Event-Driven Stocks

VARIAN SEMICONDUCTOR EQUIPMENT ASSOCIATES INC

Other · SEC filings ↗ · Compare ⊕

Signs6 gooddetails ↓

Financials

SEC XBRL · annual
 FY10FY09FY08
Revenue$831.8M$362.1M$834.1M
Operating income$187.1M−$42.7M$152.2M
Net income$159.6M−$38.0M$99.5M
Total assets$942.2M$666.2M
Total liabilities$244.2M$150.6M
Equity$698.0M$515.6M$520.2M
EPS (diluted)$2.12$-0.52$1.32
Shares out.74.0M72.8M75.4M

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

Key ratios

from filings · FY2010
Operating margin
22.5%
Net margin
19.2%
Return on equity
22.9%
Return on assets
16.9%
Return on capital (ROCE)
24.0%
Liabilities / assets
25.9%
Debt / equity
0.35×
Book value / share
$9.43
Revenue growth (YoY)
129.7%
Net income growth (YoY)

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 · FY2010
Altman Z″ (distress)
11.13safe
Accruals / assets
7.4%moderate
Piotroski F-Score
5/9mixed

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
80
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 67Financial strength 100

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

6 good
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • 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.

Insider transactions

SEC Form 4 · most recent
6 acquisitions6 disposalsnet 108,732 shares · last 12
InsiderDateTypeSharesPrice
Dickerson Gary EOfficer — Chief Executive OfficerNov 10, 2011Option exercise2,285$46.65
Kim Yong KilOfficer — EVP, General Mgr, Asia OpsNov 10, 2011Option exercise977$23.77
Baker Thomas COfficer — Vice President FinanceNov 10, 2011Option exercise250$18.42
Halliday Robert JOfficer — EVP and CFONov 10, 2011Option exercise469$30.08
Perlmutter Robert JOfficer — EVP Implant Bus UnitNov 10, 2011Option exercise140$30.08
Rosen Gary JOfficer — Vice President EngineeringNov 10, 2011Option exercise125$30.08
Dickerson Gary EOfficer — Chief Executive OfficerNov 11, 2011D68,101$63.00
Kim Yong KilOfficer — EVP, General Mgr, Asia OpsNov 11, 2011D23,165$63.00
Tsai Bin-Ming BenDirectorNov 10, 2011D5,428$63.00
Schmal DennisDirectorNov 10, 2011D5,428$63.00
Dutton Robert WDirectorNov 10, 2011D5,428$63.00
Chen XunDirectorNov 10, 2011D5,428$63.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

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 (2)

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