Strawberry Fields REIT, Inc. · REIT (real estate trust)

STRW

Elevated riskNext report: Due any day

View price ↗

The short version

A profitable company with steady sales, with elevated risk. Institutions are adding.

Going well

Profitable
Sales up 32% last year
Brings in more cash than it spends

Watch out for

Share count growing 28.3% a year (dilution)
High debt: 65.64x equity
1 offering filing in 6 months (may sell new shares)

Money moves

No insider buying or selling in the last 30 days
Institutions added 20% to their holdings in the quarter ending June 2026 (40 bought, 23 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$12.56-0.6% that day

Company value: $178M; Share price times all shares
Price vs profit (P/E): 19.3x; You pay about $19 for each $1 of yearly profit
Price vs sales: 1.1x; Company value is 1.1 times a year of sales
Cash vs value: 24%; Cash as a share of company value
Debt vs value: 447%; Owes more than the whole company is worth

From STRW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$40.0M+5.8% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $159.8M, up 18% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of STRW. Starting points are the company's recent numbers.

Sales growth+18% a yearRecently: +18% a yearProfit margin5%Last 12 months: 5.3%P/E at the end19xToday: 19.3x. Many steady companies trade at 12x to 25xShare count change+10% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$366M

Profit in 5 years$18M

Price these guesses point to$15.24+21% vs $12.56 todayAbout +3.9% a year, before dividends

What today's price needs: with a 5% margin and a 19x P/E, sales would have to grow about 14% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.50.0%
MissDebt under half of equityNot relying on borrowed money.65.64x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.9%
PassProfitable every yearSteady profits, not one good year.5 of 5 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$90.0M
MissShare count not growingNot diluting owners. Falling means buybacks.+111.3% in 3 years

Revenue: $155.0M; +32.4% vs prior year
Total debt: $794.7M; 65.64x equity
Free cash flow: $90.0M; 58.1% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Feb 19

Revenue: $40.0M; +5.8% YoY
EPS: $0.16; vs $0.16
Op. margin: 53.7%; -0.8 pts
Free cash flow: $24.2M
Share count: +8.0%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.6
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+19.6%

Institutions added 19.6% to their holdings. 40 bought, 23 sold. 3 quarters of net buying in a row.

Shares held by institutions4.2M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+30.8%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

98.1x · $810.2M debt

Shares outstandingLatest reported

14M

Why elevated risk

Share count growing 30.8% a year (dilution)
High debt: 98.14x equity
4 offering filings in 6 months (may sell new shares)

Earnings reports

Last 10

Next reportDue any dayEstimated from the same quarter last year

Results filedFeb 19
Results filedFeb 27, 2025
Results filedNov 8, 2024
Results filedAug 12, 2024
Results filedMay 14, 2024

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Offering prospectusSep 18 · View filing ↗Offering Major agreementSep 18 · View filing ↗Offering Offering prospectusMay 20 · View filing ↗Offering Unregistered share saleMay 20 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

GiftMoishe GubinCEO, Director

12,681 shares

+0% of holdings
Now owns 16,035,908 shares
OP Units
Held Gubin Enterprises LP
Filed 6 days after trade

Oct 7Form 4 ↗

SoldMoishe GubinCEO, Director

100,000 shares at $12.00 · $1.2M

-1% of holdings
Now owns 16,023,227 shares
Not a pre-planned sale
OP Units
Held Gubin Enterprises LP
Filed 2 days after trade

Oct 7Form 4 ↗

Major agreementSep 18 · Form 8-K ↗Offering prospectusSep 18 · Form 424B5 ↗Other company newsAug 6 · Form 8-K ↗Investor disclosureAug 6 · Form 8-K ↗Quarterly reportAug 6 · Form 10-Q ↗

ConversionTed LermanDirector

125,000 shares

+10% of holdings
Now owns 1,366,594 shares
Held By: A&F Realty LLC
Filed 24 days after trade

Jun 30Form 4 ↗

GiftMoishe GubinCEO, Director

13,482 shares

+0% of holdings
Now owns 16,123,227 shares
OP Units
Held Gubin Enterprises LP
Filed 4 days after trade

Jul 17Form 4 ↗

ConversionMichael BliskoDirector

75,000 shares

+21% of holdings
Now owns 439,923 shares
Held By: Blisko Enterprises Limited
Filed 2 days after trade

Jun 30Form 4 ↗

ConversionMoishe GubinCEO, Director

75,000 shares

+9% of holdings
Now owns 894,824 shares
Held By: Gubin Enterprises Limited
Filed 2 days after trade

Jun 30Form 4 ↗

Major agreementJun 25 · Form 8-K/A ↗Major agreementJun 22 · Form 8-K ↗Insider tradeJun 5 · Form 4 ↗Unregistered share saleMay 20 · Form 8-K ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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