Event-Driven Stocks

Forest Laboratories, LLC

Healthcare · Pharmaceutical Preparations · DE · SEC filings ↗ · Compare ⊕

Signs6 gooddetails ↓

Financials

SEC XBRL · annual
 FY14FY13FY12FY11FY10FY09
Revenue$3.65B$3.09B$4.55B$4.42B$4.19B$3.92B
Operating income$111.8M−$77.0M$1.20B
Net income$165.3M−$32.1M$979.1M$1.05B$682.4M$767.7M
Total assets$12.02B$7.63B$7.49B$6.92B$6.22B$5.20B
Total liabilities$5.85B$1.88B$1.81B$1.42B
Equity$6.17B$5.75B$5.68B$5.50B$4.89B$4.11B
EPS (diluted)$0.61$-0.12$3.57$3.59$2.25$2.52
Shares out.272.6M266.7M265.7M286.2M302.4M301.6M

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

Key ratios

from filings · FY2014
Operating margin
3.1%
Net margin
4.5%
Return on equity
2.7%
Return on assets
1.4%
Return on capital (ROCE)
1.1%
Liabilities / assets
48.7%
Debt / equity
0.95×
Book value / share
$22.62
Revenue growth (YoY)
17.9%
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 · FY2014
Altman Z″ (distress)
5.10safe
Accruals / assets
2.5%clean
Piotroski F-Score
5/9mixed

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 Score
87
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 100

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

6 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

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)

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