Event-Driven Stocks

SunOpta Inc.

STKLNasdaq

Consumer Staples · Beverages · Z4 · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 4 good● 1 warning● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY26FY24FY23FY22FY21FY20
Revenue$817.7M$723.7M$626.7M$591.4M$789.2M$207.6M
Operating income$39.7M$15.6M$5.0M$16.3M−$11.1M—
Net income$15.8M−$17.4M−$178.8M−$6.4M$82.4M$3.4M
Total assets$694.7M$668.5M$667.2M$855.9M$585.6M—
Total liabilities$508.6M$504.9M$496.3M$508.6M$252.7M—
Equity$170.8M$148.6M$156.3M$319.2M$218.0M—
EPS (diluted)$0.13$-0.15$-1.58$-0.09$0.81$0.02
Shares out.118.4M116.0M107.9M107.4M103.3M88.1M

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

Key ratios

from filings · FY2026
Operating margin
4.9%
Net margin
1.9%
Return on equity
9.2%
Return on assets
2.3%
Return on capital (ROCE)
7.8%
Liabilities / assets
73.2%
Debt / equity
2.98×
Book value / share
$1.44
Revenue growth (YoY)
13.0%
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 · FY2026
Altman Z″ (distress)
-0.55distress
Accruals / assets
−4.9%clean
Piotroski F-Score
8/9strong

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
83
/ 100
Profitability 100Growth 100Catalyst 67Earnings 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.

Signs

● 1 severe● 1 warning● 4 good
  • Altman Z″ in the distress zone
  • 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.

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
0 acquisitions12 disposalsnet −21.6M shares · last 12
InsiderDateTypeSharesPrice
Oaktree Capital Group Holdings Gp, Llc10% ownerMay 1, 2026Sell20.7M$6.50
Kobler JustinOfficer — SVP, Supply ChainMay 1, 2026D40,949—
Caro Jennifer AnnOfficer — SVP, SalesMay 1, 2026D11,084—
Gaba GregOfficer — CFOMay 1, 2026D127,908—
Kocher Brian WOfficer — CEOMay 1, 2026D213,211—
Clark Bryan POfficer — SVP, R&amp;D and FSQMay 1, 2026D62,011—
Duchscher RobertOfficer — CIOMay 1, 2026D24,060—
Mcnamara LaurenOfficer — SVP, Business ManagementMay 1, 2026D132,368—
Mccullough ChristopherOfficer — General CounselMay 1, 2026D29,428—
Duzan Danielle MarieOfficer — CHROMay 1, 2026D8,402—
Bolles Albert D.DirectorMay 1, 2026D233,283—
Lemmon David JDirectorMay 1, 2026D22,879—

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
Apr 30, 20262.9M4.2-12.2%
Apr 15, 20263.3M3.0+20.8%
Mar 31, 20262.7M2.0+6.6%
Mar 13, 20262.5M1.0+13.4%
Feb 27, 20262.2M1.0-8.8%

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 (2)