Event-Driven Stocks

Summit Materials, Inc.

SUM

Materials · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · DE · SEC filings ↗ · Compare ⊕

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Signs5 gooddetails ↓

Financials

SEC XBRL · annual
 FY23FY22FY21FY19FY18FY17
Revenue$2.62B$2.41B$2.33B$2.22B$2.10B$1.93B
Operating income$310.6M$253.1M$225.2M$213.6M$162.5M$220.9M
Net income$289.6M$154.3M$141.2M$61.1M$36.3M$125.8M
Total assets$5.15B$4.24B$4.31B$4.07B$3.86B$3.79B
Total liabilities$2.83B$2.24B$2.69B$2.62B$2.52B$2.52B
Equity$2.31B$2.00B$1.60B$1.43B$1.33B$1.26B
EPS (diluted)$-0.62$-0.49$-0.49
Shares out.

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

Key ratios

from filings · FY2023
Operating margin
11.9%
Net margin
11.1%
Return on equity
12.6%
Return on assets
5.6%
Return on capital (ROCE)
6.4%
Liabilities / assets
55.0%
Debt / equity
1.23×
Book value / share
Revenue growth (YoY)
8.7%
Net income growth (YoY)
87.7%

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 · FY2023
Altman Z″ (distress)
3.61safe
Accruals / assets
2.9%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
93
/ 100
Profitability 100Growth 100Catalyst 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. What these scores mean →

Signs

5 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • 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.

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.

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)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.