BrightSphere Investment Group plc
Financials · Investment Advice · X0 · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY18 | FY17 | FY16 | FY15 | FY14 | FY13 | |
|---|---|---|---|---|---|---|
| Revenue | $905.0M | $858.0M | $659.9M | $699.3M | $1.06B | $928.6M |
| Operating income | $25.6M | $23.5M | $155.6M | $191.2M | −$67.2M | −$99.5M |
| Net income | $54.8M | $22.3M | $126.4M | $155.5M | $4.1M | −$11.3M |
| Total assets | $1.55B | $1.49B | $1.29B | $1.01B | $7.77B | $8.55B |
| Total liabilities | $1.38B | $1.32B | $1.12B | $848.2M | $5.22B | $6.02B |
| Equity | $134.2M | $127.3M | $165.0M | $165.9M | $2.50B | $2.13B |
| EPS (diluted) | $0.52 | $0.19 | $1.05 | $1.29 | — | — |
| Shares out. | 110.1M | 114.7M | 121.1M | 120.0M | — | — |
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
- 2.8%
- Net margin
- 6.1%
- Return on equity
- 40.8%
- Return on assets
- 3.5%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 88.7%
- Debt / equity
- 10.27×
- Book value / share
- $1.22
- Revenue growth (YoY)
- 5.5%
- Net income growth (YoY)
- 145.7%
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
- −12.8%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. What these scores mean →
Signs
● 1 severe● 1 warning● 5 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- High leverage (liabilities > 70% of assets)
- Operating margin is positive
- Strong return on equity (>15%)
- 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.
Risk flags
late SEC filings- NT 10-Qmissed a reporting deadline ↗Aug 10, 2017
- NT 10-Kmissed a reporting deadline ↗Feb 29, 2016
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| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Love ReginaldDirector | Jun 20, 2019 | Option exercise | 7,149 | $0.00 |
| Trebbi BarbaraDirector | Jun 20, 2019 | Option exercise | 7,988 | $0.00 |
| Beams Maliz EDirector | Jun 20, 2019 | Option exercise | 4,968 | $0.00 |
| Chersi Robert JDirector | Jun 20, 2019 | Option exercise | 6,390 | $0.00 |
| Paulson JohnDirector | Feb 25, 2019 | Buy | 14.8M | $13.95 |
| Hna Eagle Holdco Llc10% owner | Feb 21, 2019 | Sell | 4.1M | $13.89 |
| Mahoney Daniel K.Officer — Head of Finance/PAO | Feb 19, 2019 | Sell | 285 | $13.82 |
| Riordan Aidan JOfficer — EVP/Head of Affiliate Mngmt | Feb 19, 2019 | Sell | 2,887 | $13.82 |
| Riordan Aidan JOfficer — EVP/Head of Affiliate Mngmt | Feb 13, 2019 | Grant | 19,202 | $0.00 |
| Riordan Aidan JOfficer — EVP/Head of Affiliate Mngmt | Feb 11, 2019 | Sell | 3,993 | $13.36 |
| Mahoney Daniel K.Officer — Head of Finance/PAO | Feb 11, 2019 | Sell | 375 | $13.42 |
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- Shareholder voteJul 8, 2019
- Entered a material agreementMay 23, 2019
- Results of operationsMay 2, 2019
- Other material eventApr 5, 2019
- Other material eventMar 12, 2019
- Director / officer changeMar 8, 2019
- Other material eventFeb 26, 2019
- Entered a material agreement · Other material eventFeb 21, 2019
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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