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WFWFCF

Where Food Comes From Inc

$WFCF·$61M·Specialty Business Services·Industrials
$13.15-0.8%YTD+6.3%1Y+9.6%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts270%
Price updated 11h ago·X counts updated 6d ago
WFWFCF
$WFCFWhere Food Comes From Inc
$13.15-0.75%27 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WFCF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-21

The move has stalled — likely just drifts unless something new shows up.

Food-verification micro-cap with steady low-single-digit growth and quiet tape.

Where Food Comes From is a small third-party food-supply-chain verification services provider whose Q1 revenue grew 2% year-over-year with a modest gross-margin profile. The stock is coiled at 26% of its 52-week range with essentially no fundamental acceleration.

  • Q1 revenue $5.4M grew 2% year-over-year at a 38% gross margin and 6% operating margin, with $375K of free cash flow — steady but modest scale.
  • Analysts show a very sparse coverage set with $25.7M of 2030 revenue and $0.37 EPS — the analyst set is thin and the model implies only slow compounding.
  • The stock sits at 26% of its 52-week range on a tiny ~2.4M-share float — extreme illiquidity means any modest buyer moves the tape.

X chatter on the ticker is essentially nothing, so there is no meaningful crowd view — the setup is fundamentals only. The next real test is Q3 revenue growth turning positive versus the Q1 decline pattern and any concrete new-standard adoption disclosure — either would move this from stalled to trending.

Agrees with X sentimentSentiment coverage on WFCF is essentially non-existent — no crowd view; fundamentals do the work.

What to watch: Q3 revenue growth turning positive and any concrete new-standard adoption disclosure.

beta missing

Read the AI verdict + X sentiment for $WFCF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides USDA-approved verification and certification for livestock and food claims like non-GMO, grass-fed, and humane handling.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $WFCF.

Specialty Business Services · Industrials

No material change from last week — new Diehl Defence agreement for space-based early warning adds government defense to its maritime, weather, and aviation data streams.

What this means for $WFCF

Neutral — Provides USDA-approved verification and certification for livestock and food claims like non-GMO, grass-fed, and humane handling; limited read-through from specialty business services macro dynamics to this specific revenue mix.

Industry benchmark

5-name peer basket
-16.0%YTD
+4.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.08$0.05+60.0%
Q1 2026May 14, 2026$0.02——
Q4 2025Feb 26, 2026$-0.04——
Q3 2025Nov 13, 2025$0.22——
Next earningsThu, Nov 12·consensus EPS $0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.4M+1.7%38.1%5.6%$0.02$375K
Q4 FY25$6.0M-9.3%35.9%-1.0%$-0.04$-741K
Q3 FY25$7.0M-1.3%38.3%8.2%$0.22$443K
Q2 FY25$6.6M+2.6%37.5%8.4%$0.11$1.1M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY30$25.7M$25.7M – $25.7M$0.37$0.37 – $0.371
FY31$28.0M$28.0M – $28.0M$0.49$0.49 – $0.491

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 2.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationAug 6S-3
AI summary

WHERE FOOD COMES FROM, INC. (WFCF) filed a shelf registration statement (Form S-3) on 2026-08-06 covering an unspecified amount in securities. The registration covers new primary shelf offering (potential future dilution). A shelf registration does not represent immediate capital raising but authorizes future offerings at the company's discretion. Investors should watch for subsequent 424B prospectus supplements, which indicate actual capital deployment from the shelf.

8-KShareholder voteApr 108-K — Item 5.07: Shareholder vote
AI summary

Where Food Comes From, Inc. (WFCF) reported voting results from its April 9, 2026 Annual Meeting. All six directors were elected with near-unanimous support (~3.88-3.89M votes for); Haynie and Company was ratified as auditor (4.4M for); executive compensation was approved non-bindingly (3.86M for, 5K against); and stockholders strongly preferred triennial say-on-pay frequency (3.41M triennial vs. 438K annual). All proposals passed — routine annual meeting for the livestock verification and sustainability services company.

+ 6 other (2 earnings 8-Ks · 2 10-Qs · 1 10-K · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WFCF Q2 Earnings Fall Y/Y as Digital Asset Loss Offsets Margin Gainszacks.com·16d agoWhere Food Comes From Q2 Earnings Call Highlightsmarketbeat.com·22d agoWhere Food Comes From, Inc. (WFCF) Q2 2026 Earnings Call Transcriptseekingalpha.com·23d agoWhere Food Comes From, Inc. Reports Second Quarter Financial Resultsglobenewswire.com·23d agoWhere Food Comes From (WFCF) Expected to Announce Earnings on Thursdaydefenseworld.net·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $WFCF on X in the last 7 days.

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