CoverageForm 410-K10-Q8-K13D13G13F

SDC · Smiledirectclub, 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 itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Revenue$101.80M--$106.77M$125.80M-----
Cost of Revenue$28.88M--$39.41M$34.08M--$39.41M$45.86M$47.96M
Gross Profit$72.91M--$74.78M$91.72M--$98.27M$128.32M$151.50M
R&D----------
SG&A$59.75M--$75.51M$72.32M--$85.66M$85.04M$81.08M
Total Operating Expenses----------
D&A$15.52M--$19.11M$19.58M--$18.49M$16.71M$16.46M
Operating Income($45.00M)--($62.31M)($54.96M)--($85.03M)($53.20M)($27.83M)
Interest Expense----------
Income Tax$492.0K--$739.0K$256.0K--($119.0K)($12.0K)$1.71M
Net Income($17.77M)--($21.67M)($20.30M)--($27.39M)($16.88M)($28.91M)
EPS - Basic($0.13)--($0.18)($0.17)--($0.23)($0.14)($0.25)
EPS - Diluted($0.13)--($0.18)($0.17)--($0.23)($0.14)($0.25)

Balance Sheet

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Cash & Equivalents$57.99M$86.25M$118.40M$120.18M$158.26M$144.75M$224.86M$307.65M$376.65M$434.55M
Accounts Receivable$130.13M$135.71M$143.08M$152.53M$166.53M$181.65M$184.56M$195.78M$214.32M$225.39M
Inventory$35.56M$40.03M$44.39M$44.24M$43.11M$39.02M$40.80M$38.95M$32.95M$28.60M
Accounts Payable$35.69M$34.88M$30.51M$36.10M$33.78M$18.29M$19.92M$19.91M$22.64M$20.62M
Current Assets$212.49M$251.59M$297.42M$338.04M$391.72M$390.22M$467.74M$562.26M$642.00M$698.90M
Total Assets$498.71M$545.61M$597.06M$631.80M$700.56M$710.25M$794.56M$886.10M$960.38M$1.01B
Current Liabilities$111.73M$112.24M$116.80M$147.78M$154.30M$163.35M$178.24M$175.01M$163.50M$170.90M
Long-term Debt$863.41M$860.20M$849.38M$788.16M$785.96M$730.99M$729.97M$733.18M$733.41M$734.74M
Total Liabilities$988.82M$987.48M$982.26M$953.66M$959.10M$913.79M$928.91M$931.81M$926.31M$932.17M
Stockholders' Equity($490.11M)($441.87M)($385.20M)($321.87M)($258.54M)($203.54M)($134.35M)($45.72M)$34.08M$80.21M
Retained Earnings($420.92M)($403.14M)($381.73M)($359.88M)($338.21M)($317.90M)($295.32M)($266.06M)($238.67M)($221.79M)

Cash Flow

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Operating Cash Flow---------($28.34M)
Investing Cash Flow---------($22.98M)
Financing Cash Flow---------$168.76M
CapEx---------$22.98M
Free Cash Flow---------($51.32M)

Ratios

MetricQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Profitability
Gross margin71.6%--70.0%72.9%-----
Operating margin-44.2%---58.4%-43.7%-----
EBITDA margin-29.0%---40.5%-28.1%-----
Net margin-17.5%---20.3%-16.1%-----
Free cash flow margin----------
FCF / Net income---------1.78
R&D / Revenue----------
SG&A / Revenue58.7%--70.7%57.5%-----
Effective tax rate----------
Return on assets-3.6%---3.4%-2.9%---3.1%-1.8%-2.9%
Return on equity3.6%--6.7%7.9%--59.9%-49.5%-36.0%
Return on invested capital-9.5%---10.6%-8.2%---9.8%-5.5%-2.7%
Liquidity
Current ratio1.902.242.552.292.542.392.623.213.934.09
Quick ratio1.581.882.171.992.262.152.402.993.733.92
Cash ratio0.520.771.010.811.030.891.261.762.302.54
Leverage
Debt / Equity-1.76-1.95-2.21-2.45-3.04-3.59-5.43-16.0421.529.16
Debt / Assets1.731.581.421.251.121.030.920.830.760.73
Debt / EBITDA----------
Interest coverage----------
Equity multiplier-1.02-1.23-1.55-1.96-2.71-3.49-5.91-19.3828.1812.62
Liabilities / Assets1.981.811.651.511.371.291.171.050.960.92
Efficiency
Asset turnover0.20--0.170.18-----
Inventory turnover0.81--0.890.79--1.011.391.68
Days sales outstanding467d--521d483d-----
Days inventory outstanding449d--410d462d--361d262d218d
Days payable outstanding451d--334d362d--184d180d157d
Cash conversion cycle465d--597d583d-----
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-19.1%---------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)-20.5%---23.9%-28.5%---17.2%120.1%10.7%
Operating income growth (YoY)18.1%--26.7%-3.3%---206.3%28.1%71.2%
Net income growth (YoY)12.5%--20.9%-20.3%---117.6%37.0%1.2%
EPS growth (YoY)23.5%--21.7%-21.4%---109.1%44.0%10.7%
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)---------47.9%
FCF CAGR (5y)----------
Book value growth (YoY)-89.6%-117.1%-186.7%-604.1%-----88.6%-78.0%

Sales by segment

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

Business segments

$637.61M total
North America Excluding Mexico$525.37M · 82.4%
Rest Of The World Excluding United States And Mexico$112.25M · 17.6%

Peer comparison

Same SIC group: Dental Equipment & Supplies

CompanyRevenue (last FY)Net marginROE
XRAY$3.68B-16.3%-44.7%
ZIMV---
NVST$2.72B1.7%1.5%
SONX$33.20M-84.4%-540.0%
BIOL---

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