Elauwit Connection Inc
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Elauwit Connection Inc AI Insights
Informational only. Not investment advice.Snapshot
- Negative equity of -5.1M with total liabilities 155% of assets (14.1M vs 9.1M) - technically insolvent balance sheet.[Common Stockholders Equity]
- Burning 2.1M FCF TTM on 20.3M revenue (-10% FCF margin) with only 762K cash - ~4 months runway without financing.[Free Cash Flow TTM]
- A/R of 4.6M is 23% of TTM revenue - collection cycle concerns given negative working capital of -3.0M.[Accounts Receivable]
Watch Triggers
- Cash and Equivalents: Falls below 500K or rises via financing — At current burn, sub-500K cash signals imminent dilution or default.
- Accounts Receivable: Exceeds 5M or DSO extends beyond 90 days — 4.6M A/R on negative equity - collection failure could trigger insolvency.
- Operating Income TTM: Turns positive or losses exceed -2M — Path to survival requires operating breakeven; widening losses accelerate crisis.
Bull Case
Gross margin 25.4% with 7.8% gross profit growth vs 1.8% revenue growth shows improving unit economics - path to profitability if scale achieved.
Asset turnover 2.2x vs industry median 0.36x - capital-light model generates 6x more revenue per dollar of assets than peers.
Bear Case
Negative equity -5.1M means shareholders wiped out in liquidation. Debt/equity undefined (negative denominator) - extreme leverage risk.
Operating margin -5.5% with -1.1M operating loss on 20.3M revenue - not close to breakeven despite 6+ years operating.
Bull vs Bear Balance
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Forward Thesis
Liquidity crisis likely within 6 months without equity raise or debt restructuring.
- 762K cash vs 2.1M annual cash burn
- 10.6M current liabilities vs 7.6M current assets
- 365K annual interest on 4.2M debt
Valuation Context
Caveats
Public Strategies Rankings
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ELWT Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$50.51M | — | ||
$46.38M | — | ||
0.00 | — | ||
$21.62M | +154.5% | — | |
$-0.80 | — | ||
-17.1% | +20.7% | — | |
-19.6% | +21.3% | — | |
$-5.71M | — | ||
7,047% | — | ||
Beta 5Y (Monthly) | unknown | — |
ELWT Dividend History
ELWT Stock Splits
ELWT SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
03/31/26 | 12/31/25 | 10-K | |
12/10/25 | 09/30/25 | 10-Q | |
11/04/25 | 06/30/25 | 424B3 | |
06/23/25 | 03/31/25 | DRS/A | |
11/04/25 | 12/31/24 | 424B3 | |
12/10/25 | 09/30/24 | 10-Q | |
03/30/26 | 09/30/24 | 10-Q/A | |
06/30/24 | 06/30/24 | Unknown | -- |
06/23/25 | 03/31/24 | DRS/A |