Event-Driven Stocks

SERENA SOFTWARE INC

Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕

Signs3 good2 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY13FY12FY11FY10
Revenue$203.4M$219.5M$214.4M$224.0M
Operating income$28.8M$38.2M$2.9M−$5.8M
Net income$2.5M$8.9M−$9.3M−$13.0M
Total assets$646.0M$694.4M$748.0M
Total liabilities$524.5M$575.5M$640.6M
Equity$121.6M$118.9M$109.2M$116.4M
EPS (diluted)
Shares out.99.1M98.4M98.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2013
Operating margin
14.2%
Net margin
1.2%
Return on equity
2.0%
Return on assets
0.4%
Return on capital (ROCE)
5.2%
Liabilities / assets
81.2%
Debt / equity
4.31×
Book value / share
$1.23
Revenue growth (YoY)
−7.3%
Net income growth (YoY)
−72.2%

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 · FY2013
Altman Z″ (distress)
-1.07distress
Accruals / assets
4.7%clean
Beneish M-Score
-3.03normal
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 Score
57
/ 100
Profitability 100Growth 0Catalyst 33Earnings quality 100Financial strength 50

Our 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.

Signs

2 severe2 warning3 good
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

Material events

SEC Form 8-K · most recent

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 ↗

Event-driven situations (3)