Event-Driven Stocks

Apollo Endosurgery, Inc.

Healthcare · Surgical & Medical Instruments & Apparatus · DE · SEC filings ↗ · Compare ⊕

Signs2 good4 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY22FY21FY20FY19FY18FY17
Revenue$76.9M$63.0M$42.0M$50.7M$60.9M$64.3M
Operating income−$31.4M−$19.2M−$15.8M−$23.5M−$40.1M−$22.4M
Net income−$39.8M−$24.7M−$22.6M−$27.4M−$45.8M−$27.3M
Total assets$110.2M$131.5M$77.4M$74.6M$74.5M$109.1M
Total liabilities$77.6M$70.3M$70.7M$72.5M$45.6M$59.1M
Equity$32.6M$61.2M$6.8M$2.1M$28.8M$49.9M
EPS (diluted)$-0.98$-0.82$-0.99
Shares out.39.6M26.0M21.1M21.9M17.3M10.7M

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

Key ratios

from filings · FY2022
Operating margin
−40.9%
Net margin
−51.8%
Return on equity
−122.2%
Return on assets
−36.1%
Return on capital (ROCE)
−44.4%
Liabilities / assets
70.4%
Debt / equity
2.38×
Book value / share
$0.82
Revenue growth (YoY)
22.0%
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 · FY2022
Altman Z″ (distress)
-8.28distress
Accruals / assets
7.8%clean
Piotroski F-Score
2/9weak

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
50
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 67Financial 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 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
  • 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions12 disposalsnet 2.8M shares · last 12
InsiderDateTypeSharesPrice
Mcgaughy R Kent JrDirectorApr 4, 2023D675,181
Cpmg Inc10% ownerApr 4, 2023D675,181
Barr John RDirectorApr 4, 2023D44,082
Bankes JeannetteDirectorApr 4, 2023D17,641
O'Keefe SharonDirectorApr 4, 2023D35,604
Mckhann ChasOfficer — President and CEOApr 4, 2023D689,880
Mcclellan William D. Jr.DirectorApr 4, 2023D39,249
Molesphini John JOfficer — EVP, OperationsApr 4, 2023D92,626
Gostout Christopher J.Officer — Chief Medical OfficerApr 4, 2023D90,267
Gutteridge MikeOfficer — VP, Int'l Sales and MarketingApr 4, 2023D86,647
Black Jeffrey G.Officer — Chief Financial OfficerApr 4, 2023D335,330
Shimer Julie AnnDirectorApr 4, 2023D36,021

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 (1)