Event-Driven Stocks

FIRST DATA CORP

Industrials · Services-Business Services, NEC · DE · SEC filings ↗ · Compare ⊕

Signs3 good2 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY18FY17FY16FY15FY14FY13
Revenue$2.28B$2.80B$2.78B$2.69B$11.15B$10.81B
Operating income$348.0M$326.0M$238.0M$260.0M$1.44B$1.12B
Net income$134.0M$79.0M−$6.0M−$63.0M−$265.0M−$775.0M
Total assets$38.33B$48.27B$40.29B$34.36B$34.03B$35.24B
Total liabilities$31.28B$42.18B$36.09B$30.63B$31.43B$33.48B
Equity$4.17B$3.15B$1.22B$668.0M−$570.0M−$1.49B
EPS (diluted)$0.11$0.04$-0.06$-7.70$-458000.00
Shares out.957.0M940.0M921.0M1,0001,0001,000

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

Key ratios

from filings · FY2018
Operating margin
15.2%
Net margin
5.9%
Return on equity
3.2%
Return on assets
0.3%
Return on capital (ROCE)
1.4%
Liabilities / assets
81.6%
Debt / equity
7.50×
Book value / share
$4.36
Revenue growth (YoY)
−18.5%
Net income growth (YoY)
69.6%

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 · FY2018
Altman Z″ (distress)
-0.44distress
Accruals / assets
5.7%clean
Piotroski F-Score
8/9strong

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
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

1 severe2 warning3 good
  • Altman Z″ in the distress zone
  • 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions9 disposalsnet 2.7M shares · last 9
InsiderDateTypeSharesPrice
Zabaneh Samir MichaelOfficer — Executive Vice PresidentJul 29, 2019D197,392
Yastine Barbara A.DirectorJul 29, 2019D32,496
Whorley John F JrOfficer — Executive Vice PresidentJul 29, 2019D149,777
Rosman Adam L.Officer — See remarksJul 29, 2019D408,443
Plumeri Joseph JDirectorJul 29, 2019D751,762
Patel Himanshu A.Officer — See remarksJul 29, 2019D678,812
Nuttall Scott CDirectorJul 29, 2019D75,000
Nevels James EDirectorJul 29, 2019D34,976
Neborak Michael KOfficer — See remarksJul 29, 2019D345,087

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 ↗

Corporate family

Spin-offs from FIRST DATA CORP (1)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (3)

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