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Financial statements

Strategic Student & Senior Housing Trust, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 9 fiscal years, taken from the XBRL data Strategic Student & Senior Housing Trust, 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

FY2018FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue3.6523.433.833.534.330.132.634.937.7
Cost of revenue13.820.922.223.324.226.2
Gross profit9.5912.911.310.95.846.36
General and administrative0.581.822.331.511.281.722.442.242.53
Operating income-5.12-8.19-7.61-5.5-2.4711.3-1.06-0.260.98
Other non-operating income-0.01-0.07-0.020.751.170.610.150.050.09
Pre-tax income16.210.54.3-6.4-5.7-4.3
Income tax00000
Net income to minority interests-1.13-0.04-0.04-0.03-0.020-0.020.04-0.01
Net income-6.23-16-19.6-16.2-10.5-0.53-11.117.8-5.76
EBITDA-1.345.747.766.976.8318.76.025.16.53

Balance sheet

FY2018FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents10.48.167.517.647.8510.35.5910.73.01
Intangible assets3.7411.74.450.63
Total assets115273273260250210201158153
Total liabilities54.6213223223224185187129130
Total debt52.3204208207204163161104102
Paid-in capital68.883.593.697.797.797.797.797.797.8
Retained earnings-6.23-22.3-41.8-58-68.5-69.1-80.1-62.3-68.1
Shareholders' equity61.253.336.522.51210.9-0.1114.58.8
Total equity60.352.335.521.410.99.84-1.2413.47.69
Total liabilities and equity115278273260250210201158153
Shares outstanding8.95

Cash flow statement

FY2018FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income-7.06-15.7-18.6-15.1-9.330.73-9.7519.3-4.26
Depreciation and amortization3.7913.915.412.59.37.427.075.365.55
Change in payables1.131.131.08-0.41-0.130.620.33-0.350.7
Cash from operations-1.290.851.69-0.390.72-0.090.94-5.263.16
Capital expenditures-0.03-1.88-11.4-1.46-1.11-3.83-2.37-1.18-3.6
Purchases of investments-5.44
Cash from investing-106-173-11.4-1.020.5745.5-2.9269.5-9.04
Debt issued39.955.18.86
Debt repaid-39.9-12.3-4.56-3.1-0.05-17.70-29.50
Stock issued75.518.111.63.31
Share buybacks-0.27-0.03
Dividends paid-0.62-4.11-4.84-1.32-0.52-3.19
Cash from financing1181739.52-0.19-0.86-42.7-2.27-60.5-1.85
Net change in cash10.40.9-0.21-1.610.432.66-4.263.69-7.73
Free cash flow-1.32-1.04-9.73-1.85-0.39-3.92-1.43-6.44-0.44
Interest paid0.936.4410.29.589.558.249.018.125.2

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 $2.62 on September 5, 2025.

Profitability

MetricValueHow it is calculated
Operating margin1.3%Operating income / revenue.
EBITDA margin15.7%EBITDA (operating income + depreciation and amortization) / revenue.
Net margin-15.7%Net income / revenue.
FCF margin0.8%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin8.3%Cash from operations / revenue.
Return on equity (ROE)-108.2%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-4.1%Net income / average total assets.
Return on invested capital (ROIC)0.4%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%.
Capex / revenue7.6%Capital expenditures / revenue.
D&A / revenue14.4%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y8.0%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y7.9%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y2.4%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Operating income CAGR, 3y-55.7%Compound annual growth of operating income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EBITDA growth, 1y28.2%EBITDA vs the same period a year earlier. Only from a positive base.
EBITDA CAGR, 3y-29.6%Compound annual growth of ebitda over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EBITDA CAGR, 5y-1.3%Compound annual growth of ebitda over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Net income growth, 1y-132.3%Net income vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-39.5%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-7.0%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-17.1%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-3.2%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-10.1%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y-10.0%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.

Balance sheet health

MetricValueHow it is calculated
Debt / equity17.5xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets67.2%Total debt / total assets.
Liabilities / assets86.6%Total liabilities / total assets.
Net debt$93.4MTotal debt - cash - short-term investments. Negative means more cash than debt.
Net debt / EBITDA14.9xNet debt / EBITDA (twelve months), when EBITDA is positive.
Tangible book value$5.8MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.26xRevenue / average total assets.
Capex / operating cash flow90.9%Capital expenditures / cash from operations, when that is positive.
What was Strategic Student & Senior Housing Trust, Inc.'s revenue in fiscal 2025?

Strategic Student & Senior Housing Trust, Inc. reported revenue of $37.7M for fiscal 2025, 8% higher than the year before.

Was Strategic Student & Senior Housing Trust, Inc. profitable in fiscal 2025?

No. It reported a net loss of $5.8M.

How much free cash flow did Strategic Student & Senior Housing Trust, Inc. generate in fiscal 2025?

Cash from operations of $3.2M minus capital expenditures of $3.6M left free cash flow of -$441.3K.

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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