CoverageForm 410-K10-Q8-K13D13G13F

CVET · Covetrus, 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 2019
Revenue$4.58B$4.34B$3.98B
Cost of Revenue$3.72B$3.54B$3.23B
Gross Profit$858.00M$798.00M$749.00M
R&D---
SG&A$881.00M$867.00M$808.00M
Total Operating Expenses---
D&A$171.00M$166.00M$155.00M
Operating Income($23.00M)($69.00M)($997.00M)
Interest Expense$32.00M$47.00M$56.00M
Income Tax$0($7.00M)($7.00M)
Net Income($54.00M)($19.00M)($1.02B)
EPS - Basic($0.39)($0.22)($9.50)
EPS - Diluted($0.39)($0.22)($9.50)

Balance Sheet

Line itemFY 2021FY 2020FY 2019
Cash & Equivalents$183.00M$290.00M$130.00M
Accounts Receivable$480.00M$507.00M$426.00M
Inventory$583.00M$530.00M$636.00M
Accounts Payable$442.00M$405.00M$520.00M
Current Assets$1.35B$1.43B$1.34B
Total Assets$3.41B$3.50B$2.22B
Current Liabilities$698.00M$691.00M$829.00M
Long-term Debt$1.01B$1.07B$1.13B
Total Liabilities$1.88B$1.92B$2.10B
Stockholders' Equity$1.51B$1.54B$1.12B
Retained Earnings($1.08B)($1.03B)($1.04B)

Cash Flow

Line itemFY 2021FY 2020FY 2019
Operating Cash Flow$102.00M$53.00M$103.00M
Investing Cash Flow($140.00M)($5.00M)($65.00M)
Financing Cash Flow($66.00M)$104.00M$66.00M
CapEx$60.00M$58.00M$39.00M
Free Cash Flow$42.00M($5.00M)$64.00M

Ratios

MetricFY 2021FY 2020FY 2019
Profitability
Gross margin18.8%18.4%18.8%
Operating margin-0.5%-1.6%-25.1%
EBITDA margin3.2%2.2%-21.2%
Net margin-1.2%-0.4%-25.6%
Free cash flow margin0.9%-0.1%1.6%
FCF / Net income-0.780.26-0.06
R&D / Revenue---
SG&A / Revenue19.3%20.0%20.3%
Effective tax rate---
Return on assets-1.6%-0.5%-46.0%
Return on equity-3.6%-1.2%-91.0%
Return on invested capital-0.7%-2.1%-35.1%
Liquidity
Current ratio1.942.071.62
Quick ratio1.101.300.85
Cash ratio0.260.420.16
Leverage
Debt / Equity0.670.691.00
Debt / Assets0.300.310.51
Debt / EBITDA6.8511.01-
Interest coverage-0.7x-1.5x-17.8x
Equity multiplier2.262.271.98
Liabilities / Assets0.550.550.94
Efficiency
Asset turnover1.341.241.79
Inventory turnover6.386.685.07
Days sales outstanding38d43d39d
Days inventory outstanding57d55d72d
Days payable outstanding43d42d59d
Cash conversion cycle52d56d52d
Valuation
P / E---
P / B---
P / S---
EV / EBITDA---
Growth
Revenue growth (YoY)5.4%9.1%-
Revenue CAGR (3y)---
Revenue CAGR (5y)---
Gross profit growth (YoY)7.5%6.5%-
Operating income growth (YoY)66.7%93.1%-
Net income growth (YoY)-184.2%98.1%-
EPS growth (YoY)-77.3%97.7%-
EPS CAGR (3y)---
EPS CAGR (5y)---
FCF growth (YoY)---
FCF CAGR (5y)---
Book value growth (YoY)-1.7%37.2%-

Sales by segment

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

Business segments

$4.59B total
North America Segment$2.72B · 59.2%
Europe Segment$1.41B · 30.7%
Asia Pacificand Emerging Markets$461.00M · 10.0%

Product / service

$2.81B total
Supply Chain$2.23B · 79.3%
Prescription Management$503.00M · 17.9%
Software Solutions$79.00M · 2.8%

Stability scores

Altman Z′

FY 2021 · bankruptcy risk

1.53
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

5/9
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: Retail-Drug Stores and Proprietary Stores

CompanyRevenue (last FY)Net marginROE
CVS$402.07B0.4%2.4%
WBA---
GRDN$1.23B-9.0%-50.5%
PETS$274.10M-2.3%-7.4%
MDVL$43.11M-110.5%-228.7%

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