SKIN Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03

Preço $0.63

Capitalização de Mercado (MRQ) $82M

P/E (TTM) -3.5

EPS (TTM) $-0.18

Receita (TTM) $290M

ROE (TTM) -43.9%

Intervalo 52 Semanas $1–$2

SKIN Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04

intervalo

barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06

Receita$301M

2019-12-31 → 2025-12-31

EPS$-0.16

2019-12-31 → 2025-12-31

Fluxo de caixa livre$37M

2022-12-31 → 2025-12-31

Margem líquida-9.8%

2022-12-31 → 2025-12-31

Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica	SKIN	média 5A	Mediana de Pares	Veredito
P/E (TTM)	-3.5média 5A ≈-12.7	≈-12.7	·	·
P/S (TTM)	0.3média 5A ≈1.4	≈1.4	1.0	Subvalorizado
P/B (MRQ)	1.5média 5A ≈5.0	≈5.0	2.3	Subvalorizado
Preço / FCF (TTM)	3.9média 5A ≈7.2	≈7.2	·	·
Preço / Fluxo de Caixa (TTM)	3.7média 5A ≈5.8	≈5.8	14.7	Subvalorizado
Preço / Valor Patrimonial Tangível (MRQ)	3.2	·	·	·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica	SKIN	média 5A	Mediana de Pares	Veredito
Margem Bruta (TTM)	66.4%média 5A ≈56.8%	≈56.8%	69.2%	Em linha
Margem Operacional (TTM)	-1.5%média 5A ≈-16.7%	≈-16.7%	5.0%	Em linha
EBITDA Margin (Margem EBITDA)	-6.9%média 5A ≈-16.7%	≈-16.7%	5.0%	Em linha
Margem de Impostos Pré-Tributação (TTM)	-8.2%média 5A ≈-6.0%	≈-6.0%	3.3%	Fraco
Margem de Lucro Líquido (TTM)	-9.8%média 5A ≈-6.2%	≈-6.2%	2.8%	Fraco
ROA (TTM)	-5.7%média 5A ≈-2.9%	≈-2.9%	5.6%	Fraco
ROE (TTM)	-43.9%média 5A ≈-44.8%	≈-44.8%	15.0%	Fraco
ROIC	-54.6%média 5A ≈-103.5%	≈-103.5%	14.5%	Fraco

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica	Tendência de 5 anos	SKIN	média 5A	Mediana de Pares	Veredito
Índice de liquidez corrente (MRQ)		1.8média 5A ≈6.4	≈6.4	1.8	Em linha
Quick Ratio (Índice de Liquidez Seca)		0.1média 5A ≈3.6	≈3.6	0.4	Baixa liquidez

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica	SKIN	média 5A	Mediana de Pares	Veredito
Revenue YoY (Receita Ano a Ano)	-10.0%média 5A ≈28.4%	≈28.4%	·	·
Revenue CAGR 3Y (CAGR Receita 3A)	-6.3%média 5A ≈17.3%	≈17.3%	·	·
Revenue CAGR 5Y (CAGR Receita 5A)	20.4%	·	·	·

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica	SKIN	média 5A	Mediana de Pares	Veredito
EPS (Diluted) (EPS (Diluído))	$-0.16média 5A ≈$-1.04	≈$-1.04	·	·
Revenue / Share (Receita / Ação)	$2.21média 5A ≈$2.51	≈$2.51	·	·
Cash Flow / Share (Fluxo de Caixa / Ação)	$0.28média 5A ≈$-0.04	≈$-0.04	·	·

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica	SKIN	média 5A	Mediana de Pares	Veredito
Asset Turnover (Giro do Ativo)	0.5média 5A ≈0.4	≈0.4	0.8	Fraco
Inventory Turnover (Giro de Estoque)	1.8média 5A ≈1.9	≈1.9	3.5	Fraco
Receivables Turnover (Giro de Contas a Receber)	12.2média 5A ≈8.1	≈8.1	13.9	Em linha
Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.)	≈$490.7K	·	·	·

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14

Surpresa Média 34.1%

Próximo relatório Nov 04, 2026

Período	Relatório	EPS Actual	EPS est.	Surpresa
30 de Junho de 2026	Ago 11, 2026	$-0.02	$-0.02	19.4%
31 de Março de 2026	Mai 7, 2026	$-0.05	$-0.08	36.5%
31 de Dezembro de 2025		$-0.06	$-0.05	-14.3%
30 de Setembro de 2025		$-0.09	$-0.07	-30.2%
30 de Junho de 2025		$0.03	$-0.05	155.7%
31 de Março de 2025		$-0.08	$-0.13	37.9%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15

Demonstração de Resultados 18

Métrica	2025	2024	2023	2022	2021	2020	2019
Revenue	$301M	$334M	$398M	$366M	$260M	$119M	$167M
Cost of Revenue	$104M	$152M	$243M	$117M	$82M	$52M	$60M
Gross Profit	$196M	$182M	$155M	$249M	$179M	$67M	$107M
R&D Expense	$6M	$6M	$10M	$8M	$8M	$3M	$5M
SG&A Expense	$118M	$125M	$131M	$106M	$99M	$31M	$27M
Operating Expenses	$217M	$250M	$286M	$275M	$218M	$84M	$93M
Operating Income	$-21M	$-68M	$-131M	$-26M	$-40M	$-17M	$13M
Interest Expense	·	·	$14M	$13M	$12M	·	·
Interest Income	$9M	$17M	$23M	$9M	$39.0K	·	·
Other Non-op	$19M	$34M	$5M	$-2M	$-4M	$-47.0K	$535.0K
Pretax Income	$-6M	$-30M	$-102M	$45M	$-381M	$-38M	$-3M
Income Tax	$4M	$-452.0K	$-2M	$1M	$-2M	$-9M	$-1M
Net Income	$-10M	$-29M	$-100M	$44M	$-379M	$-29M	$-2M
EPS (Basic)	$-0.08	$-0.23	$-0.76	$0.30	$-3.71	$-0.85	$-0.05
EPS (Diluted)	$-0.16	$-0.36	$-0.76	$-0.23	$-3.71	$-0.85	$-0.05
Shares (Basic)	126,378,509	123,827,372	131,680,605	147,554,090	102,114,949	34,293,271	32,136,203
Shares (Diluted)	135,798,202	142,492,575	131,680,605	148,506,312	102,114,949	34,293,271	32,136,203
EBITDA	$-21M	$-68M	$-131M	$-24M	·	·	·

Balanço Patrimonial 26

Métrica	2025	2024	2023	2022	2021	2020	2019
Cash & Equivalents	·	·	$523M	$568M	$902M	$9M	·
Receivables	$22M	$28M	$55M	$76M	$47M	$19M	·
Inventory	$48M	$69M	$91M	$110M	$35M	$23M	·
Prepaid Expense	$5M	$9M	$29M	$28M	$12M	$3M	·
Current Assets	$310M	$477M	$698M	$783M	$1.00B	$59M	·
PP&E (Net)	·	·	·	·	·	$9M	·
Accum. Depreciation	·	·	·	·	·	$4M	·
Goodwill	$127M	$123M	$126M	$125M	$124M	$99M	$99M
Intangibles	$36M	$48M	$62M	$46M	$56M	$51M	·
Other Non-current Assets	$12M	$14M	$16M	$14M	$7M	$5M	·
Total Assets	$500M	$686M	$929M	$1.00B	$1.22B	$223M	·
Accounts Payable	$16M	$22M	$45M	$28M	$29M	$18M	·
Accrued Liabilities	$15M	$20M	$20M	$15M	$15M	$2M	·
Current Liabilities	$186M	$68M	$115M	$72M	$76M	$31M	·
Capital Leases	$9M	$11M	$9M	$13M	$13M	$0	·
Deferred Tax	$393.0K	$396.0K	$702.0K	$2M	$4M	$4M	·
Other Non-current Liabilities	$2M	$2M	$3M	$0	$0	$2M	·
Total Liabilities	$439M	$634M	$870M	$836M	$917M	$253M	·
Long-term Debt	·	$552M	·	·	·	·	·
Common Stock	$13.0K	$12.0K	$12.0K	$14.0K	$16.0K	$4.0K	·
Paid-in Capital	$580M	$567M	$541M	$550M	$722M	$14M	·
Retained Earnings	$-517M	$-508M	$-479M	$-379M	$-419M	$-44M	·
AOCI	$-1M	$-7M	$-3M	$-5M	$-1M	$242.0K	·
Stockholders' Equity	$61M	$52M	$59M	$167M	$298M	$-31M	$-1M
Liabilities + Equity	$500M	$686M	$929M	$1.00B	$1.22B	$223M	·
Shares Outstanding	127,520,823	124,924,185	122,899,002	132,214,695	150,598,047	35,501,743	32,136,203

Fluxo de Caixa 13

Métrica	2025	2024	2023	2022	2021	2020	2019
Stock-based Comp	$15M	$27M	$23M	$28M	$12M	$363.0K	$103.0K
Deferred Tax	$2M	$-4M	$-6M	$-2M	$-3M	$-4M	$-5M
Amort. of Intangibles	$17M	$20M	$21M	$15M	$13M	$12M	$13M
Restructuring	·	·	$7M	·	·	·	·
Operating Cash Flow	$37M	$16M	$22M	$-107M	$-28M	$-12M	$2M
CapEx	$303.0K	$756.0K	$4M	$11M	$11M	$4M	$9M
Investing Cash Flow	$-5M	$-7M	$-32M	$-19M	$-38M	$-4M	$-12M
Stock Repurchased	$0	$0	$30M	$160M	$0	$154.0K	$0
Net Stock Activity	$0	$0	$-30M	$-160M	·	·	·
Financing Cash Flow	$-175M	$-158M	$-37M	$-205M	$959M	$18M	$15M
Taxes Paid	$4M	$3M	$2M	$-1M	$2M	$2M	$861.0K
Free Cash Flow	$37M	$15M	$18M	$-117M	·	·	·
Levered FCF	·	·	$5M	·	·	·	·

Lucratividade 8

Métrica	2025	2024	2023	2022	2021	2020	2019
Gross Margin	65.3%	54.5%	39.0%	68.4%	·	·	·
Operating Margin	-6.9%	-20.3%	-32.9%	-6.6%	·	·	·
Net Margin	-3.2%	-8.7%	-25.2%	12.1%	·	·	·
Pretax Margin	-2.0%	-8.8%	-25.6%	12.3%	·	·	·
EBITDA Margin	-6.9%	-20.3%	-32.9%	-6.6%	·	·	·
ROA	-1.6%	-3.6%	-10.4%	4.0%	·	·	·
ROE	-14.1%	-52.2%	-134.1%	21.0%	·	·	·
ROIC	-54.6%	-128.8%	-216.6%	-14.0%	·	·	·

Liquidez e Solvência 3

Métrica	2025	2024	2023	2022	2021	2020	2019
Current Ratio	1.7	7.0	6.1	10.8	·	5.1	·
Quick Ratio	0.1	0.4	5.0	8.8	·	4.3	·
Interest Coverage	·	·	-9.6	·	·	·	·

Eficiência 3

Métrica	2025	2024	2023	2022	2021	2020	2019
Asset Turnover	0.5	0.4	0.4	0.3	·	·	·
Inventory Turnover	1.8	1.9	2.4	1.5	·	·	·
Receivables Turnover	12.2	8.1	6.1	5.9	·	·	·

Por Ação 5

Métrica	2025	2024	2023	2022	2021	2020	2019
Book Value / Share	$0.48	$0.41	$0.48	$1.30	·	·	·
Revenue / Share	$2.21	$2.35	$3.02	$2.46	·	·	·
Cash Flow / Share	$0.28	$0.11	$0.17	$-0.72	·	·	·
Cash / Share	·	·	$4.26	$4.30	·	·	·
EPS (TTM)	$-0.16	$-0.36	$-0.76	$-0.23	$-3.71	$-0.85	·

Taxas de Crescimento 3

Métrica	2025	2024	2023	2022	2021	2020	2019
Revenue YoY	-10.0%	-16.0%	8.8%	40.7%	118.4%	·	·
Revenue CAGR 3Y	-6.3%	8.7%	49.5%	·	·	·	·
Revenue CAGR 5Y	20.4%	·	·	·	·	·	·

Avaliação (TTM) 10

Métrica	2025	2024	2023	2022	2021	2020	2019
Revenue TTM	$301M	$334M	$398M	$366M	$260M	$119M	·
Net Income TTM	$-10M	$-29M	$-100M	$44M	$-379M	$-29M	·
Market Cap	$177M	$199M	$382M	$1.20B	·	·	·
P/E	-8.7	-4.4	-4.1	-39.6	-6.5	-13.3	·
P/S	0.6	0.6	1.0	3.3	·	·	·
P/B	2.9	3.8	6.4	7.0	·	·	·
P / Tangible Book	·	·	·	·	30.7	·	·
P / Cash Flow	4.7	12.3	17.6	-11.3	·	·	·
P / FCF	4.8	12.9	21.3	-10.2	·	·	·
Earnings Yield	-11.5%	-22.6%	-24.4%	-2.5%	-15.4%	-7.5%	·

Demonstração de Resultados 18

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$72M	$65M	$82M	$71M	$78M	$70M	$83M	$79M	$91M	$81M	$97M	$97M	$117M	$86M	$98M	$89M
Cost of Revenue	$23M	$20M	$29M	$25M	$29M	$21M	$31M	$38M	$50M	$33M	$51M	$110M	$50M	$32M	$32M	$27M
Gross Profit	$49M	$44M	$53M	$46M	$49M	$49M	$52M	$41M	$41M	$48M	$46M	$-13M	$68M	$54M	$66M	$61M
R&D Expense	$1M	$1M	$2M	$2M	$1M	$998.0K	$1M	$1M	$1M	$3M	$3M	$2M	$3M	$2M	$1M	$2M
SG&A Expense	$23M	$22M	$28M	$29M	$27M	$34M	$32M	$33M	$31M	$29M	$29M	$37M	$35M	$30M	$28M	$24M
Operating Expenses	$46M	$46M	$53M	$52M	$52M	$61M	$60M	$62M	$63M	$65M	$64M	$70M	$81M	$71M	$69M	$66M
Operating Income	$4M	$-2M	$162.0K	$-6M	$-3M	$-12M	$-7M	$-22M	$-22M	$-17M	$-18M	$-82M	$-13M	$-17M	$-2M	$-4M
Interest Expense	·	·	·	·	·	·	·	·	·	$3M	·	$3M	$3M	$3M	·	$3M
Interest Income	$1M	$1M	$2M	$1M	$3M	$3M	$2M	$5M	$4M	$5M	$6M	$7M	$6M	$4M	$6M	$3M
Other Non-op	$19.0K	$1M	$124.0K	$601.0K	$18M	$60.0K	$88.0K	$69.0K	$17M	$16M	$-137.0K	$5M	$47.0K	$418.0K	$-1M	$-361.0K
Pretax Income	$-1M	$-7M	$-5M	$-11M	$19M	$-9M	$-12M	$-16M	$-151.0K	$-1M	$-9M	$-70M	$1M	$-24M	$6M	$-902.0K
Income Tax	$1M	$-184.0K	$3M	$386.0K	$-993.0K	$892.0K	$-1M	$2M	$-353.0K	$-659.0K	$603.0K	$3M	$-2M	$-4M	$-755.0K	$-821.0K
Net Income	$-3M	$-7M	$-8M	$-11M	$20M	$-10M	$-10M	$-18M	$202.0K	$-679.0K	$-9M	$-74M	$3M	$-20M	$7M	$-81.0K
EPS (Basic)	$-0.02	$-0.05	$-0.07	$-0.09	$0.16	$-0.08	$-0.07	$-0.15	$0.00	$-0.01	$-0.08	$-0.56	$0.03	$-0.15	$0.05	$0.00
EPS (Diluted)	$-0.02	$-0.05	$-0.02	$-0.09	$0.03	$-0.08	$-0.01	$-0.15	$-0.10	$-0.10	$-0.08	$-0.56	$0.03	$-0.15	$-0.01	$-0.03
Shares (Basic)	129,596,886	127,792,611	·	126,890,888	126,072,603	125,079,470	·	124,057,602	123,718,797	123,120,426	·	132,896,626	132,716,024	132,420,762	·	150,788,695
Shares (Diluted)	129,596,886	131,399,898	·	126,890,888	140,294,291	125,079,470	·	124,057,602	141,927,750	144,477,208	·	132,896,626	132,716,024	132,420,762	·	151,417,710
EBITDA	$4M	$-2M	·	$-6M	$-3M	$-12M	·	$-22M	$-22M	$-17M	·	$-82M	$-13M	$-17M	·	·

Balanço Patrimonial 24

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	·	·	·	·	·	·	·	·	·	·	·	$559M	$550M	$532M	·	$684M
Receivables	$18M	$19M	$22M	$22M	$25M	$23M	$28M	$36M	$41M	$48M	·	$67M	$75M	$71M	·	$84M
Inventory	$47M	$48M	$48M	$56M	$59M	$66M	$69M	$73M	$77M	$96M	·	$75M	$107M	$122M	·	$102M
Prepaid Expense	$23M	$5M	$5M	$7M	$8M	$7M	$9M	$16M	$21M	$26M	·	$36M	$31M	$22M	·	$22M
Current Assets	$295M	$278M	$310M	$308M	$306M	$469M	$477M	$485M	$490M	$615M	·	$738M	$768M	$749M	·	$892M
Goodwill	$126M	$126M	$127M	$126M	$126M	$124M	$123M	$125M	$125M	$125M	$126M	$125M	$125M	$125M	·	$123M
Intangibles	$30M	$33M	$36M	$38M	$43M	$46M	$48M	$51M	$54M	$58M	·	$65M	$66M	$71M	·	$47M
Other Non-current Assets	$11M	$11M	$12M	$13M	$13M	$14M	$14M	$15M	$16M	$16M	·	$16M	$16M	$16M	·	$10M
Total Assets	$487M	$473M	$500M	$504M	$508M	$674M	$686M	$700M	$712M	$845M	·	$973M	$1.01B	$995M	·	$1.10B
Accounts Payable	$16M	$16M	$16M	$17M	$23M	$23M	$22M	$23M	$27M	$37M	·	$36M	$29M	$34M	·	$33M
Accrued Liabilities	$32M	$19M	$15M	$19M	$14M	$17M	$20M	$28M	$24M	$24M	·	$30M	$19M	$13M	·	$17M
Current Liabilities	$168M	$155M	$186M	$62M	$59M	$63M	$68M	$74M	$75M	$94M	·	$126M	$83M	$72M	·	$76M
Capital Leases	$18M	$19M	$9M	$11M	$8M	$10M	$11M	$12M	$13M	$14M	·	$10M	$11M	$12M	·	$11M
Deferred Tax	$393.0K	$393.0K	$393.0K	$112.0K	$217.0K	$402.0K	$396.0K	$1M	$1M	$1M	·	$2M	$2M	$3M	·	$4M
Other Non-current Liabilities	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$699.0K	$2M	$3M	·	$410.0K	$979.0K	·	·	·
Total Liabilities	$431M	$418M	$439M	$438M	$434M	$628M	$634M	$640M	$643M	$781M	·	$883M	$846M	$847M	·	$847M
Long-term Debt	·	·	·	$363M	$363M	·	·	·	·	·	·	·	·	·	·	·
Common Stock	$13.0K	$13.0K	$13.0K	$13.0K	$13.0K	$13.0K	$12.0K	$12.0K	$12.0K	$12.0K	·	$14.0K	$14.0K	$14.0K	·	$15.0K
Paid-in Capital	$584M	$581M	$580M	$577M	$575M	$570M	$567M	$561M	$553M	$547M	·	$565M	$561M	$555M	·	$643M
Retained Earnings	$-527M	$-524M	$-517M	$-509M	$-498M	$-518M	$-508M	$-498M	$-479M	$-480M	·	$-469M	$-396M	$-404M	·	$-378M
AOCI	$-1M	$-2M	$-1M	$-2M	$-2M	$-6M	$-7M	$-4M	$-5M	$-4M	·	$-5M	$-4M	$-4M	·	$-7M
Stockholders' Equity	$56M	$55M	$61M	$66M	$74M	$46M	$52M	$60M	$69M	$63M	$59M	$90M	$162M	$148M	$167M	$258M
Liabilities + Equity	$487M	$473M	$500M	$504M	$508M	$674M	$686M	$700M	$712M	$845M	·	$973M	$1.01B	$995M	·	$1.10B
Shares Outstanding	130,104,671	129,144,801	127,520,823	127,301,264	126,764,562	125,246,286	124,924,185	124,111,434	123,993,785	123,453,419	122,899,002	132,569,193	132,881,417	132,626,954	132,214,695	143,201,041

Fluxo de Caixa 12

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Stock-based Comp	$3M	$2M	$4M	$2M	$5M	$3M	$6M	$8M	$6M	$7M	$2M	$8M	$9M	$4M	$8M	$7M
Deferred Tax	·	·	·	·	·	·	$-3M	$2M	$-1M	$-1M	$-6M	$333.0K	$279.0K	$-279.0K	$-2M	$32.0K
Amort. of Intangibles	$4M	$4M	$3M	$7M	$4M	$3M	$4M	$5M	$5M	$5M	$5M	$5M	$7M	$4M	$4M	$5M
Restructuring	·	·	·	·	·	·	·	·	·	·	·	$600.0K	·	·	·	·
Operating Cash Flow	$3M	$-6M	$15M	$10M	$10M	$3M	$16M	$10M	$6M	$-17M	$-5M	$18M	$22M	$-13M	$-5M	$-31M
CapEx	$427.0K	$224.0K	$139.0K	$27.0K	$92.0K	$45.0K	$74.0K	$4.0K	$334.0K	$344.0K	$28.0K	$174.0K	$1M	$2M	$967.0K	$4M
Investing Cash Flow	$-1M	$-2M	$-1M	$-1M	$-2M	$-1M	$-862.0K	$-2M	$-2M	$-2M	$-2M	$-4M	$-3M	$-22M	$-3M	$-8M
Stock Repurchased	·	·	·	·	·	·	·	·	·	·	$30M	·	·	·	$80M	·
Financing Cash Flow	$-224.0K	$-21M	$-512.0K	$-803.0K	$-173M	$-250.0K	$-770.0K	$-204.0K	$-99M	$-59M	$-31M	$-2M	$-2M	$-2M	$-102M	$-100M
Taxes Paid	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$670.0K	$-5M
Free Cash Flow	·	$-6M	·	·	·	$3M	·	·	·	$-17M	·	·	·	$-15M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$-19M	·	·	·	$-18M	·	·

Lucratividade 8

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	68.4%	68.5%	·	64.6%	62.8%	69.8%	·	51.6%	45.2%	59.4%	·	-12.9%	57.8%	62.7%	·	·
Operating Margin	5.0%	-2.8%	·	-8.8%	-3.5%	-17.3%	·	-27.3%	-24.4%	-20.9%	·	-84.3%	-11.2%	-20.1%	·	·
Net Margin	-3.7%	-10.2%	·	-15.6%	25.2%	-14.5%	·	-23.2%	0.22%	-0.83%	·	-75.8%	2.9%	-25.8%	·	·
Pretax Margin	-2.0%	-10.5%	·	-15.1%	23.9%	-13.2%	·	-20.7%	-0.17%	-1.6%	·	-72.2%	1.0%	-30.1%	·	·
EBITDA Margin	5.0%	-2.8%	·	-8.8%	-3.5%	-17.3%	·	-27.3%	-24.4%	-20.9%	·	-84.3%	-11.2%	-20.1%	·	·
ROA	-0.54%	-1.2%	·	-1.8%	3.2%	-1.3%	·	-2.2%	0.02%	-0.07%	·	-7.1%	0.30%	-2.0%	·	·
ROE	-4.1%	-13.1%	·	-17.6%	27.5%	-18.5%	·	-24.4%	0.17%	-0.64%	·	-42.4%	1.3%	-9.1%	·	·
ROIC	11.7%	-3.2%	·	-9.8%	-3.8%	-28.6%	·	-40.3%	42.8%	-13.6%	·	-95.8%	-23.3%	-10.1%	·	·

Liquidez e Solvência 3

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	1.8	1.8	·	5.0	5.1	7.5	·	6.6	6.5	6.6	·	5.9	9.3	10.3	·	·
Quick Ratio	0.1	0.1	·	0.4	0.4	0.4	·	0.5	0.5	0.5	·	5.0	7.5	8.3	·	·
Interest Coverage	·	·	·	·	·	·	·	·	·	-5.6	·	-23.8	-3.8	-5.1	·	·

Eficiência 3

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	·
Inventory Turnover	0.4	0.4	·	0.4	0.4	0.3	·	0.5	0.5	0.3	·	1.2	0.5	0.4	·	·
Receivables Turnover	3.4	3.1	·	2.4	2.4	2.0	·	1.5	1.6	1.4	·	1.3	1.5	1.3	·	·

Por Ação 5

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$0.43	$0.43	·	$0.52	$0.58	$0.37	·	$0.48	$0.56	$0.51	·	$0.68	$1.22	$1.11	·	·
Revenue / Share	$0.56	$0.49	·	$0.56	$0.56	$0.56	·	$0.64	$0.64	$0.56	·	$0.73	$0.89	$0.65	·	·
Cash Flow / Share	·	$-0.04	·	·	·	$0.02	·	·	·	$-0.12	·	·	·	$-0.10	·	·
Cash / Share	·	·	·	·	·	·	·	·	·	·	·	$4.22	$4.14	$4.01	·	·
EPS (TTM)	$-0.18	$-0.13	·	$-0.15	$-0.21	$-0.34	·	$-0.43	$-0.84	$-0.71	·	$-0.69	$-0.16	$-0.25	·	$-1.85

Avaliação (TTM) 9

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$290M	$296M	·	$302M	$310M	$322M	·	$348M	$366M	$393M	·	$399M	$391M	$377M	·	$336M
Net Income TTM	$-28M	$-6M	·	$-12M	$-19M	$-39M	·	$-28M	$-84M	$-81M	·	$-84M	$-10M	$-7M	·	$-177M
Market Cap	$90M	$115M	·	$253M	$242M	$168M	·	$179M	$238M	$548M	·	$798M	$1.11B	$1.68B	·	·
P/E	-3.9	-6.8	·	-13.3	-9.1	-3.9	·	-3.3	-2.3	-6.3	·	-8.7	-52.3	-50.5	·	-6.4
P/S	0.3	0.4	·	0.8	0.8	0.5	·	0.5	0.7	1.4	·	2.0	2.8	4.4	·	·
P/B	1.6	2.1	·	3.9	3.3	3.6	·	3.0	3.4	8.7	·	8.9	6.9	11.3	·	·
P / Tangible Book	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·	19.1
P / Cash Flow	·	-20.7	·	·	·	56.0	·	·	·	-32.5	·	·	·	-128.8	·	·
Earnings Yield	-26.0%	-14.6%	·	-7.5%	-11.0%	-25.4%	·	-29.9%	-43.8%	-16.0%	·	-11.5%	-1.9%	-2.0%	·	-15.7%

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Receita	$301M	$334M	$398M	$366M	$260M
Margem Bruta %	65.3%	54.5%	39.0%	68.4%	·
Margem Operacional %	-6.9%	-20.3%	-32.9%	-6.6%	·
Lucro líquido	$-10M	$-29M	$-100M	$44M	$-379M
EPS Diluído	$-0.16	$-0.36	$-0.76	$-0.23	$-3.71

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Índice de liquidez corrente	1.7	7.0	6.1	10.8	·
Índice de Liquidez Seca	0.1	0.4	5.0	8.8	·

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Fluxo de caixa livre	$37M	$15M	$18M	$-117M	·

Investidores institucionais (13F) 104 declarantes · $56.8M total · Em 30 de Junho de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 104

Valor detido $56.8M

Novas posições 13

Posições encerradas 31

Atividade institucional — Q2 2026 vs trimestre anterior

Novas posições	Posições encerradas	Aumentou	Diminuído	Variação líquida de ações
13 (-10 vs trimestre anterior)	31 (+13 vs trimestre anterior)	24 (-11 vs trimestre anterior)	42 (+4 vs trimestre anterior)	-11.3M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição	Valor	Ações	% de 13F rastreado	Tipo
Capricorn Fund Managers Ltd	$15.426.777	22.276.935	27,14%	Ações
VANGUARD GROUP INC	$7.876.411	5.666.483	13,86%	Ações
FMR LLC	$7.064.667	10.201.685	12,43%	Ações
BlackRock, Inc.	$5.897.471	8.516.203	10,38%	Ações
MILLENNIUM MANAGEMENT LLC	$5.219.330	7.536.938	9,18%	Ações
UBS Group AG	$2.454.720	3.542.164	4,32%	Opção de compra
VANGUARD CAPITAL MANAGEMENT LLC	$2.423.064	3.496.485	4,26%	Ações
Woodline Partners LP	$1.612.625	2.328.700	2,84%	Ações
Silver Point Capital L.P.	$1.102.481	1.592.030	1,94%	Ações
D. E. Shaw & Co., Inc.	$991.876	1.432.312	1,75%	Ações
GEODE CAPITAL MANAGEMENT, LLC	$665.356	960.374	1,17%	Ações
UBS Group AG	$581.692	839.383	1,02%	Ações
Squarepoint Ops LLC	$466.613	673.809	0,82%	Ações
Glendon Capital Management LP	$441.091	636.954	0,78%	Ações
Prescott Group Capital Management, L.L.C.	$400.078	577.730	0,70%	Ações
VANGUARD FIDUCIARY TRUST CO	$344.598	497.255	0,61%	Ações
AQR CAPITAL MANAGEMENT LLC	$335.106	483.908	0,59%	Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$284.190	410.382	0,50%	Ações
GRIMES & Co WEALTH MANAGEMENT, LLC	$281.839	406.987	0,50%	Ações
STATE STREET CORP	$268.101	387.150	0,47%	Ações
RENAISSANCE TECHNOLOGIES LLC	$252.549	364.691	0,44%	Ações
JACOBS LEVY EQUITY MANAGEMENT, INC	$226.709	327.377	0,40%	Ações
TUDOR INVESTMENT CORP ET AL	$208.634	301.277	0,37%	Ações
XTX Topco Ltd	$206.310	297.921	0,36%	Ações
Cohen Capital Management, Inc.	$166.947	241.079	0,29%	Ações
NORTHERN TRUST CORP	$140.306	202.608	0,25%	Ações
MARSHALL WACE, LLP	$132.737	192.373	0,23%	Ações
CITADEL ADVISORS LLC	$117.933	170.300	0,21%	Ações
GOLDMAN SACHS GROUP INC	$83.810	121.025	0,15%	Ações
CDC Financial, Inc.	$82.408	119.000	0,14%	Ações
Cubist Systematic Strategies, LLC	$70.530	35.442	0,12%	Ações
Qube Research & Technologies Ltd	$60.908	87.954	0,11%	Ações
DIMENSIONAL FUND ADVISORS LP	$60.264	87.024	0,11%	Ações
Marex Group Ltd	$60.040	86.700	0,11%	Ações
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$52.111	75.250	0,09%	Ações
BANK OF AMERICA CORP /DE/	$50.216	72.567	0,09%	Ações
Global Retirement Partners, LLC	$42.866	61.900	0,08%	Ações
Russell Investments Group, Ltd.	$40.198	58.050	0,07%	Ações
SCS Capital Management LLC	$34.625	50.000	0,06%	Ações
IEQ CAPITAL, LLC	$33.701	48.666	0,06%	Ações
JANE STREET GROUP, LLC	$33.586	48.500	0,06%	Opção de compra
KESTRA PRIVATE WEALTH SERVICES, LLC	$32.894	47.500	0,06%	Ações
Point72 Asset Management, L.P.	$32.220	46.527	0,06%	Ações
CWM, LLC	$30.419	34.179	0,05%	Ações
FRANKLIN RESOURCES INC	$25.992	37.533	0,05%	Ações
MORGAN STANLEY	$25.498	36.821	0,04%	Ações
Graham Capital Management, L.P.	$24.301	35.092	0,04%	Ações
Vanguard Global Advisers, LLC	$23.378	33.734	0,04%	Ações
MTM Investment Management, LLC	$22.160	32.000	0,04%	Ações
Schonfeld Strategic Advisors LLC	$21.468	31.001	0,04%	Ações

Mostrar todos os 104 proprietários institucionais →

Ativistas e proprietários de 5%+ 2 participações

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante	Declarado	Participação	Status	Propósito	Declaração
LCP Edge Holdco, LLC, Linden Capital III LLC, Linden Manager III LP, Linden Capital Partners III LP, Linden Capital Partners III-A LP, Anthony Davis, Brian Miller ×3 declarações	11 de Maio de 2026	25,74%	Emenda	·	SEC
LCP Edge Holdco LLC (2), Linden Capital III LLC (2), Linden Manager III LP (2), Linden Capital Partners III-A LP (2), Anthony Davis (2), Brian Miller (2) ×3 declarações	19 de Julho de 2021	·	Declaração inicial	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Executivos da empresa 21 insiders · 11 diretores · 13 conselheiros

19

Investidor com informação privilegiada	Função	Última atividade	Ações detidas	Líquido 12m
Pedro Bruno Ferreira Malha	President and CEO	20 de Março de 2026 A	4.845.251	$0
Marla Malcolm Beck	President and CEO	9 de Abril de 2025 F	2.753.401	$0
Andrew Roy Stanleick	Chief Executive Officer	17 de Agosto de 2023 P	702.933	$0
Clinton E. Carnell	Chief Executive Officer	10 de Setembro de 2021 A	2.470.174	$0
MONAHAN MICHAEL P.	Chief Financial Officer	10 de Agosto de 2026 F	1.955.280	$0
Stephan Becker	President, EMEA	4 de Fevereiro de 2022 A	55.596	$0
Indra Pamamull	President, APAC	4 de Fevereiro de 2022 A	66.716	$0
Sheri Lewis	CSO and COO	9 de Abril de 2026 F	1.584.620	$0
Bradley Hauser	Chief Operating Officer	29 de Novembro de 2023 A	390.632	$0
Ronald Menezes	Chief Revenue Officer	20 de Março de 2026 A	1.759.915	$0
Daniel Copell Watson	Chief Revenue Oficer	5 de Abril de 2024 F	778.112	$0
Philippe Schaison	Conselheiro	13 de Novembro de 2025 A	57.692	$0
Brian Miller	Conselheiro	16 de Junho de 2025 A	243.035	$0
Doug K. Schillinger	Conselheiro	16 de Junho de 2025 A	216.035	$0
Desiree Gruber	Conselheiro	16 de Junho de 2025 A	192.565	$0
Michelle C. Kerrick	Conselheiro	16 de Junho de 2025 A	189.813	$0
Brent L Saunders	Conselheiro	16 de Junho de 2025 A	5.994.820	$0
Stephen J Fanning	Conselheiro	16 de Junho de 2025 A	527.283	$0
Julius Few	Conselheiro	8 de Julho de 2024 A	194.341	$0
Michael D Capellas	Conselheiro	8 de Julho de 2024 A	276.146	$0
Liyuan Woo	·	10 de Agosto de 2023 A	591.388	$0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 2 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo	Peso	Unidades	Em	Fonte
VXF · VANGUARD INDEX FUNDS	0,00%	925.221 SH	19 de Agosto de 2026	Diário
VTI · VANGUARD INDEX FUNDS	0,00%	2.483.652 SH	19 de Agosto de 2026	Diário

SKIN Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21

classificação · 14 analistas MANTER

Alvo mediano $0.95 +50,8%

0 0,0% Compra forte

1 7,1% Compra

8 57,1% Manter

3 21,4% Venda

2 14,3% Venda forte

Preço-alvo de 12 meses

6 analistas · 2026-09-29

Alvo médio $0.99 +57,4%

← Abaixo de todos os alvos Preço atual $0.63

Mín$0.70 Média$0.99 Máx$1.50

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker	Capitalização de Mercado	P/E	Receita YoY	Margem Líquida	ROE	Margem Bruta
SKIN	$177M	-8.7	-10.0%	-3.2%	-14.1%	65.3%
MED	$117M	-6.3	-36.0%	-4.8%	-9.0%	71.3%
UPXI	$62M	-0.2	58.1%	-984.3%	9654.9%	89.5%
FTLF	·	25.8	26.4%	·	·	·
LFVN	$78M	15.6	-20.1%	2.8%	15.2%	77.6%
UG	$28M	·	-13.4%	20.0%	18.6%	·
EL	·	157.9	5.1%	1.2%	4.8%	75.5%

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

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SKIN Classe A The Beauty Health Company - Class A Common Stock