CoverageForm 410-K10-Q8-K13D13G13F

TREC · Trecora Resources - 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 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Revenue$272.69M$208.63M$258.96M$212.40M$212.40M$289.64M
Cost of Revenue$244.11M$179.95M$220.44M$260.11M$203.58M$172.50M
Gross Profit$28.58M$28.68M$38.52M$27.82M$41.56M$39.90M
R&D------
SG&A$26.12M$24.89M$24.39M$22.40M$22.59M$20.43M
Total Operating Expenses------
D&A$17.30M$16.15M$16.20M$14.36M$10.96M$9.78M
Operating Income($3.08M)$2.94M($10.86M)$2.33M$18.10M$18.71M
Interest Expense$1.21M$2.49M$5.14M$4.10M$2.93M$1.99M
Income Tax($2.36M)($3.96M)($3.57M)($807.0K)($7.16M)$10.50M
Net Income$4.96M$31.18M($14.97M)($2.33M)$18.01M$19.43M
EPS - Basic$0.20$1.26($0.61)($0.10)$0.74$0.80
EPS - Diluted$0.20$1.23($0.61)($0.10)$0.72$0.78

Balance Sheet

Line itemFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Cash & Equivalents$30.54M$55.66M$6.14M$6.74M$3.03M$8.39M
Accounts Receivable$32.81M$25.30M$26.32M$27.11M$25.78M$22.19M
Inventory$21.13M$12.95M$13.62M$16.54M$18.45M$17.87M
Accounts Payable$12.07M$14.45M$14.60M$19.11M$18.35M$13.31M
Current Assets$88.79M$105.90M$84.09M$55.23M$57.27M$57.56M
Total Assets$293.54M$316.83M$301.82M$329.97M$327.33M$292.10M
Current Liabilities$26.00M$29.58M$28.64M$29.49M$31.54M$26.71M
Long-term Debt$37.71M$41.90M$79.09M$98.29M$91.02M$73.11M
Total Liabilities$93.57M$112.43M$130.38M$144.81M$142.31M$127.72M
Stockholders' Equity$199.97M$204.12M$171.15M$184.87M$184.72M$164.09M
Retained Earnings$145.70M$140.32M$109.15M$124.12M$126.45M$108.45M

Cash Flow

Line itemFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Operating Cash Flow$4.38M$25.57M$25.12M$19.89M$28.51M$28.51M
Investing Cash Flow($13.30M)$55.33M($6.03M)($19.87M)($40.51M)($40.51M)
Financing Cash Flow($16.21M)($31.38M)($19.68M)$3.68M$1.76M$1.76M
CapEx$14.15M$13.35M$10.08M$25.29M$51.58M$38.48M
Free Cash Flow($9.78M)$12.21M$15.04M($5.39M)($23.07M)($9.97M)

Ratios

MetricFY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Profitability
Gross margin10.5%13.7%14.9%13.1%19.6%13.8%
Operating margin-1.1%1.4%-4.2%1.1%8.5%6.5%
EBITDA margin5.2%9.1%2.1%7.9%13.7%9.8%
Net margin1.8%14.9%-5.8%-1.1%8.5%6.7%
Free cash flow margin-3.6%5.9%5.8%-2.5%-10.9%-3.4%
FCF / Net income-1.970.39-1.002.31-1.28-0.51
R&D / Revenue------
SG&A / Revenue9.6%11.9%9.4%10.5%10.6%7.1%
Effective tax rate-91.0%-14.6%---66.0%35.1%
Return on assets1.7%9.8%-5.0%-0.7%5.5%6.7%
Return on equity2.5%15.3%-8.7%-1.3%9.7%11.8%
Return on invested capital-1.3%1.2%-3.4%0.7%6.6%5.1%
Liquidity
Current ratio3.423.582.941.871.822.15
Quick ratio2.603.142.461.311.231.49
Cash ratio1.171.880.210.230.100.31
Leverage
Debt / Equity0.190.210.460.530.490.45
Debt / Assets0.130.130.260.300.280.25
Debt / EBITDA2.652.2014.825.893.132.57
Interest coverage-2.6x1.2x-2.1x0.6x6.2x9.4x
Equity multiplier1.471.551.761.781.771.78
Liabilities / Assets0.320.350.430.440.430.44
Efficiency
Asset turnover0.930.660.860.640.650.99
Inventory turnover11.5513.9016.1815.7311.039.65
Days sales outstanding44d44d37d47d44d28d
Days inventory outstanding32d26d23d23d33d38d
Days payable outstanding18d29d24d27d33d28d
Cash conversion cycle57d41d35d43d44d38d
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)30.7%-19.4%21.9%0.0%-26.7%22.6%
Revenue CAGR (3y)8.7%-0.6%-3.7%-3.5%-1.6%13.2%
Revenue CAGR (5y)-1.2%-2.5%3.0%1.3%8.8%19.8%
Gross profit growth (YoY)-0.4%-25.5%38.5%-33.1%4.2%-32.8%
Operating income growth (YoY)----87.1%-3.2%-48.1%
Net income growth (YoY)-84.1%--542.1%--7.3%4.5%
EPS growth (YoY)-83.7%--510.0%--7.7%5.4%
EPS CAGR (3y)-19.5%--4.6%-0.4%
EPS CAGR (5y)-23.8%10.7%--9.4%22.7%
FCF growth (YoY)--18.8%-76.6%-131.4%-
FCF CAGR (5y)-8.0%17.9%---
Book value growth (YoY)-2.0%19.3%-7.4%0.1%12.6%15.5%

Sales by segment

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

Business segments

$272.69M total
Petrochemical Segment$234.09M · 85.8%
Specialty Wax Segment$38.60M · 14.2%

Product / service

$272.69M total
Product$257.54M · 94.4%
Service$15.15M · 5.6%

Stability scores

Altman Z′

FY 2021 · bankruptcy risk

2.37
Grey zone

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 2021 · 9-point quality

5/9
Neutral
  • 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: Petroleum Refining

CompanyRevenue (last FY)Net marginROE
COP$58.94B13.6%12.4%
CVX$189.03B6.5%6.6%
PBF$29.33B-0.5%-3.0%
MPC$132.70B3.0%23.4%
PSX$132.38B3.3%15.1%

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