Palmetto Hero

Leadership Metrics

Welcome to the new key metrics dashboard for Palmetto, brought to you by the Office of Data Strategy

Revenue

YTD

Gross Profit

YTD

EBITDA

YTD

Adjusted EBITDA

YTD

Gross Margin Percentage

YTD

EBITDA Percentage

YTD

Adjusted EBITDA Percentage

YTD

Cash & Liquidity

Cash Balance

Free Cash Flow (excl. Working Capital)

YTD

Total Cash Flow

Net Asset Value (NAV)


Derived Financial Metrics

Adjusted Fixed Opex to Revenue

Return on Assets (ROA)

Pending FP&A

Return on Invested Capital

Pending FP&A

Capital Velocity

Pending FP&A


Consumer & Account Metrics

New EnergyCo Accounts

Total:

New FinCo Accounts

Total:

New Organic Accounts

Total:

Breakdown of Data Collected by Source

Pending Data Eng

Monthly Active Users

Consumer Data Collected

Pending Data Eng

LTV/CAC Ratio

9.637

Updated October 2025

LightReach Assets Under Management