Event-Driven Stocks

HeartWare International, Inc.

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

Signs2 good3 warningdetails ↓

Financials

SEC XBRL · annual
 FY15FY14FY13FY12FY11FY10
Revenue$70.0M$66.5M$207.9M$110.9M$82.8M$55.2M
Operating income−$37.2M−$124,000−$47.5M−$77.6M−$42.6M−$29.0M
Net income−$14.5M−$19.4M−$59.3M−$87.7M−$55.1M−$29.4M
Total assets$457.6M$423.8M$429.8M$206.5M$240.7M$267.6M
Total liabilities
Equity$188.5M$208.5M$198.6M$68.2M$126.8M$167.8M
EPS (diluted)$-1.15
Shares out.17.2M17.0M14.6M14.1M14.1M13,879

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
−53.2%
Net margin
−20.8%
Return on equity
−7.7%
Return on assets
−3.2%
Return on capital (ROCE)
−9.4%
Liabilities / assets
Debt / equity
Book value / share
$10.93
Revenue growth (YoY)
5.3%
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
3.1%clean
Piotroski F-Score
2/8weak

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
60
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 67Financial strength 100

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 warning2 good
  • Operating losses (negative operating margin)
  • Reported a net loss
  • 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions4 disposalsnet 31,381 shares · last 4
InsiderDateTypeSharesPrice
Wade Denis NewellDirectorAug 23, 2016U5,750$58.00
Thomas Robert BainDirectorAug 23, 2016U4,510$58.00
Strong MarkOfficer — Senior VP, R&amp;D and QualityAug 23, 2016U3,513$58.00
Knopf Lawrence JOfficer — General CounselAug 23, 2016U17,608$58.00

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 ↗

Event-driven situations (1)