Event-Driven Stocks

Patheon N.V.

Healthcare · Pharmaceutical Preparations · P7 · SEC filings ↗ · Compare ⊕

Signs3 good3 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY16FY15FY14
Revenue$405.9M$426.0M$1.48B
Operating income$197.7M$181.6M$13.4M
Net income−$22.1M−$6.2M−$119.2M
Total assets$2.64B$2.62B
Total liabilities$2.99B$3.48B
Equity−$348.4M
EPS (diluted)
Shares out.145.1M115.6M115.6M

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

Key ratios

from filings · FY2016
Operating margin
48.7%
Net margin
−5.4%
Return on equity
6.3%
Return on assets
−0.8%
Return on capital (ROCE)
9.6%
Liabilities / assets
113.2%
Debt / equity
Book value / share
$-2.40
Revenue growth (YoY)
−4.7%
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 · FY2016
Altman Z″ (distress)
0.38distress
Accruals / assets
3.0%clean
Piotroski F-Score
4/9mixed

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
44
/ 100
Profitability 60Growth 0Catalyst 33Earnings quality 100Financial strength 25

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 severe3 warning3 good
  • Negative shareholder equity
  • Altman Z″ in the distress zone
  • Reported a net loss
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • 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 788,794 shares · last 12
InsiderDateTypeSharesPrice
Lagarde MichelOfficer — PresidentAug 29, 2017U245,939
Wilson Dean FrederickOfficer — Chief Accounting OfficerAug 29, 2017U126,518
Utiger LukasOfficer — President, Drug Substance SvcsAug 29, 2017U12,420
Torres Raul CardonaOfficer — SVP, QualityAug 29, 2017U13,112
Sherbet EricOfficer — General Counsel and SecretaryAug 29, 2017U12,552
Schneier Craig EricOfficer — EVP and Chief Talent OfficerAug 29, 2017U48,755$35.00
New Rebecca HollandOfficer — EVP, Enterprise OperationsAug 29, 2017U10,306
Negron Francisco R.Officer — President, Drug Product SvcsAug 29, 2017U11,231
Mullen James COfficer — Chief Executive OfficerAug 29, 2017U93,432
Lehmann Michael J.Officer — EVP, Global Sales and MktngAug 29, 2017U10,966
Grant StuartOfficer — EVP and CFOAug 29, 2017J196,485
Gill Harry R IiiOfficer — SVP, Quality/Continuous ImprvtAug 29, 2017U7,078

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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