Convey Health Solutions Holdings, Inc.
Healthcare · Services-Misc Health & Allied Services, NEC · DE · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY21 | FY20 | FY19 | |
|---|---|---|---|
| Revenue | $337.6M | $282.9M | $140.7M |
| Operating income | $11.7M | $10.5M | −$12.7M |
| Net income | −$10.0M | −$6.5M | $3.6M |
| Total assets | $829.9M | $843.1M | — |
| Total liabilities | $292.2M | $372.9M | — |
| Equity | $537.7M | $470.1M | $0 |
| EPS (diluted) | $-0.15 | $-0.11 | $2.32 |
| Shares out. | 73.2M | 61.3M | 1.5M |
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
- 3.5%
- Net margin
- −3.0%
- Return on equity
- −1.9%
- Return on assets
- −1.2%
- Return on capital (ROCE)
- 1.5%
- Liabilities / assets
- 35.2%
- Debt / equity
- 0.54×
- Book value / share
- $7.35
- Revenue growth (YoY)
- 19.3%
- 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)
- 2.39grey zone
- Accruals / assets
- −0.9%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 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
● 3 warning● 4 good- Reported a net loss
- Negative operating cash flow
- Altman Z″ in the grey zone
- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- 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| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Steele John E.Officer — EVP, Technology | Oct 7, 2022 | D | 182,395 | $10.50 |
| Whitmer William CarlDirector | Oct 7, 2022 | D | 25,200 | $10.50 |
| Fairbanks TimothyOfficer — Chief Financial Officer & EVP | Oct 7, 2022 | D | 53,287 | $10.50 |
| Stern KyleOfficer — Mng Partner, HealthScape & EVP | Oct 7, 2022 | D | 154,191 | $10.50 |
| Farrell Stephen COfficer — CHIEF EXECUTIVE OFFICER | Oct 7, 2022 | D | 163,373 | $10.50 |
| Stern KyleOfficer — Mng Partner, HealthScape & EVP | Jun 15, 2022 | Option exercise | 11,161 | $0.00 |
| Steele John E.Officer — EVP, Technology | Jun 15, 2022 | Option exercise | 11,161 | $0.00 |
| Pichardo SusanaOfficer — SVP, Accounting | Sep 7, 2022 | Option exercise | 41,795 | $7.94 |
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- Entered a material agreement · Completed an acquisition or disposition · New financial obligation · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylaws · Other material eventOct 7, 2022
- Entered a material agreement · Shareholder vote · Other material eventJun 21, 2022
- Shareholder voteJun 6, 2022
- Results of operations · Regulation FD disclosureMay 10, 2022
- Results of operations · Regulation FD disclosureMar 23, 2022
- Director / officer change · Regulation FD disclosureFeb 15, 2022
- Entered a material agreement · New financial obligation · Regulation FD disclosure · Other material eventFeb 1, 2022
- Other material eventJan 11, 2022
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 ↗- SC 13G/AAMENDMENT TO FORM SC 13GFeb 10, 2023
- 15-12GFORM 15-12GOct 17, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- 4FORM 4Oct 12, 2022
- S-8 POSOct 7, 2022
- S-8 POSOct 7, 2022
- SC 13E3/AOct 7, 2022
- 25-NSEOct 7, 2022
- 8-KFORM 8-KOct 7, 2022
Event-driven situations (1)
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