Event-Driven Stocks

Invitae Corp

Healthcare · Services-Medical Laboratories · DE · SEC filings ↗ · Compare ⊕

Signs1 good6 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY22FY21FY20FY19FY18FY17
Revenue$123.7M$103.6M$279.6M$216.8M$147.7M$68.2M
Operating income−$213.2M−$112.4M−$652.2M−$244.1M−$122.6M−$27.3M
Net income−$181.9M−$109.5M−$602.2M−$242.0M−$129.4M−$26.9M
Total assets$1.95B$4.92B$3.43B$781.6M$283.0M$211.1M
Total liabilities$1.85B$1.94B$1.45B$402.0M$121.1M$89.3M
Equity$101.8M$2.98B$1.98B$379.6M$161.8M$121.8M
EPS (diluted)$-13.18$-1.80$-4.47$-2.66
Shares out.228.4M196.7M99.0M76.8M53.7M42.2M

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
−172.4%
Net margin
−147.0%
Return on equity
−178.6%
Return on assets
−9.3%
Return on capital (ROCE)
−11.6%
Liabilities / assets
94.8%
Debt / equity
18.19×
Book value / share
$0.45
Revenue growth (YoY)
19.4%
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)
-6.77distress
Accruals / assets
15.9%high accruals
Beneish M-Score
-1.73elevated
Piotroski F-Score
1/9weak

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
37
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 0Financial 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

1 severe6 warning1 good
  • Altman Z″ in the distress zone
  • Operating losses (negative operating margin)
  • Reported a net loss
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • High accruals — earnings-quality risk
  • Beneish M-Score elevated — earnings-manipulation screen flag
  • Revenue is growing year-over-year

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
3 acquisitions3 disposalsnet +2.5M shares · last 6
InsiderDateTypeSharesPrice
Nussbaum Robert LOfficer — Chief Medical OfficerDec 20, 2023Tax withholding17,404$0.65
Brida ThomasOfficer — See RemarksDec 20, 2023Tax withholding17,404$0.65
Sholehvar DavidOfficer — Chief Operating OfficerNov 13, 2023Grant850,000$0.00
Schrank Ana J.Officer — Chief Financial OfficerOct 2, 2023Grant850,000$0.00
Guigley Robert M.Officer — Chief Commercial OfficerSep 23, 2023Grant850,000$0.00
Nussbaum Robert LOfficer — Chief Medical OfficerJun 13, 2023Sell7,086$1.38

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 (2)

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