Event-Driven Stocks

BERKSHIRE INCOME REALTY, INC.

Real Estate · Real Estate · SEC filings ↗ · Compare ⊕

Signs4 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY14FY13FY12FY11FY10FY09
Revenue$21.2M$19.4M$74.5M$70.7M$67.9M$76.2M
Operating income
Net income$9.5M$6.7M$7.0M$6.4M$5.9M$5.9M
Total assets$521.7M$427.3M$447.2M$468.7M$456.9M
Total liabilities$511.0M$500.9M$507.2M$516.8M$494.2M
Equity$10.7M−$73.5M−$60.0M−$48.0M−$37.3M
EPS (diluted)$0.21$-0.19$-0.55
Shares out.

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

Key ratios

from filings · FY2014
Operating margin
Net margin
44.8%
Return on equity
88.9%
Return on assets
1.8%
Return on capital (ROCE)
Liabilities / assets
98.0%
Debt / equity
47.88×
Book value / share
Revenue growth (YoY)
9.0%
Net income growth (YoY)
41.4%

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 · FY2014
Accruals / assets
0.4%clean
Piotroski F-Score
5/6mixed

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
77
/ 100
Profitability 100Growth 100Catalyst 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

1 warning4 good
  • High leverage (liabilities > 70% of assets)
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions2 disposalsnet 2,010 shares · last 2
InsiderDateTypeSharesPrice
Kaufman Robert MDirectorJun 27, 2014Sell1,910$27.66
Kaufman Robert MDirectorJun 25, 2014Sell100$27.80

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 (3)

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