with capital expenditures of $441.2M.

How does FRMI compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin N/A (avg: 20%), ROE -17.6% (avg: 8%), current ratio N/A (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 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI