Event-Driven Stocks

BERRY GLOBAL GROUP, INC.

BERY

Other · Plastics Products, NEC · DE · SEC filings ↗ · Compare ⊕

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Signs3 good3 warningdetails ↓

Financials

SEC XBRL · annual
 FY24FY23FY22FY21FY20FY19
Revenue$12.26B$12.66B$14.49B$13.85B$11.71B$8.88B
Operating income$937.0M$1.08B$1.24B$1.29B$1.18B$974.0M
Net income$516.0M$609.0M$766.0M$733.0M$559.0M$404.0M
Total assets$16.61B$16.59B$16.96B$17.88B$16.70B$16.47B
Total liabilities$13.01B$13.37B$13.76B$14.70B$14.61B$14.85B
Equity$3.61B$3.22B$3.20B$3.18B$2.09B$1.62B
EPS (diluted)$4.38$4.95$5.77$5.30$4.14$3.00
Shares out.115.2M115.5M124.1M135.6M133.5M132.3M

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

Key ratios

from filings · FY2024
Operating margin
7.6%
Net margin
4.2%
Return on equity
14.3%
Return on assets
3.1%
Return on capital (ROCE)
7.2%
Liabilities / assets
78.3%
Debt / equity
3.60×
Book value / share
$31.32
Revenue growth (YoY)
−3.2%
Net income growth (YoY)
−15.3%

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 · FY2024
Altman Z″ (distress)
1.53grey zone
Accruals / assets
5.4%clean
Beneish M-Score
-2.71normal
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
63
/ 100
Profitability 100Growth 0Catalyst 67Earnings 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

3 warning3 good
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • 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.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
1 acquisitions9 disposals1 open-market buy(s)net 278,954 shares · last 10
InsiderDateTypeSharesPrice
Thomas Peter TDirectorApr 30, 2025D5,925
Foster Jonathan FDirectorApr 30, 2025D25,326
Bayh EvanDirectorApr 30, 2025D28,258
Yellig JohnOfficer — Interim PresidentApr 30, 2025D2,369
Greene Jason K.Officer — Chief Legal OfficerApr 30, 2025D250
Glerum James T Jr.DirectorDec 13, 2024Buy132$68.12
Miles Mark WOfficer — Chief Financial OfficerApr 30, 2025D119,384
Kwilinski Kevin J.Officer — Chief Executive OfficerApr 30, 2025D37,004
Steele Robert AllanDirectorApr 30, 2025D6,246
Sheffield ChaneyDirectorApr 30, 2025D54,324

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.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
Apr 30, 20256221.0-100.0%
Apr 15, 202510.6M4.3+26.9%
Mar 31, 20258.4M5.4+12.6%
Mar 14, 20257.5M3.0+75.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

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)