BELK INC
Consumer Discretionary · Retail-Department Stores · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY15 | FY14 | FY13 | FY12 | FY11 | FY10 | |
|---|---|---|---|---|---|---|
| Revenue | $4.11B | $4.04B | $3.96B | $3.70B | $3.51B | $3.35B |
| Operating income | $271.4M | $288.3M | $339.9M | $300.9M | $246.0M | $147.4M |
| Net income | $146.1M | $158.5M | $188.4M | $183.1M | $127.6M | $67.1M |
| Total assets | $2.65B | $2.56B | $2.48B | $2.51B | $2.39B | — |
| Total liabilities | $1.29B | $1.21B | $1.22B | $1.28B | $1.23B | — |
| Equity | $1.36B | $1.36B | $1.26B | $1.24B | $1.16B | $1.09B |
| EPS (diluted) | $3.66 | $3.79 | $4.31 | $4.02 | $2.71 | $1.39 |
| Shares out. | 39.3M | 41.2M | 43.0M | 45.2M | 46.3M | 48.5M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2015- Operating margin
- 6.6%
- Net margin
- 3.6%
- Return on equity
- 10.7%
- Return on assets
- 5.5%
- Return on capital (ROCE)
- 13.9%
- Liabilities / assets
- 48.7%
- Debt / equity
- 0.95×
- Book value / share
- $34.65
- Revenue growth (YoY)
- 1.8%
- Net income growth (YoY)
- −7.9%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2015- Altman Z″ (distress)
- 5.14safe
- Accruals / assets
- −8.2%clean
- Beneish M-Score
- -2.82normal
- Piotroski F-Score
- 4/9mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 6 good- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Material events
SEC Form 8-K · most recent- Entered a material agreement · New financial obligation · Director / officer changeDec 7, 2015
- Shareholder vote · Other material eventNov 9, 2015
- Results of operationsSep 8, 2015
- Entered a material agreement · Director / officer change · Amended charter or bylawsAug 26, 2015
- Other material eventAug 24, 2015
- Shareholder voteJun 1, 2015
- Results of operationsMay 29, 2015
- Results of operationsApr 1, 2015
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
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- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
- 4FORM 4 SUBMISSIONDec 14, 2015
Event-driven situations (2)
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