Event-Driven Stocks

Helix Technologies, Inc.

Industrials · Services-Detective, Guard & Armored Car Services · DE · SEC filings ↗ · Compare ⊕

Signs4 good3 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY19FY18FY17FY16FY15
Revenue$15.3M$9.6M$4.0M$380,592$244,898
Operating income−$10.2M−$10.7M−$3.8M−$2.6M−$325,519
Net income−$9.6M−$8.0M−$10.7M−$643,633−$315,955
Total assets$73.7M$60.9M$5.4M$671,449$340,074
Total liabilities$8.5M$4.2M$4.9M$1.1M$92,692
Equity$65.1M$56.7M$542,961−$438,558$247,382
EPS (diluted)$-0.12$-0.56$-1.15$-0.01
Shares out.74.2M29.7M28.6M28.5M23.2M

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

Key ratios

from filings · FY2019
Operating margin
−66.9%
Net margin
−62.6%
Return on equity
−14.7%
Return on assets
−13.0%
Return on capital (ROCE)
−15.3%
Liabilities / assets
11.6%
Debt / equity
0.13×
Book value / share
$0.88
Revenue growth (YoY)
59.9%
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 · FY2019
Altman Z″ (distress)
5.19safe
Accruals / assets
8.4%clean
Beneish M-Score
-2.68normal
Piotroski F-Score
5/9mixed

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
55
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 67Financial strength 75

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 severe3 warning4 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Negative operating cash flow
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

Insider transactions

SEC Form 4 · most recent
2 acquisitions9 disposalsnet 38.0M shares · last 11
InsiderDateTypeSharesPrice
Ogur Scott MatthewOfficer — Chief Financial OfficerDec 31, 2020J21.9M
Venegas Zachary LOfficer — Chief Executive OfficerDec 31, 2020J9.0M
Helix Opportunities Llc10% ownerDec 31, 2020J9.0M
Hodges Paul E. IiiDirectorDec 4, 2020Option exercise320,000$0.16
Hodges Paul E. IiiDirectorNov 13, 2020Option exercise1.6M$0.16
Venegas Zachary LOfficer — Chief Executive OfficerSep 22, 2020Sell5,000$0.10
Ogur Scott MatthewOfficer — Chief Financial OfficerSep 22, 2020Sell5,000$0.10
Helix Opportunities Llc10% ownerSep 22, 2020Sell5,000$0.10
Venegas Zachary LOfficer — Chief Executive OfficerSep 15, 2020Sell5,000$0.10
Ogur Scott MatthewOfficer — Chief Financial OfficerSep 15, 2020Sell5,000$0.10
Helix Opportunities Llc10% ownerSep 15, 2020Sell5,000$0.10

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)

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