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Capstone Holding Corp. (CAPS) Next Earnings Date & Expected ±12.5% Move

$2.10 -5.40% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $2.08

Capstone Holding Corp. (CAPS) carries a Roarable Rating of E (Strong Sell) with 27/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE E • RED ALERT Cap $2.0M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CAPS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Capstone Holding Corp. (NASDAQ: CAPS) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 27/100 at a spot price of $2.10 (-5.40% 1D, market cap $2.0M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 5/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 3/20. Across 1011 tracked Consumer Discretionary issuers, CAPS ranks #921 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CAPS compare to OLOX and IPW in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (RETAIL: Building Materials), CAPS carries a Roarable E (27/100 RQD), trailing P/E of N/A, gross margin of 23.0%, and ROIC of -35.0%. By comparison, OLOX (Olenox Industries Inc.) holds a E grade (32/100 RQD, P/E N/A, ROIC -35.0%, cap $1.3M) and IPW (iPower Inc.) posts a E grade (23/100 RQD, P/E N/A, ROIC -31.3%, cap $763.6K). Among the 5-stock peer group, CAPS leads on earnings multiple (N/A) while JCTC leads on capital efficiency (-18.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CAPS?
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Per CAPS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000887151), Capstone Holding Corp. generated $46.9M in revenue (+2.3% YoY), -$21.2M in net income, and -$4.5M in free cash flow against $51.4M in total assets and $9.0M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $2.08 (-1.16%)🧬 Dilution Drag (+1.28% YoY Shares)⚙️ Cash Engine: 7/20 (D-) • 0% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (27/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-10.3% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERRED ALERT • E
025507510027
3-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk D-
Cash (7)Whales (3)SEC (5)Macro (9)CEO (3)
Each axis scored 0–20
12M PRICE TARGET CONE-13.8% Base Target
$28 Bull$2 Base$1 Bear
📬 FREE CAPS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CAPS)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (27/100 Composite)
🔍 WHY CAPS SCORES 27/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Macro Regime Fit+9/20 pts (33% of score)

FRED Regime × Technicals: 6% of 52W Range • RSI-14 at 30.3 (OVERSOLD (<32))

▲ #2 Bullish Driver: Cash Engine Quality+7/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 23% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+1.28% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
35
Grade E$3.60-26.1% Next Q
Q2 (-2Q)
32
Grade E$2.66-1.5% Next Q
Q3 (-1Q)
30
Grade E$2.62-19.8% Next Q
Current
27
Grade E$2.10-10.3% Hist 90D α
Trajectory: E (35) → E (27)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a CAPS Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While CAPS currently carries a cautious 27/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Discretionary with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($4.34) and Max Pain ($2.21) forces dealer call-delta covering toward $28.04.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.28% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CAPS• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “CAPS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 27%NO 73%Trade / Inspect Odds →
NEXT EST. WINDOW: Dec 30, 2026 (~56 DAYS)

Historical OHLCV Volatility ±12.5% Swing Band

±$0.26 Expected Swing
$1.84 (-12.5%)Spot $2.10$2.36 (+12.5%)
MODEL EARNINGS SETUP GAUGE

CAPS Quantitative Pre-Earnings Setup: 27/100

Trailing EPS: $4.25 • YoY Revenue Growth: 2.3%

Model Bullish Setup (27/100)Model Risk Weight (73/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-12-31$46.9M-$21.2M-$4.5M23%
FY 20242024-12-31$45.8M-$2.6M$3.7M20.9%
FY 20232023-12-31$48.6M-$3.8M$1.6M23%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CAPS)

  • ✓Walkthrough of CAPS's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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CAPS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -82.93%🛡️ HOLDING TREND SUPPORT
2026-11-03O $2.73H $2.73L $2.10C $2.10VOL 128.3K
RES: $3.81SUP: $1.48SMA50: $4.34SMA200: $10.76
$18.46$14.03$9.59$5.16$0.72RES $3.81SUP $1.48$2.102026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CAPS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CAPS Butterfly Map → + Track CAPS →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +2.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on CAPS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CAPS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CAPS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CAPS)

Consumer Discretionary Rank #921 of 1011 ⚔️ OLOX vs CAPS Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (CAPS vs. OLOX, IPW, JCTC, SMJF)

Industry: RETAIL: Building Materials (17 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Capstone Holding Corp. (CAPS) ranks #921 by composite RQD confidence (27/100, grade E) and #995 by equity capitalization ($2.0M). Within this direct 5-issuer industry benchmark cohort, CAPS leads on earnings valuation at N/A trailing P/E, while JCTC leads on capital efficiency and profitability with -18.8% ROIC and 15.1% gross margin. JCTC currently holds the highest overall quantitative score in the immediate peer group at 34/100 (E) compared with CAPS at 27/100 (E).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
CAPS ACTIVE
Capstone Holding Corp.
E 27/100 — 23.0% -35.0% -5.40% $2.0M Benchmark Subject
OLOX
Olenox Industries Inc.
E 32/100 — -30.0% -35.0% -3.19% $1.3M /olox-vs-caps →
IPW
iPower Inc.
E 23/100 — 43.3% -31.3% -5.65% $763.6K /ipw-vs-caps →
JCTC
Jewett-Cameron Trading Company
E 34/100 — 15.1% -18.8% +3.13% $9.6M /jctc-vs-caps →
SMJF
SMJ International Holdings Inc. (Class A)
E 29/100 — 34.6% — +1.94% $42.9M /smjf-vs-caps →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000887151

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Capstone Holding Corp. (CAPS) reported GAAP revenue of $46.9M (+2.3% vs. FY2024 revenue of $45.8M , and -3.6% cumulative change since FY2023) , GAAP net income of -$21.2M, operating cash flow of -$4.4M, and free cash flow of -$4.5M (-222.5% YoY). On the balance sheet, CAPS closed FY2025 with $51.4M in total assets against $9.0M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 2/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $46.9M -$21.2M -$4.4M -$4.5M $51.4M $9.0M
FY2024 (FY) 2024-12-31 $45.8M -$2.6M $3.8M $3.7M $47.2M $6.3M
FY2023 (FY) 2023-12-31 $48.6M -$3.8M $1.6M $1.6M — —

3. CAPS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CAPS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Capstone Holding Corp. (NASDAQ: CAPS) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 27/100 at a spot price of $2.10 (-5.40% 1D, market cap $2.0M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 5/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 3/20. Across 1011 tracked Consumer Discretionary issuers, CAPS ranks #921 in composite RQD confidence.

How does CAPS compare to OLOX and IPW in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (RETAIL: Building Materials), CAPS carries a Roarable E (27/100 RQD), trailing P/E of N/A, gross margin of 23.0%, and ROIC of -35.0%. By comparison, OLOX (Olenox Industries Inc.) holds a E grade (32/100 RQD, P/E N/A, ROIC -35.0%, cap $1.3M) and IPW (iPower Inc.) posts a E grade (23/100 RQD, P/E N/A, ROIC -31.3%, cap $763.6K). Among the 5-stock peer group, CAPS leads on earnings multiple (N/A) while JCTC leads on capital efficiency (-18.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CAPS?

Per CAPS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000887151), Capstone Holding Corp. generated $46.9M in revenue (+2.3% YoY), -$21.2M in net income, and -$4.5M in free cash flow against $51.4M in total assets and $9.0M in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CAPS trading relative to its 50-day, 200-day, and 52-week technical levels?

CAPS last traded at $2.10 (-5.40% on volume of 35,593 shares), positioning the stock -51.61% below its 50-day simple moving average ($4.34) and -80.48% below its 200-day simple moving average ($10.76). Across its 52-week range of $0.64 to $26.70, CAPS sits at the 5.6% percentile with a 14-day RSI of 30.3 (OVERSOLD (<32)) and an implied next-earnings move of ±12.5% ($1.84 to $2.36).

Direct Sub-Reports: CAPS RQD Cockpit CAPS 12M Forecast CAPS Earnings & Move CAPS Dividends & DRIP CAPS Insiders & 13F CAPS Whale Options CAPS Profit Sankey CAPS News & Why
ROARABLE RATING BRIEF • RQD 27/100 (E) ✓ SEC XBRL & RQD VERIFIED

CAPS — Capstone Holding Corp.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Capstone Holding Corp. (CAPS) earns a live Roarable RQD composite score of 27/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $2.10 (-5.40% 1D, market capitalization $2.0M).

  • Fundamental Cash Engine (7/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of 23.0%, operating margin of -23.4%, and free cash flow yield of —.
  • Whale 13F & Options Flow (3/20) + Insider Conviction (5/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (9/20) + Forensic Balance Sheet (3/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 2/9, and Debt/Equity of 0.73x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Capstone Holding Corp. Is a NASDAQ-listed issuer in the Consumer Discretionary sector, operating in the RETAIL: Building Materials industry. The profile identifies the company's sector, industry, and exchange, and the market cap is listed as $0.0B in the profile section. Gross margin is 23% per the market data, which is the only operating descriptor available.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Capstone Holding Corp. (CAPS) reported $46.9M in annual revenue (up from $45.8M in FY2024, +2.3% YoY) and -$21.2M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($48.6M revenue, -$3.8M net income) through FY2025, CAPS scaled operating cash flow to -$4.4M and free cash flow to -$4.5M, backed by $51.4M in total assets against $9.0M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (E • RQD 27/100): Established market leader in Consumer Discretionary with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 3/20. With Fundamental Cash Engine at 7/20 and Institutional Whale Flow at 3/20, sustained execution supports upside toward the upper end of the $0.64 – $26.70 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -23.4% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

No upstream suppliers, downstream customers, or sector-correlated peers are identified in the source data. Consequently, no 2nd-order bottlenecks can be mapped from the provided materials. The sector label (Consumer Discretionary, Building Materials) is the only contextual anchor available, and the stock's beta of 1.0 suggests market-level sensitivity, but no specific ripple pathways are documented.

  • Key Question #1: Can CAPS sustain or expand its -23.4% operating margin and -35.0% ROIC against RETAIL: Building Materials peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $46.9M and free cash flow of -$4.5M, how will capital allocation balance growth reinvestment against $9.0M in total debt?
  • Key Question #3: How sensitive is CAPS's equity valuation to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

CAPS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Capstone Holding Corp. (CAPS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CAPS Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CAPS Bull vs. Bear Conversation Board — What's Your Call at $2.10?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CAPS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on CAPS:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeepValue_CFA RQD DEBATE OPENER • Institutional Buy-Side 🐂 BULLISH 🎯 Target: $2.60 (+17.1%)
📌 Pinned Debate

The 52-week range shows the stock traded as high as $26.7 and the RQD model still assigns a Beta of 1.0, so a rebound in cash generatio

The street is overcomplicating Capstone Holding Corp. (CAPS). The 52-week range shows the stock traded as high as $26.7 and the RQD model still assigns a Beta of 1.0, so a rebound in cash generation could re-rate shares from current levels.. With an RQD score of 27/100 (E) and Forensic Balance Sheet at 5/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $2.40.

SectorRotator 🐂 BULL

@DeepValue_CFA Agree on the RQD 27/100 quality, though with 1.0 beta I'm scaling in with half-size at $2.22 and keeping dry powder in case we test $2.06.

CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $1.75 (-21.2%)
Spot @ $2.22

Negative ROIC of -35%, zero FCF yield, and FY 2025 net loss of -$21.2M on $46.9M revenue point to continued cash burn while the Piotros

Sitting on the sidelines or leaning short CAPS above $2.22. Negative ROIC of -35%, zero FCF yield, and FY 2025 net loss of -$21.2M on $46.9M revenue point to continued cash burn while the Piotroski F-Score of 2/9 signals weak fundamentals.. Until Fundamental Cash Engine (7/20) and FCF yield (0.0%) inflect higher, upside is capped near $26.70.

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