CoverageForm 410-K10-Q8-K13D13G13F

VWE · Vintage Wine Estates, 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 itemQ3 '24Q2 '24Q1 '24Q2 '23Q3 '23Q1 '22Q2 '22Q3 '22Q1 '21Q2 '21
Revenue$45.66M$67.99M$73.27M$77.99M$69.48M$77.86M$83.61M$46.90M$55.69M-
Cost of Revenue$35.16M$82.97M$48.57M$52.32M$53.13M$47.71M$45.15M$50.92M$32.25M-
Gross Profit$10.50M($14.98M)$24.70M$25.67M$16.35M$30.15M$23.47M$28.02M$23.44M-
R&D----------
SG&A$24.16M$25.26M$28.75M$33.23M$25.53M$34.24M$25.99M$18.38M$14.32M-
Total Operating Expenses---$2.00M------
D&A--$4.13M$4.10M$4.10M$3.20M$4.50M$6.00M$3.50M-
Operating Income($20.54M)($40.68M)($9.86M)($145.58M)($3.80M)($4.92M)$12.72M$884.0K$6.14M-
Interest Expense$6.11M$6.12M$4.92M$5.65M$4.29M$3.38M$3.49M$3.84M$3.38M-
Income Tax($228.0K)($199.0K)$244.0K($21.71M)($1.67M)$658.0K$2.03M$958.0K$1.19M-
Net Income($26.15M)($49.35M)($15.06M)($129.58M)($10.16M)$977.0K$8.59M$2.78M$2.80M-
EPS - Basic($0.44)($0.83)($0.25)($2.20)($0.17)$0.02$0.14($0.04)$0.12-
EPS - Diluted($0.44)($0.83)($0.25)($2.20)($0.17)$0.02$0.27$0.05$0.12-

Balance Sheet

Line itemQ3 '24Q2 '24Q1 '24Q2 '23Q3 '23Q1 '22Q2 '22Q3 '22Q1 '21Q2 '21
Cash & Equivalents$24.11M$21.41M$18.62M$18.23M$31.97M$44.62M$43.69M$69.11M$4.14M$118.88M
Accounts Receivable$16.10M$22.97M$33.45M$24.56M$41.38M$38.42M$38.19M$39.65M$13.79M$14.64M
Inventory$132.89M$155.25M$199.40M$201.36M$199.27M$201.94M$192.10M$221.26M$225.82M$221.15M
Accounts Payable$15.09M$27.43M$20.08M$20.41M$28.79M$20.08M$13.95M$14.78M$14.62M$17.30M
Current Assets$248.41M$252.04M$265.44M$264.74M$301.32M$309.91M$300.72M$361.26M$387.23M$382.05M
Total Assets$478.63M$502.51M$556.25M$561.15M$638.02M$809.68M$765.89M$826.03M$752.23M$743.50M
Current Liabilities$368.70M$366.37M$193.73M$183.14M$375.76M$208.21M$197.28M$213.17M$162.79M$152.69M
Long-term Debt$0$0$170.01M$173.41M$0$165.58M$169.09M$172.32M$181.13M$183.54M
Total Liabilities$393.47M$391.64M$397.19M$388.38M$421.31M$452.27M$413.51M$440.42M$387.51M$381.56M
Stockholders' Equity$85.84M$111.51M$159.66M$173.35M$217.09M$356.72M$351.29M$384.54M$363.54M$360.73M
Retained Earnings($272.87M)($246.72M)($197.37M)($182.31M)($140.60M)$406.0K($571.0K)$14.18M$2.80M$0

Cash Flow

Line itemQ3 '24Q2 '24Q1 '24Q2 '23Q3 '23Q1 '22Q2 '22Q3 '22Q1 '21Q2 '21
Operating Cash Flow--($4.45M)--$2.08M--($1.96M)-
Investing Cash Flow--($2.10M)--($3.55M)--($6.92M)-
Financing Cash Flow--$6.94M--($4.20M)--$1.61M-
CapEx--$3.46M--$3.45M--$6.87M-
Free Cash Flow--($7.91M)--($1.37M)--($8.83M)-

Ratios

MetricQ3 '24Q2 '24Q1 '24Q2 '23Q3 '23Q1 '22Q2 '22Q3 '22Q1 '21Q2 '21
Profitability
Gross margin23.0%-22.0%33.7%32.9%23.5%38.7%28.1%59.7%42.1%-
Operating margin-45.0%-59.8%-13.5%-186.7%-5.5%-6.3%15.2%1.9%11.0%-
EBITDA margin---7.8%-181.4%0.4%-2.2%20.6%14.7%17.3%-
Net margin-57.3%-72.6%-20.6%-166.1%-14.6%1.3%10.3%5.9%5.0%-
Free cash flow margin---10.8%---1.8%---15.9%-
FCF / Net income--0.53---1.40---3.15-
R&D / Revenue----------
SG&A / Revenue52.9%37.2%39.2%42.6%36.7%44.0%31.1%39.2%25.7%-
Effective tax rate-----40.2%19.1%25.6%29.8%-
Return on assets-5.5%-9.8%-2.7%-23.1%-1.6%0.1%1.1%0.3%0.4%-
Return on equity-30.5%-44.3%-9.4%-74.8%-4.7%0.3%2.4%0.7%0.8%-
Return on invested capital-18.9%-28.8%-2.4%-33.2%-1.4%-0.6%2.0%0.1%0.8%-
Liquidity
Current ratio0.670.691.371.450.801.491.521.692.382.50
Quick ratio0.310.260.340.350.270.520.550.660.991.05
Cash ratio0.070.060.100.100.090.210.220.320.030.78
Leverage
Debt / Equity0.000.001.061.000.000.460.480.450.500.51
Debt / Assets0.000.000.310.310.000.200.220.210.240.25
Debt / EBITDA----0.00-9.8225.0318.78-
Interest coverage-3.4x-6.6x-2.0x-25.8x-0.9x-1.5x3.6x0.2x1.8x-
Equity multiplier5.584.513.483.242.942.272.182.152.072.06
Liabilities / Assets0.820.780.710.690.660.560.540.530.520.51
Efficiency
Asset turnover0.100.140.130.140.110.100.110.060.07-
Inventory turnover0.260.530.240.260.270.240.240.230.14-
Days sales outstanding129d123d167d115d217d180d167d309d90d-
Days inventory outstanding1379d683d1498d1405d1369d1545d1553d1586d2556d-
Days payable outstanding157d121d151d142d198d154d113d106d165d-
Cash conversion cycle1351d686d1514d1377d1389d1571d1607d1789d2481d-
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)-34.3%-12.8%--6.7%48.2%39.8%----
Revenue CAGR (3y)--9.6%-------
Revenue CAGR (5y)----------
Gross profit growth (YoY)-35.8%--9.4%-41.7%28.6%----
Operating income growth (YoY)-440.5%72.1%--------
Net income growth (YoY)-157.4%61.9%----65.2%----
EPS growth (YoY)-158.8%62.3%----83.3%----
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-----84.5%----
FCF CAGR (5y)----------
Book value growth (YoY)-60.5%-35.7%--50.7%-43.5%-1.9%-2.6%--233.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2023-06-30.

Business segments

$283.23M total
Business To Business$113.18M · 40.0%
Wholesale$86.72M · 30.6%
Direct To Consumer$83.37M · 29.4%
All Other Segments($42.0K) · -0.0%

Product / service

$283.23M total
Wine Spirits And Cider$189.36M · 66.9%
Nonwine$93.87M · 33.1%

Geographic

$283.23M total
US$280.95M · 99.2%
International$2.28M · 0.8%

Peer comparison

Same SIC group: Beverages

CompanyRevenue (last FY)Net marginROE
STKL$817.72M1.9%9.2%
KO$47.94B27.3%40.7%
COCO--21.5%
KDP$16.60B12.5%8.1%
STZ$9.14B18.5%20.9%

Comparing Vintage Wine Estates against the 5 most active filers in the same SIC group.