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Vera Bradley, Inc. (VRA) Fundamental Analysis & AI Grade 2026

VRA Nasdaq Leather & Leather Products CIK: 0001495320
Updated This Month • Analysis: Jun 12, 2026 • SEC Data: 2026-05-02
Combined AI Grade
D
78% Confidence
N/A
D
78% Conf
Pending
Analysis scheduled

📊 VRA Key Takeaways

Revenue: $55.7M
Net Margin: -8.7%
Free Cash Flow: $-5.6M
Current Ratio: 2.48x
Debt/Equity: 0.08x
EPS: $-0.17
AI Grade: D with 78% confidence
Vera Bradley, Inc. (VRA) receives a D fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $55.7M, net profit margin of -8.7%, and return on equity (ROE) of -3.8%, Vera Bradley, Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete VRA stock analysis for 2026.

Is Vera Bradley, Inc. (VRA) a Good Investment?

Claude

Vera Bradley demonstrates fundamental operational distress: despite achieving exceptional gross margins of 51.8%, the company is unprofitable with negative operating income (-8.3% margin) and is burning cash with negative free cash flow of -$5.6M. With only $12.5M in cash, negative operating cash flow, and a quick ratio of 0.85x indicating potential inventory-dependent liquidity, the company lacks financial resilience to sustain operations or fund growth.

Vera Bradley, Inc. Key Strengths (VRA)

Claude
  • + Low financial leverage with debt-to-equity of 0.08x and only $10.0M in long-term debt preserves equity value
  • + Strong gross margin of 51.8% indicates pricing power and cost of goods management in core business
  • + Positive stockholders' equity of $127.0M provides balance sheet cushion

VRA Stock Risks: Vera Bradley, Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -$5.2M indicates business is not self-sustaining and requires capital to continue operations
  • ! Unprofitable operations with negative net margin of -8.7% despite substantial revenue suggests structural cost control issues
  • ! Critically low cash position of $12.5M combined with negative free cash flow creates existential liquidity risk
  • ! Quick ratio of 0.85x signals potential working capital stress when inventory cannot be rapidly liquidated
  • ! Extreme 58,466% YoY revenue growth is anomalous and creates uncertainty about data quality or underlying business model stability

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must return to positive within 2-3 quarters
  • * Cash balance trajectory - risk critical if it falls below $8.0M
  • * Operating margin improvement path - SG&A expenses must decline to achieve profitability
  • * Revenue normalization - clarify sustainability of growth spike and validate organic vs. non-organic components

Vera Bradley, Inc. (VRA) Financial Metrics & Key Ratios

Revenue
$55.7M
Net Income
$-4.8M
EPS (Diluted)
$-0.17
Free Cash Flow
$-5.6M
Total Assets
$219.2M
Cash Position
$12.5M

💡 AI Analyst Insight

Strong liquidity with a 2.48x current ratio provides a solid financial cushion.

VRA Profit Margin, ROE & Profitability Analysis

Gross Margin 51.8%
Operating Margin -8.3%
Net Margin -8.7%
ROE -3.8%
ROA -2.2%
FCF Margin -10.0%

VRA vs Market Sector: How Vera Bradley, Inc. Compares

How Vera Bradley, Inc. compares to Market sector averages

Net Margin
VRA -8.7%
vs
Sector Avg 12.0%
VRA Sector
ROE
VRA -3.8%
vs
Sector Avg 15.0%
VRA Sector
Current Ratio
VRA 2.5x
vs
Sector Avg 1.8x
VRA Sector
Debt/Equity
VRA 0.1x
vs
Sector Avg 0.7x
VRA Sector

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

Is Vera Bradley, Inc. Stock Overvalued? VRA Valuation Analysis 2026

Based on fundamental analysis, Vera Bradley, Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
-3.8%
Sector avg: 15%
Net Profit Margin
-8.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.08x
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.

Vera Bradley, Inc. Balance Sheet: VRA Debt, Cash & Liquidity

Current Ratio
2.48x
Quick Ratio
0.85x
Debt/Equity
0.08x
Debt/Assets
42.1%
Interest Coverage
-26.11x
Long-term Debt
$10.0M

VRA Revenue & Earnings Growth: 5-Year Financial Trend

VRA 5-year financial data: Year 2022: Revenue $540.5M, Net Income $16.0M, EPS $0.47. Year 2023: Revenue $540.5M, Net Income $8.7M, EPS $0.26. Year 2024: Revenue $540.5M, Net Income $17.8M, EPS $0.52. Year 2025: Revenue $500.0M, Net Income -$59.7M, EPS $-1.90. Year 2026: Revenue $383.7M, Net Income $7.8M, EPS $0.25.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Vera Bradley, Inc.'s revenue has declined by 29% over the 5-year period, indicating business contraction. The most recent EPS of $0.25 reflects profitable operations.

VRA 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
-10.0%
Free cash flow / Revenue

VRA Quarterly Earnings & Performance

Quarterly financial performance data for Vera Bradley, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2027 $51.7M -$4.8M $-0.17
Q3 2026 $62.3M -$4.7M $-0.44
Q2 2026 $70.9M -$2.4M $-0.08
Q1 2026 $51.7M -$8.1M $-0.26
Q3 2025 $80.6M -$4.7M $0.16
Q2 2025 $110.8M -$4.7M $-0.08
Q1 2025 $80.6M -$4.7M $-0.15
Q3 2024 $115.0M -$4.7M $0.16

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

Vera Bradley, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$5.3M
Cash generated from operations
Capital Expenditures
$333.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Vera Bradley, Inc. (CIK: 0001495320)

📋 Recent SEC Filings

Date Form Document Action
Jun 26, 2026 4 xslF345X06/form4-06262026_080609.xml View →
Jun 16, 2026 4 xslF345X06/form4-06172026_010630.xml View →
Jun 16, 2026 4 xslF345X06/form4-06172026_010629.xml View →
Jun 16, 2026 4 xslF345X06/form4-06172026_010609.xml View →
Jun 11, 2026 10-Q vra-20260502.htm View →

Frequently Asked Questions about VRA

What is the AI rating for VRA?

Vera Bradley, Inc. (VRA) has an AI grade of D with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VRA's key strengths?

Claude: Low financial leverage with debt-to-equity of 0.08x and only $10.0M in long-term debt preserves equity value. Strong gross margin of 51.8% indicates pricing power and cost of goods management in core business.

What are the risks of investing in VRA?

Claude: Negative operating cash flow of -$5.2M indicates business is not self-sustaining and requires capital to continue operations. Unprofitable operations with negative net margin of -8.7% despite substantial revenue suggests structural cost control issues.

What is VRA's revenue and growth?

Vera Bradley, Inc. reported revenue of $55.7M.

Does VRA pay dividends?

Vera Bradley, Inc. does not currently pay dividends.

Where can I find VRA SEC filings?

Official SEC filings for Vera Bradley, Inc. (CIK: 0001495320) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VRA's EPS?

Vera Bradley, Inc. has a diluted EPS of $-0.17.

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 VRA's fundamental grade?

Based on our AI fundamental analysis in June 2026, Vera Bradley, Inc. has a D grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VRA stock overvalued or undervalued?

Valuation metrics for VRA: ROE of -3.8% (sector avg: 15%), net margin of -8.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is VRA's AI grade for 2026?

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

What is VRA's free cash flow?

Vera Bradley, Inc.'s operating cash flow is $-5.3M, with capital expenditures of $333.0K. FCF margin is -10.0%.

How does VRA compare to other Market stocks?

Vs Default sector averages: Net margin -8.7% (avg: 12%), ROE -3.8% (avg: 15%), current ratio 2.48 (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: Jun 12, 2026 | Data as of: 2026-05-02 | Powered by Claude AI