Event-Driven Stocks

Smart & Final Stores, Inc.

Consumer Staples · Retail-Grocery Stores · CA · SEC filings ↗ · Compare ⊕

Signs3 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY18FY17FY16FY14FY13
Revenue$4.74B$4.57B
Operating income−$58.7M−$127.4M$94.9M$88.8M$86.8M
Net income−$112.2M−$138.9M$38.3M$33.1M$8.2M
Total assets$1.71B$1.81B$1.77B$1.73B$1.60B
Total liabilities
Equity$308.2M$552.2M$566.6M$517.2M$341.9M
EPS (diluted)$-1.54$-1.92$0.50$0.52$0.14
Shares out.74.2M73.0M73.7M73.8M57.2M

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

Key ratios

from filings · FY2018
Operating margin
−1.2%
Net margin
−2.4%
Return on equity
−36.4%
Return on assets
−6.6%
Return on capital (ROCE)
−4.5%
Liabilities / assets
Debt / equity
Book value / share
$4.15
Revenue growth (YoY)
3.7%
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 · FY2018
Accruals / assets
14.8%clean
Piotroski F-Score
6/8mixed

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
67
/ 100
Profitability 0Growth 100Catalyst 33Earnings 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. What these scores mean →

Signs

2 warning3 good
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue is growing year-over-year
  • 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
0 acquisitions12 disposalsnet 90.2M shares · last 12
InsiderDateTypeSharesPrice
Axelrod NormanDirectorJun 18, 2019U98,882$6.50
Ares Corporate Opportunities Fund Iii Lp10% ownerJun 18, 2019U44.2M$6.50
Ares Corporate Opportunities Fund Iii Lp10% ownerJun 18, 2019U44.2M$6.50
Tuchman Kenneth IDirectorJun 18, 2019U23,947$6.50
Tesoriero Joseph S.DirectorJun 18, 2019U28,644$6.50
Hopkins Paul NDirectorJun 20, 2019D26,447$6.50
Wong EdwardOfficer — EVP, CM &amp; Digital OfficerJun 20, 2019D27,228$6.50
Smith Eugene M.Officer — Group VP and TreasurerJun 18, 2019U30,500$6.50
Hong EleanorOfficer — Senior VP and CMOJun 20, 2019D55,844$6.50
Jones Derek ROfficer — President, Smart FoodserviceJun 20, 2019D28,613$6.50
Hirz David G.Officer — President &amp; CEOJun 18, 2019U1.3M$6.50
Drew Scott R.Officer — EVP, AdministrationJun 20, 2019D111,422$6.50

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 ↗
  • 15-12BJul 1, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • SC 13G/AJun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019
  • 4Jun 20, 2019

Event-driven situations (1)

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