CoverageForm 410-K10-Q8-K13D13G13F

OSH · Oak Street Health, 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 2022FY 2021
Revenue$882.80M-
Cost of Revenue--
Gross Profit--
R&D--
SG&A$185.60M-
Total Operating Expenses$1.07B-
D&A$35.20M$11.20M
Operating Income($183.50M)-
Interest Expense--
Income Tax$0($1.90M)
Net Income($188.00M)($192.10M)
EPS - Basic($0.55)-
EPS - Diluted($0.55)-

Balance Sheet

Line itemFY 2022FY 2021
Cash & Equivalents$137.90M$72.10M
Accounts Receivable$894.00M-
Inventory--
Accounts Payable$17.10M-
Current Assets$1.36B-
Total Assets$2.05B-
Current Liabilities$963.10M-
Long-term Debt$978.60M-
Total Liabilities$2.32B-
Stockholders' Equity($271.10M)-
Retained Earnings($1.47B)-

Cash Flow

Line itemFY 2022FY 2021
Operating Cash Flow($309.40M)($77.20M)
Investing Cash Flow$281.10M($21.70M)
Financing Cash Flow$66.40M$476.30M
CapEx$89.20M$20.90M
Free Cash Flow($398.60M)($98.10M)

Ratios

MetricFY 2022FY 2021
Profitability
Gross margin--
Operating margin-20.8%-
EBITDA margin-16.8%-
Net margin-21.3%-
Free cash flow margin-45.2%-
FCF / Net income2.120.51
R&D / Revenue--
SG&A / Revenue21.0%-
Effective tax rate--
Return on assets-9.1%-
Return on equity69.3%-
Return on invested capital-20.5%-
Liquidity
Current ratio1.41-
Quick ratio1.41-
Cash ratio0.14-
Leverage
Debt / Equity-3.61-
Debt / Assets0.48-
Debt / EBITDA--
Interest coverage--
Equity multiplier-7.58-
Liabilities / Assets1.13-
Efficiency
Asset turnover0.43-
Inventory turnover--
Days sales outstanding370d-
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)2.1%-
EPS growth (YoY)--
EPS CAGR (3y)--
EPS CAGR (5y)--
FCF growth (YoY)-306.3%-
FCF CAGR (5y)--
Book value growth (YoY)--

Sales by segment

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

Product / service

$519.70M total
Capitated Revenue$506.70M · 97.5%
Other Revenue$6.50M · 1.3%
Care Coordination Revenue$5.40M · 1.0%
Fee For Service Revenue$1.10M · 0.2%

Stability scores

Altman Z′

FY 2022 · bankruptcy risk

-0.37
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 2022 · 9-point quality

0/9
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-Health Services

CompanyRevenue (last FY)Net marginROE
WGS$427.54M-4.9%-6.8%
BLDE$197.14M21.0%14.8%
PRVA--3.1%
LFST$1.42B0.7%0.6%
SHCR---

Comparing Oak Street Health against the 5 most active filers in the same SIC group.