Event-Driven Stocks

SAUER DANFOSS INC

Industrials · Misc Industrial & Commercial Machinery & Equipment · DE · SEC filings ↗ · Compare ⊕

Signs5 good1 severedetails ↓

Financials

SEC XBRL · annual
 FY12FY11FY10FY09
Revenue$574.0M$564.7M$1.64B$1.16B
Operating income$317.8M$364.6M$243.4M−$210.4M
Net income$64.8M$70.6M$213.4M−$345.8M
Total assets$1.40B$1.28B$1.13B
Total liabilities$702.0M$700.4M$759.1M
Equity$602.6M$487.4M$294.1M$154.6M
EPS (diluted)$1.34$1.46$4.40$-7.15
Shares out.48.4M48.4M48.4M48.3M

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

Key ratios

from filings · FY2012
Operating margin
55.4%
Net margin
11.3%
Return on equity
10.8%
Return on assets
4.6%
Return on capital (ROCE)
30.0%
Liabilities / assets
50.2%
Debt / equity
1.16×
Book value / share
$12.44
Revenue growth (YoY)
1.6%
Net income growth (YoY)
−8.2%

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 · FY2012
Altman Z″ (distress)
5.70safe
Accruals / assets
19.3%clean
Piotroski F-Score
5/9mixed

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
83
/ 100
Profitability 100Growth 50Catalyst 67Earnings 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

1 severe5 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • 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.

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
1 acquisitions5 disposals1 open-market buy(s)net +9.8M shares · last 6
InsiderDateTypeSharesPrice
Danfoss A/S10% ownerApr 12, 2013Buy9.8M$58.50
Wood Steven HDirectorApr 12, 2013J10,500$58.50
Joergensen HelgeOfficer — President-Work Function DivApr 12, 2013J20,338$58.50
Hoover William E. Jr.DirectorApr 12, 2013J3,000$58.50
Have PerDirectorApr 12, 2013D4,500$58.50
Hall Charles KellsOfficer — Exec VP/Chief Technology OffcrApr 12, 2013J3,242$58.50

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)

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