Coda Octopus Group, Inc.(CODA)Stock Analysis
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Quality rankings require at least $50M annual revenue or $250M total assets to filter out micro-caps and shell companies. This company reported $26.6M in revenue.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
CODA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Coda Octopus Group, Inc. (CODA), a Technology sector company. CODA is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least $50m annual revenue or $250m total assets to filter out micro-caps and shell companies. this company reported $26.6m in revenue. Based on the latest XBRL financial filings (Q2 2026), Coda Octopus Group, Inc. reports quarterly revenue of $6.9M, net income of $1.7M, free cash flow of $449.1K. Top institutional holders of CODA by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, MARSHALL WACE, LLP, ESSEX INVESTMENT MANAGEMENT CO, based on the most recent SEC filings. CODA trades on the Nasdaq exchange and files with the SEC under CIK 1334325. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CODA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Coda Octopus Group, Inc. directly from SEC EDGAR.
Revenue
Q2 2026
$6.9M
Net Income
Q2 2026
$1.7M
Free Cash Flow
Q2 2026
$449.1K
ROIC
Q2 2026
2.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-8.6% YoYNet Income
-15.2% YoYOperating Income
-28.4% YoYEPS (Diluted)
-15.8% YoYTotal Assets
+22.6% YoYTotal Debt
Op. Cash Flow
-63.6% YoY| Metric | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $20.3M -8.6% | $22.2M +4.2% | $21.3M +6.4% | $20.0M -20.0% | $25.1M +18.7% | $21.1M |
| Net Income | $3.6M -15.2% | $4.3M -13.1% | $4.9M +48.0% | $3.3M -36.0% | $5.2M +6.0% | $4.9M |
| Operating Income | $3.6M -28.4% | $5.0M +30.4% | $3.8M +36.9% | $2.8M -55.2% | $6.3M +12.9% | $5.5M |
| EPS (Diluted) | $0.32 -15.8% | $0.38 -13.6% | $0.44 +46.7% | $0.30 -38.8% | $0.49 -15.5% | $0.58 |
| Total Assets | $57.5M +22.6% | $46.9M +3.2% | $45.5M +19.5% | $38.0M +10.2% | $34.5M +51.1% | $22.8M |
| Total Debt | — | — | — | $573.1K -45.9% | $1.1M | — |
| Operating Cash Flow | $2.5M -63.6% | $6.7M +105.7% | $3.3M -26.3% | $4.4M -30.6% | $6.4M +45.8% | $4.4M |
AI Insight: CODA Financial Trends
Revenue plateau at $7M masks modest profitability gains; operating cash flow volatile amid flat top-line growth.
• Net income doubled from $1M to $2M in Q2 2026, first multi-quarter profit improvement despite flat $7M revenue.
• Operating income doubled to $2M in Q2 2026, expanding margins even as revenue stalled at $7M for six consecutive quarters.
• Equity grew from $53M (Q3 2024) to $61M (Q2 2026), a 15% increase driven by retained earnings and equity injections.
⚠ Revenue stuck at $7M since Q2 2025—eight quarters with no growth; operating cash flow erratic ($1M–$3M), signaling execution risk.
⚠ Operating leverage evident only in latest quarter; durability of $2M net income unclear given historical flat profitability.
AI Insight: CODA Ratio Trends
Q2 2026 delivered sharp margin and return expansion—OpMargin to 26.0%, ROIC to 11.7%—reversing weakness from prior quarter.
• Operating margin surged from 15.0% (Q1 2026) to 26.0% (Q2 2026); NPM climbed to 24.6% from 13.9%.
• ROIC expanded to 11.7% in Q2 2026, highest in data set; ROE reached 11.1% and ROA 10.1%.
• TTM metrics show stabilization: OpMargin 20.0%, NPM 17.7%, ROIC 9.1%—recovery from Q4 2024 trough.
⚠ Volatility persists: Q1 2026 margins (15.0% OpMargin) fell sharply before Q2 rebound; sustainability unclear.
⚠ Q2 2026 metrics spike above TTM averages; confirm if Q2 is seasonal strength or reflects structural improvement.
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Available Research
13F Pro tracks comprehensive data for Coda Octopus Group, Inc. including:
Top Institutional Holders of CODA
VANGUARD CAPITAL MANAGEMENT LLC
$3.0M263,739 shMARSHALL WACE, LLP
$2.9M254,189 shESSEX INVESTMENT MANAGEMENT CO LLC
$2.1M189,640 shSEI INVESTMENTS CO
$1.7M147,486 shArchon Capital Management LLC
$1.6M140,000 shRound Rock Advisors, LLC
$1.3M117,366 shJANE STREET GROUP, LLC
$1.2M104,606 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$1.1M99,560 shDIMENSIONAL FUND ADVISORS LP
$1.1M98,854 shInformed Momentum Co LLC
$833.1K73,722 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $3.0M | 263,739 |
| MARSHALL WACE, LLP | $2.9M | 254,189 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $2.1M | 189,640 |
| SEI INVESTMENTS CO | $1.7M | 147,486 |
| Archon Capital Management LLC | $1.6M | 140,000 |
| Round Rock Advisors, LLC | $1.3M | 117,366 |
| JANE STREET GROUP, LLC | $1.2M | 104,606 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.1M | 99,560 |
| DIMENSIONAL FUND ADVISORS LP | $1.1M | 98,854 |
| Informed Momentum Co LLC | $833.1K | 73,722 |
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Popular Research
Is CODA a good stock to buy?
13F Pro's AI-powered analysis of Coda Octopus Group, Inc. (CODA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CODA are available on the CODA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CODA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CODA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Coda Octopus Group, Inc.'s investment landscape.