CoverageForm 410-K10-Q8-K13D13G13F

VVNT · Vivint Smart Home, 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 itemQ4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20
Revenue-$439.37M$407.28M$392.75M-$386.71M$355.23M$343.29M-$290.84M
Cost of Revenue----------
Gross Profit----------
R&D-$13.20M$16.00M$12.70M------
SG&A-$61.09M$54.97M$55.52M-$64.97M$62.14M$66.35M-$68.30M
Total Operating Expenses-$418.22M$405.03M$383.41M-$411.46M$392.37M$424.33M-$383.99M
D&A-$156.43M$157.63M$154.39M-$151.33M$149.62M$146.91M-$137.54M
Operating Income-$21.15M$2.25M$9.34M-($24.75M)($37.13M)($81.04M)-($65.03M)
Interest Expense-$43.51M$38.88M$37.51M-$47.12M$50.06M$49.80M-$65.23M
Income Tax-$1.55M($1.20M)$432.0K-($1.01M)$1.27M$244.0K-$230.0K
Net Income-($41.01M)($3.49M)($27.43M)-($92.74M)($74.10M)($87.38M)-($107.94M)
EPS - Basic-($0.19)($0.02)($0.13)-($0.93)($0.88)($0.96)--
EPS - Diluted-($0.19)($0.02)($0.13)-($0.93)($0.38)($0.96)--

Balance Sheet

Line itemQ4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20
Cash & Equivalents$283.85M$303.74M$299.03M$153.22M$208.51M$280.15M$345.18M$274.34M$313.80M$295.68M
Accounts Receivable$34.80M$30.10M$34.70M$24.60M$26.40M$30.70M$34.30M$22.10M$20.60M$27.70M
Inventory$78.54M$76.92M$81.05M$64.22M$51.25M$54.15M$67.01M$80.30M$47.30M$60.79M
Accounts Payable$121.31M$121.13M$137.07M$112.97M$96.32M$127.94M$139.02M$121.50M$81.36M$53.27M
Current Assets$447.99M$461.76M$481.76M$312.77M$342.82M$432.20M$529.09M$447.80M$441.01M$442.21M
Total Assets$2.88B$2.96B$2.91B$2.71B$2.79B$2.92B$2.97B$2.83B$2.88B$2.92B
Current Liabilities$940.70M$990.12M$964.25M$852.80M$874.20M$940.75M$856.26M$760.51M$757.55M$742.48M
Long-term Debt$2.69B$2.69B$2.69B$2.70B$2.70B$2.70B$2.81B$2.81B$2.83B$2.82B
Total Liabilities$4.58B$4.70B$4.62B$4.47B$4.53B$4.63B$4.60B$4.42B$4.36B$4.36B
Stockholders' Equity($1.70B)($1.74B)($1.72B)($1.75B)($1.74B)($1.71B)($1.63B)($1.58B)($1.49B)($1.44B)
Retained Earnings($3.47B)($3.49B)($3.45B)($3.44B)($3.42B)($3.36B)($3.26B)($3.18B)($2.98B)($2.83B)

Cash Flow

Line itemQ4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20
Operating Cash Flow---($36.09M)---($14.16M)--
Investing Cash Flow---($3.28M)---($4.55M)--
Financing Cash Flow---($15.99M)---($20.76M)--
CapEx----------
Free Cash Flow----------

Ratios

MetricQ4 '22Q3 '22Q2 '22Q1 '22Q4 '21Q3 '21Q2 '21Q1 '21Q4 '20Q3 '20
Profitability
Gross margin----------
Operating margin-4.8%0.6%2.4%--6.4%-10.5%-23.6%--22.4%
EBITDA margin-40.4%39.3%41.7%-32.7%31.7%19.2%-24.9%
Net margin--9.3%-0.9%-7.0%--24.0%-20.9%-25.5%--37.1%
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue-3.0%3.9%3.2%------
SG&A / Revenue-13.9%13.5%14.1%-16.8%17.5%19.3%-23.5%
Effective tax rate----------
Return on assets--1.4%-0.1%-1.0%--3.2%-2.5%-3.1%--3.7%
Return on equity-2.4%0.2%1.6%-5.4%4.5%5.5%-7.5%
Return on invested capital-1.8%0.2%0.8%--2.0%-2.5%-5.2%--3.7%
Liquidity
Current ratio0.480.470.500.370.390.460.620.590.580.60
Quick ratio0.390.390.420.290.330.400.540.480.520.51
Cash ratio0.300.310.310.180.240.300.400.360.410.40
Leverage
Debt / Equity-1.58-1.55-1.57-1.54-1.55-1.58-1.73-1.78-1.90-1.96
Debt / Assets0.930.910.930.990.970.930.950.990.980.96
Debt / EBITDA-15.1616.8616.47-21.3425.0142.73-38.86
Interest coverage-0.5x0.1x0.2x--0.5x-0.7x-1.6x--1.0x
Equity multiplier-1.69-1.70-1.70-1.55-1.60-1.71-1.82-1.79-1.93-2.03
Liabilities / Assets1.591.591.591.651.621.591.551.561.521.49
Efficiency
Asset turnover-0.150.140.14-0.130.120.12-0.10
Inventory turnover----------
Days sales outstanding-25d31d23d-29d35d23d-35d
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-13.6%14.7%14.4%-33.0%16.1%13.2%--
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-----61.9%7.9%-70.5%--9658.2%
Net income growth (YoY)-55.8%95.3%68.6%-14.1%14.9%36.7%--
EPS growth (YoY)-79.6%94.7%86.5%------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)2.2%-1.8%-5.2%-10.7%-17.0%-18.9%-16.1%-10.1%--

Sales by segment

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

Geographic

$1.48B total
US$1.42B · 95.9%
CA$60.69M · 4.1%

Peer comparison

Same SIC group: Services-Detective, Guard & Armored Car Services

CompanyRevenue (last FY)Net marginROE
ADT$5.13B11.6%15.8%
ALLE$4.07B15.8%31.1%
ARLO--11.7%

Comparing Vivint Smart Home against the 3 most active filers in the same SIC group.