CoverageForm 410-K10-Q8-K13D13G13F

FREE · Whole Earth Brands, 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 itemQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Revenue$135.93M$129.50M-$134.43M$132.90M$132.42M-$135.28M$133.50M$130.59M
Cost of Revenue$95.81M$92.19M-$96.90M$99.52M$100.08M-$100.26M$96.19M$91.03M
Gross Profit$40.12M$37.31M-$37.53M$33.38M$32.34M-$35.02M$37.31M$39.56M
R&D----------
SG&A$25.66M$29.49M-$26.23M$25.63M$24.69M-$23.57M$24.96M$27.79M
Total Operating Expenses----------
D&A-$1.64M---$1.69M---$1.46M
Operating Income$9.79M$3.13M-$6.66M$3.05M$3.00M-$6.82M$7.69M$7.07M
Interest Expense----------
Income Tax$859.0K$1.89M-$526.0K($2.75M)$11.46M-$1.41M$826.0K$1.12M
Net Income($2.21M)($9.40M)-($5.43M)($5.52M)($19.80M)-($2.52M)$1.33M$2.73M
EPS - Basic($0.05)($0.22)-($0.13)($0.13)($0.47)-($0.06)$0.03$0.07
EPS - Diluted($0.05)($0.22)-($0.13)($0.13)($0.47)-($0.06)$0.03$0.07

Balance Sheet

Line itemQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Cash & Equivalents$24.79M$23.75M$30.51M$24.25M$24.11M$26.63M$28.68M$20.85M$27.62M$29.36M
Accounts Receivable$73.11M$70.07M$74.01M$68.18M$70.47M$66.47M$66.65M$69.42M$72.11M$73.09M
Inventory$201.32M$218.04M$209.27M$216.80M$217.05M$218.40M$218.97M$228.83M$228.07M$215.06M
Accounts Payable$41.42M$58.59M$55.66M$51.20M$53.26M$50.15M$47.00M$50.87M$57.62M$55.43M
Current Assets$307.60M$319.36M$320.23M$314.86M$319.35M$320.48M$324.83M$330.94M$338.16M$325.80M
Total Assets$809.13M$815.63M$825.70M$825.39M$840.11M$840.27M$849.00M$900.32M$920.68M$923.56M
Current Liabilities$77.86M$95.56M$98.95M$93.69M$96.07M$98.87M$87.04M$89.94M$94.18M$101.78M
Long-term Debt$423.83M$422.38M$417.93M$424.48M$427.04M$427.60M$432.17M$435.74M$432.31M$412.89M
Total Liabilities$577.04M$581.65M$574.01M$577.71M$584.28M$579.72M$574.45M$585.27M$591.33M$583.59M
Stockholders' Equity$232.09M$233.99M$251.69M$247.68M$255.84M$260.55M$274.55M$315.05M$329.34M$339.97M
Retained Earnings($134.89M)($132.68M)($123.28M)($115.93M)($110.50M)($104.98M)($85.19M)($24.91M)($22.38M)($23.71M)

Cash Flow

Line itemQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Operating Cash Flow-($9.56M)---$4.07M---$4.45M
Investing Cash Flow-($885.0K)---($1.56M)---($3.23M)
Financing Cash Flow-$3.60M---($5.34M)---($337.0K)
CapEx-$1.08M---$1.56M---$3.28M
Free Cash Flow-($10.65M)---$2.51M---$1.17M

Ratios

MetricQ2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22
Profitability
Gross margin29.5%28.8%-27.9%25.1%24.4%-25.9%27.9%30.3%
Operating margin7.2%2.4%-5.0%2.3%2.3%-5.0%5.8%5.4%
EBITDA margin-3.7%---3.5%---6.5%
Net margin-1.6%-7.3%--4.0%-4.2%-15.0%--1.9%1.0%2.1%
Free cash flow margin--8.2%---1.9%---0.9%
FCF / Net income-1.13----0.13---0.43
R&D / Revenue----------
SG&A / Revenue18.9%22.8%-19.5%19.3%18.6%-17.4%18.7%21.3%
Effective tax rate--------38.4%29.2%
Return on assets-0.3%-1.2%--0.7%-0.7%-2.4%--0.3%0.1%0.3%
Return on equity-1.0%-4.0%--2.2%-2.2%-7.6%--0.8%0.4%0.8%
Return on invested capital1.2%0.4%-0.8%0.4%0.3%-0.7%0.6%0.7%
Liquidity
Current ratio3.953.343.243.363.323.243.733.683.593.20
Quick ratio1.361.061.121.051.061.031.221.141.171.09
Cash ratio0.320.250.310.260.250.270.330.230.290.29
Leverage
Debt / Equity1.831.811.661.711.671.641.571.381.311.21
Debt / Assets0.520.520.510.510.510.510.510.480.470.45
Debt / EBITDA-88.60---91.15---48.43
Interest coverage----------
Equity multiplier3.493.493.283.333.283.233.092.862.802.72
Liabilities / Assets0.710.710.700.700.700.690.680.650.640.63
Efficiency
Asset turnover0.170.16-0.160.160.16-0.150.150.14
Inventory turnover0.480.42-0.450.460.46-0.440.420.42
Days sales outstanding196d197d-185d194d183d-187d197d204d
Days inventory outstanding767d863d-817d796d797d-833d865d862d
Days payable outstanding158d232d-193d195d183d-185d219d222d
Cash conversion cycle805d829d-809d794d797d-835d844d844d
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)2.3%-2.2%--0.6%-0.5%1.4%-4.9%5.5%98.0%
Revenue CAGR (3y)2.4%25.2%-23.4%24.4%-----
Revenue CAGR (5y)----------
Gross profit growth (YoY)20.2%15.4%-7.2%-10.5%-18.2%--18.6%-9.8%53.0%
Operating income growth (YoY)221.0%4.1%--2.4%-60.4%-57.5%--49.5%28.7%-
Net income growth (YoY)59.9%52.5%--115.4%-----64.1%-
EPS growth (YoY)61.5%53.2%--116.7%-----66.7%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-----114.6%----
FCF CAGR (5y)----------
Book value growth (YoY)-9.3%-10.2%-8.3%-21.4%-22.3%-23.4%-12.5%0.5%9.0%16.9%

Sales by segment

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

Business segments

$550.91M total
Branded Cpg$426.29M · 77.4%
Flavors Ingredients$124.63M · 22.6%

Product / service

$550.91M total
Sweeteners And Adjacencies$426.29M · 77.4%
Licorice Products$124.63M · 22.6%

Geographic

$483.39M total
North America$305.85M · 63.3%
Europe$70.41M · 14.6%
Non Us$57.10M · 11.8%
Asia Pacific$21.44M · 4.4%
Latin America$14.74M · 3.0%
India Middle East And Africa$13.85M · 2.9%

Peer comparison

Same SIC group: Sugar & Confectionery Products

CompanyRevenue (last FY)Net marginROE
HSY$11.69B7.6%19.0%
RMCF$29.58M-20.7%-87.8%
JBSS$1.11B5.3%16.3%
TR$732.52M13.7%10.6%

Comparing Whole Earth Brands against the 4 most active filers in the same SIC group.