Event-Driven Stocks

SOUTHERN UNION CO

Utilities · Natural Gas Transmission · DE · SEC filings ↗ · Compare ⊕

Signs3 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY11FY10FY09FY08
Revenue$746.8M$759.0M$2.18B$3.07B
Operating income$108.0M$119.3M$346.1M$530.0M
Net income$60.7M$224.5M$179.6M$295.2M
Total assets$8.27B$8.24B$8.08B
Total liabilities
Equity$2.64B$2.53B$2.47B$2.37B
EPS (diluted)$0.48$0.43$1.37$2.26
Shares out.124.7M125.2M124.4M123.6M

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

Key ratios

from filings · FY2011
Operating margin
14.5%
Net margin
8.1%
Return on equity
2.3%
Return on assets
0.7%
Return on capital (ROCE)
1.5%
Liabilities / assets
Debt / equity
Book value / share
$21.18
Revenue growth (YoY)
−1.6%
Net income growth (YoY)
−73.0%

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 · FY2011
Accruals / assets
5.7%clean
Piotroski F-Score
4/8mixed

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
57
/ 100
Profitability 100Growth 0Catalyst 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 warning3 good
  • Revenue declined year-over-year
  • 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 1.0M shares · last 12
InsiderDateTypeSharesPrice
Lindemann George LOfficer — Chairman &amp; CEOMar 26, 2012D146,456.487
Herschmann Eric DOfficer — Vice Chairman, President &amp; COOMar 26, 2012D362,489.1
Scherer Allan DDirectorMar 26, 2012D24,488
Rountree George IiiDirectorMar 26, 2012D73,847.1
Mccarter Thomas N IiiDirectorMar 26, 2012D24,631
Jacobi Herbert HDirectorMar 26, 2012D40,943
Gitter Kurt ADirectorMar 26, 2012D229,528
Denius Frank WDirectorMar 26, 2012D54,479.1
Brodsky David LDirectorMar 26, 2012D60,787
Marshall Richard NOfficer — SVP &amp; Chief Financial OfficerMar 26, 2012D11,766.475
Hack Robert JOfficer — COO of DivisionMar 26, 2012D8,726.46
Gaudiosi Monica MOfficer — SVP &amp; General CounselMar 26, 2012D11,500

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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