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Pinterest Inc.
PINSCommunicationGenerated Jul 5, 2026, 08:12 PM UTC
PINS (Pinterest Inc.) analytical snapshot. Revenue grew +9.0% YoY to $3.06B. 5-year revenue CAGR +21.7%. Net margin at -1.17% (expanding ▲). Valuation could not be computed. Risk: Elevated. Macro: Risk-on · Supportive. Composite analytical score 5 (data confidence 64%). Descriptive analytics from public filings — not investment advice.
Price
$22.07
NYQ
Revenue (FY)
$3.06B
YoY +9.0%
Net margin
-1.17%
▲ 6.42pp
Free cash flow
$604.9M
19.80% margin
Risk level
Elevated
Free SEC analysis
— computed from SEC filings, free to readFree previewFundamentals Analyst
Fundamentals
Fundamentals Analyst
score 45Improving
80% conf
Revenue grew +9.0% YoY to $3.06B. 5-year revenue CAGR +21.7%. Net margin at -1.17% (expanding ▲).
- Revenue grew +9.0% YoY to $3.06B.
- 5-year revenue CAGR +21.7%.
- Net margin at -1.17% (expanding ▲).
- Return on equity -1.09%, ROA -0.67%, ROIC -3.83%.
- Gross margin 0.00%, operating margin -4.11%.
- Free cash flow margin 19.80% ($604.9M).
- Net income up ▲ +62.9% YoY.
- Asset turnover 0.66 — capital efficiency.
Revenue (FY)
$3.06B
YoY +9.0%
Net margin
-1.17%
▲ 6.42pp
ROE
-1.09%
ROA -0.67%
ROIC
-3.83%
EPS (diluted)
$-0.05
FY2025
Free cash flow
$604.9M
19.80% margin
Debt / equity
—
Cash $378.1M
Current ratio
4.23
Equity $2.85B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2019 | $472.9M | — | 0.00 | -29.17 | -27.50 | — | 29.01 |
| 2020 | $755.9M | +59.9% | 0.00 | -9.88 | -8.33 | — | 11.52 |
| 2021 | $1.14B | +51.2% | 0.00 | -121.54 | -119.13 | — | 228.97 |
| 2022 | $1.69B | +48.1% | 0.00 | -8.42 | -7.58 | — | -6.34 |
| 2023 | $2.58B | +52.3% | 0.00 | 12.65 | 12.27 | — | 14.11 |
| 2024 | $2.80B | +8.7% | 0.00 | -3.63 | -3.43 | $440.2M | -3.16 |
| 2025 | $3.06B | +9.0% | 0.00 | -4.11 | -1.17 | $604.9M | -1.09 |
Quarterly revenue trend (last 6 quarters, SEC 10-Q)
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Mar 31, 2025 | $855.0M | +15.5% | — | 1.04% |
| Jun 30, 2025 | $1.85B | +16.3% | +116.8% | 2.57% |
| Jun 30, 2025 | $998.2M | -37.4% | -46.1% | 4.78% |
| Sep 30, 2025 | $2.90B | +16.5% | +190.8% | 4.82% |
| Sep 30, 2025 | $1.05B | -57.9% | -63.9% | 13.32% |
| Mar 31, 2026 | $1.01B | +17.8% | -4.0% | -7.30% |
Revenue (annual, SEC 10-K)
2019: 473
2020: 756
2021: 1,143
2022: 1,693
2023: 2,578
2024: 2,803
2025: 3,055
2019
2020
2021
2022
2023
2024
2025
Profitability trends (%)
GrossOperatingNet
Free cash flow (annual)
2019: 0
2020: 0
2021: 0
2022: 0
2023: 0
2024: 440
2025: 605
2019
2020
2021
2022
2023
2024
2025
Sources:SEC EDGAR — Company Facts (XBRL)
Free previewRegulatory Analyst
Filings & Ownership
Regulatory Analyst
score 20Improving
80% conf
Latest annual report (10-K) filed Feb 12, 2026. Latest quarterly report (10-Q) filed May 4, 2026. 10 recent 8-K material-event filings in the index.
- Latest annual report (10-K) filed Feb 12, 2026.
- Latest quarterly report (10-Q) filed May 4, 2026.
- 10 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Pinterest Inc.; broad institutional reporting.
- Recent filers include Freshford Capital Management, LLC, Freshford Capital Management, LLC, Freshford Capital Management, LLC.
- 20 recent 13G passive institutional ownership notices.
Latest 10-K
Feb 12, 2026
Annual report
Latest 10-Q
May 4, 2026
8-K (recent)
10
Insider net
—
0B/0S
13F filers
10k+
Activist 13D
0
Recent 13F institutional filers (SEC EDGAR full-text)
| Filer | Form | Filed |
|---|---|---|
| Freshford Capital Management, LLC | 13F-HR | Aug 14, 2025 |
| Freshford Capital Management, LLC | 13F-HR | May 14, 2025 |
| Freshford Capital Management, LLC | 13F-HR | Nov 14, 2025 |
| 1623 Capital LLC | 13F-HR | Nov 3, 2020 |
| MAPLELANE CAPITAL, LLC | 13F-HR | Nov 14, 2022 |
Recent 8-K material events
| Date | Form | Description |
|---|---|---|
| May 26, 2026 | 8-K | 8-K |
| May 4, 2026 | 8-K | 8-K |
| Mar 5, 2026 | 8-K | 8-K |
| Mar 3, 2026 | 8-K | 8-K |
| Feb 18, 2026 | 8-K | 8-K |
| Feb 12, 2026 | 8-K | 8-K |
| Feb 9, 2026 | 8-K | 8-K |
| Jan 27, 2026 | 8-K | 8-K |
Free previewSEC Filing Analyst
SEC Filing Deep-Analysis
SEC Filing Analyst
score -46Deteriorating
62% conf
3 risk signal(s), 1 positive signal(s), 1 watch item(s) detected from XBRL filing diff analysis. 3 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- Going concern doubt: The term "going concern" appears in 1 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Material weakness in internal controls: The term "material weakness" appears in 6 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- Restatement of financial statements: The term "restate" "financial statements" appears in 13 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Deferred revenue growing — future revenue visibility: Deferred revenue grew +53.0% to $23.4M, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
- NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: 3 risk signal(s) detected versus 1 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 11 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 1 new risk-language term(s) detected in filing text: Off-balance sheet arrangements.
- Ongoing high-severity risk language: Going concern doubt, Material weakness in internal controls, Restatement of financial statements.
Revenue
$3.06B
+9.0% YoY
Operating income
$-125.7M
-23.6% YoY
Net income
$-35.6M
+62.9% YoY
Operating cash flow
$613.0M
+30.6% YoY
Capex
$8.1M
-72.2% YoY
Total assets
$5.34B
+48.6% YoY
Total liabilities
$591.5M
+17.4% YoY
Cash & equivalents
$1.36B
-15.5% YoY
Filing quality score
80/100
11 new disclosures
SEC XBRL metric changes (latest annual vs prior)
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $2.80B | $3.06B | $252.5M | +9.0% |
| Operating income | $-101.7M | $-125.7M | $-24.0M | -23.6% |
| Net income | $-96.0M | $-35.6M | $60.4M | +62.9% |
| Operating cash flow | $469.2M | $613.0M | $143.8M | +30.6% |
| Capex | $29.0M | $8.1M | $-20.9M | -72.2% |
| Total assets | $3.59B | $5.34B | $1.75B | +48.6% |
| Total liabilities | $503.7M | $591.5M | $87.8M | +17.4% |
| Cash & equivalents | $1.61B | $1.36B | $-249.1M | -15.5% |
| Stockholders equity | $3.04B | $3.28B | $242.9M | +8.0% |
| Accounts receivable | $763.2M | $893.4M | $130.2M | +17.1% |
| R&D expense | $949.0M | $1.07B | $119.4M | +12.6% |
XBRL disclosure changes (new vs dropped concepts)
| Type | Concepts |
|---|---|
| Added | ConvertibleDebtNoncurrent, DebtIssuanceCostsIncurredDuringNoncashOrPartialNoncashTransaction, FiniteLivedIntangibleAssetsAmortizationExpenseRemainderOfFiscalYear, Goodwill, GoodwillAcquiredDuringPeriod, IntangibleAssetsNetExcludingGoodwill, PaymentsToAcquireBusinessesNetOfCashAcquired, ProceedsFromConvertibleDebt, ProceedsFromPaymentsForOtherFinancingActivities, RestructuringAndRelatedCostNumberOfPositionsEliminatedPeriodPercent |
| Removed | AccruedProfessionalFeesCurrent, AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment, AdvertisingExpense, AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax, AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedLossBeforeTax, AvailableForSaleDebtSecuritiesAmortizedCostBasis, CashAndCashEquivalentsFairValueDisclosure, ContractWithCustomerLiabilityCurrent, ContractualObligation, ContractualObligationDueAfterFifthYear |
Risk language in filing text (EDGAR full-text search)
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Going concern doubt | high | 1 | 1 | Ongoing |
| Material weakness in internal controls | high | 6 | 2 | Ongoing |
| Restatement of financial statements | high | 13 | 1 | Ongoing |
| Impairment charge | medium | 7 | 2 | Ongoing |
| Restructuring | medium | 13 | 7 | Ongoing |
| Off-balance sheet arrangements | medium | 11 | 0 | NEW |
| Related party transactions | low | 2 | 1 | Ongoing |
Filing signal breakdown
Red flags: 3
Positive: 1
Watch: 1
Red flags
Positive
Watch
Unlock the rest
- ProValuationMarket price (Yahoo) or shares outstanding (SEC DEI) unavailable; multiples could not be computed.
- ProPrice & TechnicalsPrice $22.07 — downtrend (below 200-DMA); 1-month momentum positive.
- ProMacro & RatesMarket regime: Risk-on · Supportive.
- ProRisk ScorecardComposite risk: Elevated.
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Macro exposure
Cyclical / growth · High sensitivityMacro regime: Risk-on · Supportive. Pinterest Inc. is a cyclical / growth name (high macro sensitivity) — risk appetite favors cyclical/growth names.
Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
16.59
Fed funds
3.63%
CPI YoY
+4.2%
Analytical read
deterministic previewRevenue grew **+9.0%** YoY to $3.06B..
Risk
Elevated
Macro regime
Risk-on · Supportive
Macro exposure
Supportive
Descriptive analytics from public filings and macro data — not investment advice.
Peer comparison
Cyclical / growth groupHow PINS stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| Marathon Petroleum MPC | 25 | Supportive |
| Nike Inc. NKE | 24 | Supportive |
| Airbnb Inc. ABNB | 22 | Supportive |
| Datadog Inc. DDOG | 16 | Supportive |
| Okta Inc. OKTA | 15 | Supportive |
| Valero Energy VLO | 13 | Supportive |
| Deere & Co. DE | 12 | Supportive |
| ASML Holding NV ASML | 10 | Supportive |
| Marriott International MAR | 10 | Supportive |
| GE Aerospace GE | 10 | Supportive |
| United Parcel Service UPS | 9 | Supportive |
| Snowflake Inc. SNOW | 8 | Supportive |
| Cloudflare Inc. NET | 8 | Supportive |
| NVIDIA Corp. NVDA | 7 | Supportive |
| Alphabet Inc. GOOGL | 7 | Supportive |
| General Motors Co. GM | 7 | Supportive |
| Booking Holdings BKNG | 6 | Supportive |
| Nucor Corp. NUE | 5 | Supportive |
| Shopify Inc. SHOP | 5 | Supportive |
| Ulta Beauty Inc. ULTA | 5 | Supportive |
| Pinterest Inc. PINS● you | 5 | Supportive |
| Amazon.com Inc. AMZN | 4 | Supportive |
| Microchip Technology MCHP | 3 | Supportive |
| Warner Bros Discovery WBD | 3 | Supportive |
| Adobe Inc. ADBE | 3 | Supportive |
| Intuit Inc. INTU | 2 | Supportive |
| General Dynamics GD | 1 | Supportive |
| Roku Inc. ROKU | 1 | Supportive |
| Lockheed Martin LMT | 0 | Supportive |
| Boeing Co. BA | 0 | Supportive |
| Hess Corp. HES | 0 | Supportive |
| MercadoLibre Inc. MELI | -1 | Supportive |
| EOG Resources EOG | -2 | Supportive |
| Applied Materials Inc. AMAT | -2 | Supportive |
| IBM Corp. IBM | -3 | Supportive |
| Energy Transfer ET | -3 | Supportive |
| Meta Platforms Inc. META | -4 | Supportive |
| Uber Technologies UBER | -4 | Supportive |
| Phillips 66 PSX | -4 | Supportive |
| United Airlines Holdings UAL | -5 | Supportive |
| Caterpillar Inc. CAT | -5 | Supportive |
| Alibaba Group BABA | -5 | Supportive |
| Comcast Corp. CMCSA | -6 | Supportive |
| TJX Cos. TJX | -6 | Supportive |
| Starbucks Corp. SBUX | -6 | Supportive |
| Schlumberger N.V. SLB | -7 | Supportive |
| Workday Inc. WDAY | -7 | Supportive |
| McDonald's Corp. MCD | -7 | Supportive |
| Micron Technology MU | -8 | Supportive |
| CF Industries CF | -8 | Supportive |
| Lam Research Corp. LRCX | -8 | Supportive |
| Albemarle Corp. ALB | -8 | Supportive |
| Delta Air Lines DAL | -8 | Supportive |
| Yum Brands Inc. YUM | -8 | Supportive |
| Linde plc LIN | -9 | Supportive |
| Home Depot Inc. HD | -10 | Supportive |
| Sherwin-Williams SHW | -10 | Supportive |
| Chipotle Mexican Grill CMG | -10 | Supportive |
| Old Dominion Freight ODFL | -10 | Supportive |
| Salesforce Inc. CRM | -11 | Supportive |
| Netflix Inc. NFLX | -12 | Supportive |
| Union Pacific Corp. UNP | -12 | Supportive |
| Norfolk Southern NSC | -13 | Supportive |
| Air Products & Chemicals APD | -13 | Supportive |
| Exxon Mobil Corp. XOM | -14 | Supportive |
| Palo Alto Networks PANW | -14 | Supportive |
| Royal Caribbean Group RCL | -15 | Supportive |
| Apple Inc. AAPL | -15 | Supportive |
| ConocoPhillips COP | -15 | Supportive |
| Zscaler Inc. ZS | -15 | Supportive |
| Occidental Petroleum OXY | -15 | Supportive |
| Devon Energy DVN | -16 | Supportive |
| Kinder Morgan KMI | -16 | Supportive |
| Cisco Systems Inc. CSCO | -16 | Supportive |
| CSX Corp. CSX | -16 | Supportive |
| Microsoft Corp. MSFT | -16 | Supportive |
| Tesla Inc. TSLA | -17 | Supportive |
| Walt Disney Co. DIS | -17 | Supportive |
| Dow Inc. DOW | -17 | Supportive |
| ON Semiconductor Corp. ON | -18 | Supportive |
| Oracle Corp. ORCL | -18 | Supportive |
| CrowdStrike Holdings CRWD | -18 | Supportive |
| Mosaic Co. MOS | -18 | Supportive |
| RTX Corp. RTX | -19 | Supportive |
| Advanced Micro Devices AMD | -19 | Supportive |
| Freeport-McMoRan FCX | -20 | Supportive |
| Dollar General Corp. DG | -20 | Supportive |
| Eaton Corp. ETN | -22 | Supportive |
| Chevron Corp. CVX | -22 | Supportive |
| T-Mobile US Inc. TMUS | -22 | Supportive |
| 3M Co. MMM | -23 | Supportive |
| Lowe's Cos. LOW | -24 | Supportive |
| Texas Instruments TXN | -24 | Supportive |
| Honeywell International HON | -24 | Supportive |
| Qualcomm Inc. QCOM | -25 | Supportive |
| Marvell Technology MRVL | -29 | Supportive |
| Intel Corp. INTC | -31 | Supportive |
| Verizon Communications VZ | -31 | Supportive |
| ServiceNow Inc. NOW | -33 | Supportive |
| Newmont Corp. NEM | -34 | Supportive |
| Autodesk Inc. ADSK | -34 | Supportive |
| Broadcom Inc. AVGO | -35 | Supportive |
| Spotify Technology SPOT | — | Supportive |