STHOMEDIUM SIGNALFINANCIAL10-K

STHO significantly reduced operating cash flow losses and improved net income while increasing debt and depleting equity through asset monetization activities.

The company appears to be in a controlled asset liquidation phase, converting real estate holdings into cash while managing losses more effectively than the prior year. However, the substantial increase in debt coupled with declining equity suggests potential liquidity management challenges that warrant monitoring.

Comparing 2026-02-17 vs 2025-02-18View on EDGAR →
FINANCIAL ANALYSIS

STHO showed meaningful operational improvement with operating cash flow losses narrowing by 63% and net income losses decreasing by 26%, while cash positions strengthened by 43% to $50.1M. However, the balance sheet deteriorated with stockholders' equity declining 22% to $251.8M and total debt increasing 24% to $268.7M. This financial profile suggests active asset monetization to fund operations and service increased debt obligations, creating a mixed outlook that requires careful monitoring of liquidity and debt service capacity.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+62.7%
-$31.3M-$11.7M

Operating cash flow surged 62.7% — exceptional cash generation, highest quality earnings signal.

Cash & Equivalents
Balance Sheet
+43.3%
$35.0M$50.1M

Cash position surged 43.3% — strong cash generation or capital raise providing significant financial cushion.

Net Income
P&L
+25.9%
-$86.8M-$64.2M

Net income grew 25.9% — bottom-line growth signals improving overall business health.

Total Debt
Balance Sheet
+23.6%
$217.3M$268.7M

Debt rose 23.6% — additional borrowing for investment or operations; monitor coverage ratios.

Stockholders Equity
Balance Sheet
-22.4%
$324.3M$251.8M

Equity decreased 22.4% — buybacks or losses reducing book value, monitor solvency ratios.

Total Liabilities
Balance Sheet
+15.4%
$263.7M$304.3M

Liabilities increased 15.4% — monitor debt-to-equity ratio and interest coverage.

LANGUAGE CHANGES
NEW — 2026-02-17
PRIOR — 2025-02-18
ADDED
As of February 13, 2026, there were 12,088,770 shares of common stock outstanding.
The aggregate carrying value of the Asbury Park Waterfront investment was approximately $127.6 million as of December 31, 2025.
As of December 31, 2025, all residential condominium units have been sold.
In addition to the operating assets, we also own remaining development sites.
The aggregate carrying value of our Magnolia Green assets as of December 31, 2025 was $28.9 million.
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REMOVED
As of February 13, 2025, there were 13,319,552 shares of common stock outstanding.
The aggregate carrying value of the Asbury Park Waterfront investment was approximately $131.3 million as of December 31, 2024.
As of December 31, 2024, all residential condominium units have been sold.
The aggregate carrying value of our Magnolia Green assets as of December 31, 2024 was $47.9 million.
As of December 31, 2024, 2,108 residential lots have been sold to homebuilders.
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