Event-Driven Stocks

CarLotz, Inc.

Consumer Discretionary · Retail-Auto Dealers & Gasoline Stations · DE · SEC filings ↗ · Compare ⊕

Signs3 good4 warningdetails ↓

Financials

SEC XBRL · annual
 FY21FY20FY19FY18
Revenue$258.5M$118.6M$102.5M
Operating income−$137.1M−$6.9M−$10.4M−$2,750
Net income−$39.9M−$6.6M−$12.7M−$2,750
Total assets$290.3M$28.2M$311.7M$306,004
Total liabilities$76.8M$41.4M$10.9M$283,754
Equity$213.5M−$13.2M$5.0M$393,000
EPS (diluted)$-0.36$-0.11$-0.22
Shares out.113.7M58.6M56.5M

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

Key ratios

from filings · FY2021
Operating margin
−53.0%
Net margin
−15.4%
Return on equity
−18.7%
Return on assets
−13.7%
Return on capital (ROCE)
−57.0%
Liabilities / assets
26.4%
Debt / equity
0.36×
Book value / share
$1.88
Revenue growth (YoY)
117.9%
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 · FY2021
Altman Z″ (distress)
3.44safe
Accruals / assets
24.6%high accruals
Piotroski F-Score
3/9weak

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
47
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 0Financial 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

4 warning3 good
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Negative operating cash flow
  • High accruals — earnings-quality risk
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • 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.

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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