Event-Driven Stocks

Newcastle Investment Corp

Other · Retail-Eating & Drinking Places · SEC filings ↗ · Compare ⊕

Signs2 good4 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY21FY20FY19FY18FY17FY16
Revenue$61.1M$61.1M$272.1M$314.4M$292.6M$298.9M
Operating income−$7.9M−$14.8M−$67.3M−$26.4M−$44.9M−$39.2M
Net income−$10.9M−$17.4M−$54.9M−$38.7M−$42.2M$77.3M
Total assets$482.8M$457.1M$516.0M$401.9M$536.6M$1.17B
Total liabilities$452.9M$447.0M$450.4M$267.3M$365.6M$953.9M
Equity$28.4M$10.0M$65.6M$134.7M$171.1M$218.1M
EPS (diluted)$-0.15$-0.28$-0.90$-0.66$-0.71$1.04
Shares out.91.3M67.1M67.0M67.0M66.8M66.7M

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

Key ratios

from filings · FY2021
Operating margin
−12.9%
Net margin
−17.8%
Return on equity
−38.4%
Return on assets
−2.3%
Return on capital (ROCE)
−2.1%
Liabilities / assets
93.8%
Debt / equity
15.95×
Book value / share
$0.31
Revenue growth (YoY)
−0.1%
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 · FY2021
Altman Z″ (distress)
-22.25distress
Accruals / assets
2.3%clean
Piotroski F-Score
6/9mixed

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
38
/ 100
Profitability 0Growth 0Catalyst 67Earnings quality 100Financial strength 25

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 severe4 warning2 good
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • 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.

Insider transactions

SEC Form 4 · most recent
2 acquisitions0 disposals1 open-market buy(s)net +36,949 shares · last 2
InsiderDateTypeSharesPrice
Khouri HanaOfficer — PresidentMay 16, 2022Buy14,500$1.73
Clifford William JDirectorDec 18, 2020Grant22,449$0.00

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 ↗

Corporate family

Spin-offs from Newcastle Investment Corp (2)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.