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Financial statements

SONIDA SENIOR LIVING, INC. financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data SONIDA SENIOR LIVING, 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
Revenue447467460447384235238255304381
General and administrative23.723.62727.527.932.330.332.234.139.9
Operating income14.47.847.6-14.757.968.7
Interest expense42.249.550.549.844.637.23336.13738.6
Interest income0.070.070.170.220.190.010.240.611.682.1
Other non-operating income0.230.0100.01-0.28.2710-0.53-0.547.95
Pre-tax income-27.6-41.7-55.4-35.6-295126-54.3-20.9-3.04-72.2
Income tax0.442.5-1.770.450.390.580.090.250.240.33
Net income to minority interests0-1.22-1.71
Net income-28-44.2-53.6-36-295126-54.4-21.1-2.06-70.8
EBITDA74.87470.449.597.8113
EPS, basic-14.53-22.47-26.97-17.87-144.0838.24-9.27-3.85-0.54-4.22
EPS, diluted-14.53-22.48-26.97-17.87-144.0837.92-9.27-3.85-0.54-4.22
Shares, basic (weighted)1.931.971.992.022.052.756.366.7914.118.1
Shares, diluted (weighted)1.931.971.992.022.052.776.366.7914.118.1

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents3417.631.32417.978.716.94.081711
Receivables13.712.310.68.145.823.986.118.021918.6
Other current assets6.377.039.334.14.484.636.37
Total current assets826473.563.243.410643.632.364.177.9
Property, plant and equipment1,0321,1001,059969656621605578576561
Lease right-of-use assets2250.540.28
Goodwill0
Intangible assets24.519.7
Other non-current assets31.318.816.510.73.141.171.840.312.482.25
Total assets1,1461,1831,1491,268703729661621842845
Accounts payable5.057.89.110.4159.177.2711.49.034.71
Accrued liabilities39.140.841.946.248.53736.942.44571.7
Deferred revenue16.31.391.31.250.820.48
Short-term debt30469.84642.315.57.29
Total current liabilities81.4878512937312094.310175.6105
Long-term debt605613625587636682
Lease liabilities2090.240.1
Other non-current liabilities15.316.315.63.710.290.110.05
Total liabilities1,0291,1021,1141,253982734719688712789
Total debt909683671629651690
Paid-in capital172179188190189296295303492491
Retained earnings-51.6-95.9-150-173-468-343-397-418-420-491
Treasury stock-3.43-3.43-3.43-3.43
Shareholders' equity11780.435.314.4-279-46.8-102-11571.8-0.01
Minority interests06.585.02
Total equity11780.435.314.4-279-46.8-102-11578.45.01
Total liabilities and equity1,1461,1831,1491,268703729661621842845
Shares outstanding22.0431.32.12.086.636.678.181918.8

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income-28-44.2-53.6-36-295126-54.4-21.1-3.28-72.5
Depreciation and amortization60.466.262.864.260.337.938.439.944.156.8
Stock-based compensation11.67.688.432.511.722.814.332.754.375.05
Deferred income tax1.94-2.250.160.080
Change in receivables-14.5-8.16-3.17-1.33-1.020.59-2.35-3.25-13.5-2.98
Change in payables1.72.751.29-0.726.12-3.12-2.25135.1511.1
Cash from operations52.355.636.95.23-6.79-28.8-2.5810.7-1.7824.4
Capital expenditures-62.4-40-22-20.3-15.6-10.4-24.6-17.9-25.2-33.3
Acquisitions-139-85
Cash from investing-201-125-21.947.88.51-10.4-36.9-16.6-209-70.7
Stock issued0.07001140101910
Share buybacks-2.5
Cash from financing12753-1.67-60.3-15.999.4-22.7-7.1123237.5
Net change in cash-21.9-16.313.3-7.26-14.260.2-62.1-1321.3-8.82
Free cash flow-10.115.614.9-15.1-22.4-39.2-27.1-7.26-27-8.92
Interest paid40.64749.247.63331.129.628.333.437.3
Income taxes paid0.580.540.560.510.510.330.730.050.220.28

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 $37.71 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Pre-tax margin-23.4%Pre-tax income / revenue.
Net margin-23.3%Net income / revenue.
FCF margin-10.0%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-3.0%Cash from operations / revenue.
Return on equity (ROE)-14.2%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-4.8%Net income / average total assets.
Stock-based pay / revenue1.4%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue7.1%Capital expenditures / revenue.
D&A / revenue17.6%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y25.2%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y16.9%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y-0.1%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y-100.0%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y0.3%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y8.5%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y3.7%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y28.2%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y41.7%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, 5y54.6%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
Current ratio0.88xCurrent assets / current liabilities.
Quick ratio0.58x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.39x(Cash + short-term investments) / current liabilities.
Debt / equity1.82xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets61.7%Total debt / total assets.
Liabilities / assets66.0%Total liabilities / total assets.
Net debt$1.52BTotal debt - cash - short-term investments. Negative means more cash than debt.
Working capital-$14.9MCurrent assets - current liabilities.
Goodwill and intangibles / assets9.2%(Goodwill + intangible assets) / total assets.
Tangible book value$627.2MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.21xRevenue / average total assets.
Fixed asset turnover0.24xRevenue / average property, plant and equipment.
Receivables turnover22.2xRevenue / average receivables.
Days sales outstanding16 days365 x average receivables / revenue.

Per share

MetricValueHow it is calculated
EPS, diluted-$2.61Net 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$11.24Revenue / diluted weighted shares.
FCF per share-$1.13Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.33Cash from operations / diluted weighted shares.
Book value per share$18.19Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$13.24Tangible book value / shares outstanding.
Cash per share$1.03(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.81BShare price x shares outstanding.
Enterprise value$3.33BMarket cap + total debt - cash - short-term investments.
P/S3.44xMarket cap / revenue.
P/B2.10xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book2.89xMarket cap / tangible book value, when positive.
EV/Sales6.34xEnterprise value / revenue.
FCF yield-2.9%Free cash flow / market cap.
Earnings yield-6.8%Net income / market cap (the inverse of P/E).
What was SONIDA SENIOR LIVING, INC.'s revenue in fiscal 2025?

SONIDA SENIOR LIVING, INC. reported revenue of $381.1M for fiscal 2025, 25.2% higher than the year before.

Was SONIDA SENIOR LIVING, INC. profitable in fiscal 2025?

No. It reported a net loss of $70.8M.

How much free cash flow did SONIDA SENIOR LIVING, INC. generate in fiscal 2025?

Cash from operations of $24.4M minus capital expenditures of $33.3M left free cash flow of -$8.9M.

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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