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Financial statements

Waldencast plc financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Waldencast plc 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

FY2021FY2021FY2023FY2024FY2025
Revenue94.4142218274272
Cost of revenue29.15576.682.189.1
Gross profit65.387.4142192183
Research and development4.386.093.2
Selling, general and administrative60.483224245248
Operating expenses64.889.1224250401
Operating income0.53-1.63-81.9-58.6-218
Interest expense6.2811.118.917.2
Interest income0.05
Other non-operating income-6.29-8.35-3110-44.7
Pre-tax income-5.76-9.97-113-48.5-262
Income tax-3.399.6-6.980.11-14.2
Net income to minority interests00-16-6.21-18.3
Net income-2.37-19.6-90-42.4-230
EBITDA0.53-1.63-78.1-55.3-214
EPS, basic-0.30-2.45-0.99-0.39-2.01
EPS, diluted-0.30-2.45-0.99-0.39-2.01
Shares, basic (weighted)8891.2109114
Shares, diluted (weighted)8891.2109114
Dividend per share0.260.25

Balance sheet

FY2021FY2021FY2023FY2024FY2025
Cash and equivalents8.5712.821.114.830.4
Receivables18.7
Inventory21.655.753.154.6
Other current assets0.281.360.434.81
Total current assets0.1759107104127
Property, plant and equipment1.25.935.836.24
Lease right-of-use assets011.69.847.74
Goodwill44.544.5335330178
Intangible assets79.6583526427
Other non-current assets0.290.380.540.57
Total assets0.171851,043976746
Accounts payable0.1812.7
Short-term debt15.48.5329.50.77
Total current liabilities0.1840.862.776.974.5
Long-term debt103151137136
Lease liabilities015.512.710.4
Other non-current liabilities0.570.050.110.1
Total liabilities0.18145273246246
Total debt119160167137
Paid-in capital100872951981
Retained earnings-0.01-64.8-247-289-519
Other comprehensive income-0.03-0.150.25-0.38
Shareholders' equity-0.0139.2625662462
Minority interests014567.638.2
Total equity-0.0139.2769730500
Total liabilities and equity0.171851,043976746
Shares outstanding8

Cash flow statement

FY2021FY2021FY2023FY2024FY2025
Net income-2.37-19.6-106-48.6-248
Depreciation and amortization003.83.33.1
Stock-based compensation009.249.3911.8
Deferred income tax-3.049.37-7.02-1.19-17.4
Change in receivables-16.7-5.06-2.07-3.16-2.7
Change in inventory4.44-6.01-1.32.58-0.87
Change in payables0.27
Cash from operations-7.433.53-29.8-8.82-12.8
Capital expenditures-1.05-0.42-1.59-2.71-3.43
Purchases of investments-345
Sales and maturities of investments345
Cash from investing-1.71-3.79-1.99-2.9276.2
Debt issued011000396
Debt repaid-9.37-72.5-8.78-8.75-405
Stock issued0.03
Dividends paid-2.04-20
Cash from financing14.35.1644.35.58-47.2
Exchange rate effect0-0.03-0.15-0.12-0.6
Net change in cash5.184.912.6-6.1616.2
Free cash flow-8.493.11-31.4-11.5-16.2
Interest paid5.451017.315.121.4
Income taxes paid0.010000.21

Key metrics

Worked out from the statements above. Latest values use fiscal 2025. Valuation uses the share price of $1.03 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin67.3%Gross profit / revenue.
Operating margin-80.0%Operating income / revenue.
EBITDA margin-78.8%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-96.4%Pre-tax income / revenue.
Net margin-84.4%Net income / revenue.
FCF margin-6.0%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-4.7%Cash from operations / revenue.
Return on equity (ROE)-40.9%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-26.7%Net income / average total assets.
Return on invested capital (ROIC)-24.9%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%.
SG&A / revenue91.1%Selling, general and administrative expense / revenue.
Stock-based pay / revenue4.3%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue1.3%Capital expenditures / revenue.
D&A / revenue1.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-0.7%Revenue vs the same period a year earlier. Only from a positive base.
Gross profit growth, 1y-4.6%Gross profit vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-30.3%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y-23.5%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y4.4%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 ratio1.70xCurrent assets / current liabilities.
Quick ratio0.41x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.41x(Cash + short-term investments) / current liabilities.
Debt / equity0.30xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets18.3%Total debt / total assets.
Liabilities / assets33.0%Total liabilities / total assets.
Net debt$106.1MTotal debt - cash - short-term investments. Negative means more cash than debt.
Working capital$52.4MCurrent assets - current liabilities.
Goodwill and intangibles / assets81.0%(Goodwill + intangible assets) / total assets.
Tangible book value-$142.8MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.32xRevenue / average total assets.
Fixed asset turnover45.1xRevenue / average property, plant and equipment.
Inventory turnover1.65xCost of revenue / average inventory.
Days inventory221 days365 x average inventory / cost of revenue.

Per share

MetricValueHow it is calculated
EPS, diluted-$2.01Net 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.
EPS, basic-$2.01Net income per basic share, as reported (split-adjusted).
Revenue per share$2.39Revenue / diluted weighted shares.
FCF per share-$0.14Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.11Cash from operations / diluted weighted shares.
Book value per share$4.05Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$1.25Tangible book value / shares outstanding.
Cash per share$0.27(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$132.5MShare price x shares outstanding.
Enterprise value$238.6MMarket cap + total debt - cash - short-term investments.
P/S0.49xMarket cap / revenue.
P/B0.29xMarket cap / shareholders' equity. Only when equity is positive.
EV/Sales0.88xEnterprise value / revenue.
FCF yield-12.3%Free cash flow / market cap.
Earnings yield-173.4%Net income / market cap (the inverse of P/E).
What was Waldencast plc's revenue in fiscal 2025?

Waldencast plc reported revenue of $272.1M for fiscal 2025, 0.7% lower than the year before.

Was Waldencast plc profitable in fiscal 2025?

No. It reported a net loss of $229.7M.

How much free cash flow did Waldencast plc generate in fiscal 2025?

Cash from operations of $12.8M minus capital expenditures of $3.4M left free cash flow of -$16.2M.

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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