StockData

BETA Technologies, Inc. (BETA) stock analysis

BETANYSEAircraftFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q/A on Nov 10, 2026Score 5/30
$23.33−1.83 (-7.27%)

Close on Nov 13, 2026Market cap $5.46BP/E –Yield –

StockData Score

Prices as of Nov 13, 2026How the score works

Value0Growth2Performance0Health3Dividend0

Weak5 of 30 checks passed

BETA Technologies passes 5 of the 30 checks behind our score; 17 could not be run for lack of data and count as not passed. Each dot in the shape is one check — hover it for the numbers.

Valuation
0/6
Growth
2/6
Past performance
0/6
Financial health
3/6
Dividend
0/6

What stands out

  • Low debt

    Debt is 12.1% of shareholders' equity, under the 40% we consider low.

  • Low bankruptcy risk

    The Altman Z-score is 7.75; above 3 is the safe zone and below 1.8 the distress zone.

  • Guidance raised

    BETA Technologies raised its full year 2026 revenues outlook on Aug 12, 2026.

  • Growing faster than the industry

    Revenue grew 85.3% over the last twelve months; the Aircraft and Parts median is 17.5%.

What to watch

  • Return on capital under 10%

    Return on invested capital was -135%, below the 10% that usually covers the cost of capital.

  • Interest not well covered

    Operating income covers interest expense -37.6 times; we look for at least 5.

  • Debt not well covered by cash flow

    Operating cash flow over the last twelve months equals -193% of total debt; we look for at least 20%.

  • P/B above the industry

    BETA Technologies's price-to-book of 3.60 is above the Aircraft and Parts median of 2.69.

Valuation0/6

  • P/E against its history

    Not enough price and earnings history to compare.

  • P/E against the industry

    Needs positive earnings and enough profitable companies in the industry.

  • EV/EBITDA against its history

    Needs positive EBITDA and price history.

  • P/B above the industry

    BETA Technologies's price-to-book of 3.60 is above the Aircraft and Parts median of 2.69.

  • Price against fair value

    We could not estimate a fair value: it needs at least two valuation methods with positive inputs.

  • Margin of safety

    Depends on the fair value estimate.

Growth2/6

  • Revenue growth over 3 years

    Needs three years of positive revenue.

  • EPS growth over 3 years

    Needs positive EPS three years ago and today.

  • Earnings acceleration

    Needs positive net income now, a year ago and five years ago.

  • Growing faster than the industry

    Revenue grew 85.3% over the last twelve months; the Aircraft and Parts median is 17.5%.

  • Guidance raised

    BETA Technologies raised its full year 2026 revenues outlook on Aug 12, 2026.

  • Gross margin slipping

    Gross margin was 62.5% over the last twelve months, against 76.2% a year earlier.

Past performance0/6

  • Return on equity

    Needs positive equity and five years of results.

  • Return on capital under 10%

    Return on invested capital was -135%, below the 10% that usually covers the cost of capital.

  • Return on equity below the industry

    BETA Technologies's return on equity of -46.8% is below the Aircraft and Parts median of 9.1%.

  • Earnings over 5 years

    Needs positive net income five years ago and in the latest year.

  • Net margin against its history

    Needs five years of revenue and net income.

  • Net margin below the industry

    BETA Technologies's net margin of -1008% is below the Aircraft and Parts median of 5.5%.

Financial health3/6

  • Low debt

    Debt is 12.1% of shareholders' equity, under the 40% we consider low.

  • Debt trend

    Needs a balance sheet from five years ago with positive equity.

  • Debt not well covered by cash flow

    Operating cash flow over the last twelve months equals -193% of total debt; we look for at least 20%.

  • Interest not well covered

    Operating income covers interest expense -37.6 times; we look for at least 5.

  • Short-term assets cover short-term debts

    Current assets are 11.51 times current liabilities.

  • Low bankruptcy risk

    The Altman Z-score is 7.75; above 3 is the safe zone and below 1.8 the distress zone.

Dividend0/6

  • No dividend

    BETA Technologies has not paid a dividend in the last twelve months.

  • Yield against Treasuries

    No dividend.

  • Yield against the market

    No dividend.

  • Dividend stability

    No dividend.

  • Earnings cover

    No dividend.

  • Cash-flow cover

    No dividend.

Scores of similar companies

Fair value

How we estimate it

We don't publish a fair value for BETA Technologies. It needs a US-dollar share price, at least two valuation methods with positive inputs (earnings, EBITDA, book value or sales) and, for companies with several share classes, classes that trade at the same price.

Valuation over time

Using the earnings and balance sheet published at each date, not today's.

An estimate from reported numbers and market multiples, not a price target or investment advice. It can be far off for companies whose profits are about to change sharply.

Market risk

From the past year of daily prices.

Liquidity

Low risk

Average value traded per day
$43.38M
Value traded per 1% price move
$12.47M

Downside

High risk

Typical loss in a bad month
37.4%
Volatility (annualized)
78%
Sharpe ratio, 1 year
-0.51
Beta to the S&P 500 (5Y)
1.96

Margins

Share of revenue, fiscal years 2022 to 2025

Gross margin

72.2%

Operating margin

-1046.3%

Net margin

-2094.2%

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