Event-Driven Stocks

LUBRIZOL Corp

Materials · Industrial Organic Chemicals · OH · SEC filings ↗ · Compare ⊕

Signs5 gooddetails ↓

Financials

SEC XBRL · annual
 FY10FY09FY08
Revenue$1.32B$1.01B$5.03B
Operating income$1.20B$956.5M$523.3M
Net income$162.3M$64.2M−$66.1M
Total assets$4.97B$4.77B
Total liabilities$2.69B$2.64B
Equity$2.19B$2.06B$1.58B
EPS (diluted)$2.32$0.95$-0.97
Shares out.64.0M68.4M68.1M

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

Key ratios

from filings · FY2010
Operating margin
91.1%
Net margin
12.3%
Return on equity
7.4%
Return on assets
3.3%
Return on capital (ROCE)
28.2%
Liabilities / assets
54.1%
Debt / equity
1.22×
Book value / share
$34.25
Revenue growth (YoY)
29.9%
Net income growth (YoY)
152.8%

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 · FY2010
Altman Z″ (distress)
5.89safe
Accruals / assets
10.6%clean
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
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.

Signs

5 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions3 disposalsnet 10,028 shares · last 3
InsiderDateTypeSharesPrice
Taylor Gregory DOfficer — Vice PresidentSep 16, 2011D8,053$135.00
Sheets Daniel LOfficer — Vice PresidentSep 15, 2011I80$134.99
Norwood Larry DOfficer — Vice PresidentSep 15, 2011I1,895$134.99

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)