CoverageForm 410-K10-Q8-K13D13G13F

HEP · Holly Energy 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 itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Revenue$497.85M$494.50M$497.85M$532.78M$402.04M$454.36M
Cost of Revenue------
Gross Profit------
R&D------
SG&A$17.00M$12.64M$9.99M$10.25M$11.04M$14.32M
Total Operating Expenses$326.72M$288.00M$292.91M$268.95M$255.96M$231.21M
D&A$99.09M$93.80M$99.58M$96.70M$98.49M$79.28M
Operating Income$220.76M$206.50M$204.94M$263.82M$250.26M$223.16M
Interest Expense$82.56M$53.82M$59.42M$76.82M$71.90M$58.45M
Income Tax$111.0K$32.0K$167.0K---
Net Income$216.78M$214.95M$170.48M$224.88M$178.85M$195.04M
EPS - Basic------
EPS - Diluted------

Balance Sheet

Line itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Cash & Equivalents$10.92M$14.38M$21.99M$13.29M$3.04M$7.78M
Accounts Receivable$16.34M$12.74M$14.54M$18.73M$12.33M$12.80M
Inventory------
Accounts Payable$42.51M$40.28M$46.40M$34.55M$30.66M$22.27M
Current Assets$103.12M$94.31M$93.99M$89.36M$66.47M$74.39M
Total Assets$2.75B$2.17B$2.17B$2.20B$2.10B$2.15B
Current Liabilities$85.82M$76.85M$79.75M$68.61M$57.90M$55.48M
Long-term Debt$1.56B$1.33B$1.41B$1.46B$1.42B$1.51B
Total Liabilities------
Stockholders' Equity$926.88M$590.55M$505.36M$487.76M$515.56M$485.06M
Retained Earnings------

Cash Flow

Line itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Operating Cash Flow$331.05M$294.10M$315.63M$297.06M$295.21M$238.49M
Investing Cash Flow($370.02M)($78.47M)($59.75M)($46.26M)($52.34M)($286.27M)
Financing Cash Flow$35.50M($223.24M)($247.17M)($240.56M)($247.60M)$51.91M
CapEx$38.96M$90.00M$59.28M$30.11M$47.30M$44.81M
Free Cash Flow$292.08M$204.10M$256.34M$266.95M$247.91M$193.68M

Ratios

MetricFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Profitability
Gross margin------
Operating margin44.3%41.8%41.2%49.5%62.2%49.1%
EBITDA margin64.2%60.7%61.2%67.7%86.7%66.6%
Net margin43.5%43.5%34.2%42.2%44.5%42.9%
Free cash flow margin58.7%41.3%51.5%50.1%61.7%42.6%
FCF / Net income1.350.951.501.191.390.99
R&D / Revenue------
SG&A / Revenue3.4%2.6%2.0%1.9%2.7%3.2%
Effective tax rate0.1%0.0%0.1%---
Return on assets7.9%9.9%7.9%10.2%8.5%9.1%
Return on equity23.4%36.4%33.7%46.1%34.7%40.2%
Return on invested capital8.9%10.7%10.7%---
Liquidity
Current ratio1.201.231.181.301.151.34
Quick ratio1.201.231.181.301.151.34
Cash ratio0.130.190.280.190.050.14
Leverage
Debt / Equity1.682.262.783.002.753.11
Debt / Assets0.570.620.650.660.670.70
Debt / EBITDA4.874.444.624.064.074.98
Interest coverage2.7x3.8x3.4x3.4x3.5x3.8x
Equity multiplier2.963.674.294.514.084.44
Liabilities / Assets------
Efficiency
Asset turnover0.180.230.230.240.190.21
Inventory turnover------
Days sales outstanding12d9d11d13d11d10d
Days inventory outstanding------
Days payable outstanding------
Cash conversion cycle------
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)0.7%-0.7%-6.6%32.5%-11.5%13.0%
Revenue CAGR (3y)-2.2%7.1%3.1%9.8%3.9%11.0%
Revenue CAGR (5y)1.8%4.2%6.8%9.9%5.7%9.2%
Gross profit growth (YoY)------
Operating income growth (YoY)6.9%0.8%-22.3%5.4%12.1%14.4%
Net income growth (YoY)0.9%26.1%-24.2%25.7%-8.3%23.3%
EPS growth (YoY)------
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)43.1%-20.4%-4.0%7.7%28.0%5.8%
FCF CAGR (5y)8.6%2.2%8.4%---5.0%
Book value growth (YoY)57.0%16.9%3.6%-5.4%6.3%2.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2022-12-31.

Business segments

$891.54M total
Pipelines And Terminals Segment$344.06M · 38.6%
Pipelines And Terminals Pipelines$285.45M · 32.0%
Pipelines And Terminals Terminals$167.81M · 18.8%
Refinery Processing Unit Segment$94.22M · 10.6%

Product / service

$213.85M total
Service Other$213.85M · 100.0%

Stability scores

Piotroski F-score

FY 2022 · 9-point quality

3/9
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: Pipe Lines (No Natural Gas)

CompanyRevenue (last FY)Net marginROE
MPLX$13.00B37.8%-
DKL$1.01B17.4%-
DINO$26.87B2.2%6.3%
GEL$1.63B-27.0%-
MMP$3.20B32.4%-

Comparing HOLLY ENERGY PARTNERS LP against the 5 most active filers in the same SIC group.