CoverageForm 410-K10-Q8-K13D13G13F

CANO · Cano Health, 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 itemQ1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21
Revenue$684.43M-$788.07M$689.37M$704.34M-$498.93M$689.37M$704.34M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$89.11M-$80.82M$99.42M$96.47M-$111.77M$106.18M$96.59M-
Total Operating Expenses$795.54M-$1.25B$1.01B$906.44M-$696.47M$720.42M$715.79M-
D&A$18.37M-$26.74M$27.25M$27.22M-$25.34M$19.84M$5.85M-
Operating Income($111.11M)-($466.92M)($245.63M)($39.53M)-($31.45M)($31.05M)($11.46M)-
Interest Expense$14.93M-$29.65M$26.72M$23.50M-$16.45M$13.13M$10.63M-
Income Tax$36.0K-($145.0K)($1.87M)$0-($1.25M)$809.0K$1.08M-
Net Income($415.71M)-($260.49M)($140.75M)($28.15M)-($54.23M)($5.33M)$660.0K-
EPS - Basic($90.46)-($91.87)($0.51)($0.12)-($0.23)($0.03)$0.00-
EPS - Diluted($91.10)-($91.87)($0.51)($0.12)-($0.23)($0.03)$0.00-

Balance Sheet

Line itemQ1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21
Cash & Equivalents$177.99M$75.76M$41.33M$27.72M$44.89M$27.33M$24.10M$47.85M$113.05M$163.17M
Accounts Receivable$54.22M$75.80M$87.50M$107.16M$242.22M$233.82M$202.04M$200.99M$191.72M$133.43M
Inventory---------$1.11M
Accounts Payable----------
Current Assets$255.08M$182.82M$144.72M$166.34M$313.69M$340.75M$304.97M$287.30M$323.63M$317.24M
Total Assets$1.05B$1.01B$1.21B$1.71B$1.94B$1.93B$2.20B$2.14B$2.17B$2.14B
Current Liabilities$267.00M$1.42B$365.93M$336.93M$213.91M$208.44M$185.56M$142.06M$158.66M$161.04M
Long-term Debt$0$1.23B$1.14B$1.10B$1.09B$1.02B$939.60M$941.21M$942.82M$944.43M
Total Liabilities$2.05B$1.55B$1.47B$1.47B$1.44B$1.43B$1.41B$1.30B$1.33B$1.34B
Stockholders' Equity($882.22M)($347.97M)($122.10M)$146.71M$280.86M$252.63M$406.49M$412.26M$386.21M$318.73M
Retained Earnings($1.30B)($880.45M)($715.42M)($454.94M)($314.18M)($286.03M)($137.66M)($83.43M)($78.10M)($78.76M)

Cash Flow

Line itemQ1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21
Operating Cash Flow($48.83M)---($29.47M)---($37.20M)-
Investing Cash Flow$3.87M---($9.46M)---($9.70M)-
Financing Cash Flow$147.18M---$56.49M---$542.0K-
CapEx$814.0K---$5.08M---$7.78M-
Free Cash Flow($49.64M)---($34.55M)---($44.98M)-

Ratios

MetricQ1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21
Profitability
Gross margin----------
Operating margin-16.2%--59.2%-35.6%-5.6%--6.3%-4.5%-1.6%-
EBITDA margin-13.5%--55.9%-31.7%-1.7%--1.2%-1.6%-0.8%-
Net margin-60.7%--33.1%-20.4%-4.0%--10.9%-0.8%0.1%-
Free cash flow margin-7.3%----4.9%----6.4%-
FCF / Net income0.12---1.23----68.15-
R&D / Revenue----------
SG&A / Revenue13.0%-10.3%14.4%13.7%-22.4%15.4%13.7%-
Effective tax rate--------62.1%-
Return on assets-39.8%--21.5%-8.2%-1.4%--2.5%-0.2%0.0%-
Return on equity47.1%-213.3%-95.9%-10.0%--13.3%-1.3%0.2%-
Return on invested capital---36.1%-15.5%-2.3%--1.8%-1.8%-0.4%-
Liquidity
Current ratio0.960.130.400.491.471.631.642.022.041.97
Quick ratio0.960.130.400.491.471.631.642.022.041.96
Cash ratio0.670.050.110.080.210.130.130.340.711.01
Leverage
Debt / Equity0.00-3.54-9.377.513.884.052.312.282.442.96
Debt / Assets0.001.220.940.650.560.530.430.440.430.44
Debt / EBITDA----------
Interest coverage-7.4x--15.7x-9.2x-1.7x--1.9x-2.4x-1.1x-
Equity multiplier-1.19-2.91-9.9311.646.927.645.405.195.626.73
Liabilities / Assets1.971.531.210.860.740.740.640.610.610.63
Efficiency
Asset turnover0.65-0.650.400.36-0.230.320.32-
Inventory turnover----------
Days sales outstanding29d-41d57d126d-148d106d99d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-2.8%-58.0%0.0%0.0%--5.3%75.3%--
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-181.1%--1384.9%-691.1%-245.1%--226.4%-133.0%-335557.8%-
Net income growth (YoY)-1376.8%--380.4%-2539.3%---270.5%---
EPS growth (YoY)-75816.7%--39843.5%-1600.0%---155.6%0.0%--
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-43.7%---23.2%-----
FCF CAGR (5y)----------
Book value growth (YoY)----64.4%-27.3%-20.7%30.9%17.1%7624.2%6274.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2023-12-31.

Product / service

$3.14B total
Medicare$2.87B · 91.4%
Product And Service Other$187.14M · 6.0%
Pharmacy$54.03M · 1.7%
Fee For Service$27.70M · 0.9%

Peer comparison

Same SIC group: Services-Offices & Clinics of Doctors of Medicine

CompanyRevenue (last FY)Net marginROE
HIMS$2.35B5.5%23.7%
TDOC$2.53B-7.9%-14.5%
TOI$502.73M-12.1%385.5%
LFMD$194.06M7.4%62.0%
AIRS$151.82M-7.7%-13.3%

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