CoverageForm 410-K10-Q8-K13D13G13F

CEQP · Crestwood Equity Partners LP - 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 itemQ3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21
Revenue$1.14B$1.02B$1.26B-$1.57B$1.45B$1.58B-$1.23B$929.60M
Cost of Revenue$1.29B$784.60M$997.40M-$1.29B$1.21B$1.36B-$1.10B$797.20M
Gross Profit($147.40M)$236.60M$265.70M-$279.20M$234.80M$219.40M-$127.00M$132.40M
R&D----------
SG&A$30.20M$25.00M$31.60M-$33.90M$26.50M$43.40M-$25.90M$22.80M
Total Operating Expenses$169.90M$161.10M$170.00M-$276.40M$160.90M$164.40M-$140.60M$107.10M
D&A----------
Operating Income$67.90M$75.50M$95.70M-$2.80M$73.90M$55.00M-($13.60M)$25.30M
Interest Expense$56.90M$55.40M$55.60M-$47.60M$40.10M$36.10M-$30.90M$35.10M
Income Tax$200.0K$600.0K$300.0K-$1.40M$300.0K$0-$100.0K$100.0K
Net Income($20.00M)$141.60M$31.40M-($53.30M)$29.10M$12.00M-($49.90M)($48.40M)
EPS - Basic($0.33)$1.20$0.16-($0.64)$0.14($0.04)-($1.03)($1.00)
EPS - Diluted($0.33)$1.16$0.15-($0.64)$0.14($0.04)-($1.03)($1.00)

Balance Sheet

Line itemQ3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21
Cash & Equivalents$23.80M$7.70M$8.60M$7.50M$6.40M$13.80M$11.90M$13.30M$14.30M$16.60M
Accounts Receivable$350.10M$297.10M$347.70M$432.20M$479.80M$419.60M$485.60M$378.00M$420.00M$329.10M
Inventory$179.90M$98.30M$100.50M$122.60M$159.10M$168.30M$94.00M$156.50M$175.00M$148.10M
Accounts Payable$256.90M$197.60M$277.70M$305.50M$386.20M$404.10M$446.30M$336.50M$358.70M$302.40M
Current Assets$600.30M$498.90M$503.70M$653.80M$972.90M$865.80M$659.40M$604.70M$655.50M$529.80M
Total Assets$6.36B$6.31B$6.39B$6.57B$6.90B$6.20B$6.24B$4.45B$4.57B$5.13B
Current Liabilities$458.10M$364.10M$458.80M$510.20M$627.60M$645.20M$744.40M$598.40M$776.70M$626.50M
Long-term Debt$3.30B$3.26B$3.31B$3.38B$3.57B$2.93B$2.81B$2.05B$2.02B$2.62B
Total Liabilities$4.09B$3.95B$4.10B$4.23B$4.53B$3.85B$3.84B$2.91B$3.06B$3.52B
Stockholders' Equity----------
Retained Earnings----------

Cash Flow

Line itemQ3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21
Operating Cash Flow--$245.90M---$222.50M---
Investing Cash Flow--($70.40M)---($179.70M)---
Financing Cash Flow--($174.40M)---($44.20M)---
CapEx--$67.30M---$26.40M---
Free Cash Flow--$178.60M---$196.10M---

Ratios

MetricQ3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21
Profitability
Gross margin-12.9%23.2%21.0%-17.8%16.2%13.9%-10.4%14.2%
Operating margin6.0%7.4%7.6%-0.2%5.1%3.5%--1.1%2.7%
EBITDA margin----------
Net margin-1.8%13.9%2.5%--3.4%2.0%0.8%--4.1%-5.2%
Free cash flow margin--14.1%---12.4%---
FCF / Net income--5.69---16.34---
R&D / Revenue----------
SG&A / Revenue2.7%2.4%2.5%-2.2%1.8%2.7%-2.1%2.5%
Effective tax rate-0.4%0.9%--1.0%0.0%---
Return on assets-0.3%2.2%0.5%--0.8%0.5%0.2%--1.1%-0.9%
Return on equity----------
Return on invested capital----------
Liquidity
Current ratio1.311.371.101.281.551.340.891.010.840.85
Quick ratio0.921.100.881.041.301.080.760.750.620.61
Cash ratio0.050.020.020.010.010.020.020.020.020.03
Leverage
Debt / Equity----------
Debt / Assets0.520.520.520.510.520.470.450.460.440.51
Debt / EBITDA----------
Interest coverage1.2x1.4x1.7x-0.1x1.8x1.5x--0.4x0.7x
Equity multiplier----------
Liabilities / Assets0.640.630.640.640.660.620.620.650.670.69
Efficiency
Asset turnover0.180.160.20-0.230.230.25-0.270.18
Inventory turnover7.157.989.92-8.097.2114.51-6.285.38
Days sales outstanding112d106d100d-112d106d112d-125d129d
Days inventory outstanding51d46d37d-45d51d25d-58d68d
Days payable outstanding73d92d102d-110d122d119d-119d138d
Cash conversion cycle90d60d36d-47d35d18d-64d59d
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-27.2%-29.5%-20.2%-27.7%55.8%53.4%-136.2%163.6%
Revenue CAGR (3y)30.0%42.5%20.2%-23.9%28.4%23.8%-9.6%3.4%
Revenue CAGR (5y)4.1%4.0%2.5%-10.4%11.2%13.8%-15.9%9.1%
Gross profit growth (YoY)-0.8%21.1%-119.8%77.3%0.2%--20.9%4.3%
Operating income growth (YoY)2325.0%2.2%74.0%--192.1%-48.5%--2200.0%
Net income growth (YoY)62.5%386.6%161.7%--6.8%----775.4%-40.3%
EPS growth (YoY)48.4%728.6%--37.9%-95.3%--267.9%-47.1%
EPS CAGR (3y)------62.1%----
EPS CAGR (5y)---6.5%-------
FCF growth (YoY)---8.9%----21.3%---
FCF CAGR (5y)--16.5%---40.2%---
Book value growth (YoY)----------

Sales by segment

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

Business segments

$4.57B total
Storage And Logistics Segment$3.89B · 85.1%
Gathering And Processing North Segment$574.70M · 12.6%
Gathering And Processing South Segment$105.90M · 2.3%

Product / service

$4.57B total
Product$4.15B · 90.7%
Service$396.40M · 8.7%
Product Related Party$25.80M · 0.6%
Service Related Party$1.40M · 0.0%

Peer comparison

Same SIC group: Natural Gas Transmisison & Distribution

CompanyRevenue (last FY)Net marginROE
RGCO$95.33M13.9%11.7%
OKE$33.63B10.1%15.1%
SWX--11.1%
CPK$930.00M15.1%8.8%
NEXT$0--450.6%

Comparing Crestwood Equity Partners LP against the 5 most active filers in the same SIC group.