Thinking to drop Asana (USA Stocks:ASAN) based on its current debt commitments?

Asana Inc (NASDAQ: ASAN) presents a mixed picture for investors when it comes to its debt situation. With total liabilities reaching approximately $277.9M in short and long-term debt and $268.4M in non-current liabilities, the company is navigating a challenging financial landscape. Despite generating total revenue of $652.5M, Asana reported a significant loss of 257M from continuing operations, raising concerns about its ability to manage its obligations effectively. The retained earnings stand at a staggering -1.5B, indicating that the company has accumulated substantial losses over time. While the cash and short-term investments amount to $519.5M, the negative cash flow from operations of 17.9M suggests that Asana may struggle to maintain liquidity in the face of its growing liabilities. Investors should weigh these factors carefully, especially with the stock currently trading around 14.06, well below the analyst's highest estimated target price of 24.51. Asana Inc is set to release its earnings today, and there are some interesting trends to note. The company's Sales General and Administrative expenses relative to revenue have remained stable over the past year. By September 3, 2024, the Research and Development expenses as a percentage of revenue are expected to rise to 0.61, while the Price to Sales Ratio may decrease to 5.59. As excitement grows in the software sector, it’s a good time to take a closer look at Asana. We should evaluate whether Asana's shares are fairly valued as we head into October, especially in light of its debt management.
Published over two months ago
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Reviewed by Michael Smolkin

Asana Inc (NASDAQ: ASAN) carries a total liability of 635.6M, which raises questions about its financial stability, especially given its recent loss of 17.9M in cash from operating activities. Investors should weigh these factors carefully, as the company's ability to manage debt could significantly impact its future growth and stock performance.

Main Points

Asana Inc. has $277.88 million in liabilities and a debt-to-equity ratio of 2.71, indicating a heavy reliance on borrowed funds to finance its operations. Our trading advice tool can help verify current analyst opinions on Asana and assess its growth potential in today’s economic climate. Notably, 42% of the company's shares are owned by insiders, suggesting a strong commitment from those within the company. However, Asana reported a loss of $1.17 per share and has not paid any dividends in recent years. Investors should weigh these factors carefully when considering Asana's stock.
Asana financial leverage ratio helps determine the effect of debt on the overall profitability of the company. It measures the total debt position of Asana, including all of Asana's outstanding debt obligations, and compares it with the equity. In simple terms, the high financial leverage means the cost of production, together with running the business day-to-day, is high, whereas, lower financial leverage implies lower fixed cost investment in the business and generally considered by investors to be a good sign. So if creditors own a majority of Asana assets, the company is considered highly leveraged. Understanding the composition and structure of overall Asana debt and outstanding corporate bonds gives a good idea of how risky the capital structure of a business is and if it is worth investing in it. Please read more on our technical analysis page.

Understanding Asana Total Debt

Asana Inc liabilities are broken down into two parts on the balance sheet. These are short-term (or current) obligations and long-term debt. Asana Inc has to fulfill its short-term liabilities in this reporting year and should be no more than 12 months old. Long-term debt, on the other hand, is anything beyond the 12-month payment timeframe. Common short-term liabilities found on Asana balance sheet include debt obligations and money owed to different Asana vendors, workers, and loan providers. Below is the chart of Asana main long-term debt accounts currently reported on its balance sheet.
You can use Asana Inc financial leverage analysis tool to get a better grip on understanding its financial position

How important is Asana's Liquidity

Asana financial leverage refers to using borrowed capital as a funding source to finance Asana Inc ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Asana financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Asana's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Asana's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Asana's total debt and its cash.

Breaking down Asana Indicators

The company reported the previous year's revenue of 652.5 M. Net Loss for the year was (257.03 M) with profit before overhead, payroll, taxes, and interest of 458.84 M.

Asset Breakdown

229.4 M
Non Current Assets Total
483.9 M
Total Current Assets
Non Currrent Assets Other
430.6 M
Net Tangible Assets
Total Assets713.26 Million
Net Tangible Assets430.56 Million
Non Current Assets Total229.36 Million
Non Currrent Assets Other47.84 Million
Other Assets14.98 Million
Other Current Assets27.77 Million
Total Current Assets483.9 Million
"Debt is the price you pay for the opportunities you miss." – James Altucher. Asana Inc (NASDAQ: ASAN) presents a mixed picture when it comes to debt management.
With total debt standing at $277.88 million and a current ratio of 1.15X, the company appears to maintain a reasonable buffer to cover its short-term liabilities of $367.2 million. However, the company reported a net income loss of $257 million, raising concerns about its ability to generate sustainable profits. Investors should also note that Asana's debt-to-equity ratio is relatively low at 2.71%, indicating that while the company is leveraging its debt, it is not excessively reliant on it compared to its equity base. Overall, while the current debt levels are manageable, ongoing losses may pose a risk to long-term financial stability..

Possible October come-back of Asana?

Asana Inc's recent Sortino Ratio has risen slightly to -0.01, indicating that the stock's risk-adjusted returns remain unappealing. With potential price declines ahead, investors may be hesitant to re-enter the market. However, one must wonder: could this be a quiet moment before a significant rebound in October? Asana's journey will be closely monitored as it faces these challenges. The stock exhibits above-average downside volatility, which can help investors strategize their market timing. By utilizing volatility indicators, traders can assess Asana's risk relative to broader market fluctuations during both rising and falling trends.
The increased volatility associated with bear markets can affect Asana's stock price and heighten investor anxiety, often prompting them to diversify their portfolios amid falling prices.Asana Inc. has recently seen a price surge, but investors should tread carefully. With an overall consensus rating of "Buy" from analysts, the stock's estimated target price stands at 22.08, while its current market value is significantly lower at 14.06. This discrepancy raises questions about the sustainability of the recent price increase. Additionally, the presence of 9 holds and 1 strong sell among analysts suggests that caution may be warranted. As the fiscal year ends in January, it will be crucial for investors to monitor Asana's performance closely to determine if the current hype can translate into long-term value..

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Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Gabriel Shpitalnik do not own shares of Asana Inc. Please refer to our Terms of Use for any information regarding our disclosure principles.

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