Pelthos Therapeutics Inc. (PTHS)

NYSE: PTHS · Biological Products, (No Diagnostic Substances) · Durham, NC · filing with the SEC since 2022

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Grade3.4

◀ Past 2.5● Present 2.9▶ Future 4.5

5 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of Pelthos Therapeutics Inc.

Nine metrics read from its own filings, by tense

Headline grade

3.4/10

◀ Past2.525% of the headline

● Present2.935% of the headline

▶ Future4.540% of the headline

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

Of the nine metrics, 4 read as filed from the record and 5 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

2.5/1025% of the headline grade · 1 of 3 filed, 2 estimated

Surviving crises

as filed

0.6/10

Has it survived what it has been through?

4 warning events since 2022; the latest 2026-08-13.

weight 22% of this tense · 6th percentile among 159 sector filers · read for itself

From the record

Pelthos Therapeutics Inc.'s filings since 2022 show 4 warning events of 3 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2026-08-13); an auditor change (8-K item 4.01, 2 times, the latest 2026-05-21); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2024-04-01) (its current reports).

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

Track record

SI estimate

4.9/10

What has it actually done, year after year?

SI estimate 4.9/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 103 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate: Fewer than three filed years of revenue on file, so the desk assumes the typical reading of its industry family, the median of 103 members with one.
What the record cannot read: Fewer than three filed years of revenue on file.
How it was reasoned: family median, 103 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Pelthos Therapeutics Inc.'s track record is put at 4.9 of 10 with a confidence of 20 of 100, because fewer than three filed years of revenue on file, so the desk assumes the typical reading of its industry family, the median of 103 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Shareholder treatment

SI estimate

0.5/10

How has it treated the people who own it?

SI estimate 0.5/10, confidence 35 of 100 (one part).

weight 33% of this tense · 5th percentile among 146 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 5% of 146 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 146 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: Pelthos Therapeutics Inc.'s shareholder treatment is put at 0.5 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 5% of 146 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?

2.9/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

2.3/10

Is it financially healthy right now?

ROE -111%: lost 111¢ per shareholder dollar. Leverage 70%: owes 70¢ per asset dollar.

weight 45% of this tense · 23rd percentile among 147 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Pelthos Therapeutics Inc. lost about 111 cents for every dollar of shareholders' money, and gross profitability: its products earned about 10 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 70 cents per dollar of assets, and net share issuance: its share count grew 237.3% over the year (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 29% of its family
return on equitybottom 25% of its family
gross profit against assetsbottom 33% of its family
the share count against the year beforebottom 7% of its family

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

Industry position

as filed

4.7/10

How strong is its position in its industry?

bottom 47% of 102 in its family; net margin -257.9%.

weight 22% of this tense · 47th percentile among 102 sector filers · read for its customers

From the record

Pelthos Therapeutics Inc.'s standing among 102 graded names in its industry family: revenue of $17 million in fiscal 2025 ranks in the bottom 44% by size; a net margin of -257.9% ranks in the top 49% (its annual reports).

What it rests on

revenue against the family$16.8Mbottom 44% of its family
net margin-257.9%top 49% of its family

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

Leadership

SI estimate

2.5/10

What are the people in charge doing?

SI estimate 2.5/10, confidence 35 of 100 (one part).

weight 33% of this tense · 25th percentile among 137 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 25% of 137 in its family; the record of its people begins on 2025-07-02 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.4 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read: The record of its people begins on 2025-07-02 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.4 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 137 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: Pelthos Therapeutics Inc.'s leadership is put at 2.5 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 25% of 137 in its family; the record of its people begins on 2025-07-02 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 1.4 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.5/1040% of the headline grade · 1 of 3 filed, 2 estimated

Room to expand

as filed

3.5/10

How much room does it have to grow?

bottom 35% of 92 in its family for room to expand.

weight 33% of this tense · 35th percentile among 92 sector filers · read for itself

From the record

Pelthos Therapeutics Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $18 million against no long-term debt tagged leaves 13.8% of its assets as net cash, bottom 21% of its family; cash from operations less capital spending is -135.1% of revenue (top 45%); a gross margin of 76.3% (top 39%); research spending of 7.3% of revenue (bottom 4%) (its annual report).

What it rests on

cash less debt against assets13.8%bottom 21% of its family
cash from operations less capital spending against revenue-135.1%top 45% of its family
gross margin76.3%top 39% of its family
research spending against revenue7.3%bottom 4% of its family

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

Growth drivers

SI estimate

4.9/10

What could actually drive growth from here?

SI estimate 4.9/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 101 sector filers · read for its customers

SI estimate Inferred, not read as filed

Why it is an estimate: The record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending, so the desk assumes the typical reading of its industry family, the median of 101 members with one.
What the record cannot read: The record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending.
How it was reasoned: family median, 101 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Pelthos Therapeutics Inc.'s growth drivers is put at 4.9 of 10 with a confidence of 20 of 100, because the record does not carry three filed years of revenue and two of the four parts: acceleration, the newest year's growth, the growth of research and of capital spending, so the desk assumes the typical reading of its industry family, the median of 101 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Expectations vs reality

SI estimate

5.1/10

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

SI estimate 5.1/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 73 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 73 members with one.
What the record cannot read: The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned: family median, 73 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Pelthos Therapeutics Inc.'s expectations vs reality is put at 5.1 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 73 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

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 PTHS · research, not advice