Event-Driven Stocks

STEWART ENTERPRISES INC

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Signs3 good2 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY12FY11FY10FY09
Revenue$124.8M$129.3M$499.9M$486.4M
Operating income$79.4M$87.1M$70.1M$57.3M
Net income$8.5M$8.0M$31.0M$23.3M
Total assets$2.22B$2.16B$2.14B
Total liabilities$1.80B$1.73B$1.72B
Equity$424.3M$427.7M$425.5M$408.7M
EPS (diluted)$0.10$0.09$0.33$0.25
Shares out.86.3M90.5M92.4M92.0M

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

Key ratios

from filings · FY2012
Operating margin
63.6%
Net margin
6.8%
Return on equity
2.0%
Return on assets
0.4%
Return on capital (ROCE)
3.7%
Liabilities / assets
80.9%
Debt / equity
4.24×
Book value / share
$4.92
Revenue growth (YoY)
−3.4%
Net income growth (YoY)
6.2%

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)
0.61distress
Accruals / assets
3.1%clean
Piotroski F-Score
6/9mixed

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
67
/ 100
Profitability 100Growth 50Catalyst 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

2 severe2 warning3 good
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • 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.

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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