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Financial statements

Caris Life Sciences, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 3 fiscal years, taken from the XBRL data Caris Life Sciences, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2023FY2025FY2025
Revenue306412812
Research and development117114102
Selling and marketing143153168
General and administrative149169225
Operating income-320-25745.1
Interest expense31.65056.9
Interest income11.37.1216.5
Other non-operating income-21.9-24.8-113
Pre-tax income-341-282-68.1
Income tax000
Net income-341-282-68.1
EBITDA-271-20867.7
EPS, basic-13.24-10.66-3.22
EPS, diluted-13.24-10.66-3.22
Shares, basic (weighted)34.935.5167
Shares, diluted (weighted)34.935.5167

Balance sheet

FY2023FY2025FY2025
Cash and equivalents64796
Short-term investments2.22.3
Receivables88.2112
Other current assets6.712.36
Total current assets216998
Property, plant and equipment67.863.2
Lease right-of-use assets3539.8
Goodwill19.319.3
Other non-current assets40.845.3
Total assets3441,126
Accounts payable27.839.2
Accrued liabilities77.587.8
Deferred revenue7.4724.5
Short-term debt60.10.17
Total current liabilities165127
Long-term debt319379
Lease liabilities38.742.3
Other non-current liabilities44.442.4
Total liabilities621548
Total debt373378
Paid-in capital03,142
Retained earnings-2,472-2,549
Treasury stock-0.33-16.9
Other comprehensive income0.210.94
Shareholders' equity-2,145-2,499577
Total equity-2,145-2,499577
Total liabilities and equity3441,126
Shares outstanding36.5283

Cash flow statement

FY2023FY2025FY2025
Net income-341-282-68.1
Depreciation and amortization4948.922.6
Stock-based compensation15.218.670
Change in receivables-15.1-33.8-29.8
Change in payables7.17-0.2311
Cash from operations-276-24583.2
Capital expenditures-22.3-8.44-16.3
Purchases of investments-63.400
Sales and maturities of investments30061.40
Cash from investing21552.9-16.3
Stock issued1.871.537.64
Share buybacks00-0.11
Cash from financing10.1200665
Net change in cash-51.18.02732
Free cash flow-298-25466.9
Interest paid15.84943.5

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $31.98 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Operating margin15.5%Operating income / revenue.
EBITDA margin17.6%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin10.6%Pre-tax income / revenue.
Net margin10.6%Net income / revenue.
Operating cash flow margin17.0%Cash from operations / revenue.
Effective tax rate-0.1%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)17.8%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)8.6%Net income / average total assets.
Return on invested capital (ROIC)12.3%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue11.8%Research and development expense / revenue.
Stock-based pay / revenue6.6%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue2.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y97.0%Revenue vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y227.5%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y371.0%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio5.53xCurrent assets / current liabilities.
Debt / equity0.66xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets31.9%Total debt / total assets.
Liabilities / assets51.9%Total liabilities / total assets.
Interest coverage3.27xOperating income / interest expense.
Working capital$866.4MCurrent assets - current liabilities.
Goodwill and intangibles / assets1.6%(Goodwill + intangible assets) / total assets.
Tangible book value$572.4MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.80xRevenue / average total assets.
Fixed asset turnover10.3xRevenue / average property, plant and equipment.
Receivables turnover8.47xRevenue / average receivables.
Days sales outstanding43 days365 x average receivables / revenue.

Per share

MetricValueHow it is calculated
EPS, diluted$0.37Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$3.50Revenue / diluted weighted shares.
Operating cash flow per share$0.60Cash from operations / diluted weighted shares.
Book value per share$2.09Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$2.03Tangible book value / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$9.04BShare price x shares outstanding.
Enterprise value$9.33BMarket cap + total debt - cash - short-term investments.
P/E86.0xMarket cap / net income. Only when net income is positive.
P/S9.13xMarket cap / revenue.
P/B15.3xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book15.8xMarket cap / tangible book value, when positive.
P/OCF53.6xMarket cap / cash from operations, when positive.
EV/Sales9.43xEnterprise value / revenue.
EV/EBIT60.9xEnterprise value / operating income, when both are positive.
EV/EBITDA53.6xEnterprise value / EBITDA, when both are positive.
Earnings yield1.2%Net income / market cap (the inverse of P/E).
Shareholder yield0.2%(Dividends paid + share buybacks) / market cap.
What was Caris Life Sciences, Inc.'s revenue in fiscal 2025?

Caris Life Sciences, Inc. reported revenue of $812.0M for fiscal 2025, 97% higher than the year before.

Was Caris Life Sciences, Inc. profitable in fiscal 2025?

No. It reported a net loss of $68.1M.

How much free cash flow did Caris Life Sciences, Inc. generate in fiscal 2025?

Cash from operations of $83.2M minus capital expenditures of $16.3M left free cash flow of $66.9M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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