Event-Driven Stocks

PHOENIX COMPANIES INC/DE

Financials · Life Insurance · DE · SEC filings ↗ · Compare ⊕

Signs● 2 good● 3 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY15FY14FY13FY12FY11FY10
Revenue$405.4M$399.0M$1.71B$1.79B$1.85B$1.99B
Operating income——————
Net income−$74.0M−$28.1M$26.0M−$168.5M$8.1M−$12.6M
Total assets$21.09B$21.75B$21.69B$21.63B$21.44B$21.08B
Total liabilities$20.92B$21.40B$21.26B$21.12B$20.31B$19.93B
Equity$161.2M$326.6M$419.4M$510.5M$695.7M$1.16B
EPS (diluted)$-12.87$-4.89$4.51$-29.20$0.07$-0.11
Shares out.5.8M5.75.7M116.3M116.3M116.1M

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
—
Net margin
−18.3%
Return on equity
−45.9%
Return on assets
−0.4%
Return on capital (ROCE)
—
Liabilities / assets
99.2%
Debt / equity
129.76×
Book value / share
$27.79
Revenue growth (YoY)
1.6%
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 · FY2015
Accruals / assets
2.6%clean
Piotroski F-Score
1/7weak

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
43
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 33Financial 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

● 1 severe● 3 warning● 2 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Reported a net loss
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • Revenue is growing year-over-year
  • 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 (1)