MW

Financial Modeling

Revenue, EBITDA, quality of earnings reconciliation, and working capital analysis

LTM Revenue

$34.9M

+11.8% YoY

Mgmt EBITDA

$8.2M

23.5% margin

QoE Adj. EBITDA

$6.2M

17.9% margin

EBITDA Gap

$2.0M

Mgmt vs QoE

Implied Multiple

11.8x

On QoE EBITDA
($000s)FY2022AFY2023AFY2024AFY2025EFY2026EFY2027E
Revenue$28.4M$31.2M$34.9M$38.8M$43.5M$49.1M
COGS$17.6M$19.1M$21.1M$23.3M$25.8M$28.8M
Gross Profit$10.8M$12.1M$13.8M$15.5M$17.7M$20.3M
Gross Margin38.0%38.8%39.5%39.9%40.7%41.3%
Operating Expenses$5.2M$5.6M$6.1M$6.7M$7.4M$8.2M
EBITDA$5.6M$6.5M$7.7M$8.8M$10.3M$12.1M
EBITDA Margin19.7%20.8%22.1%22.7%23.7%24.6%
Capital Expenditures$1.1M$1.3M$1.5M$1.7M$1.9M$2.2M
Free Cash Flow$3.8M$4.4M$5.2M$5.9M$7.0M$8.4M

Projections (E) based on management model with ontology-validated growth assumptions. Revenue CAGR FY22-24A: 10.8%. Projected FY24-27E: 12.0%.