Event-Driven Stocks

O CHARLEYS INC

Consumer Discretionary · Retail-Eating Places · TN · SEC filings ↗ · Compare ⊕

Signs2 good3 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY11FY10FY09
Revenue$827.1M$830.1M$866.3M
Operating income−$1.7M−$17.3M$10.6M
Net income−$12.1M−$34.9M−$7.3M
Total assets$313.6M$422.7M
Total liabilities
Equity$168.5M$178.2M$209.1M
EPS (diluted)
Shares out.22.0M21.7M

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

Key ratios

from filings · FY2011
Operating margin
−0.2%
Net margin
−1.5%
Return on equity
−7.2%
Return on assets
−3.9%
Return on capital (ROCE)
−0.7%
Liabilities / assets
Debt / equity
Book value / share
$7.67
Revenue growth (YoY)
−0.4%
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 · FY2011
Accruals / assets
9.9%clean
Piotroski F-Score
5/8mixed

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
37
/ 100
Profitability 0Growth 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.

Signs

1 severe3 warning2 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue declined 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
0 acquisitions9 disposalsnet 136,085 shares · last 9
InsiderDateTypeSharesPrice
Zeitlin Shirley ADirectorApr 9, 2012D9,202$9.85
Williams R JeffreyOfficer — CFO &amp; TreasurerApr 9, 2012D30,000$9.85
Walker Robert JDirectorApr 9, 2012D9,202$9.85
Tidwell H SteveDirectorApr 9, 2012D9,202$9.85
Reiss Richard JrDirectorApr 9, 2012D9,202$9.85
Polley Dale WDirectorApr 9, 2012D9,202$9.85
Monahan Gregory RDirectorApr 9, 2012D9,202$9.85
Hickey Philip J JrDirectorApr 9, 2012D10,873$9.85
Head David WOfficer — CEOApr 9, 2012D40,000$9.85

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)