CoverageForm 410-K10-Q8-K13D13G13F

KNBE · Knowbe4, 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 itemQ3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '18
Revenue$85.84M$80.76M$75.03M-$44.93M$41.49M$39.18M-
Cost of Revenue$11.44M$10.91M$10.14M-$6.92M$8.59M$6.04M-
Gross Profit$74.40M$69.85M$64.89M-$38.01M$35.19M$33.13M-
R&D--------
SG&A$25.54M$23.59M$22.64M-$13.44M$28.28M$10.12M-
Total Operating Expenses$69.86M$67.03M$62.30M-$55.16M$35.24M$34.65M-
D&A$1.10M$1.10M$3.73M-$1.00M$900.0K$2.70M-
Operating Income$4.54M$2.82M$2.59M-($1.00M)($56.0K)($1.52M)-
Interest Expense$65.0K$65.0K$86.0K-$16.0K$66.0K$13.0K-
Income Tax$52.0K$172.0K$638.0K-$963.0K($407.0K)($12.0K)-
Net Income$6.51M$3.35M$1.36M-($1.70M)($16.86M)($1.36M)-
EPS - Basic$0.04$0.02$0.01-($0.01)$0.00($0.03)-
EPS - Diluted$0.04$0.02$0.01-($0.01)$0.00($0.03)-

Balance Sheet

Line itemQ3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '18
Cash & Equivalents$343.94M$315.50M$298.35M$273.72M$272.27M$257.06M$94.65M$44.57M
Accounts Receivable$63.95M$62.49M$52.55M$54.07M$44.81M$42.71M$38.66M-
Inventory--------
Accounts Payable$4.75M$4.65M$3.57M$5.63M$3.02M$4.28M$2.53M-
Current Assets$443.32M$415.00M$382.05M$356.22M$346.59M$328.45M$143.55M-
Total Assets$637.04M$606.41M$568.32M$537.68M$463.91M$443.23M$218.21M-
Current Liabilities$273.05M$258.70M$240.22M$225.08M$209.43M$172.51M$134.38M-
Long-term Debt--------
Total Liabilities$389.86M$369.89M$343.22M$320.41M$291.81M$268.32M$221.37M-
Stockholders' Equity$247.19M$236.52M$225.09M$217.27M($6.21M)$174.91M($7.42M)$10.52M
Retained Earnings($161.93M)($168.44M)($171.79M)($173.15M)($177.55M)($175.97M)($161.30M)-

Cash Flow

Line itemQ3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '18
Operating Cash Flow--$25.14M---$13.93M-
Investing Cash Flow--($1.73M)---($3.54M)-
Financing Cash Flow--$870.0K---($1.0K)-
CapEx--$1.03M---$2.67M-
Free Cash Flow--$24.11M---$11.26M-

Ratios

MetricQ3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '18
Profitability
Gross margin86.7%86.5%86.5%-84.6%84.8%84.6%-
Operating margin5.3%3.5%3.5%--2.2%-0.1%-3.9%-
EBITDA margin6.6%4.9%8.4%-0.0%2.0%3.0%-
Net margin7.6%4.1%1.8%--3.8%-40.6%-3.5%-
Free cash flow margin--32.1%---28.7%-
FCF / Net income--17.73----8.27-
R&D / Revenue--------
SG&A / Revenue29.8%29.2%30.2%-29.9%68.2%25.8%-
Effective tax rate0.8%4.9%31.9%-----
Return on assets1.0%0.6%0.2%--0.4%-3.8%-0.6%-
Return on equity2.6%1.4%0.6%-27.4%-9.6%18.3%-
Return on invested capital--------
Liquidity
Current ratio1.621.601.591.581.651.901.07-
Quick ratio1.621.601.591.581.651.901.07-
Cash ratio1.261.221.241.221.301.490.70-
Leverage
Debt / Equity--------
Debt / Assets--------
Debt / EBITDA--------
Interest coverage69.9x43.4x30.1x--62.5x-0.8x-116.8x-
Equity multiplier2.582.562.522.47-74.752.53-29.40-
Liabilities / Assets0.610.610.600.600.630.611.01-
Efficiency
Asset turnover0.130.130.13-0.100.090.18-
Inventory turnover--------
Days sales outstanding272d282d256d-364d376d360d-
Days inventory outstanding--------
Days payable outstanding152d156d128d-159d182d153d-
Cash conversion cycle--------
Valuation
P / E--------
P / B--------
P / S--------
EV / EBITDA--------
Growth
Revenue growth (YoY)91.0%94.7%91.5%-----
Revenue CAGR (3y)--------
Revenue CAGR (5y)--------
Gross profit growth (YoY)95.7%98.5%95.8%-----
Operating income growth (YoY)--------
Net income growth (YoY)--------
EPS growth (YoY)--------
EPS CAGR (3y)--------
EPS CAGR (5y)--------
FCF growth (YoY)--114.1%-----
FCF CAGR (5y)--------
Book value growth (YoY)-35.2%------

Sales by segment

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

Geographic

$246.30M total
North America$207.22M · 84.1%
Non USExcluding North America$39.08M · 15.9%

Peer comparison

Same SIC group: Services-Computer Programming, Data Processing, Etc.

CompanyRevenue (last FY)Net marginROE
META$200.97B30.1%27.8%
GOOG$350.02B37.8%31.8%
EVER$692.52M14.3%41.7%
PINS$4.22B9.9%8.8%
ZM$4.87B39.0%19.4%

Comparing KnowBe4 against the 5 most active filers in the same SIC group.