Event-Driven Stocks

Ortho Clinical Diagnostics Holdings plc

Healthcare · In Vitro & In Vivo Diagnostic Substances · X0 · SEC filings ↗ · Compare ⊕

Signs4 good2 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY22FY21FY19
Revenue$2.04B$1.77B$1.80B
Operating income$173.9M$88.3M$85.5M
Net income−$54.3M−$211.9M−$156.9M
Total assets$3.36B$3.40B
Total liabilities$2.95B$4.41B
Equity$410.5M−$1.01B−$812.8M
EPS (diluted)
Shares out.237.5M147.3M

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

Key ratios

from filings · FY2022
Operating margin
8.5%
Net margin
−2.7%
Return on equity
−13.2%
Return on assets
−1.6%
Return on capital (ROCE)
6.2%
Liabilities / assets
87.8%
Debt / equity
7.19×
Book value / share
$1.73
Revenue growth (YoY)
15.7%
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 · FY2022
Altman Z″ (distress)
-0.57distress
Accruals / assets
10.1%clean
Beneish M-Score
-3.04normal
Piotroski F-Score
7/9strong

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
65
/ 100
Profitability 40Growth 100Catalyst 33Earnings quality 100Financial 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. What these scores mean →

Signs

1 severe2 warning4 good
  • Altman Z″ in the distress zone
  • Reported a net loss
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Revenue is growing year-over-year
  • 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 acquisitions9 disposalsnet 991,033 shares · last 9
InsiderDateTypeSharesPrice
Smith Christopher MOfficer — Chairman and CEOMay 27, 2022D367,360
Schlesinger Michael A.Officer — EVP, GC and SecretaryMay 27, 2022D87,637
Yates Robert CliftonDirectorMay 27, 2022D323,880
Perez David BrianDirectorMay 27, 2022D8,576
Hull CarlDirectorMay 27, 2022D21,011
Labrum Ronald KDirectorMay 27, 2022D109,985
Mac Mahon Thomas PDirectorMay 27, 2022D62,184
Dilsaver Evelyn SDirectorMay 27, 2022D5,200
Bechtel KarenDirectorMay 27, 2022D5,200

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 (1)

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