CoverageForm 410-K10-Q8-K13D13G13F

PRMW · Primo Water Corp /Cn/ - 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 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22
Revenue$511.40M$485.00M$452.00M-$622.00M$593.30M$546.50M-$584.60M$571.40M
Cost of Revenue$180.60M$167.00M$160.70M-$235.50M$225.00M$218.20M-$236.40M$239.10M
Gross Profit$330.80M$318.00M$291.30M-$386.50M$368.30M$328.30M-$348.20M$332.30M
R&D----------
SG&A$262.30M$264.40M$249.40M-$315.30M$317.70M$303.50M-$297.30M$291.60M
Total Operating Expenses----------
D&A$51.00M$49.70M$48.20M-$65.10M$62.90M$62.40M-$59.60M$60.20M
Operating Income$59.00M$39.20M$35.60M-$72.40M$47.60M$21.50M-$45.00M$6.60M
Interest Expense$5.80M$9.20M$10.00M-$18.60M$19.80M$18.80M-$17.40M$17.00M
Income Tax$13.90M$14.00M$9.50M-$13.80M$11.00M$3.20M-$5.10M$1.40M
Net Income$38.60M$16.00M$25.00M-$33.40M$21.30M$5.80M-$1.30M($22.50M)
EPS - Basic$0.24$0.10$0.16-$0.21$0.13$0.04-$0.01($0.14)
EPS - Diluted$0.24$0.10$0.16-$0.21$0.13$0.04-$0.01($0.14)

Balance Sheet

Line itemQ3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22
Cash & Equivalents$667.30M$603.30M$498.30M$507.90M$97.80M$86.80M$96.50M$122.60M$95.50M$98.50M
Accounts Receivable$185.80M$164.10M$161.30M$156.00M$277.50M$293.20M$263.30M$258.60M$287.40M$283.60M
Inventory$48.60M$47.30M$46.30M$47.30M$105.80M$105.70M$104.30M$112.10M$113.50M$109.70M
Accounts Payable---$94.30M---$163.70M--
Current Assets$998.30M$919.50M$858.10M$865.90M$526.10M$537.20M$516.20M$538.00M$543.80M$555.30M
Total Assets$3.56B$3.52B$3.50B$3.52B$3.59B$3.66B$3.65B$3.67B$3.60B$3.63B
Current Liabilities$426.10M$421.10M$402.00M$426.10M$625.30M$690.70M$688.70M$690.60M$720.10M$715.00M
Long-term Debt$1.27B$1.25B$1.25B$1.27B$1.27B$1.29B$1.29B$1.28B$1.24B$1.27B
Total Liabilities$2.08B$2.07B$2.06B$2.08B$2.30B$2.39B$2.39B$2.38B$2.34B$2.35B
Stockholders' Equity$1.48B$1.45B$1.44B$1.44B$1.29B$1.27B$1.26B$1.28B$1.26B$1.28B
Retained Earnings$194.50M$170.60M$173.20M$167.20M$3.70M($16.90M)($24.20M)($9.40M)($50.30M)($35.70M)

Cash Flow

Line itemQ3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22
Operating Cash Flow$91.00M$65.20M$30.30M-$92.70M$66.70M$23.60M-$92.70M$66.70M
Investing Cash Flow($28.60M)($60.30M)($40.20M)-($41.20M)($52.40M)($61.50M)-($80.80M)($55.60M)
Financing Cash Flow($18.40M)($37.50M)($6.50M)-($94.40M)($34.70M)$300.0K-($14.80M)($5.90M)
CapEx$33.80M$37.30M$37.60M-$46.30M$36.00M$53.70M-$70.00M$46.60M
Free Cash Flow$57.20M$27.90M($7.30M)-$46.40M$30.70M($30.10M)-$22.70M$20.10M

Ratios

MetricQ3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23Q4 '22Q3 '22Q2 '22
Profitability
Gross margin64.7%65.6%64.4%-62.1%62.1%60.1%-59.6%58.2%
Operating margin11.5%8.1%7.9%-11.6%8.0%3.9%-7.7%1.2%
EBITDA margin21.5%18.3%18.5%-22.1%18.6%15.4%-17.9%11.7%
Net margin7.5%3.3%5.5%-5.4%3.6%1.1%-0.2%-3.9%
Free cash flow margin11.2%5.8%-1.6%-7.5%5.2%-5.5%-3.9%3.5%
FCF / Net income1.481.74-0.29-1.391.44-5.19-17.46-0.89
R&D / Revenue----------
SG&A / Revenue51.3%54.5%55.2%-50.7%53.5%55.5%-50.9%51.0%
Effective tax rate26.5%46.7%27.5%-29.2%34.1%35.6%-79.7%-
Return on assets1.1%0.5%0.7%-0.9%0.6%0.2%-0.0%-0.6%
Return on equity2.6%1.1%1.7%-2.6%1.7%0.5%-0.1%-1.8%
Return on invested capital1.6%0.8%1.0%-2.0%1.2%0.5%-0.9%0.2%
Liquidity
Current ratio2.342.182.132.030.840.780.750.780.760.78
Quick ratio2.232.072.021.920.670.620.600.620.600.62
Cash ratio1.571.431.241.190.160.130.140.180.130.14
Leverage
Debt / Equity0.860.860.870.880.981.021.031.000.981.00
Debt / Assets0.360.360.360.360.350.350.350.350.340.35
Debt / EBITDA11.5314.0614.98-9.2311.6715.40-11.8519.08
Interest coverage10.2x4.3x3.6x-3.9x2.4x1.1x-2.6x0.4x
Equity multiplier2.402.422.422.442.782.892.902.862.852.84
Liabilities / Assets0.580.590.590.590.640.650.660.650.650.65
Efficiency
Asset turnover0.140.140.13-0.170.160.15-0.160.16
Inventory turnover3.723.533.47-2.232.132.09-2.082.18
Days sales outstanding133d123d130d-163d180d176d-179d181d
Days inventory outstanding98d103d105d-164d171d174d-175d167d
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-17.8%-18.3%-17.3%-6.4%3.8%3.9%-6.1%8.6%
Revenue CAGR (3y)-2.4%-2.7%-1.9%-6.3%9.1%4.8%--1.7%-1.8%
Revenue CAGR (5y)-3.7%-4.3%-4.7%-1.4%-0.3%-0.5%-0.1%-10.8%
Gross profit growth (YoY)-14.4%-13.7%-11.3%-11.0%10.8%9.6%-12.9%11.8%
Operating income growth (YoY)-18.5%-17.6%65.6%-60.9%621.2%40.5%-6.6%-79.1%
Net income growth (YoY)15.6%-24.9%331.0%-2469.2%----92.8%-171.1%
EPS growth (YoY)14.3%-23.1%300.0%-2000.0%----90.9%-180.0%
EPS CAGR (3y)29.7%---14.5%-26.0%--47.7%-
EPS CAGR (5y)27.9%27.2%--24.6%10.2%-56.4%--49.4%-
FCF growth (YoY)23.3%-9.1%75.7%-104.4%52.7%-100.7%--50.5%-19.0%
FCF CAGR (5y)4.4%---2.1%38.2%--23.2%-20.8%
Book value growth (YoY)14.9%14.9%14.9%12.3%2.2%-0.9%-3.7%--3.9%-3.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2023-12-30.

Business segments

$1.77B total
North America Segment$1.77B · 100.0%

Product / service

$1.77B total
Water Direct And Water Exchange$1.35B · 76.0%
Water Refill And Water Filtration$226.90M · 12.8%
All Other Products$89.60M · 5.1%
Water Dispensers$57.50M · 3.2%
Water Retail$51.90M · 2.9%

Geographic

$1.77B total
US$1.71B · 96.3%
CA$65.60M · 3.7%

Peer comparison

Same SIC group: Bottled & Canned Soft Drinks & Carbonated Waters

CompanyRevenue (last FY)Net marginROE
CELH$2.52B4.3%9.1%
MNST$8.29B23.0%23.1%
ZVIA$161.26M-12.4%-39.2%
REED$34.06M-46.5%-173.1%
FIZZ---

Comparing Primo Water Corp /CN/ against the 5 most active filers in the same SIC group.