Event-Driven Stocks

IP STRATEGY HOLDINGS, INC.

IPSTNasdaq

Consumer Staples · Beverages · DE · SEC filings ↗ · Compare ⊕

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Signs3 good3 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23
Revenue$10.1M$8.4M$8.0M
Operating income−$133.9M−$14.9M−$11.3M
Net income−$137.7M$710,458−$36.8M
Total assets$108.8M$28.0M$26.3M
Total liabilities$10.5M$27.2M$69.7M
Equity$98.2M$791,767−$43.4M
EPS (diluted)$-16.03$-39.46$-96.45
Shares out.6.9M263,680381,484

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

Key ratios

from filings · FY2025
Operating margin
−1323.6%
Net margin
−1360.9%
Return on equity
−140.2%
Return on assets
−126.6%
Return on capital (ROCE)
−134.1%
Liabilities / assets
9.7%
Debt / equity
0.11×
Book value / share
$14.19
Revenue growth (YoY)
20.4%
Net income growth (YoY)
−19484.0%

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 · FY2025
Altman Z″ (distress)
-5.21distress
Accruals / assets
112.5%clean
Beneish M-Score
-7.93normal
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
40
/ 100
Profitability 0Growth 50Catalyst 33Earnings quality 67Financial strength 50

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.

Signs

2 severe3 warning3 good
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Negative operating cash flow
  • 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.

Risk flags

late SEC filings

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.

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.

Insider transactions

SEC Form 4 · most recent
1 acquisitions0 disposalsnet +125 shares · last 1
InsiderDateTypeSharesPrice
Carrosino MichaelOfficer — EVP of Finance &amp; CFOMay 2, 2026Option exercise125

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.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202649,2641.0+57.0%
Apr 30, 202631,3731.0-93.6%
Apr 15, 2026487,9561.0+797.0%
Mar 31, 202654,4011.0-81.4%
Mar 13, 2026292,1211.0+349.3%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

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 (1)

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