Pzena Investment Management, Inc.
Financials · Investment Advice · DE · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY21 | FY20 | FY19 | FY18 | FY17 | FY16 | |
|---|---|---|---|---|---|---|
| Revenue | $199.3M | $138.6M | $150.7M | $153.6M | $141.3M | $25.8M |
| Operating income | $105.9M | $55.3M | $45.7M | $78.8M | $69.1M | $10.3M |
| Net income | $18.7M | $8.9M | $8.5M | $13.8M | $6.9M | $1.6M |
| Total assets | $264.3M | $188.7M | $199.5M | $171.0M | $169.0M | $179.1M |
| Total liabilities | $86.2M | $79.7M | $91.2M | $72.0M | $69.8M | $97.8M |
| Equity | $42.6M | $31.1M | $31.4M | $33.0M | $32.3M | $28.5M |
| EPS (diluted) | $1.00 | $0.52 | $0.46 | $0.77 | $0.40 | $0.10 |
| Shares out. | 84.0M | 79.1M | 74.2M | 71.9M | 70.9M | 68.8M |
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
- 53.1%
- Net margin
- 9.4%
- Return on equity
- 43.9%
- Return on assets
- 7.1%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 32.6%
- Debt / equity
- 2.03×
- Book value / share
- $0.51
- Revenue growth (YoY)
- 43.8%
- Net income growth (YoY)
- 110.5%
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- Accruals / assets
- −22.0%clean
- Piotroski F-Score
- 7/8strong
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 ScoreOur 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
● 6 good- Operating margin is positive
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% 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.
Material events
SEC Form 8-K · most recent- Entered a material agreement · Completed an acquisition or disposition · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Other material eventOct 31, 2022
- Shareholder vote · Other material eventOct 28, 2022
- Other material eventOct 20, 2022
- Results of operationsOct 20, 2022
- Other material eventOct 11, 2022
- Other material eventOct 7, 2022
- Other material eventSep 8, 2022
- Other material eventAug 8, 2022
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.