Event-Driven Stocks

EQUAL ENERGY LTD.

Energy · Crude Petroleum & Natural Gas · A0 · SEC filings ↗ · Compare ⊕

Signs3 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY13FY12FY11
Revenue$11.5M$18.6M$79.2M
Operating income
Net income$1.5M$4.0M$5.1M
Total assets$228.4M$227.5M
Total liabilities$64.4M$66.9M
Equity$164.0M$160.6M$98.9M
EPS (diluted)$0.04$0.11$0.16
Shares out.35.8M35.2M32.8M

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

Key ratios

from filings · FY2013
Operating margin
Net margin
13.3%
Return on equity
0.9%
Return on assets
0.7%
Return on capital (ROCE)
Liabilities / assets
28.2%
Debt / equity
0.39×
Book value / share
$4.58
Revenue growth (YoY)
−37.9%
Net income growth (YoY)
−61.2%

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 · FY2013
Accruals / assets
12.7%clean
Piotroski F-Score
4/8mixed

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
73
/ 100
Profitability 100Growth 0Catalyst 67Earnings quality 100Financial 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

1 warning3 good
  • Revenue declined 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.

Insider transactions

SEC Form 4 · most recent
4 acquisitions8 disposals3 open-market buy(s)net 774,284 shares · last 12
InsiderDateTypeSharesPrice
Klapko Donald CharlesOfficer — President and CEOJul 31, 2014D656,626$5.43
Smalling ScottOfficer — Senior VP &amp; CFOJul 31, 2014D96,474$5.43
Travis Paul KyleDirectorJul 31, 2014D3,000$5.43
Chimahusky John S.Officer — Senior VP and COOJul 31, 2014D154,575$5.43
Dusik Victor StanleyDirectorJul 31, 2014D2,925$5.43
Doyle Michael EdmondDirectorJul 31, 2014D18,560$5.43
Canaan Lee MDirectorJul 31, 2014D6,622$5.43
Wilkinson Robert M.DirectorJul 31, 2014D25,000$5.43
Coffman Michael CDirectorJul 31, 2014D3,600$5.43
Chimahusky John S.Officer — Senior VP and COOJul 30, 2014Buy52$5.44
Smalling ScottOfficer — Senior VP &amp; CFOJul 30, 2014Buy78$5.44
Smalling ScottOfficer — Senior VP &amp; CFOJul 17, 2014Buy20$5.47

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)