Accuray Inc Liquidation Value

ARAY Medical Devices

Cash & Equivalents

$38.07M
As of 2026-03-31
Current Price: $0.38 (as of 2026-05-11)

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $38.07M
Total Obligations: -$368.85M
$-330.79M
Per share: $-2.78
Period: 2026-03-31
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $38.07M
AR: $64.57M
Total Obligations: -$368.85M
$-266.21M
Per share: $-2.24
Period: 2026-03-31
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $38.07M
AR: $64.57M
Inventory: $156.63M
Total Obligations: -$368.85M
$-109.59M
Per share: $-0.92
Period: 2026-03-31
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-330.79M$-2.78
Liquid Liquidation Value$-266.21M$-2.24
Operating Liquidation Value$-109.59M$-0.92

Key Components (as of 2026-03-31)

Data as of 2026-03-31 from 10-Q filed 2026-05-06. View on SEC EDGAR →

Cash & Equivalents$38.07M
Accounts Receivable$64.57M
Inventory$156.63M
Current Liabilities$205.84M
Long-term Debt (?)$134.02M
Op. Lease Liability (?)$28.99M
Finance Lease (?)N/A
Shares Outstanding118.9M

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2026-03-31$38.07M$64.57M$156.63M$52.80M$205.84M$134.02M$28.99MN/A
2025-12-31$41.30M$60.96M$150.96M$43.52M$199.44M$124.78M$30.18MN/A
2025-09-30$63.34M$54.38M$155.50M$42.40M$194.61M$127.32M$31.48MN/A
2025-06-30$57.42M$83.19M$141.02M$34.03M$192.58M$123.79M$32.48MN/A
2025-03-31$77.82M$78.19M$146.44M$46.32M$203.43M$166.21M$33.35MN/A
2024-12-31$62.58M$87.28M$148.83M$53.99M$201.45M$167.95M$30.46MN/A
2024-09-30$59.21M$91.79M$154.88M$49.81M$201.81M$162.47M$32.48MN/A
2024-06-30$68.57M$92.00M$138.32M$50.02M$195.27M$164.40M$32.37MN/A

Comments

SEC Filings

PeriodFormFiledLink
2026-03-31 10-Q 2026-05-06 View
2025-12-31 10-Q 2026-02-17 View
2025-09-30 10-Q 2025-11-05 View
2025-09-30 10-Q/A 2026-02-17 View
2025-06-30 10-K 2025-08-28 View
2025-06-30 10-K/A 2026-02-17 View
2025-03-31 10-Q 2025-05-02 View
2024-12-31 10-Q 2025-02-05 View

AI Insights

AI Insight·Generated 2026-05-09

ACCURAY INC (ARAY) presents deeply negative liquidation recovery to equity as of March 31, 2026. MFFAIS data confirms this: cash liquidation value of -$331M, liquid liquidation value of -$266M, and operating liquidation value of -$110M. The asymmetry between haircut assets and face-value liabilities is severe.

Asset side: Total assets of $447.6M are heavily discounted under liquidation. Cash of $38.1M recovers at par. Accounts receivable (current $64.6M gross, allowance $0.9M) recovers ~90-95%, yielding ~$60M. Inventory of $156.6M at 60% haircut recovers ~$94M. PP&E net of $29.0M at 50-70% yields ~$15-20M. Goodwill of $57.9M and capitalized software of $13.5M receive zero recovery. Capitalized contract costs of $5.3M, ROU assets of $28.9M, and equity method investments of $6.3M (China JV) have de minimis or zero recovery in liquidation. Total realistic liquidation asset pool is roughly $220-240M.

Liability side at face value: Total liabilities of $405.9M must be satisfied in full. Key obligations include: Term Loan Facility with $156.5M outstanding (including $7.7M PIK), with $22.7M unamortized discount and $11.6M deferred financing costs that do not reduce the face claim; 2026 Convertible Notes at $18.0M principal due June 1, 2026; current deferred revenue of $78.9M and non-current of $27.0M (obligations that survive wind-down as customer claims); operating lease liability of $37.2M; current liabilities of $205.8M. Substantially all assets are pledged as security under the Credit Facilities, giving secured lenders priority claim in foreclosure. Change-of-control triggers acceleration on both the Credit Facilities and the 2026 Notes. The Penny Warrants (approximately 8.0M shares at $0.01 exercise price) are effectively pre-dilutive equity claims that would be worthless in liquidation.

Relative to the prior period (December 31, 2025, cash balance $41.3M vs. current $38.1M), cash declined $3.2M quarter-over-quarter. Operating cash burn for the nine months ended March 31, 2026 was -$9.4M. Restructuring charges of $15.4M (nine months) and an asset impairment charge of $2.4M in the current period further deteriorated the asset base. Material weaknesses in internal controls persisted through March 31, 2026, and the company received a Nasdaq minimum bid price deficiency notice on February 2, 2026. The filing discusses $9.0M in tariff refund claims submitted through CBP's portal but does not separately XBRL-tag these contingent receivables. Remaining performance obligations of $70.2M (XBRL-tagged) represent future service obligations, not recoverable assets in liquidation.

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