Event-Driven Stocks

COCA-COLA REFRESHMENTS USA, INC.

Consumer Staples · Bottled & Canned Soft Drinks & Carbonated Waters · DE · SEC filings ↗ · Compare ⊕

Signs4 good2 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY09FY08FY07
Revenue$21.64B$21.81B$20.94B
Operating income$1.53B−$6.30B$1.47B
Net income$731.0M−$4.39B$711.0M
Total assets$16.42B$15.59B
Total liabilities$15.53B$15.60B
Equity$859.0M−$31.0M$5.69B
EPS (diluted)$1.48$-9.05$1.46
Shares out.493.0M485.0M488.0M

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

Key ratios

from filings · FY2009
Operating margin
7.1%
Net margin
3.4%
Return on equity
85.1%
Return on assets
4.5%
Return on capital (ROCE)
12.9%
Liabilities / assets
94.6%
Debt / equity
18.08×
Book value / share
$1.74
Revenue growth (YoY)
−0.7%
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 · FY2009
Altman Z″ (distress)
0.43distress
Accruals / assets
6.4%clean
Beneish M-Score
-2.66normal
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
57
/ 100
Profitability 100Growth 0Catalyst 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 severe2 warning4 good
  • Altman Z″ in the distress zone
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Strong return on equity (>15%)
  • 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.

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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