CoverageForm 410-K10-Q8-K13D13G13F

AVLR · Avalara, 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 2018
Revenue$698.98M$500.57M$382.42M$167.43M
Cost of Revenue$204.83M$143.09M$115.30M$48.51M
Gross Profit$494.14M$357.47M$267.12M$118.91M
R&D$167.39M$119.71M$82.44M$32.85M
SG&A$137.30M$95.24M$71.92M$36.88M
Total Operating Expenses$600.70M$419.44M$322.99M$173.21M
D&A$36.53M$20.23M$15.81M$10.43M
Operating Income($106.55M)($61.97M)($55.87M)($54.29M)
Interest Expense$2.31M-$289.0K$2.30M
Income Tax$3.31M($8.31M)$955.0K$640.0K
Net Income($125.23M)($49.18M)($50.21M)($57.89M)
EPS - Basic----
EPS - Diluted----

Balance Sheet

Line itemFY 2021FY 2020FY 2019FY 2018
Cash & Equivalents$1.51B$673.59M$466.95M$10.68M
Accounts Receivable$114.25M$75.86M$51.64M$40.29M
Inventory----
Accounts Payable$16.68M$20.28M$11.69M$4.85M
Current Assets$1.78B$832.91M$566.80M$207.30M
Total Assets$2.70B$1.60B$807.27M$322.93M
Current Liabilities$567.67M$378.95M$271.73M$185.67M
Long-term Debt----
Total Liabilities$1.67B$522.17M$343.55M$213.38M
Stockholders' Equity$1.03B$1.08B$463.72M($343.16M)
Retained Earnings($684.61M)($559.38M)($510.19M)($487.60M)

Cash Flow

Line itemFY 2021FY 2020FY 2019FY 2018
Operating Cash Flow$34.12M$42.62M$22.39M($21.70M)
Investing Cash Flow($100.35M)($378.06M)($52.13M)($29.69M)
Financing Cash Flow$918.91M$606.06M$354.41M$61.00M
CapEx$7.66M$4.50M$10.18M$6.66M
Free Cash Flow$26.46M$38.12M$12.21M($28.36M)

Ratios

MetricFY 2021FY 2020FY 2019FY 2018
Profitability
Gross margin70.7%71.4%69.9%71.0%
Operating margin-15.2%-12.4%-14.6%-32.4%
EBITDA margin-10.0%-8.3%-10.5%-26.2%
Net margin-17.9%-9.8%-13.1%-34.6%
Free cash flow margin3.8%7.6%3.2%-16.9%
FCF / Net income-0.21-0.78-0.240.49
R&D / Revenue23.9%23.9%21.6%19.6%
SG&A / Revenue19.6%19.0%18.8%22.0%
Effective tax rate----
Return on assets-4.6%-3.1%-6.2%-17.9%
Return on equity-12.2%-4.6%-10.8%16.9%
Return on invested capital----
Liquidity
Current ratio3.132.202.091.12
Quick ratio3.132.202.091.12
Cash ratio2.671.781.720.06
Leverage
Debt / Equity----
Debt / Assets----
Debt / EBITDA----
Interest coverage-46.1x--193.3x-23.6x
Equity multiplier2.631.481.74-0.94
Liabilities / Assets0.620.330.430.66
Efficiency
Asset turnover0.260.310.470.52
Inventory turnover----
Days sales outstanding60d55d49d88d
Days inventory outstanding----
Days payable outstanding30d52d37d36d
Cash conversion cycle----
Valuation
P / E----
P / B----
P / S----
EV / EBITDA----
Growth
Revenue growth (YoY)39.6%30.9%128.4%-
Revenue CAGR (3y)61.0%---
Revenue CAGR (5y)----
Gross profit growth (YoY)38.2%33.8%124.6%-
Operating income growth (YoY)-71.9%-10.9%-2.9%-
Net income growth (YoY)-154.6%2.1%13.3%-
EPS growth (YoY)----
EPS CAGR (3y)----
EPS CAGR (5y)----
FCF growth (YoY)-30.6%212.3%--
FCF CAGR (5y)----
Book value growth (YoY)-5.0%132.9%--

Sales by segment

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

Product / service

$1.28B total
Subscription And Circulation$633.09M · 49.4%
Subscription And Returns Tax Calculations$349.43M · 27.2%
Subscription And Returns Tax Returns And Compliance Management$233.42M · 18.2%
Professional Services$65.89M · 5.1%
Subscription And Returns Interest Income On Funds Held From Customers$769.0K · 0.1%

Geographic

$698.98M total
US$643.13M · 92.0%
Non Us$55.84M · 8.0%

Stability scores

Altman Z′

FY 2021 · bankruptcy risk

0.50
Distress

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

3/9
Weak
  • 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-Prepackaged Software

CompanyRevenue (last FY)Net marginROE
TEAM$5.22B-4.9%-19.1%
CRM$37.90B16.4%10.5%
NOW$13.28B13.2%13.5%
FRSH$838.81M21.9%17.8%
DDOG$3.43B3.1%2.9%

Comparing AVALARA against the 5 most active filers in the same SIC group.