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Financial statements

Belpointe PREP, LLC financial statements

Income statement, balance sheet and cash flow statement for the last 6 fiscal years, taken from the XBRL data Belpointe PREP, LLC 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

FY2021FY2021FY2022FY2023FY2024FY2025
Revenue0.111.392.252.689.19
General and administrative0.112.925.86.345.116.17
Operating expenses0.24.6510.916.626.947.3
Interest expense0.10.1
Other non-operating income-0.010.611.380.030.42-1.98
Pre-tax income-3.04-8.13-14.4-23.9-40.1
Income tax0.1100
Net income to minority interests0.09-0.56-0.01-0.03
Net income-0.11-3.14-7.68-14.4-23.9-40
EPS, basic-1,120.00-7.64-2.25-4.04-6.56-10.72
EPS, diluted-1,120.00-7.64-2.25-4.04-6.56-10.72
Shares, basic (weighted)00.413.423.553.643.74
Shares, diluted (weighted)00.413.423.553.643.74

Balance sheet

FY2021FY2021FY2022FY2023FY2024FY2025
Cash and equivalents6.5819214320.124.724.3
Property, plant and equipment0.7
Intangible assets1.999.298.77.477.347.17
Total assets37.3341354382518564
Short-term debt3510.84
Total liabilities37.417.621.357.1214289
Total debt19.7177261
Shareholders' equity-0.1
Total equity-0.1
Total liabilities and equity37.3341354382518564
Shares outstanding0

Cash flow statement

FY2021FY2021FY2022FY2023FY2024FY2025
Net income-0.11-3.04-8.24-14.4-23.9-40.1
Depreciation and amortization0.040.591.292.075.5110.9
Change in payables-0.09-0.190.48-0.25-0.13
Cash from operations-0.01-2.27-6.65-6.95-13.7-25.2
Cash from investing-28.4-43.4-63.5-145-138-62
Debt issued21.955.8177
Debt repaid-10.8-51.1
Cash from financing3523122.830.715787
Net change in cash6.58186-47.4-1215.25-0.16
Interest paid07.517.1

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 $43.81 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Net margin-290.5%Net income / revenue.
Operating cash flow margin-174.1%Cash from operations / revenue.
Return on assets (ROA)-7.8%Net income / average total assets.
D&A / revenue82.7%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y243.4%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y87.6%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y146.5%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y9.0%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y16.8%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y72.2%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y2.7%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y3.0%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, 5y721.3%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
Debt / assets49.7%Total debt / total assets.
Liabilities / assets54.2%Total liabilities / total assets.
Net debt$263.4MTotal debt - cash - short-term investments. Negative means more cash than debt.
Goodwill and intangibles / assets1.3%(Goodwill + intangible assets) / total assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.03xRevenue / average total assets.

Per share

MetricValueHow it is calculated
EPS, diluted-$11.20Net 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$3.86Revenue / diluted weighted shares.
Operating cash flow per share-$6.71Cash from operations / diluted weighted shares.
Cash per share$4.01(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$173.2MShare price x shares outstanding.
Enterprise value$436.7MMarket cap + total debt - cash - short-term investments.
P/S11.5xMarket cap / revenue.
EV/Sales29.0xEnterprise value / revenue.
Earnings yield-25.2%Net income / market cap (the inverse of P/E).
What was Belpointe PREP, LLC's revenue in fiscal 2025?

Belpointe PREP, LLC reported revenue of $9.2M for fiscal 2025, 243.4% higher than the year before.

Was Belpointe PREP, LLC profitable in fiscal 2025?

No. It reported a net loss of $40.0M.

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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