A2Z Cust2Mate Solutions Corp
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A2Z Cust2Mate Solutions Corp AI Insights
Informational only. Not investment advice.Snapshot
- Cash burn of -17.1M TTM against 43.2M cash = ~2.5 years runway before dilution or debt needed[Cash Flow TTM]
- R&D spend of 7.9M TTM exceeds total revenue of 7.5M - pre-revenue investment phase company[Research and Development TTM]
- P/S of 27x vs industry median 2.7x - priced for 10x revenue growth that hasn't materialized[P/S Ratio]
Watch Triggers
- Cash and Equivalents: Falls below 25M — Signals <18 months runway, likely triggers dilutive financing announcement
- Total Revenue TTM: Exceeds 15M (2x current) — Would indicate commercial traction that could justify current valuation
- Operating Expense TTM: Declines while revenue grows — First sign of operating leverage and path to profitability
Bull Case
5Y revenue CAGR of 41% vs industry median 9% shows product-market traction; 30% gross margin proves unit economics can work at scale
Near-zero debt (0.03 D/E) and 69M working capital provide flexibility for strategic pivots without creditor pressure
Bear Case
Operating margin of -286% TTM with OpEx 3.2x revenue - losses are structural, not growth-phase. No operating leverage visible
P/S of 27x (10x industry median) prices in success that 7.5M revenue and -31.6M net loss don't support
Bull vs Bear Balance
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Forward Thesis
Cash runway exhaustion by late 2027 will force dilutive financing or strategic pivot
- FCF burn of -17.8M TTM with no path to profitability visible
- Operating expenses 3.2x revenue indicates structural losses
- 5Y revenue CAGR of 41% insufficient to close gap
Valuation Context
Caveats
Public Strategies Rankings
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AZ Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$318.98M | — | ||
$308.07M | — | ||
0.00 | — | ||
$7.9M | +10.3% | — | |
$-1.03 | — | ||
-461% | -281.6% | — | |
-478% | -240.4% | — | |
$-24.0M | — | ||
-82.1% | +125.2% | — | |
Beta 5Y (Monthly) | unknown | — |
AZ Dividend History
AZ Stock Splits
AZ SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
04/01/26 | 12/31/25 | 20-F | |
11/13/25 | 09/30/25 | 6-K | |
08/13/25 | 06/30/25 | 6-K | |
05/15/25 | 03/31/25 | 6-K | |
03/31/25 | 12/31/24 | 20-F | |
11/13/24 | 09/30/24 | 6-K | |
08/14/24 | 06/30/24 | 6-K | |
05/15/24 | 03/31/24 | 6-K | |
04/03/24 | 12/31/23 | 20-F | |
11/14/23 | 09/30/23 | 6-K | |
08/14/23 | 06/30/23 | 6-K | |
05/15/23 | 03/31/23 | 6-K | |
03/27/23 | 12/31/22 | 20-F | |
11/14/22 | 09/30/22 | 6-K | |
08/15/22 | 06/30/22 | 6-K | |
08/17/23 | 06/30/22 | 6-K/A | |
05/16/22 | 03/31/22 | Quarterly | -- |
04/01/22 | 12/31/21 | 40-F | |
11/29/21 | 09/30/21 | Quarterly | -- |
08/30/21 | 06/30/21 | Quarterly | -- |
05/31/21 | 03/31/21 | Quarterly | -- |
04/30/21 | 12/31/20 | Annual | -- |
11/30/20 | 09/30/20 | Quarterly | -- |
08/27/20 | 06/30/20 | Quarterly | -- |
07/13/20 | 03/31/20 | Quarterly | -- |
06/10/20 | 12/31/19 | Annual | -- |
11/29/19 | 09/30/19 | Quarterly | -- |
08/29/19 | 06/30/19 | Quarterly | -- |
05/28/19 | 03/31/19 | Quarterly | -- |
04/29/19 | 12/31/18 | Annual | -- |
11/20/18 | 09/30/18 | Quarterly | -- |
08/27/18 | 06/30/18 | Quarterly | -- |
05/30/18 | 03/31/18 | Quarterly | -- |