FIGS, Inc.(FIGS)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,383 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FIGS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for FIGS, Inc. (FIGS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores FIGS at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,383 of 2,879 stocks — the top half of the AI-ranked universe. FIGS scores in the top quartile across institutional flow (76.6). Areas of concern include free cash flow (29.4) and revenue scale (39.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 28.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), FIGS, Inc. reports quarterly revenue of $159.9M, net income of $6.3M, an operating margin of 2.8%. Top institutional holders of FIGS by reported 13-F value include BAMCO /NY/, BlackRock,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. FIGS trades on the NYSE exchange and files with the SEC under CIK 1846576. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FIGS 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 FIGS, Inc. directly from SEC EDGAR. FIGS, Inc.'s 13F Pro composite quality score has ranged between 8 and 68 since 2022, currently 51.5 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$159.9M
Net Income
Q1 2026
$6.3M
Free Cash Flow
Q1 2026
$-5.6M
Operating Margin
Q1 2026
2.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+15.7% YoYNet Income
+51.5% YoYOperating Income
+12.0% YoYEPS (Diluted)
+58.3% YoYTotal Assets
+22.6% YoYOp. Cash Flow
-39.4% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $631.1M +15.7% | $545.6M +7.9% | $505.8M +20.6% | $419.6M +59.5% | $263.1M +138.1% | $110.5M |
| Net Income | $34.3M +51.5% | $22.6M +6.8% | $21.2M +320.8% | $-9.6M -119.3% | $49.8M +44326.8% | $112.0K |
| Operating Income | $38.1M +12.0% | $34.0M -9.6% | $37.7M +242.9% | $11.0M -81.0% | $57.9M +16797.4% | $-347.0K |
| EPS (Diluted) | $0.19 +58.3% | $0.12 +9.1% | $0.11 +283.3% | $-0.06 -280.2% | $0.03 | $0.00 |
| Total Assets | $580.0M +22.6% | $473.2M +19.8% | $395.1M +26.7% | $311.8M +132.9% | $133.9M | — |
| Operating Cash Flow | $61.2M -39.4% | $100.9M +385.6% | $-35.3M -153.2% | $66.4M +205.5% | $21.7M +233.0% | $6.5M |
AI Insight: FIGS Financial Trends
FIGS delivered strong Q4 2025 performance with revenue jumping 33% sequentially to $202M, but Q1 2026 showed significant deceleration back to $160M.
• Revenue surged from $152M in Q3 2025 to $202M in Q4 2025, representing 33% sequential growth.
• Net income improved dramatically from $-2M in Q3 2024 to $19M in Q4 2025.
• Operating income turned positive, rising from $-9M in Q3 2024 to $19M in Q4 2025.
⚠ Revenue declined 21% sequentially from $202M in Q4 2025 to $160M in Q1 2026.
⚠ Operating cash flow turned negative at $-3M in Q1 2026 after strong $61M in Q4 2025.
AI Insight: FIGS Ratio Trends
FIGS delivered strong Q4 2025 profitability with 9.3% operating margin and 17.2% ROIC, but Q1 2026 showed sharp sequential decline.
• Operating margin surged from -6.2% in Q3 2024 to 9.3% in Q4 2025, showing dramatic profitability recovery.
• ROIC peaked at 17.2% in Q4 2025, up from negative 8.6% in Q3 2024, indicating improving capital efficiency.
• Net profit margin turned consistently positive from Q4 2024 onward after Q3 2024 losses.
⚠ Operating margin dropped sharply from 9.3% in Q4 2025 to 2.8% in Q1 2026, breaking the recovery trend.
⚠ ROIC fell from 17.2% in Q4 2025 to 4.2% in Q1 2026, suggesting potential seasonality or margin pressure.
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Available Research
13F Pro tracks comprehensive data for FIGS, Inc. including:
Top Institutional Holders of FIGS
BAMCO INC /NY/
$885.6M59,959,449 shBlackRock, Inc.
$115.8M7,838,871 shVANGUARD CAPITAL MANAGEMENT LLC
$67.2M4,550,673 shDRIEHAUS CAPITAL MANAGEMENT LLC
$61.7M4,174,257 shVANGUARD PORTFOLIO MANAGEMENT LLC
$60.5M4,094,233 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$60.1M4,070,258 shAMERIPRISE FINANCIAL INC
$58.6M3,966,339 shDIMENSIONAL FUND ADVISORS LP
$52.5M3,552,919 shGEODE CAPITAL MANAGEMENT, LLC
$49.7M3,366,466 shMARSHALL WACE, LLP
$47.5M3,216,462 sh
| Fund | Value | Shares |
|---|---|---|
| BAMCO INC /NY/ | $885.6M | 59,959,449 |
| BlackRock, Inc. | $115.8M | 7,838,871 |
| VANGUARD CAPITAL MANAGEMENT LLC | $67.2M | 4,550,673 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $61.7M | 4,174,257 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $60.5M | 4,094,233 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.1M | 4,070,258 |
| AMERIPRISE FINANCIAL INC | $58.6M | 3,966,339 |
| DIMENSIONAL FUND ADVISORS LP | $52.5M | 3,552,919 |
| GEODE CAPITAL MANAGEMENT, LLC | $49.7M | 3,366,466 |
| MARSHALL WACE, LLP | $47.5M | 3,216,462 |
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Popular Research
Is FIGS a good stock to buy?
13F Pro's AI-powered analysis of FIGS, Inc. (FIGS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FIGS are available on the FIGS 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 FIGS?
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 FIGS. 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 FIGS, Inc.'s investment landscape.