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INVO Fertility, Inc. (IVF)

Nasdaq: IVF · Surgical & Medical Instruments & Apparatus · Sarasota, FL · filing with the SEC since 2007
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Grade3.7
◀ Past 2.7● Present 3.8▶ Future 4.6
1 est.
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The grade of INVO Fertility, Inc.

Nine metrics read from its own filings, by tense
Headline grade
3.7/10
◀ Past2.730% of the headline
● Present3.840% of the headline
▶ Future4.630% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

2.7/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
0.0/10

Has it survived what it has been through?

30 warning events since 2017; the latest 2026-06-02.

weight 33% of this tense · 0th percentile among 121 sector filers · read for itself

From the record

INVO Fertility, Inc.'s filings since 2017 show 30 warning events of 5 kinds: a debt default or acceleration notice (8-K item 2.04, 3 times, the latest 2025-01-16); a notice about its exchange listing (8-K item 3.01, 12 times, the latest 2026-04-29); a warning not to rely on past financial statements (8-K item 4.02, 2 times, the latest 2026-06-02); an auditor change (8-K item 4.01, 3 times, the latest 2025-09-05); a late-report notice (Form NT 10-K or NT 10-Q, 10 times, the latest 2026-05-18) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.6/10

What has it actually done, year after year?

+72.9% a year over 10 filed years; profitable in 0 of 10.

weight 45% of this tense · 46th percentile among 105 sector filers · read for its customers

From the record

INVO Fertility, Inc.'s 10 filed years say what it did: revenue went from $17 thousand in fiscal 2014 to $7 million in fiscal 2025, up 72.9% a year; it rose in 7 of 9 years; the deepest fall was 30% from fiscal 2019 to fiscal 2020; net income was positive in 0 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span72.9%top 12% of its family
  • the share of years revenue rosebottom 46% of its family
  • the share of filed years with a profitbottom 23% of its family
  • the deepest fall from a revenue peak29.9%bottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
3.0/10

How has it treated the people who own it?

SI estimate 3.0/10, confidence 35 of 100 (one part).

weight 22% of this tense · 30th percentile among 120 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the bottom 30% of 120 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 120 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: INVO Fertility, Inc.'s shareholder treatment is put at 3.0 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 30% of 120 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

3.8/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
2.4/10

Is it financially healthy right now?

ROE -323%: lost 323¢ per shareholder dollar. Leverage 64%: owes 64¢ per asset dollar.

weight 45% of this tense · 24th percentile among 120 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, INVO Fertility, Inc. lost about 323 cents for every dollar of shareholders' money, and gross profitability: its products earned about 34 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 64 cents per dollar of assets, and net share issuance: its share count grew 4557.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 30% of its family
  • return on equitybottom 9% of its family
  • gross profit against assetstop 45% of its family
  • the share count against the year beforebottom 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.0/10

How strong is its position in its industry?

bottom 40% of 109 in its family; net margin -340.9%.

weight 33% of this tense · 40th percentile among 109 sector filers · read for its customers

From the record

INVO Fertility, Inc.'s standing among 109 graded names in its industry family: revenue of $7 million in fiscal 2025 ranks in the bottom 19% by size; a net margin of -340.9% ranks in the bottom 16%; revenue growth of 45.8% a year over the last 3 filed years ranks in the top 17% (its annual reports).

What it rests on

  • revenue against the family$6.8Mbottom 19% of its family
  • net margin-340.9%bottom 16% of its family
  • three-year revenue growth45.8%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.2/10

What are the people in charge doing?

top 38% of 91 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 62nd percentile among 91 sector filers · read for its shareholders

From the record

INVO Fertility, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Shum, Steve (Chief Executive Officer, as filed), filing under that title since 2019-10-18, 7.1 years (top 35% of its family); the 7 officers and directors filing in the last fifteen months have been on the record a median of 6.1 years (top 40%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 7 people in charge now (top 39%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge3 in three years among 7 peopletop 39% of its family
  • the median years the people in charge have filed6.1 yearstop 40% of its family
  • the chief executive's years on the record7.1 yearstop 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.6/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.0/10

How much room does it have to grow?

top 40% of 104 in its family for room to expand.

weight 45% of this tense · 60th percentile among 104 sector filers · read for itself

From the record

INVO Fertility, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash from operations less capital spending is -103.2% of revenue (bottom 21%); a gross margin of 99.6% (top 1%) (its annual report).

What it rests on

  • cash from operations less capital spending against revenue-103.2%bottom 21% of its family
  • gross margin99.6%top 1% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.3/10

What could actually drive growth from here?

bottom 33% of 105 in its family for growth drivers.

weight 33% of this tense · 33rd percentile among 105 sector filers · read for its customers

From the record

INVO Fertility, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 45.8% a year over the last three filed years against 72.9% over all 10, slowing (bottom 8% of its family); the newest year grew 4.7% (bottom 29%); research spending grew -71.7% a year (bottom 1%); capital spending grew 59.1% a year (top 7%) (its annual reports). INVO Fertility, Inc. reported 2 product lines in fiscal 2025: Clinic Revenue at $7 million (98%), Product at $120 thousand (2%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-27.0 points a yearbottom 8% of its family
  • the newest year's revenue growth4.7%bottom 29% of its family
  • three-year growth of research spending-71.7%bottom 1% of its family
  • three-year growth of capital spending59.1%top 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.6/10

Did its newest year beat what its own record pointed to?

bottom 36% of 88 in its family for expectations against reality.

weight 22% of this tense · 36th percentile among 88 sector filers · read for its shareholders

From the record

INVO Fertility, Inc.'s newest year against its own record: revenue of $7 million in fiscal 2025 came in 33.9% below the $10 million its prior three years' pace pointed to (bottom 14% of its family); net income of $23 million against a prior three-year average of $9 million (bottom 8%); a net margin of a loss larger than its revenue against losses larger than its revenue before (top 15%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-33.9%bottom 14% of its family
  • net income against the prior three years' average-173%bottom 8% of its family
  • net margin against its prior average+63.2 pointstop 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton IVF · research, not advice