Event-Driven Stocks

BAYTEX ENERGY USA, INC.

Energy · Crude Petroleum & Natural Gas · DE · SEC filings ↗ · Compare ⊕

Signs5 good1 severedetails ↓

Financials

SEC XBRL · annual
 FY22FY21FY20FY19FY18FY17
Revenue$1.15B$579.5M$273.3M$471.2M$440.8M$160.1M
Operating income$675.9M$279.4M−$369.2M$176.8M$208.8M$51.9M
Net income$464.5M$98.9M−$310.6M$70.6M$224.8M$32.7M
Total assets$2.01B$1.58B$907.3M$1.22B$1.07B$629.6M
Total liabilities
Equity$484.4M$323.5M$212.8M$520.7M$447.4M$221.6M
EPS (diluted)$10.53$2.34$-20.46$4.67$14.70$2.17
Shares out.43.7M17.2M15.2M1.5M15.0M15.0M

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

Key ratios

from filings · FY2022
Operating margin
59.0%
Net margin
40.6%
Return on equity
95.9%
Return on assets
23.1%
Return on capital (ROCE)
40.2%
Liabilities / assets
Debt / equity
Book value / share
$11.09
Revenue growth (YoY)
97.6%
Net income growth (YoY)
369.6%

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 · FY2022
Accruals / assets
10.5%clean
Piotroski F-Score
6/8mixed

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 100Catalyst 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 severe5 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating margin is positive
  • Strong return on equity (>15%)
  • 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.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

Insider transactions

SEC Form 4 · most recent
3 acquisitions6 disposalsnet +44.9M shares · last 9
InsiderDateTypeSharesPrice
Juniper Capital Iii Gp, L.P.Jun 20, 2023Grant17.1M
Juniper Capital Ii Gp, L.P.Jun 20, 2023Grant5.4M
Geiser EdwardJun 20, 2023Grant22.5M
Burnett Richard AlanJun 20, 2023D16,676
Gwaltney JuliaJun 20, 2023D19,879
Wojahn Jeff EJun 20, 2023D20,883
Cepak Tiffany ThomJun 20, 2023D20,883
Kelley Russell T JrJun 20, 2023D59,524
Henke Darrin J.Jun 16, 2023Gift14,498$0.00

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 (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.