CoverageForm 410-K10-Q8-K13D13G13F

TVTY · Tivity Health, 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 itemQ1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20Q2 '20Q1 '20Q4 '19
Revenue$127.51M-$126.29M$120.07M$108.08M-$254.91M$262.60M$337.65M-
Cost of Revenue$78.42M-$74.51M$68.64M$57.28M-$122.81M$118.24M$199.16M-
Gross Profit$49.10M-$51.78M$51.43M$50.80M-$132.10M$144.36M$138.50M-
R&D----------
SG&A$10.70M-$10.64M$9.65M$9.70M-$26.72M$23.47M$28.01M-
Total Operating Expenses----------
D&A$3.21M-$2.66M$2.74M$2.68M-$13.31M$12.92M$14.76M-
Operating Income$32.41M-$37.03M$37.64M$37.19M-($19.78M)$55.85M($191.59M)-
Interest Expense$6.99M-$7.35M$9.40M$10.76M-$20.39M$21.23M$21.66M-
Income Tax$8.09M-$8.93M$187.0K$7.62M-$2.24M$6.11M($15.15M)-
Net Income$581.0K-$102.77M$8.36M$19.14M-($42.42M)$28.51M($198.11M)-
EPS - Basic$0.01-$2.07$0.17$0.39-($0.87)$0.59($4.08)-
EPS - Diluted$0.01-$2.04$0.17$0.38-($0.87)$0.58($4.08)-

Balance Sheet

Line itemQ1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20Q2 '20Q1 '20Q4 '19
Cash & Equivalents$92.08M$60.13M$51.76M$24.23M$52.43M$100.39M$56.44M$60.27M$83.03M$2.49M
Accounts Receivable$58.01M$62.73M$63.96M$53.14M$44.96M$25.98M$36.95M$36.34M$80.93M$97.60M
Inventory------$21.42M$22.09M$32.35M$36.41M
Accounts Payable$25.38M$25.32M$21.19M$18.98M$18.40M$19.74M$34.70M$35.49M$62.93M$46.48M
Current Assets$191.18M$195.90M$229.29M$108.90M$121.91M$154.25M$138.00M$141.87M$217.28M$161.74M
Total Assets$595.16M$598.54M$631.44M$523.75M$539.90M$578.98M$1.30B$1.38B$1.47B$1.63B
Current Liabilities$77.26M$87.42M$92.83M$85.47M$89.13M$81.83M$133.19M$147.57M$176.03M$146.36M
Long-term Debt$379.96M$380.50M$381.05M$381.60M$397.75M$459.25M$974.76M$1.00B$1.09B$1.05B
Total Liabilities----------
Stockholders' Equity$127.95M$118.91M$140.67M$34.79M$26.25M$3.66M$2.24M$37.72M$7.62M$226.91M
Retained Earnings($358.59M)($359.17M)($333.82M)($436.59M)($444.95M)($464.08M)($449.26M)($406.84M)($435.37M)($237.28M)

Cash Flow

Line itemQ1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20Q2 '20Q1 '20Q4 '19
Operating Cash Flow$37.02M---$22.62M---$47.02M-
Investing Cash Flow($4.11M)---($3.19M)---($4.88M)-
Financing Cash Flow($966.0K)---($67.38M)---$38.40M-
CapEx$2.71M---$1.56M---$4.88M-
Free Cash Flow$34.30M---$21.06M---$42.15M-

Ratios

MetricQ1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20Q2 '20Q1 '20Q4 '19
Profitability
Gross margin38.5%-41.0%42.8%47.0%-51.8%55.0%41.0%-
Operating margin25.4%-29.3%31.4%34.4%--7.8%21.3%-56.7%-
EBITDA margin27.9%-31.4%33.6%36.9%--2.5%26.2%-52.4%-
Net margin0.5%-81.4%7.0%17.7%--16.6%10.9%-58.7%-
Free cash flow margin26.9%---19.5%---12.5%-
FCF / Net income59.04---1.10----0.21-
R&D / Revenue----------
SG&A / Revenue8.4%-8.4%8.0%9.0%-10.5%8.9%8.3%-
Effective tax rate93.3%-8.0%2.2%28.5%--17.6%--
Return on assets0.1%-16.3%1.6%3.5%--3.3%2.1%-13.5%-
Return on equity0.5%-73.1%24.0%72.9%--1892.8%75.6%-2598.5%-
Return on invested capital3.2%-6.5%8.8%6.3%--1.6%4.4%-13.8%-
Liquidity
Current ratio2.472.242.471.271.371.881.040.961.231.11
Quick ratio2.472.242.471.271.371.880.880.811.050.86
Cash ratio1.190.690.560.280.591.230.420.410.470.02
Leverage
Debt / Equity2.973.202.7110.9715.15125.62434.9726.58142.654.62
Debt / Assets0.640.640.600.730.740.790.750.730.740.64
Debt / EBITDA10.67-9.609.459.98--14.58--
Interest coverage4.6x-5.0x4.0x3.5x--1.0x2.6x-8.8x-
Equity multiplier4.655.034.4915.0620.56158.37578.6636.62192.597.17
Liabilities / Assets----------
Efficiency
Asset turnover0.21-0.200.230.20-0.200.190.23-
Inventory turnover------5.735.356.16-
Days sales outstanding166d-185d162d152d-53d51d87d-
Days inventory outstanding------64d68d59d-
Days payable outstanding118d-104d101d117d-103d110d115d-
Cash conversion cycle------13d9d31d-
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)18.0%--50.5%-54.3%-68.0%--16.1%-22.9%57.7%-
Revenue CAGR (3y)-15.9%--2.8%--10.3%-----
Revenue CAGR (5y)----------
Gross profit growth (YoY)-3.4%--60.8%-64.4%-63.3%-5.5%-38.8%87.8%-
Operating income growth (YoY)-12.9%---32.6%---11.9%--
Net income growth (YoY)-97.0%---70.7%---57.2%--
EPS growth (YoY)-97.4%---70.7%---56.8%--
EPS CAGR (3y)-53.6%-51.2%-32.0%-8.1%--21.9%--
EPS CAGR (5y)-51.7%------125.3%--
FCF growth (YoY)62.9%----50.0%---3132.2%-
FCF CAGR (5y)80.5%---86.0%-----
Book value growth (YoY)387.3%3152.4%6177.1%-7.8%244.4%-98.4%-99.6%-92.9%-98.5%-38.5%

Sales by segment

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

Product / service

$481.25M total
Silver Sneakers$362.77M · 75.4%
Prime Fitness$94.25M · 19.6%
Whole Health Living$23.78M · 4.9%
Product And Service Other$454.0K · 0.1%

Peer comparison

Same SIC group: Services-Misc Health & Allied Services, NEC

CompanyRevenue (last FY)Net marginROE
PGNY$1.29B4.5%11.3%
DVA$13.64B5.5%-114.7%
AGL$5.93B-6.6%-308.8%
VMD$270.28M5.5%10.6%
SHC$1.16B6.7%12.9%

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