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U-Swirl, Inc. (SWRL)
USD0.00
+0.00 (+0.00%)
US OTC Consumer Cyclical Restaurants
Address
265 Turner Drive 81303
Durango, CO, US
Durango, CO, US
CEO
Bryan J. Merryman
Website
u-swirl.com
IPO
2008-04-18
CIK 1355304 ISIN US90349P1057
Description
U-Swirl, Inc., through its various subsidiaries, oversees a network of self-service frozen yogurt establishments, both company-owned and franchised. These cafés operate under a diverse portfolio of brand names, including U-SWIRL Frozen Yogurt, CherryBerry, Yogurtini, Fuzzy Peach, Aspen Leaf Yogurt, Yogli Mogli, Let's Yo!, and Josie's Frozen Yogurt. Customers at these locations can enjoy a selection of non-fat and low-fat frozen yogurt options, complemented by nearly 70 different toppings. As of April 30, 2015, U-Swirl and its franchise partners collectively managed 259 self-serve frozen yogurt shops across 37 U.S. states and four international territories. The company, established in 2005, maintains its corporate headquarters in Durango, Colorado.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.00
+0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
967
Beta
0.54
Float Shares
18.58M
Free Float %
84.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | 0.00% | 0.00% | 0.00% | +66.67% | +66.67% | 0.00% | -50.00% | -98.75% | -98.20% | -99.99% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
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Revenue composition
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By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
0.00
Quality scores
Altman Z-Score
-0.91
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Operational MOAT
✗ Below peers
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Revenue growth Restaurants: +7.4%+35.7% ★ Q3'15: -16.9% (vs Q3'14)
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EPS growth Restaurants: +14.8%+89.7% ★ Q3'15: +710.8% (vs Q3'14)
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FCF margin FCF growth · Restaurants: +21.6%+16.0% Q3'15: +18.1% (vs Q3'14)
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EBIT margin Restaurants: +6.1%-12.5% Q3'15: +53.4% (vs Q3'14)
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ROIC Restaurants: +6.2%-14.2% Q3'15: +71.5% (vs Q3'14)
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Share dilution Restaurants: +0.0%+41.4% Q3'15: -3.7% (vs Q3'14)
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Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×6.25× Q3'15: 2.85× (vs Q3'14)
Valuation Multiples
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Price Forecast (3Y)
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Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
83.6K
OE per share TTM
0.00
Owner's Yield
737.00%
Maintenance CapEx ratio
38.96%
Maint CapEx / Avg PPE
57.6%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | of 6 | 4.00M | 18.10% | — | 4.00M | — | 4.00M | IN | United States | 2015-06-16 | ↗ |
| 2 | 13-3921591 | 490.0K | 9.90% | 490.0K | — | 490.0K | — | IV | State of Delaware | 2011-02-01 | ↗ |
| 3 | 93-0589534 | 400.0K | 13.71% | — | 400.0K | — | — | BD | States of America | 2009-01-21 | ↗ |
| 4 | L.F. Paulson and Jacqueline M. Paulson as Joint Tenants | 400.0K | 13.71% | — | 400.0K | — | — | IN | States of America | 2009-01-21 | ↗ |
| 5 | Chester L.F. Paulson and Jacqueline M. Paulson as Joint Tenants | 306.0K | 9.92% | — | — | — | 306.0K | IN | OR PLACE OF ORGANIZATION | 2010-02-08 | ↗ |
| 6 | PAULSON CAPITAL CORP | 306.0K | 9.92% | — | — | — | 306.0K | BD, CO | OR PLACE OF ORGANIZATION | 2010-02-08 | ↗ |
| 7 | Conte | 225.3K | 8.00% | 200.3K | 25.0K | 200.3K | — | IN | United States | 2010-01-28 | ↗ |
| 8 | Cartwright | 198.3K | 6.90% | 198.3K | — | 198.3K | — | IN | United States | 2010-01-27 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015-03-26 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 20,000 | 0.36 | 7.2K | 31,000 | — | ↗ |
| 2015-03-23 | MERRYMAN BRYAN J | Director | J-Other | A | Common Stock | 50,000 | 0.00 | — | 100,000 | — | ↗ |
| 2015-03-02 | ENGLE CLYDE WM | Director | J-Other | A | Common Stock | 50,000 | 0.00 | — | 51,000 | — | ↗ |
| 2015-03-02 | Capdevielle Scott G | Director | J-Other | A | Common Stock | 50,000 | 0.00 | — | 220,000 | — | ↗ |
| 2015-01-27 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 6,000 | 0.35 | 2.1K | 1,000 | — | ↗ |
| 2015-01-26 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 2,761 | 0.35 | 966.35 | 7,000 | — | ↗ |
| 2015-01-23 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 8,289 | 0.35 | 2.9K | 12,761 | — | ↗ |
| 2014-11-14 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 5,000 | 0.27 | 1.4K | 46,000 | — | ↗ |
| 2014-10-06 | Jeremy M Kinney | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2014-08-15 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 11,126 | 0.45 | 5.0K | 51,000 | — | ↗ |
| 2014-08-14 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 4,704 | 0.48 | 2.3K | 62,126 | — | ↗ |
| 2014-08-13 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 48,000 | 0.48 | 23.2K | 50,000 | — | ↗ |
| 2014-08-13 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 2,000 | 0.51 | 1.0K | 81,830 | — | ↗ |
| 2014-08-12 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 1,070 | 0.55 | 588.50 | 83,830 | — | ↗ |
| 2014-08-08 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 25,900 | 0.55 | 14.4K | 98,000 | — | ↗ |
| 2014-07-30 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 1,000 | 0.60 | 600.00 | 123,900 | — | ↗ |
| 2014-07-25 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 10,000 | 0.60 | 6.0K | 124,900 | — | ↗ |
| 2014-07-25 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 4,000 | 0.63 | 2.5K | 87,500 | — | ↗ |
| 2014-07-23 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 4,500 | 0.61 | 2.7K | 91,500 | — | ↗ |
| 2014-07-21 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 10,000 | 0.68 | 6.8K | 96,000 | — | ↗ |
| 2014-05-21 | Capdevielle Scott G | Director | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 170,000 | — | ↗ |
| 2014-03-24 | MERRYMAN BRYAN J | Director | J-Other | A | Common Stock | 50,000 | 0.00 | — | 134,900 | — | ↗ |
| 2014-03-24 | ENGLE CLYDE WM | Director | J-Other | A | Common Stock | 50,000 | 0.00 | — | 106,000 | — | ↗ |
| 2014-03-24 | Capdevielle Scott G | Director | J-Other | A | Common Stock | 50,000 | 0.00 | — | 180,000 | — | ↗ |
| 2014-02-14 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 3,825 | 0.78 | 3.0K | 56,000 | — | ↗ |
| 2014-02-13 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 2,000 | 0.82 | 1.6K | 59,825 | — | ↗ |
| 2014-02-12 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 3,100 | 0.81 | 2.5K | 61,825 | — | ↗ |
| 2014-02-11 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 5,275 | 0.84 | 4.4K | 66,725 | — | ↗ |
| 2014-02-10 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 8,000 | 0.83 | 6.6K | 72,000 | — | ↗ |
| 2014-02-04 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 2,060 | 0.76 | 1.6K | 80,000 | — | ↗ |
| 2014-02-03 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 800 | 0.86 | 688.00 | 85,000 | — | ↗ |
| 2014-01-30 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 2,000 | 0.86 | 1.7K | 96,336 | — | ↗ |
| 2014-01-29 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 2,200 | 0.86 | 1.9K | 102,336 | — | ↗ |
| 2014-01-23 | Capdevielle Scott G | Director | S-Sale | D | Common Stock | 15,000 | 1.05 | 15.8K | 130,000 | — | ↗ |
| 2014-01-22 | Capdevielle Scott G | Director | S-Sale | D | Common Stock | 5,000 | 1.00 | 5.0K | 145,000 | — | ↗ |
| 2013-11-19 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 9,950 | 0.87 | 8.7K | 104,536 | — | ↗ |
| 2013-11-18 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 3,050 | 0.87 | 2.7K | 118,486 | — | ↗ |
| 2013-11-15 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 1,100 | 0.92 | 1.0K | 139,036 | — | ↗ |
| 2013-11-13 | ENGLE CLYDE WM | Director | S-Sale | D | Common Stock | 1,000 | 0.96 | 960.00 | 145,136 | — | ↗ |
| 2013-11-01 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 100 | 1.18 | 118.00 | 84,900 | — | ↗ |
| 2013-10-31 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 5,000 | 1.28 | 6.4K | 95,000 | — | ↗ |
| 2013-10-29 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 18,700 | 0.90 | 16.8K | 100,000 | — | ↗ |
| 2013-10-25 | MERRYMAN BRYAN J | Director | S-Sale | D | Comon Stock | 5,000 | 0.85 | 4.3K | 133,700 | — | ↗ |
| 2013-10-24 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 5,000 | 0.88 | 4.4K | 138,700 | — | ↗ |
| 2013-10-23 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 1,628 | 0.78 | 1.3K | 145,372 | — | ↗ |
| 2013-10-22 | MERRYMAN BRYAN J | Director | S-Sale | D | Common Stock | 3,000 | 0.83 | 2.5K | 147,000 | — | ↗ |
| 2013-02-12 | MERRYMAN BRYAN J | Director | J-Other | A | Common Stock | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2013-02-12 | ENGLE CLYDE WM | Director | J-Other | A | Common Stock | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2013-02-12 | Capdevielle Scott G | Director | J-Other | A | Common Stock | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2013-01-14 | MERRYMAN BRYAN J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-01-14 | ENGLE CLYDE WM | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2013-01-14 | Capdevielle Scott G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-52.2K
Shares Outstanding
22.07M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Bryan J. Merryman | Chairman & Chief Executive Officer | 12.5K | male |
| Jeremy Kinney | Chief Financial Officer and Treasurer | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SWRL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
