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Financial statements

Lightstone Value Plus REIT IV, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data Lightstone Value Plus REIT IV, 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

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue0.5723.329.730.5
General and administrative0.321.081.211.290.870.760.691.661.922
Operating expenses0.391.271.391.541.110.952.38
Operating income1.931.691.21-2.015.89-0.33-0.23
Interest expense0.070.190.190.190.190.190.1911.111.810.3
Interest income0.090.210.23
Net income to minority interests-2.96-1.93-0.73
Net income1.540.42-0.19-3.544.79-1.28-2.23-11-8.02-3.72
EPS, basic0.530.05-0.02-0.410.56-0.31-1.33-0.97-0.46
EPS, diluted0.530.05-0.02-0.410.56-0.31-1.33-0.97-0.46
Shares, basic (weighted)2.898.588.758.628.548.428.338.268.18
Shares, diluted (weighted)2.898.588.758.628.548.428.338.268.18
Dividend per share0.800.600.800.80

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents21.914.14.3513.731.4128.296.738.129.03
Total assets64.781.872.179.18396.2138145145142
Total liabilities13.413.613.829.733.838.483.6104114116
Total debt0
Paid-in capital52.675.672.972.271.771.270.569.668.868
Retained earnings-1.07-7.49-14.7-23.3-22.5-25.7-27.9-38.9-46.9-50.7
Other comprehensive income00.40
Shareholders' equity51.368.258.349.449.245.642.730.821.917.4
Minority interests012.21210.78.898.16
Total equity51.368.258.349.449.257.854.741.530.825.6
Total liabilities and equity64.781.872.179.18396.2138145145142
Shares outstanding6.48.958.78.68.58.58.48.38.28.1

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income1.540.42-0.19-3.544.79-1.28-2.61-14-9.95-4.45
Depreciation and amortization2.913.693.77
Change in payables-0.010.040.170.334.271.020.25
Cash from operations1.433.633.340.64-0.73-0.72-2.72-4.76-7.71-0.85
Purchases of investments-4.650
Sales and maturities of investments1.234.140
Cash from investing-38.7-27.8-3.37019.7-24-44.9-10.8-23.12
Debt issued016018.445.41395.10
Stock issued53.625.20
Share buybacks-0.18-0.2-2.69-0.68-0.55-0.51-0.68-0.87-0.81-0.78
Dividends paid-1.39-5.99-6.99-5.43-1.14-4.98
Cash from financing57.916.4-9.689.33-1.695.4244.913.814.4-0.78
Exchange rate effect-0.06-0.050
Net change in cash20.7-7.81-9.719.9117.2-19.3-2.69-1.774.721.49
Interest paid0.682.996.3816.59.05
Income taxes paid0.020.030.04

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 $2.70 on September 11, 2026.

Profitability

MetricValueHow it is calculated
Net margin-10.2%Net income / revenue.
Operating cash flow margin1.2%Cash from operations / revenue.
Return on equity (ROE)-20.9%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-2.2%Net income / average total assets.
D&A / revenue12.7%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y2.8%Revenue vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-20.5%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-25.8%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y-18.7%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y-2.4%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y0.8%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y11.3%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y-1.0%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y-1.0%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y-0.9%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets83.8%Total liabilities / total assets.
Tangible book value$14.8MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.22xRevenue / average total assets.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.38Net 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$3.74Revenue / diluted weighted shares.
Operating cash flow per share$0.04Cash from operations / diluted weighted shares.
Book value per share$1.83Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$1.83Tangible book value / shares outstanding.
Cash per share$1.35(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$21.9MShare price x shares outstanding.
Enterprise value$10.9MMarket cap + total debt - cash - short-term investments.
P/S0.72xMarket cap / revenue.
P/B1.47xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book1.47xMarket cap / tangible book value, when positive.
P/OCF62.7xMarket cap / cash from operations, when positive.
EV/Sales0.36xEnterprise value / revenue.
Earnings yield-14.2%Net income / market cap (the inverse of P/E).
Shareholder yield3.5%(Dividends paid + share buybacks) / market cap.
What was Lightstone Value Plus REIT IV, Inc.'s revenue in fiscal 2025?

Lightstone Value Plus REIT IV, Inc. reported revenue of $30.5M for fiscal 2025, 2.8% higher than the year before.

Was Lightstone Value Plus REIT IV, Inc. profitable in fiscal 2025?

No. It reported a net loss of $3.7M.

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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