CoverageForm 410-K10-Q8-K13D13G13F

R1 Rcm Holdco Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Revenue$1.47B$1.27B$1.19B$592.60M$449.80M-
Cost of Revenue$1.16B$1.02B$987.80M$199.70M--
Gross Profit$311.80M$249.70M$198.30M$392.90M--
R&D------
SG&A$120.00M$102.40M$104.40M$97.90M$56.30M$74.14M
Total Operating Expenses$1.33B$1.19B$1.13B$294.70M$477.30M$294.66M
D&A$77.50M$68.70M$55.70M$38.80M$16.30M$10.20M
Operating Income$145.70M$80.00M$57.70M($30.40M)($27.50M)$297.90M
Interest Expense------
Income Tax$29.60M$1.30M($2.20M)($11.40M)$31.50M$121.13M
Net Income$97.20M$117.10M$12.00M($45.30M)($58.80M)$177.07M
EPS - Basic($1.86)$0.41($0.08)($0.60)($0.75)$0.65
EPS - Diluted($1.86)$0.33($0.08)($0.60)($0.75)$0.65

Balance Sheet

Line itemFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Cash & Equivalents$130.10M$173.80M$92.00M$62.80M$164.90M$181.18M
Accounts Receivable$131.30M$91.30M$52.30M$42.20M$8.20M$3.98M
Inventory------
Accounts Payable$17.70M$18.20M$20.20M$9.90M$7.20M$7.95M
Current Assets$364.70M$355.40M$216.70M$196.80M$202.30M$204.61M
Total Assets$1.45B$1.19B$929.10M$807.50M$336.00M$415.06M
Current Liabilities$254.20M$206.30M$232.50M$196.20M$89.90M$135.11M
Long-term Debt$754.90M$519.70M$337.70M$356.00M--
Total Liabilities$1.10B$849.60M$681.90M$592.80M$113.30M$255.80M
Stockholders' Equity$346.70M$87.90M$18.10M$6.30M$33.40M($12.33M)
Retained Earnings($64.30M)($161.50M)($277.80M)($289.80M)($244.50M)($304.70M)

Cash Flow

Line itemFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Operating Cash Flow$264.80M$61.80M$113.90M($86.90M)$20.90M($86.86M)
Investing Cash Flow($340.40M)($117.00M)($61.00M)($11.60M)($33.60M)($11.61M)
Financing Cash Flow$31.40M$137.90M($25.30M)$176.50M($4.20M)$176.40M
CapEx$51.70M$49.30M$61.00M$33.50M$33.60M$12.63M
Free Cash Flow$213.10M$12.50M$52.90M($120.40M)($12.70M)($99.50M)

Ratios

MetricFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Profitability
Gross margin21.1%19.6%16.7%66.3%--
Operating margin9.9%6.3%4.9%-5.1%-6.1%-
EBITDA margin15.1%11.7%9.6%1.4%-2.5%-
Net margin6.6%9.2%1.0%-7.6%-13.1%-
Free cash flow margin14.5%1.0%4.5%-20.3%-2.8%-
FCF / Net income2.190.114.412.660.22-0.56
R&D / Revenue------
SG&A / Revenue8.1%8.1%8.8%16.5%12.5%-
Effective tax rate23.3%1.1%-22.4%--40.6%
Return on assets6.7%9.8%1.3%-5.6%-17.5%42.7%
Return on equity28.0%133.2%66.3%-719.0%-176.0%-1435.6%
Return on invested capital10.1%13.0%16.2%-6.6%--
Liquidity
Current ratio1.431.720.931.002.251.51
Quick ratio1.431.720.931.002.251.51
Cash ratio0.510.840.400.321.831.34
Leverage
Debt / Equity2.185.9118.6656.51--
Debt / Assets0.520.440.360.44--
Debt / EBITDA3.383.492.9842.38--
Interest coverage------
Equity multiplier4.1813.5351.33128.1710.06-33.65
Liabilities / Assets0.760.710.730.730.340.62
Efficiency
Asset turnover1.021.071.280.731.34-
Inventory turnover------
Days sales outstanding33d26d16d26d7d-
Days inventory outstanding------
Days payable outstanding6d7d7d18d--
Cash conversion cycle------
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)16.0%7.1%100.2%31.7%--
Revenue CAGR (3y)35.5%41.4%----
Revenue CAGR (5y)------
Gross profit growth (YoY)24.9%25.9%-49.5%---
Operating income growth (YoY)82.1%38.6%--10.5%--
Net income growth (YoY)-17.0%875.8%-23.0%--
EPS growth (YoY)--86.7%20.0%--
EPS CAGR (3y)------
EPS CAGR (5y)-----34.1%
FCF growth (YoY)1604.8%-76.4%--848.0%87.2%-120.7%
FCF CAGR (5y)------
Book value growth (YoY)294.4%385.6%187.3%-81.1%-94.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2021-12-31.

Product / service

$1.47B total
Net Operating Fees$1.21B · 82.2%
Incentive Fees$143.80M · 9.8%
Other$119.00M · 8.1%

Stability scores

Altman Z′

FY 2021 · bankruptcy risk

1.48
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2021 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Services-Management Services

CompanyRevenue (last FY)Net marginROE
IT$6.50B11.2%228.0%
EVH$1.88B-28.5%-128.7%
PINC$1.01B2.0%1.3%
FC$267.07M1.1%4.6%
RCM---

Comparing R1 RCM Holdco Inc. against the 5 most active filers in the same SIC group.