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BETA Technologies, Inc. (BETA) 10-Year Financial Performance & Capital Metrics

BETA • • Industrial / General
  • Revenue $15M -1.7%
  • EBITDA -$256M -43.7%
  • Net Income -$276M -57.0%
  • EPS (Diluted) -1.37 -52.2%
  • Gross Margin -39.03% -227.2%
  • EBITDA Margin -1694.65% -46.2%
  • Operating Margin -1803.74% -48.5%
  • Net Margin -1826.43% -59.8%
  • ROE -67.12% -47.4%
  • ROIC -68.98% -41.5%
  • Debt/Equity 0.39 -2.9%
  • Interest Coverage -23.82 +95.5%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

No significant strengths identified

✗Weaknesses

  • ✗Weak Piotroski F-Score: 3/9
  • ✗Negative free cash flow
  • ✗Expensive at 14.2x book value
  • ✗Low asset turnover indicates capital-intensive operations

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y-
3Y-
TTM-

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-

EPS CAGR

10Y-
5Y-
3Y-
TTM-

ROCE

10Y Avg-40.79%
5Y Avg-40.79%
3Y Avg-40.79%
Latest-47.22%

Profit & Loss

Dec 2023Dec 2024
Sales/Revenue+15.36M15.09M
Revenue Growth %--0.02%
Cost of Goods Sold+10.64M20.98M
COGS % of Revenue0.69%1.39%
Gross Profit+4.71M-5.89M
Gross Margin %0.31%-0.39%
Gross Profit Growth %--2.25%
Operating Expenses+191.28M266.33M
OpEx % of Revenue12.46%17.65%
Selling, General & Admin53.01M59.42M
SG&A % of Revenue3.45%3.94%
Research & Development138.27M206.91M
R&D % of Revenue9%13.71%
Other Operating Expenses00
Operating Income+-186.57M-272.22M
Operating Margin %-12.15%-18.04%
Operating Income Growth %--0.46%
EBITDA+-177.95M-255.76M
EBITDA Margin %-11.59%-16.95%
EBITDA Growth %--0.44%
D&A (Non-Cash Add-back)8.62M16.46M
EBIT-174.18M-263.7M
Net Interest Income+12.04M-2.91M
Interest Income12.39M8.52M
Interest Expense352K11.43M
Other Income/Expense12.04M-2.91M
Pretax Income+-174.53M-275.13M
Pretax Margin %-11.37%-18.23%
Income Tax+1.03M514K
Effective Tax Rate %1.01%1%
Net Income+-175.56M-275.64M
Net Margin %-11.43%-18.26%
Net Income Growth %--0.57%
Net Income (Continuing)-175.56M-275.64M
Discontinued Operations00
Minority Interest00
EPS (Diluted)+-0.90-1.37
EPS Growth %--0.52%
EPS (Basic)-0.90-1.37
Diluted Shares Outstanding223.81M223.81M
Basic Shares Outstanding223.81M223.81M
Dividend Payout Ratio--

Balance Sheet

Dec 2023Dec 2024
Total Current Assets+280.03M327.34M
Cash & Short-Term Investments253.69M301.55M
Cash Only253.69M301.55M
Short-Term Investments00
Accounts Receivable5.71M12.15M
Days Sales Outstanding135.76293.97
Inventory9.42M3.66M
Days Inventory Outstanding322.9563.65
Other Current Assets3.96M3.57M
Total Non-Current Assets+299.21M339.03M
Property, Plant & Equipment295.6M336M
Fixed Asset Turnover0.05x0.04x
Goodwill00
Intangible Assets00
Long-Term Investments00
Other Non-Current Assets3.61M3.03M
Total Assets+579.25M666.37M
Asset Turnover0.03x0.02x
Asset Growth %-0.15%
Total Current Liabilities+36.17M56.55M
Accounts Payable8.04M16.23M
Days Payables Outstanding275.76282.36
Short-Term Debt1.58M4.63M
Deferred Revenue (Current)1000K1000K
Other Current Liabilities21.55M27.24M
Current Ratio7.74x5.79x
Quick Ratio7.48x5.72x
Cash Conversion Cycle182.9575.26
Total Non-Current Liabilities+157.64M173.88M
Long-Term Debt134.63M149.23M
Capital Lease Obligations19.08M16.68M
Deferred Tax Liabilities00
Other Non-Current Liabilities1.9M1.6M
Total Liabilities193.81M230.43M
Total Debt+155.28M170.55M
Net Debt-98.41M-131M
Debt / Equity0.40x0.39x
Debt / EBITDA--
Net Debt / EBITDA--
Interest Coverage-530.03x-23.82x
Total Equity+385.44M435.94M
Equity Growth %-0.13%
Book Value per Share1.721.95
Total Shareholders' Equity385.44M435.94M
Common Stock1K1K
Retained Earnings-676.69M-969.28M
Treasury Stock-5.36M-5.89M
Accumulated OCI-13K-207K
Minority Interest00

Cash Flow

Dec 2023Dec 2024
Cash from Operations+-158.01M-222.66M
Operating CF Margin %-10.29%-14.75%
Operating CF Growth %--0.41%
Net Income-175.56M-275.64M
Depreciation & Amortization8.62M16.46M
Stock-Based Compensation00
Deferred Taxes00
Other Non-Cash Items11.06M15.18M
Working Capital Changes-2.13M21.34M
Change in Receivables1.33M2.07M
Change in Inventory00
Change in Payables00
Cash from Investing+-152.33M-68.81M
Capital Expenditures-153.24M-73.51M
CapEx % of Revenue9.98%4.87%
Acquisitions--
Investments--
Other Investing00
Cash from Financing+134.33M339.33M
Debt Issued (Net)--
Equity Issued (Net)--
Dividends Paid00
Share Repurchases--
Other Financing-4K-51K
Net Change in Cash--
Free Cash Flow+-311.25M-296.17M
FCF Margin %-20.27%-19.62%
FCF Growth %-0.05%
FCF per Share-1.39-1.32
FCF Conversion (FCF/Net Income)0.90x0.81x
Interest Paid00
Taxes Paid00

Key Ratios

Metric20232024
Return on Equity (ROE)-45.55%-67.12%
Return on Invested Capital (ROIC)-48.75%-68.98%
Gross Margin30.7%-39.03%
Net Margin-1143.21%-1826.43%
Debt / Equity0.40x0.39x
Interest Coverage-530.03x-23.82x
FCF Conversion0.90x0.81x
Revenue Growth--1.73%

Frequently Asked Questions

Growth & Financials

BETA Technologies, Inc. (BETA) reported $15.1M in revenue for fiscal year 2024. This represents a 2% decrease from $15.4M in 2023.

BETA Technologies, Inc. (BETA) saw revenue decline by 1.7% over the past year.

BETA Technologies, Inc. (BETA) reported a net loss of $275.6M for fiscal year 2024.

Dividend & Returns

BETA Technologies, Inc. (BETA) has a return on equity (ROE) of -67.1%. Negative ROE indicates the company is unprofitable.

BETA Technologies, Inc. (BETA) had negative free cash flow of $296.2M in fiscal year 2024, likely due to heavy capital investments.

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