CoverageForm 410-K10-Q8-K13D13G13F

CNFR · Conifer Holdings, 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 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$43.30M$67.27M$98.76M$104.89M$115.96M$103.49M
Cost of Revenue------
Gross Profit------
R&D------
SG&A------
Total Operating Expenses$11.47M$11.83M$17.89M$18.79M$16.51M$18.47M
D&A------
Operating Income($25.89M)($37.28M)($30.89M)($28.33M)($13.35M)($9.08M)
Interest Expense$3.19M$4.88M$3.21M$2.97M$2.85M$2.92M
Income Tax$141.0K($1.84M)$9.0K($9.44M)$208.0K$6.0K
Net Income($18.44M)$23.53M($10.68M)($10.68M)($1.09M)$595.0K
EPS - Basic($1.51)$1.93($2.12)$0.06--
EPS - Diluted($1.51)$1.93($2.12)$0.06--

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$27.36M$27.65M$11.13M$28.04M$9.91M$8.19M
Accounts Receivable------
Inventory------
Accounts Payable------
Current Assets------
Total Assets$239.28M$281.66M$311.80M$312.35M$290.40M$261.60M
Current Liabilities------
Long-term Debt$12.19M$11.93M$25.06M$33.88M$33.56M$41.00M
Total Liabilities$230.32M$260.13M$308.92M$293.40M$249.90M$217.18M
Stockholders' Equity$8.97M$21.52M$2.89M$18.95M$40.50M$44.41M
Retained Earnings($81.59M)($63.15M)($86.68M)($60.76M)($50.08M)($48.98M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow($43.88M)($32.68M)($13.39M)($40.47M)$5.36M$2.98M
Investing Cash Flow$28.09M$70.29M($272.0K)$56.50M$1.38M($7.34M)
Financing Cash Flow$15.50M($21.09M)($3.25M)$2.09M($5.01M)$5.08M
CapEx-----$78.0K
Free Cash Flow-----$2.90M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin------
Operating margin-59.8%-55.4%-31.3%-27.0%-11.5%-8.8%
EBITDA margin------
Net margin-42.6%35.0%-10.8%-10.2%-0.9%0.6%
Free cash flow margin-----2.8%
FCF / Net income-----4.88
R&D / Revenue------
SG&A / Revenue------
Effective tax rate--8.5%---1.0%
Return on assets-7.7%8.4%-3.4%-3.4%-0.4%0.2%
Return on equity-205.6%109.3%-369.7%-56.4%-2.7%1.3%
Return on invested capital-96.7%-111.4%-87.3%-42.4%-14.2%-10.5%
Liquidity
Current ratio------
Quick ratio------
Cash ratio------
Leverage
Debt / Equity1.360.558.671.790.830.92
Debt / Assets0.050.040.080.110.120.16
Debt / EBITDA------
Interest coverage-8.1x-7.6x-9.6x-9.5x-4.7x-3.1x
Equity multiplier26.6913.09107.9316.487.175.89
Liabilities / Assets0.960.920.990.940.860.83
Efficiency
Asset turnover0.180.240.320.340.400.40
Inventory turnover------
Days sales outstanding------
Days inventory outstanding------
Days payable outstanding------
Cash conversion cycle------
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)-35.6%-31.9%-5.8%-9.5%12.1%7.8%
Revenue CAGR (3y)-25.5%-16.6%-1.5%3.0%5.4%2.2%
Revenue CAGR (5y)-16.0%-6.9%-0.0%1.6%4.3%25.3%
Gross profit growth (YoY)------
Operating income growth (YoY)30.6%-20.7%-9.0%-112.2%-47.0%17.7%
Net income growth (YoY)--0.0%-876.3%--
EPS growth (YoY)------
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)------81.0%
FCF CAGR (5y)------
Book value growth (YoY)-58.3%645.1%-84.8%-53.2%-8.8%4.0%

Sales by segment

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

Product / service

$17.37M total
Management Service$17.37M · 100.0%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

1/9
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: Fire, Marine & Casualty Insurance

CompanyRevenue (last FY)Net marginROE
PGR$87.67B12.9%37.3%
DGICA$978.01M8.1%12.4%
AIG$26.77B11.6%7.5%
TRV$48.83B12.9%19.1%
CINF$12.63B18.9%15.0%

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