CODA · Coda Octopus Group, Inc. Common stock
Coda Octopus Group Inc (CODA)
What's happening
- CODA is up 1.00% today, trading at $10.12. — Live quote
- Volume today (106) is well below its 3-month average of 119,960. (Finnhub fundamentals)
- Reports earnings on 2026-09-14, 11 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $0.15 actual vs. $0.13 estimated (+13.1%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (8 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Apr '26 | Jan '26 | Jul '25 | Apr '25 | Jan '25 |
|---|---|---|---|---|---|
| Market cap | $127.3M | $124.1M | $88.3M | $76.6M | $89.2M |
| P/E | 26.42 | 30.76 | 20.16 | 16.97 | 21.08 |
| Price/Sales | 4.60 | 4.77 | 3.56 | 3.32 | 4.36 |
| Price/Book | 2.07 | 2.06 | 1.54 | 1.37 | 1.68 |
| EV/Revenue | 3.49 | 3.60 | 2.51 | 2.26 | 3.26 |
| ROE | 7.85% | 6.71% | 7.65% | 8.07% | 7.97% |
| ROA | 7.16% | 6.15% | 7.07% | 7.45% | 7.44% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Net profit margin is 17.7%. Finnhub fundamentals ↗
- Trailing 52-week price return is +25.4%. Finnhub market metrics ↗
Potential concerns
- Revenue growth is -1.6% on the provider's reported measure. Finnhub fundamentals ↗
- Latest SEC filing is Form 8-K, filed 2026-07-06; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on CODA
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Apr '26 | Jan '26 | Jul '25 | Apr '25 | Jan '25 | Jul '24 | Apr '24 | Jan '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.9M | $6.7M | $7.1M | $7.0M | $5.2M | $5.5M | $5.3M | $4.5M |
| Gross profit | $4.6M | $4.4M | $4.8M | $4.5M | $3.4M | $4.0M | $3.7M | $3.1M |
| Operating income | $1.8M | $1.0M | $1.4M | $1.1M | $662.0K | $1.4M | $1.4M | $555.4K |
| Net income | $1.7M | $930.7K | $1.3M | $908.8K | $913.0K | $1.3M | $1.4M | $629.9K |
| EPS (diluted) | $0.15 | $0.08 | $0.11 | $0.08 | $0.08 | $0.11 | $0.13 | $0.06 |
| EPS (basic) | $0.15 | $0.08 | $0.11 | $0.08 | $0.08 | $0.11 | $0.13 | $0.06 |
| Operating margin | $26 | $15 | $20 | $15 | $13 | $25 | $25 | $12 |
| Net margin | $25 | $14 | $18 | $13 | $18 | $23 | $27 | $14 |
Balance sheet
| Line item | Apr '26 | Jan '26 | Oct '25 | Jul '25 | Apr '25 | Jan '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $67.3M | $65.6M | $64.5M | $61.9M | $60.6M | $56.9M | $57.5M | $55.9M |
| Total liabilities | $5.9M | $5.4M | $6.4M | $4.6M | $4.7M | $3.8M | $4.4M | $3.1M |
| Stockholders' equity | $61.4M | $60.2M | $58.1M | $57.3M | $55.9M | $53.1M | $53.1M | $52.8M |
| Total current assets | $52.9M | $51.2M | $50.0M | $47.4M | $46.3M | $42.7M | $43.0M | $45.7M |
| Total current liabilities | $5.2M | $4.7M | $5.6M | $4.2M | $4.2M | $3.3M | $3.9M | $3.0M |
| Cash & equivalents | $30.6M | $30.4M | $28.7M | $26.2M | $24.5M | $22.5M | $22.5M | $25.2M |
| Marketable securities (current) | — | — | — | — | — | — | — | — |
| Accounts receivable | $4.9M | $3.8M | $3.7M | $3.9M | $4.7M | $3.4M | $3.5M | $3.4M |
| Inventory | $14.0M | $14.2M | $13.6M | $13.7M | $13.5M | $13.4M | $14.0M | $13.0M |
| Other current assets | $533.5K | $461.9K | $531.5K | $423.0K | $393.3K | $400.9K | $838.8K | $618.2K |
| Property, plant & equipment | $7.4M | $7.4M | $7.3M | $7.6M | $7.2M | $7.0M | $7.2M | $6.3M |
| Goodwill | $3.6M | $3.6M | $3.6M | $3.6M | $3.6M | $3.6M | $3.6M | $3.4M |
| Intangible assets | $3.0M | $3.1M | $3.2M | $3.3M | $3.4M | $3.6M | $3.7M | $524.5K |
| Other non-current assets | $6.6M | $6.7M | $6.8M | — | — | — | $7.3M | — |
| Accounts payable | $1.3M | $957.8K | $1.4M | $1.2M | $883.0K | $1.1M | $1.0M | $1.1M |
| Accrued liabilities | $464.5K | $747.4K | $759.3K | $368.9K | $349.3K | $348.4K | $561.0K | $315.9K |
| Deferred revenue (current) | $1.9M | $1.2M | $1.7M | $1.2M | $1.9M | $1.0M | $1.2M | $754.7K |
| Long-term debt | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $11.3K | $11.3K | $11.3K | $11.2K | $11.2K | $11.2K | $11.2K | $11.2K |
| Retained earnings | -$648.0K | -$2.3M | -$3.3M | -$4.3M | -$5.6M | -$6.5M | -$7.4M | -$7.7M |
| Accumulated other comprehensive income (loss) | -$1.2M | -$766.4K | -$1.9M | -$1.7M | -$1.7M | -$3.5M | -$2.5M | -$2.5M |
Cash flow
| Line item | Apr '26 | Jan '26 | Jul '25 | Apr '25 | Jan '25 | Oct '24 | Jul '24 | Apr '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $570.4K | $1.5M | $2.2M | $1.5M | $641.5K | $2.0M | $1.7M | -$955.8K |
| Investing cash flow | $12.4K | -$105.4K | -$614.1K | -$73.0K | -$135.1K | -$4.7M | -$176.0K | -$197.3K |
| Financing cash flow | -$13.7K | — | — | — | — | $0 | $0 | $0 |
| Free cash flow | $449.1K | $1.4M | $1.6M | $1.4M | $513.4K | $1.9M | $1.5M | -$1.1M |
| Capital expenditures | $121.3K | $82.2K | $609.0K | $68.2K | $128.1K | $47.4K | $164.9K | $154.5K |
| Depreciation & amortization | — | — | — | — | — | — | — | — |
| Share-based compensation | $13.7K | $27.0K | $96.0K | $66.2K | $100.1K | $50.8K | $9.8K | -$60.9K |
| Deferred income taxes | $3.6K | -$7.2K | -$8.0K | -$17.9K | -$27.0K | $64.6K | $31.0K | $34.9K |
| Change in accounts receivable | $1.2M | -$76.3K | -$833.6K | $1.1M | -$86.0K | -$190.5K | -$1.1M | $1.4M |
| Change in inventory | -$19.2K | $79.2K | $244.6K | -$735.5K | -$149.5K | -$37.6K | $92.7K | $95.8K |
| Share repurchases | — | — | — | — | — | — | — | — |
| Debt issued | — | — | — | — | — | — | — | — |
| Debt repaid | — | — | — | — | — | — | — | — |
Income statement
| Line item | Oct '25 | Oct '24 | Oct '23 | Oct '22 | Oct '21 |
|---|---|---|---|---|---|
| Revenue | — | $20.3M | $19.4M | $22.2M | $21.3M |
| Gross profit | — | $14.2M | $13.0M | $15.2M | $14.8M |
| Operating income | — | $3.6M | $2.7M | $5.0M | $3.8M |
| Net income | — | $3.6M | $3.1M | $4.3M | $4.9M |
| EPS (diluted) | $0.37 | $0.32 | $0.28 | $0.38 | $0.44 |
| EPS (basic) | $0.37 | $0.33 | $0.28 | $0.40 | $0.46 |
| Operating margin | — | $18 | $14 | $23 | $18 |
| Net margin | — | $18 | $16 | $19 | $23 |
Balance sheet
| Line item | Oct '24 | Oct '23 | Oct '22 | Oct '21 | Oct '20 |
|---|---|---|---|---|---|
| Total assets | $57.5M | $51.8M | $46.9M | $45.5M | $38.0M |
| Total liabilities | $4.4M | $3.4M | $3.5M | $4.4M | $3.6M |
| Stockholders' equity | $53.1M | $48.4M | $43.4M | $41.0M | $34.4M |
| Total current assets | $43.0M | $40.9M | $37.0M | $35.6M | $27.7M |
| Total current liabilities | $3.9M | $3.3M | $3.5M | $4.3M | $3.4M |
| Cash & equivalents | $22.5M | $24.4M | $22.9M | $17.7M | $15.1M |
| Marketable securities (current) | — | — | — | — | — |
| Accounts receivable | $3.5M | $2.6M | $2.9M | $4.2M | $2.0M |
| Inventory | $14.0M | $11.7M | $10.0M | $10.7M | $9.1M |
| Other current assets | $838.8K | $1.0M | $343.1K | $627.6K | $244.2K |
| Property, plant & equipment | $7.2M | $6.9M | $5.8M | $6.0M | $6.1M |
| Goodwill | $3.6M | $3.4M | $3.4M | $3.4M | $3.4M |
| Intangible assets | $3.7M | $486.6K | $442.3K | $412.3K | $349.3K |
| Other non-current assets | $7.3M | $4.1M | — | — | — |
| Accounts payable | $1.0M | $1.3M | $793.2K | $1.5M | $1.3M |
| Accrued liabilities | $561.0K | $384.9K | $1.5M | — | — |
| Deferred revenue (current) | $1.2M | $975.5K | $943.6K | $2.0M | $1.0M |
| Long-term debt | — | — | — | — | $573.1K |
| Common stock & paid-in capital | $11.2K | $11.1K | $10.9K | $10.9K | $10.8K |
| Retained earnings | -$7.4M | -$11.1M | -$14.2M | -$18.5M | -$23.4M |
| Accumulated other comprehensive income (loss) | -$2.5M | -$3.4M | -$4.7M | -$1.7M | -$2.3M |
Cash flow
| Line item | Oct '24 | Oct '23 | Oct '22 | Oct '21 | Oct '20 |
|---|---|---|---|---|---|
| Operating cash flow | $2.5M | $2.4M | $6.7M | $3.3M | $4.4M |
| Investing cash flow | -$4.4M | -$1.5M | -$556.6K | -$964.2K | -$998.3K |
| Financing cash flow | -$15.6K | -$18.0K | -$91.9K | $139.3K | $162.4K |
| Free cash flow | $1.9M | $367.9K | $6.3M | $2.4M | $3.6M |
| Capital expenditures | $502.5K | $2.0M | $466.5K | $850.9K | $835.1K |
| Depreciation & amortization | — | — | — | $924.1K | $806.7K |
| Share-based compensation | $137.7K | $645.2K | $1.1M | $1.1M | $610.8K |
| Deferred income taxes | $251.6K | $48.4K | -$174.0K | $288.9K | $108.9K |
| Change in accounts receivable | $506.1K | -$291.9K | -$992.9K | $2.2M | -$2.4M |
| Change in inventory | $707.9K | $1.3M | $675.9K | $1.1M | $3.8M |
| Debt repaid | — | — | $63.6K | $509.5K | $486.5K |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding CODA as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2021-06-21 to 2026-05-28
Recent transactions
- Insiders have net sold 88,510 shares over the last 182 days, across 0 purchases and 5 sales.
- Most recent: HAMILTON MICHAEL J. (Director) — Grant / award of 1,102 shares on 2026-05-28.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| HAMILTON MICHAEL J. | Director | Grant / award | 2026-05-28 | 1,102 |
| Jardine Gayle Michelle | Interim CFO | Open market sale | 2026-03-19 | 2,256 |
| Emerson John Steven | 10% owner | Gift | 2026-03-11 | 100,000 |
| Sondergaard Niels | 10% owner | Open market sale | 2025-10-02 | 150,000 |
| Gayle Annmarie | Chairman, CEO | Open market purchase | 2023-10-06 | 16,500 |
| RUNNELS G TYLER | Director | Open market sale | 2023-09-28 | 105,006 |
| CUNNINGHAM BLAIR GRAEME | President of Technology | Option exercise | 2023-06-01 | 13,910 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-05-28 | HAMILTON MICHAEL J. | Director | Grant / award | 1,102 | $0.00 |
| 2026-03-19 | Jardine Gayle Michelle | Interim CFO | Open market sale | 2,256 | $12.59 |
| 2026-03-11 | Emerson John Steven | 10% owner | Gift | 100,000 | $0.00 |
| 2026-03-11 | Emerson John Steven | 10% owner | Open market sale | 79,254 | $14.99 |
| 2026-03-11 | Emerson John Steven | 10% owner | Open market sale | 1,000 | $14.45 |
| 2026-03-11 | Emerson John Steven | 10% owner | Open market sale | 3,000 | $14.45 |
| 2026-03-11 | Emerson John Steven | 10% owner | Open market sale | 3,000 | $14.45 |
| 2025-10-02 | Sondergaard Niels | 10% owner | Open market sale | 150,000 | $8.15 |
| 2025-09-23 | Sondergaard Niels | 10% owner | Open market sale | 7,013 | $8.13 |
| 2025-09-22 | Sondergaard Niels | 10% owner | Open market sale | 16,995 | $8.20 |
| 2025-09-19 | Sondergaard Niels | 10% owner | Open market sale | 32,362 | $8.23 |
| 2025-03-16 | HAMILTON MICHAEL J. | Director | Grant / award | 2,266 | $0.00 |
| 2025-01-24 | Sondergaard Niels | 10% owner | Open market purchase | 10,000 | $0.00 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 11:49 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-07-06 | 8-K | 2026-07-01 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-05-28 | View on SEC.gov → |
| 2026-06-15 | 10-Q | 2026-04-30 | View on SEC.gov → |
| 2026-04-20 | 4 | 2026-03-11 | View on SEC.gov → |
| 2026-04-10 | 4 | 2026-03-19 | View on SEC.gov → |
| 2026-03-17 | 10-Q | 2026-01-31 | View on SEC.gov → |
| 2026-01-29 | 10-K | 2025-10-31 | View on SEC.gov → |
| 2025-10-03 | 4 | 2025-10-02 | View on SEC.gov → |
| 2025-09-23 | 4 | 2025-09-19 | View on SEC.gov → |
| 2025-09-16 | 8-K | 2025-09-10 | View on SEC.gov → |
| 2025-09-15 | 10-Q | 2025-07-31 | View on SEC.gov → |
| 2025-07-18 | 8-K | 2025-07-17 | View on SEC.gov → |
Recent news
Headlines about CODA (Coda Octopus Group, Inc. Common stock). Links open the publisher — we don’t host full articles.
-
Coda Octopus: A Recovery In The Marine Tech And DAVD Orders Would Send It Higher
SeekingAlpha · 2026-09-02 -
Coda Octopus Group Announces Fiscal Third Quarter 2026 Earnings Conference Call for September 14, 2026, at 10:00 a.m. Eastern Time
Yahoo Finance · 2026-08-24 -
Coda Octopus Group appoints Mark Kelly as new CFO
Seeking Alpha · 2026-07-06 -
Coda Octopus Group (CODA) Stock Draws Fresh Price Target Split After Analyst Upgrade
Yahoo Finance · 2026-06-26 -
Coda Octopus Group, Inc. Q2 2026 Earnings Call Summary
Yahoo Finance · 2026-06-16 -
Coda Octopus Group Inc (CODA) Q2 2026 Earnings Call Highlights: Navigating Challenges and ...
Yahoo Finance · 2026-06-15 -
Coda Octopus Group, Inc. (CODA) Q2 2026 Earnings Call Transcript
Seeking Alpha · 2026-06-15 -
Coda Octopus Q2: Fantastic Performance Overshadowed By Uncertainty
Seeking Alpha · 2026-06-15
No headlines in this category right now — try “All”.