Event-Driven Stocks

MEDTRONIC INC

Healthcare · Electromedical & Electrotherapeutic Apparatus · MN · SEC filings ↗ · Compare ⊕

Signs4 gooddetails ↓

Financials

SEC XBRL · annual
 FY14FY13FY12FY11FY10FY09
Revenue$17.00B$16.59B$16.18B$3.86B$15.39B$14.60B
Operating income
Net income$762.0M$988.0M$935.0M$924.0M$3.10B$2.07B
Total assets$37.94B$34.90B$33.08B$30.68B$28.09B$23.59B
Total liabilities$18.50B$16.23B$15.97B$14.71B$13.46B$10.41B
Equity$19.44B$18.67B$17.11B$15.97B$14.63B$13.18B
EPS (diluted)$0.75$0.97$0.88$0.86$2.79$1.84
Shares out.995.8M1.01B1.03B1.06B1.08B1.12B

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
Net margin
4.5%
Return on equity
3.9%
Return on assets
2.0%
Return on capital (ROCE)
Liabilities / assets
48.8%
Debt / equity
0.95×
Book value / share
$19.53
Revenue growth (YoY)
2.5%
Net income growth (YoY)
−22.9%

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
Accruals / assets
11.1%clean
Beneish M-Score
-3.03normal
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
77
/ 100
Profitability 100Growth 50Catalyst 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

4 good
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • 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
1 acquisitions8 disposalsnet 660,695.103 shares · last 9
InsiderDateTypeSharesPrice
Medtronic Inc10% ownerMay 7, 2018Conversion189,766
Lerman Bradley EOfficer — SVP General Counsel &amp; Corp SecJan 26, 2015D42,458.855
Leavitt Michael ODirectorJan 26, 2015D7,032.27
Anderson Richard HDirectorJan 26, 2015D45,548.858
Ishrak OmarOfficer — CHAIRMAN &amp; CEOJan 26, 2015D574,343.427
Lenehan James TDirectorJan 26, 2015D33,450.061
Pozen Robert CDirectorJan 26, 2015D48,676.831
Donnelly Scott CDirectorJan 26, 2015D245
Oconnell Christopher JOfficer — See RemarksJan 26, 2015D98,705.801

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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