Event-Driven Stocks

EXA CORP

Technology · Services-Prepackaged Software · MA · SEC filings ↗ · Compare ⊕

Signs4 good2 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY17FY16FY15FY14FY13FY12
Revenue$72.6M$65.4M$61.4M$54.5M$48.9M$45.9M
Operating income$396,000−$2.7M−$2.4M−$122,000$2.0M$5.0M
Net income−$1.1M−$4.8M−$19.2M−$709,000$763,000$14.1M
Total assets$69.1M$79.0M$63.1M$84.8M$84.1M$54.6M
Total liabilities$49.9M$61.5M$44.2M$49.3M$49.3M$57.5M
Equity$19.2M$17.5M$18.9M$35.5M$34.8M−$35.6M
EPS (diluted)$-0.08$-0.33$-1.39$-0.05$0.06$1.37
Shares out.14.9M14.6M14.4M13.4M13.3M497,128

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

Key ratios

from filings · FY2017
Operating margin
0.5%
Net margin
−1.6%
Return on equity
−5.9%
Return on assets
−1.6%
Return on capital (ROCE)
1.7%
Liabilities / assets
72.2%
Debt / equity
2.60×
Book value / share
$1.29
Revenue growth (YoY)
10.9%
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 · FY2017
Altman Z″ (distress)
-2.54distress
Accruals / assets
5.8%clean
Beneish M-Score
-2.91normal
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
65
/ 100
Profitability 40Growth 100Catalyst 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 severe2 warning4 good
  • Altman Z″ in the distress zone
  • Reported a net loss
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Revenue is growing 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions12 disposalsnet 1.1M shares · last 12
InsiderDateTypeSharesPrice
Sundaram SureshOfficer — SVP Products and MarketingNov 17, 2017D8,204$24.25
Shields John JDirectorNov 17, 2017D59,175$24.25
Roux Jean-PaulOfficer — Senior Vice PresidentNov 17, 2017D177,730$24.25
Remondi Stephen A.Officer — CEO and PresidentNov 17, 2017D372,850$24.25
Poduska John William SrDirectorNov 17, 2017D66,574$24.25
Mackie Wayne DDirectorNov 17, 2017D86,124$24.25
Hoch James E.Officer — Sr. VP of Software DevelopmentNov 17, 2017D161,297$24.25
Gilbody Richard F.Officer — Chief Financial OfficerNov 17, 2017D34,000$24.25
Fusco MarkDirectorNov 17, 2017D9,977$24.25
Dube Joel F.Officer — VP Finance, PAONov 17, 2017D2,101$24.25
Chen HudongOfficer — Chief Scientific Ofc., Sr. VPNov 17, 2017D123,659$24.25
Burke Robert DDirectorNov 17, 2017D15,361$24.25

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)