CoverageForm 410-K10-Q8-K13D13G13F

LYLTQ · Loyalty Ventures 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 2021
Revenue$764.81M
Cost of Revenue-
Gross Profit-
R&D-
SG&A$14.31M
Total Operating Expenses$679.87M
D&A$77.94M
Operating Income$84.94M
Interest Expense-
Income Tax$21.32M
Net Income$75.08M
EPS - Basic$3.05
EPS - Diluted$3.05

Balance Sheet

Line itemFY 2021
Cash & Equivalents$124.98M
Accounts Receivable$288.25M
Inventory$188.58M
Accounts Payable$103.48M
Current Assets$1.41B
Total Assets$2.32B
Current Liabilities$1.35B
Long-term Debt$603.49M
Total Liabilities$2.18B
Stockholders' Equity$605.03M
Retained Earnings($55.38M)

Cash Flow

Line itemFY 2021
Operating Cash Flow$216.32M
Investing Cash Flow($65.73M)
Financing Cash Flow($2.64M)
CapEx$24.32M
Free Cash Flow$192.00M

Ratios

MetricFY 2021
Profitability
Gross margin-
Operating margin11.1%
EBITDA margin21.3%
Net margin9.8%
Free cash flow margin25.1%
FCF / Net income2.56
R&D / Revenue-
SG&A / Revenue1.9%
Effective tax rate22.1%
Return on assets3.2%
Return on equity12.4%
Return on invested capital5.5%
Liquidity
Current ratio1.04
Quick ratio0.90
Cash ratio0.09
Leverage
Debt / Equity1.00
Debt / Assets0.26
Debt / EBITDA3.71
Interest coverage-
Equity multiplier3.84
Liabilities / Assets0.94
Efficiency
Asset turnover0.33
Inventory turnover-
Days sales outstanding138d
Days inventory outstanding-
Days payable outstanding-
Cash conversion cycle-
Valuation
P / E-
P / B-
P / S-
EV / EBITDA-
Growth
Revenue growth (YoY)-
Revenue CAGR (3y)-
Revenue CAGR (5y)-
Gross profit growth (YoY)-
Operating income growth (YoY)-
Net income growth (YoY)-
EPS growth (YoY)-
EPS CAGR (3y)-
EPS CAGR (5y)-
FCF growth (YoY)-
FCF CAGR (5y)-
Book value growth (YoY)-

Sales by segment

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

Business segments

$735.35M total
Brand Loyalty$450.61M · 61.3%
Air Miles Reward Program$284.74M · 38.7%

Product / service

$1.45B total
Campaign Based Loyalty Solutions$444.90M · 30.7%
Redemption Net$444.39M · 30.6%
Coalition Loyalty Program$271.13M · 18.7%
Service$269.07M · 18.5%
Other Revenue$21.84M · 1.5%

Geographic

$729.25M total
EMEA$338.47M · 46.4%
CA$284.74M · 39.0%
Asia Pacific$81.87M · 11.2%
Other Country$10.76M · 1.5%
Other Geographic Regions$10.76M · 1.5%
US$2.64M · 0.4%

Stability scores

Altman Z′

FY 2021 · bankruptcy risk

0.56
Distress

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

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: Services-Business Services, NEC

CompanyRevenue (last FY)Net marginROE
ACN---
DASH$13.72B6.8%9.3%
RBA$4.59B9.3%7.7%
AKAM--9.1%
UBER$52.02B19.3%37.2%

Comparing Loyalty Ventures Inc. against the 5 most active filers in the same SIC group.