electroCore, Inc.

ECORdata completeness 100%9 fiscal years on file
The thesis, from the filings

electroCore, Inc. earns about -390% on invested capital, but has diluted owners by 115% over 5 years — worth asking whether the growth reaches owners. The cash-flow models don't apply cleanly here — the ledger says why below.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$5.45M1$8.59M2$16M3$25.2M4$32M4
Net income−$17.2M5−$22.2M6−$18.8M7−$11.9M8−$14M8
Operating cash flow−$13.6M9−$16.6M10−$14.7M11−$6.95M12−$8.19M12
Capital expenditure$206,00013$66,00014
Free cash flow (derived)−$14.9M11−$8.25M12
Total debt$14.4M15
Cash & equivalents$34.7M16$17.7M17$10.3M18$3.7M19$7.04M19
Diluted shares3,9454,7295.5M7,4838,483

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
−$2,014.62
your share of equity
Profit it earned you last year
−$16,463.52
Free cash flow it threw off
−$9,728.87
Debt you’d be carrying
$16,938.58

10 shares is a claim on −$2,014.62 of net worth that earned you −$16,463.52 and generated −$9,728.87 of cash last year, against $16,938.58 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
-390% avg · 5y
FY21 -729%FY22 FY23 FY24 -246%FY25 -196%

It earned an average -390% on invested capital over 5 years. Compare that to what it costs to fund the business.

seeing a moat in the numbers →
Management signal · capital allocation
+115% shares · 5y

Share count is up 115% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has held roughly steady.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0
DCF · Growth Exit 10Y
not applicable
only 2 years of FCF (need ≥3) — model not applicable
DCF · Growth Exit 5Y
not applicable
only 2 years of FCF (need ≥3) — model not applicable
Earnings Power Value
not applicable
normalized (5y-median) earnings non-positive — EPV undefined
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

Sources — the receipts
  1. 10-K · period ending 2021-12-31 · accession 0001213900-23-018560 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 10-K · period ending 2022-12-31 · accession 0001213900-24-022212 (RevenueFromContractWithCustomerExcludingAssessedTax)
  3. 10-K · period ending 2023-12-31 · accession 0001213900-25-023259 (RevenueFromContractWithCustomerExcludingAssessedTax)
  4. 10-K · period ending 2024-12-31 · accession 0001493152-26-011636 (RevenueFromContractWithCustomerExcludingAssessedTax)
  5. 10-K · period ending 2021-12-31 · accession 0001213900-23-018560 (NetIncomeLoss)
  6. 10-K · period ending 2022-12-31 · accession 0001213900-24-022212 (NetIncomeLoss)
  7. 10-K · period ending 2023-12-31 · accession 0001213900-25-023259 (NetIncomeLoss)
  8. 10-K · period ending 2024-12-31 · accession 0001493152-26-011636 (NetIncomeLoss)
  9. 10-K · period ending 2021-12-31 · accession 0001213900-23-018560 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2022-12-31 · accession 0001213900-24-022212 (NetCashProvidedByUsedInOperatingActivities)
  11. 10-K · period ending 2023-12-31 · accession 0001213900-25-023259 (NetCashProvidedByUsedInOperatingActivities)
  12. 10-K · period ending 2024-12-31 · accession 0001493152-26-011636 (NetCashProvidedByUsedInOperatingActivities)
  13. 10-K · period ending 2023-12-31 · accession 0001213900-25-023259 (PaymentsToAcquirePropertyPlantAndEquipment)
  14. 10-K · period ending 2025-12-31 · accession 0001493152-26-011636 (PaymentsToAcquirePropertyPlantAndEquipment)
  15. 10-K · period ending 2025-12-31 · accession 0001493152-26-011636 (LongTermDebtNoncurrent)
  16. 10-K · period ending 2021-12-31 · accession 0001213900-23-018560 (CashAndCashEquivalentsAtCarryingValue)
  17. 10-K · period ending 2022-12-31 · accession 0001213900-24-022212 (CashAndCashEquivalentsAtCarryingValue)
  18. 10-K · period ending 2023-12-31 · accession 0001213900-25-023259 (CashAndCashEquivalentsAtCarryingValue)
  19. 10-K · period ending 2024-12-31 · accession 0001493152-26-011636 (CashAndCashEquivalentsAtCarryingValue)