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Financial statements

Zevia PBC financial statements

Income statement, balance sheet and cash flow statement for the last 6 fiscal years, taken from the XBRL data Zevia PBC 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
Revenue110138163166155161
Cost of revenue60.574.293.291.783.183.8
Gross profit49.563.97074.871.977.4
Selling and marketing27.345.152.962.357.152.4
General and administrative18.827.536.831.53030
Operating expenses5515111810495.689.2
Operating income-5.48-87.4-47.9-28.9-23.7-11.8
Interest income0.80.8
Other non-operating income-0.59-0.210.290.67-0.060.68
Pre-tax income-6.07-87.6-47.6-28.3-23.7-11.1
Income tax00.030.070.050.070.05
Net income to minority interests0-39.8-13.8-6.83-3.78-1.25
Net income-6.07-87.7-47.6-21.5-20-9.92
EBITDA-4.55-86.4-46.5-27.3-22.3-10.9
EPS, basic-1.33-0.81-0.41-0.34-0.15
EPS, diluted-1.33-0.81-0.41-0.34-0.15
Shares, basic (weighted)34.543.550.658.766
Shares, diluted (weighted)34.543.550.658.766

Balance sheet

FY2021FY2021FY2022FY2023FY2024FY2025
Cash and equivalents14.943.147.43230.725.4
Short-term investments0300
Receivables6.949.0511.111.110.811.1
Inventory20.831.527.634.618.620.4
Other current assets1.493.422.613.271.841.37
Total current assets44.211788.782.761.958.2
Property, plant and equipment0.993.174.642.111.260.87
Lease right-of-use assets0.770.210.711.961.10.55
Intangible assets3.944.234.393.523.183.14
Other non-current assets0.080.30.540.580.50.85
Total assets5012598.990.96863.6
Accounts payable8.9713.58.0221.215.317.6
Accrued liabilities3.438.349.79
Total current liabilities14.120.417.127.724.228
Lease liabilities0.24001.370.730
Other non-current liabilities00.060
Total liabilities14.320.417.129.12528
Paid-in capital0174190191186182
Retained earnings0-46-79.8-101-121-131
Shareholders' equity-19712811089.964.951
Minority interests0-23.9-28.2-28.1-21.9-15.4
Total equity-19710581.861.842.935.6
Total liabilities and equity5012598.990.96863.6

Cash flow statement

FY2021FY2021FY2022FY2023FY2024FY2025
Net income-6.07-87.7-47.6-28.3-23.8-11.2
Depreciation and amortization0.9311.351.621.330.87
Stock-based compensation7.8777.726.98.284.963.76
Deferred income tax00000
Change in receivables-2.07-2.06-2.03-0.040.32-0.31
Change in inventory-9.41-10.73.93-6.9715.9-1.78
Change in payables2.374.4-5.8513.6-5.862.01
Cash from operations-3.26-17.8-20.8-16.3-1.02-4.7
Capital expenditures-0.81-3.14-2.59-0.28-0.31
Purchases of investments-300
Cash from investing-0.81-33.127.40.81-0.28-0.31
Stock issued00.120.0300.06
Share buybacks-0.020
Cash from financing15.879.1-2.340.030-0.29
Net change in cash11.728.24.29-15.4-1.3-5.3
Free cash flow-4.06-20.9-23.4-1.3-5.01
Interest paid0.320.150.060.080.090.06
Income taxes paid00.070.130.090.05

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 $1.33 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin47.7%Gross profit / revenue.
Operating margin-5.7%Operating income / revenue.
EBITDA margin-5.3%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-5.5%Pre-tax income / revenue.
Net margin-5.3%Net income / revenue.
FCF margin1.7%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin2.1%Cash from operations / revenue.
Return on equity (ROE)-20.6%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-14.1%Net income / average total assets.
Return on invested capital (ROIC)-48.7%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%.
Stock-based pay / revenue3.0%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue0.4%Capital expenditures / revenue.
D&A / revenue0.4%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y4.0%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y-0.4%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y7.9%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Gross profit growth, 1y7.6%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y3.4%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit CAGR, 5y9.4%Compound annual growth of gross profit over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y-21.3%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-22.6%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y-6.4%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-13.7%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y5.0%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y12.5%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y14.9%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio1.90xCurrent assets / current liabilities.
Quick ratio1.25x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.92x(Cash + short-term investments) / current liabilities.
Liabilities / assets48.1%Total liabilities / total assets.
Working capital$27.7MCurrent assets - current liabilities.
Goodwill and intangibles / assets4.8%(Goodwill + intangible assets) / total assets.
Tangible book value$41.0MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover2.65xRevenue / average total assets.
Fixed asset turnover207xRevenue / average property, plant and equipment.
Inventory turnover5.07xCost of revenue / average inventory.
Days inventory72 days365 x average inventory / cost of revenue.
Receivables turnover17.0xRevenue / average receivables.
Days sales outstanding22 days365 x average receivables / revenue.
Days payables83 days365 x average accounts payable / cost of revenue.
Cash conversion cycle11 daysDays inventory + days sales outstanding - days payables.
Capex / operating cash flow18.4%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.13Net 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$2.36Revenue / diluted weighted shares.
FCF per share$0.04Free cash flow / diluted weighted shares.
Operating cash flow per share$0.05Cash from operations / diluted weighted shares.
Book value per share$0.61Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$0.57Tangible book value / shares outstanding.
Cash per share$0.40(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$102.9MShare price x shares outstanding.
Enterprise value$74.4MMarket cap + total debt - cash - short-term investments.
P/S0.61xMarket cap / revenue.
P/B2.33xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book2.51xMarket cap / tangible book value, when positive.
P/FCF35.4xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF28.9xMarket cap / cash from operations, when positive.
EV/Sales0.44xEnterprise value / revenue.
EV/FCF25.6xEnterprise value / free cash flow, when both are positive.
FCF yield2.8%Free cash flow / market cap.
Earnings yield-8.8%Net income / market cap (the inverse of P/E).
What was Zevia PBC's revenue in fiscal 2025?

Zevia PBC reported revenue of $161.3M for fiscal 2025, 4% higher than the year before.

Was Zevia PBC profitable in fiscal 2025?

No. It reported a net loss of $9.9M.

How much free cash flow did Zevia PBC generate in fiscal 2025?

Cash from operations of $4.7M minus capital expenditures of $307.0K left free cash flow of -$5.0M.

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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