Aduro Clean Technologies Inc. (ADUR) AI Stock Analysis
ADUR AI stock analysis summary
AI ResearchAduro Clean Technologies Inc. develops water-based chemical recycling technologies to convert waste materials into renewed chemicals and fuels. In FY2026, the company generated $169,230 in revenue and reported net income of -$27.2M. Its balance sheet maintained $65.9M in cash and short-term investments as of August 31, 2026.
- Market cap
- $352.5M
- Revenue (TTM)
- $122,706
- P/E
- —
- 1Y return
- -33.6% S&P 500 16.8%
- Avg. target
- $27.15 173.0% vs last close
Bull case
- Wall Street analysts have set a mean price target of $27.15, implying an upside of 173.0% over the last close of $9.95.
- Aduro maintains a liquid balance sheet featuring $65.9M in cash and short-term investments against total debt of only $93,656.
- Analyst estimates for the next fiscal year forecast revenue expanding significantly to $6.2M, representing revenue growth of 2754.0%.
Bear case
- The company reported a substantial net loss with FY2026 net income of -$27.2M and free cash flow of -$14.1M.
- Revenue fell 26.8% to $169,230 in FY2026, and quarterly revenue growth YoY declined 100.0% in the quarter ended August 31, 2026.
- The 5-year share count change reached 119.7%, demonstrating substantial past dilution for equity holders.
What Aduro Clean Technologies does
Aduro Clean Technologies Inc. engages in developing water-based chemical recycling technologies in Canada and Netherlands. The company's platform converts end-of-life plastics and tire rubber to chemicals and fuels, upgrades heavy crude oils, and transforms renewable oils into renewable fuels and chemicals. Its water-based chemical recycling platform features applications in hydrochemolytic plastics upcycling, hydrochemolytic renewables upgrading, and hydrochemolytic bitumen upgrading sectors. Formerly known as Dimension Five Technologies Inc., the company changed its name to Aduro Clean Technologies Inc. in 2021. The company is headquartered in London, Canada and employs 33 people.
Growth and profitability
Revenue has fluctuated over recent fiscal years, moving from $109,629 in FY2023 to $337,516 in FY2024, before declining 31.5% to $231,212 in FY2025 and declining 26.8% to $169,230 in FY2026. Over the 5 years from FY2020 to FY2026, the revenue CAGR was -6.3%. Operating losses expanded, with operating margin reaching -10777.9% and net income declining to -$27.2M in FY2026, compared to -$12.1M in FY2025. Gross margin was -319.9% in FY2026, while R&D expense increased to $7.6M. For the latest quarter ended August 31, 2026, quarterly revenue growth YoY fell 100.0%, bringing trailing twelve months revenue to $122,706 with EPS TTM of -$0.43.
Balance sheet and cash flow
As of August 31, 2026, Aduro Clean Technologies held $65.9M in cash and short-term investments against total debt of $93,656, resulting in net cash of $65.8M. The company reported a current ratio of 88.77 and a debt-to-equity ratio of 0.00. For FY2026, operating cash flow was -$9.3M and free cash flow was -$14.1M, reflecting capital expenditures of $4.9M. In addition, its share count increased by 119.7% over 5 years.
Valuation and performance
Aduro Clean Technologies holds a market capitalization of $352.5M and an enterprise value of $428.0M. The stock trades at a price-to-book ratio of 21.2x. In comparison, the median of its US-listed Industrials peers shows a price-to-sales ratio of 1.5x and an EV to EBITDA multiple of 13.9x. The stock closed at $9.95 on October 16, 2026, trading 24.0% below its 200-day average. Over the past year, the shares returned -33.6%, underperforming the S&P 500 benchmark return of 16.8%.
What analysts expect
Wall Street analyst coverage shows 4 Strong Buy ratings, 0 Buy ratings, 0 Hold ratings, and 0 Sell ratings. The mean price target is $27.15, which is 173.0% above the last close price of $9.95. For the current fiscal year ending May 31, 2027, consensus estimates anticipate revenue of $218,700 and EPS of -$0.56. For the next fiscal year, 4 analysts estimate revenue of $6.2M and EPS of -$0.61. Aduro has beaten EPS estimates in 2 of the last 4 quarters.
Key risks and what to watch
- R&D expense increased to $7.6M in FY2026 while operating cash flow remained deeply negative at -$9.3M.
- The stock exhibits elevated volatility with a beta of 1.35 and registered a 1-year return of -33.6%.
- Profitability metrics remain severely compressed, including a return on equity TTM of -48.3% and an operating margin TTM of -13497.6%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ADUR AI stock analysis
This page is an AI-written research summary of Aduro Clean Technologies Inc. (ADUR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ADUR income statement, ADUR balance sheet, ADUR key metrics, ADUR analyst forecast, ADUR chart. See the ADUR stock overview for the latest quote and news.
ADUR AI stock analysis FAQ
Does Aduro Clean Technologies pay a dividend?
Aduro Clean Technologies does not pay a dividend. The company directs its capital toward commercialization and research, recording free cash flow of -$14.1M in FY2026.
What is the analyst price target for ADUR stock?
The mean analyst price target for ADUR is $27.15, which is 173.0% higher than its last close of $9.95.
What is the cash and debt position of Aduro Clean Technologies?
As of August 31, 2026, the company held $65.9M in cash and short-term investments and $93,656 in total debt, giving it net cash of $65.8M.
What are the revenue projections for ADUR?
Consensus estimates project revenue of $218,700 for the fiscal year ending May 31, 2027, and $6.2M for the following fiscal year.