CoverageForm 410-K10-Q8-K13D13G13F

SIRE · Sisecam Resources LP - 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 2021FY 2020FY 2019FY 2018FY 2017
Revenue$720.10M$540.10M$392.20M$522.80M$475.20M-
Cost of Revenue$558.20M$460.10M$338.10M$391.90M$383.40M$383.80M
Gross Profit$161.90M$80.00M$54.10M$130.90M$103.30M$113.50M
R&D------
SG&A------
Total Operating Expenses$28.00M$23.50M$21.70M$23.80M($3.00M)$24.00M
D&A$28.30M$32.20M$29.20M$27.10M$28.70M$27.50M
Operating Income$133.90M$56.50M$32.40M$107.10M$106.30M$89.50M
Interest Expense$5.80M$5.00M$5.30M$5.90M$5.10M$4.60M
Income Tax------
Net Income$63.30M$24.40M$11.70M$49.60M$49.90M$41.60M
EPS - Basic------
EPS - Diluted------

Balance Sheet

Line itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Cash & Equivalents$21.30M$2.70M$500.0K$14.90M$10.20M$30.20M
Accounts Receivable$170.80M$116.90M$40.60M$36.00M$36.90M$34.20M
Inventory$47.70M$30.10M$33.50M$24.20M$22.30M$19.80M
Accounts Payable$37.10M$21.90M$16.40M$14.20M$17.60M$14.50M
Current Assets$341.50M$208.00M$165.20M$172.30M$141.50M$184.30M
Total Assets$671.90M$543.30M$498.00M$494.30M$434.60M$453.20M
Current Liabilities$111.60M$73.80M$55.90M$56.30M$64.60M$56.60M
Long-term Debt$128.20M$115.00M$128.10M$129.50M$99.00M$138.00M
Total Liabilities$255.90M$198.60M$192.70M$194.40M$174.50M$205.00M
Stockholders' Equity$230.90M$195.00M$174.20M$172.70M$153.90M$148.40M
Retained Earnings------

Cash Flow

Line itemFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Operating Cash Flow$122.20M$54.20M$54.70M$103.80M$162.20M$128.30M
Investing Cash Flow($28.30M)($24.90M)($42.20M)($65.40M)($39.40M)($25.30M)
Financing Cash Flow($75.30M)($27.10M)($26.90M)($33.70M)($142.80M)($103.70M)
CapEx$28.30M$25.70M$42.20M$65.40M$25.30M-
Free Cash Flow$93.90M$28.50M$12.50M$38.40M$136.90M-

Ratios

MetricFY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Profitability
Gross margin22.5%14.8%13.8%25.0%21.7%-
Operating margin18.6%10.5%8.3%20.5%22.4%-
EBITDA margin22.5%16.4%15.7%25.7%28.4%-
Net margin8.8%4.5%3.0%9.5%10.5%-
Free cash flow margin13.0%5.3%3.2%7.3%28.8%-
FCF / Net income1.481.171.070.772.74-
R&D / Revenue------
SG&A / Revenue------
Effective tax rate------
Return on assets9.4%4.5%2.3%10.0%11.5%9.2%
Return on equity27.4%12.5%6.7%28.7%32.4%28.0%
Return on invested capital------
Liquidity
Current ratio3.062.822.963.062.193.26
Quick ratio2.632.412.362.631.852.91
Cash ratio0.190.040.010.260.160.53
Leverage
Debt / Equity0.560.590.740.750.640.93
Debt / Assets0.190.210.260.260.230.30
Debt / EBITDA0.791.302.080.960.731.18
Interest coverage23.1x11.3x6.1x18.2x20.8x19.5x
Equity multiplier2.912.792.862.862.823.05
Liabilities / Assets0.380.370.390.390.400.45
Efficiency
Asset turnover1.070.990.791.061.09-
Inventory turnover11.7015.2910.0916.1917.1919.38
Days sales outstanding87d79d38d25d28d-
Days inventory outstanding31d24d36d23d21d19d
Days payable outstanding24d17d18d13d17d14d
Cash conversion cycle94d86d56d34d33d-
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)33.3%37.7%-25.0%10.0%--
Revenue CAGR (3y)11.3%4.4%----
Revenue CAGR (5y)------
Gross profit growth (YoY)102.4%47.9%-58.7%26.7%-9.0%0.0%
Operating income growth (YoY)137.0%74.4%-69.7%0.8%18.8%-0.4%
Net income growth (YoY)159.4%108.5%-76.4%-0.6%20.0%0.5%
EPS growth (YoY)------
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)229.5%128.0%-67.4%-72.0%--
FCF CAGR (5y)------
Book value growth (YoY)18.4%11.9%0.9%12.2%3.7%-3.2%

Sales by segment

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

Geographic

$540.10M total
US$276.80M · 51.2%
Non Us$263.30M · 48.8%

Stability scores

Piotroski F-score

FY 2022 · 9-point quality

7/9
Strong
  • 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: Mining & Quarrying of Nonmetallic Minerals (No Fuels)

CompanyRevenue (last FY)Net marginROE
VMC$7.94B13.6%12.6%
CMP$1.24B-6.4%-34.1%
UUUU$65.92M-129.9%-12.6%
MLM$6.15B18.5%11.3%
SND$330.15M0.4%0.6%

Comparing Sisecam Resources LP against the 5 most active filers in the same SIC group.