(PTRN) Pattern Series Common Stock - Overview

Sector: Technology | Industry: Software - Application | Exchange: NASDAQ (USA) | Market Cap: 3.616m USD | Total Return: 34.3% in 12m

Ecommerce Software, Consumer Goods, Inventory Management, Brand Services
Total Rating 56
Safety 79
Buy Signal 1.96
Software - Application
Industry Rotation: +3.4
Market Cap: 3.62B
Avg Turnover: 24.1M
Risk 3d forecast
Volatility73.1%
VaR 5th Pctl10.6%
VaR vs Median-14.7%
Reward TTM
Sharpe Ratio0.67
Rel. Str. IBD87.4
Rel. Str. Peer Group96.3
Character TTM
Beta2.323
Beta Downside2.620
Hurst Exponent0.481
Drawdowns 3y
Max DD47.88%
CAGR/Max DD0.65
CAGR/Mean DD1.34
EPS (Earnings per Share) EPS (Earnings per Share) of PTRN over the last years for every Quarter: "2022-12": null, "2023-12": null, "2024-03": null, "2024-06": null, "2024-09": null, "2024-12": null, "2025-03": null, "2025-06": 0.205, "2025-09": -1.95, "2025-12": 0.23, "2026-03": 0.1628,
Qual. Beats: 0
Revenue Revenue of PTRN over the last years for every Quarter: 2022-12: 990.535, 2023-12: 394.036, 2024-03: 410.672, 2024-06: 430.629, 2024-09: 439.395, 2024-12: 515.465, 2025-03: 540.406, 2025-06: 598.15, 2025-09: 639.655, 2025-12: 723.104, 2026-03: 773.727,
Rev. CAGR: 35.30%
Rev. Trend: 99.8%
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

Supp Ema8, Supp Ema20, Rs Leader, Idiosyncratic Leader, Tailwind, Confidence

Description: PTRN Pattern Series Common Stock

Pattern Group Inc. (PTRN) functions as an e-commerce accelerator, utilizing a proprietary technology stack and managed services to scale consumer brands across global digital marketplaces. The company operates under an inventory-led model, purchasing products directly from brand partners to manage retail sales across diverse categories such as health, beauty, home, and consumer electronics.

As part of the Internet & Direct Marketing Retail sector, the company competes in a landscape where third-party sellers now account for a significant majority of total sales on major platforms like Amazon. This business model aims to solve logistical and data complexities for brands that lack the internal infrastructure to optimize multi-channel distribution.

Investors can evaluate the company’s valuation metrics and historical performance trends on ValueRay.

Formerly known as Covalent Group, Inc., the Lehi, Utah-based firm rebranded in late 2024 to align with its market identity. Since its incorporation in 2018, the company has focused on integrating data analytics with supply chain management to capture market share in the evolving direct-to-consumer space.

Headlines to Watch Out For
  • Amazon and marketplace platform fee structures impact net operating margins
  • Inventory acquisition costs and working capital efficiency drive cash flow
  • Proprietary technology adoption rates influence long-term brand partner retention
  • Global e-commerce consumer spending trends dictate top-line revenue growth
  • Expansion into international marketplaces increases logistical complexity and overhead costs
Piotroski VR-10 (Strict) 7.0
Net Income: -141.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.10 > 0.02 and ΔFCF/TA 1.46 > 1.0
NWC/Revenue: 17.48% < 20% (prev 16.74%; Δ 0.74% < -1%)
CFO/TA 0.13 > 3% & CFO 123.6m > Net Income -141.3m
Net Debt (-313.2m) to EBITDA (22.6m): -13.84 < 3
Current Ratio: 2.45 > 1.5 & < 3
Outstanding Shares: last quarter (179.5m) vs 12m ago 1.95% < -2%
Gross Margin: 43.18% > 18% (prev 0.43%; Δ 4.28k% > 0.5%)
Asset Turnover: 334.3% > 50% (prev 287.9%; Δ 46.39% > 0%)
Interest Coverage Ratio: 19.29 > 6 (EBITDA TTM 22.6m / Interest Expense TTM 231k)
Altman Z'' 3.65
A: 0.49 (Total Current Assets 807.5m - Total Current Liabilities 329.5m) / Total Assets 967.2m
B: 0.06 (Retained Earnings 57.9m / Total Assets 967.2m)
C: 0.01 (EBIT TTM 4.46m / Avg Total Assets 818.1m)
D: 0.16 (Book Value of Equity 58.4m / Total Liabilities 357.5m)
Altman-Z'' = 3.65 = AA
Beneish M -2.66
DSRI: 1.18 (Receivables 141.3m/84.2m, Revenue 2.73b/1.93b)
GMI: 0.99 (GM 43.18% / 42.87%)
AQI: 1.35 (AQ_t 0.09 / AQ_t-1 0.06)
SGI: 1.42 (Revenue 2.73b / 1.93b)
TATA: -0.27 (NI -141.3m - CFO 123.6m) / TA 967.2m)
Beneish M = -2.66 (Cap -4..+1) = A
What is the price of PTRN shares?

As of May 29, 2026, the stock is trading at USD 18.80 with a total of 1,227,235 shares traded.
Over the past week, the price has changed by +6.09%, over one month by +38.75%, over three months by +78.54% and over the past year by +34.29%.

Is PTRN a buy, sell or hold?

Pattern Series Common Stock has no consensus analysts rating.

Pattern Series Common Stock (PTRN) - Fundamental Data Overview as of 25 May 2026
Market Cap USD = 3.62b (3.62b USD * 1.0 USD.USD)
P/S = 1.3223
P/B = 5.2825
Revenue TTM = 2.73b USD
EBIT TTM = 4.46m USD
EBITDA TTM = 22.6m USD
Long Term Debt = 22.0m USD (estimated: total debt 31.1m - short term 9.03m)
Short Term Debt = 9.03m USD (from shortTermDebt, last quarter)
Debt = 31.1m USD (from shortLongTermDebtTotal, last quarter) (leases 31.1m already included)
Net Debt = -313.2m USD (calculated: Debt 31.1m - CCE 344.2m)
Enterprise Value = 3.30b USD (3.62b + Debt 31.1m - CCE 344.2m)
Interest Coverage Ratio = 19.29 (Ebit TTM 4.46m / Interest Expense TTM 231k)
EV/FCF = 33.34x (Enterprise Value 3.30b / FCF TTM 99.1m)
FCF Yield = 3.00% (FCF TTM 99.1m / Enterprise Value 3.30b)
FCF Margin = 3.62% (FCF TTM 99.1m / Revenue TTM 2.73b)
Net Margin = -5.17% (Net Income TTM -141.3m / Revenue TTM 2.73b)
Gross Margin = 43.18% ((Revenue TTM 2.73b - Cost of Revenue TTM 1.55b) / Revenue TTM)
Gross Margin QoQ = 43.27% (prev 42.88%)
Tobins Q-Ratio = 3.41 (Enterprise Value 3.30b / Total Assets 967.2m)
Interest Expense / Debt = 0.74% (Interest Expense 231k / Debt 31.1m)
Taxrate = 29.68% (12.3m / 41.5m)
NOPAT = 3.13m (EBIT 4.46m * (1 - 29.68%))
Current Ratio = 2.45 (Total Current Assets 807.5m / Total Current Liabilities 329.5m)
Debt / Equity = 0.05 (Debt 31.1m / totalStockholderEquity, last quarter 609.7m)
Debt / EBITDA = -13.84 (Net Debt -313.2m / EBITDA 22.6m)
Debt / FCF = -3.16 (Net Debt -313.2m / FCF TTM 99.1m)
Total Stockholder Equity = 539.4m (last 4 quarters mean from totalStockholderEquity)
RoA = -17.27% (Net Income -141.3m / Total Assets 967.2m)
RoE = -26.19% (Net Income TTM -141.3m / Total Stockholder Equity 539.4m)
RoCE = 0.79% (EBIT 4.46m / Capital Employed (Equity 539.4m + L.T.Debt 22.0m))
RoIC = 0.48% (NOPAT 3.13m / Invested Capital 646.7m)
WACC = 14.03% (E(3.62b)/V(3.65b) * Re(14.15%) + D(31.1m)/V(3.65b) * Rd(0.74%) * (1-Tc(0.30)))
Discount Rate = 14.15% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 29.81 | Cagr: 0.86%
[DCF] Terminal Value 61.82% ; FCFF base≈82.9m ; Y1≈95.1m ; Y5≈139.9m
[DCF] Fair Price = 8.75 (EV 1.04b - Net Debt -313.2m = Equity 1.36b / Shares 155.1m; r=14.03% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 99.85 | Revenue CAGR: 35.30% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.11 | Chg30d=+7.25% | Revisions=+20% | Analysts=5
EPS next Quarter (2026-09-30): EPS=0.13 | Chg30d=+4.32% | Revisions=+20% | Analysts=5
EPS current Year (2026-12-31): EPS=0.55 | Chg30d=+17.88% | Revisions=+20% | GrowthEPS=+617.5% | GrowthRev=+32.5%
EPS next Year (2027-12-31): EPS=0.70 | Chg30d=+18.74% | Revisions=+20% | GrowthEPS=+26.6% | GrowthRev=+22.0%
[Analyst] Revisions Ratio: +20%