CoverageForm 410-K10-Q8-K13D13G13F

SUNL · Sunlight Financial Holdings 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($29.63M)$20.46M-$33.27M$26.20M$24.79M-$17.25M--
Cost of Revenue-$18.30M-$5.62M$5.34M$5.23M-$3.47M--
Gross Profit-$2.16M-$27.65M$20.87M$19.56M-$13.78M--
R&D----------
SG&A$9.15M$12.50M-$4.50M$4.55M$6.47M-$904.0K$2.54M$5.08M
Total Operating Expenses$47.30M$57.63M-$458.77M$17.41M$49.84M-$13.45M--
D&A$100.0K$8.52M-$100.0K$100.0K$835.0K-$20.54M--
Operating Income($76.92M)($37.16M)-($425.50M)($10.59M)($21.61M)-$3.80M($2.62M)($5.13M)
Interest Expense-$379.0K-$375.0K$317.0K$260.0K-$264.0K--
Income Tax$0$17.0K-($7.30M)($1.65M)($2.40M)-$0$5.3K$1.7K
Net Income($54.66M)($22.95M)-($264.06M)$4.12M($13.97M)-$4.07M($1.60M)($15.23M)
EPS - Basic($0.57)($0.27)-($3.16)$0.05($0.16)-($0.13)--
EPS - Diluted($0.59)($0.27)-($3.16)$0.05($0.16)-($0.15)--

Balance Sheet

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Cash & Equivalents$80.15M$75.52M$47.52M$70.57M$68.91M$69.57M$91.88M$72.79M$140.2K$278.5K
Accounts Receivable----------
Inventory----------
Accounts Payable--------$239.7K$107.2K
Current Assets--------$1.51M$1.90M
Total Assets$434.78M$450.43M$452.19M$553.57M$971.38M$978.58M$1.00B$1.23B$346.56M$346.98M
Current Liabilities--------$7.61M$5.42M
Long-term Debt----------
Total Liabilities$175.80M$113.78M$83.87M$109.42M$107.71M$120.49M$123.28M$130.88M$71.13M$69.95M
Stockholders' Equity$172.81M$222.77M$244.76M$283.74M$554.01M$550.42M$562.82M$671.71M$5.00M$5.00M
Retained Earnings($578.94M)($524.28M)($501.63M)($459.71M)($195.64M)($199.76M)($186.02M)($37.79M)($34.67M)($33.06M)

Cash Flow

Line itemQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Operating Cash Flow-$43.96M---($21.13M)-($47.92M)-($437.1K)
Investing Cash Flow-($2.95M)---($1.13M)-($305.34M)--
Financing Cash Flow-($12.93M)---($55.0K)-$211.79M--
CapEx-$1.02M---$709.0K-$871.0K--
Free Cash Flow-$42.94M---($21.84M)-($48.79M)--

Ratios

MetricQ2 '23Q1 '23Q4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21
Profitability
Gross margin-10.6%-83.1%79.6%78.9%-79.9%--
Operating margin259.6%-181.6%--1279.1%-40.4%-87.2%-22.0%--
EBITDA margin259.3%-140.0%--1278.8%-40.0%-83.8%-141.1%--
Net margin184.5%-112.1%--793.8%15.7%-56.4%-23.6%--
Free cash flow margin-209.8%----88.1%--282.9%--
FCF / Net income--1.87---1.56--11.98--
R&D / Revenue----------
SG&A / Revenue-30.9%61.1%-13.5%17.3%26.1%-5.2%--
Effective tax rate-----66.9%--0.0%--
Return on assets-12.6%-5.1%--47.7%0.4%-1.4%-0.3%-0.5%-4.4%
Return on equity-31.6%-10.3%--93.1%0.7%-2.5%-0.6%-32.1%-304.6%
Return on invested capital----------
Liquidity
Current ratio--------0.200.35
Quick ratio--------0.200.35
Cash ratio--------0.020.05
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage--98.1x--1134.7x-33.4x-83.1x-14.4x--
Equity multiplier2.522.021.851.951.751.781.781.8369.3169.40
Liabilities / Assets0.400.250.190.200.110.120.120.110.210.20
Efficiency
Asset turnover-0.070.05-0.060.030.03-0.01--
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-213.1%-17.4%-92.9%------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)--88.9%-100.6%------
Operating income growth (YoY)-626.6%-72.0%---304.7%-321.5%----
Net income growth (YoY)--64.2%---8.3%----
EPS growth (YoY)--68.8%--2006.7%------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)-68.8%-59.5%-56.5%-57.8%10980.3%10908.3%11156.3%---

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2022-12-31.

Product / service

$98.51M total
Platform Fees$90.16M · 91.5%
Service Other$8.35M · 8.5%

Peer comparison

Same SIC group: Finance Services

CompanyRevenue (last FY)Net marginROE
SYF--21.2%
COIN$7.18B17.6%8.5%
LDI$1.19B-5.3%-16.2%
UPST$1.04B5.1%6.7%
AXP$72.23B15.0%32.4%

Comparing Sunlight Financial Holdings Inc. against the 5 most active filers in the same SIC group.