10-KPersonal Credit Institutions

Affirm Holdings, Inc.

AFRM · Period ending 2026-06-30 · Filed 2026-08-27

Valuation

Personal Credit Institutions
Live · Yahoo Finance

Price

$71.44

52-Week Range

$42.09$71.44 now$92.56

Decision Context

Altman Z-Score indicates financial distress risk. Review debt levels and cash runway before any position sizing decision.

Based on filing period ending Jun 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

AFRM vs

Macro Context

Fed Funds Rate

3.63%

Accommodative

10-Year Treasury

4.60%

2026-07-01

Unemployment

4.1%

Near full employment

CPI Index

332.8

2026-07-01

M2 Money Supply

$23.2T

2026-07-01

The Federal Funds rate stands at 3.63% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.60%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.1%; Industrial production index is at 103.0; M2 money supply is $23.2T; CPI index stands at 332.8.

SWOT Analysis — AFRM

Inflationary Boom

Strengths

  • Net Income: $1.9B (+3597.9% YoY) — Profit grew 3598% — the company kept more of each dollar earned.

  • EPS (Diluted): $5.53 (+3586.7% YoY) — Earnings per share rose 3587% — each share earned more.

  • Operating Cash Flow: $1.2B (+55.1% YoY) — Operating cash flow grew 55% — the business generated more cash from day-to-day operations.

  • Total Assets: $15.8B (+41.6% YoY) — Total assets grew 42% — the company's resource base expanded.

  • Revenue: $4.3B (+32.2% YoY) — Revenue grew 32% — the company sold more goods or services than the prior year.

Weaknesses

No material weaknesses flagged.

Opportunities

No clear opportunities identified at this time.

Threats

No significant threats flagged.

Financial Charts

Revenue vs Net Income

Margin Trend

Quarter-over-Quarter Comparison

2026-03-312026-06-30
Metric2026-03-312026-06-30Change
Revenue$3.2B$4.3B
32.2%
Operating Income$-87M$417M
577.8%
Net Income$52M$1.9B
3597.9%
EPS (diluted)$0.15$5.53
3586.7%
Operating CF$794M$1.2B
55.1%

Risk factor changes vs prior filing

REMOVED

Total liabilities represent 72% of total assets — elevated leverage that amplifies both gains and losses.

Year-over-Year Changes

Net Income

$1.9B

was $52.2M

+3597.9%

Profit grew 3598% — the company kept more of each dollar earned.

EPS (Diluted)

$5.53

was $0.15

+3586.7%

Earnings per share rose 3587% — each share earned more.

Operating Cash Flow

$1.2B

was $793.9M

+55.1%

Operating cash flow grew 55% — the business generated more cash from day-to-day operations.

Total Assets

$15.8B

was $11.2B

+41.6%

Total assets grew 42% — the company's resource base expanded.

Revenue

$4.3B

was $3.2B

+32.2%

Revenue grew 32% — the company sold more goods or services than the prior year.

Price History

Technical Signals

Daily closes · 1-year data

Latest News

via Finnhub

Filing History — AFRM

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External Links

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Research Affirm Holdings, Inc.

Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.