Event-Driven Stocks

ZOLTEK COMPANIES INC

Technology · Electrical Industrial Apparatus · DE · SEC filings ↗ · Compare ⊕

Signs5 good1 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY13FY12FY11FY10FY09
Revenue$140.5M$186.3M$151.7M$128.5M$138.8M
Operating income$8.1M$25.6M−$4.7M−$10.6M$3.4M
Net income$5.2M$22.9M−$3.6M−$6.3M−$4.2M
Total assets$352.9M$358.7M$322.3M$322.1M
Total liabilities$45.6M$57.7M$40.7M$29.4M
Equity$307.2M$301.0M$281.5M$292.7M$315.5M
EPS (diluted)$0.15$0.66$-0.10$-0.18
Shares out.34.4M34.4M34.4M34.4M34.4M

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

Key ratios

from filings · FY2013
Operating margin
5.8%
Net margin
3.7%
Return on equity
1.7%
Return on assets
1.5%
Return on capital (ROCE)
2.4%
Liabilities / assets
12.9%
Debt / equity
0.15×
Book value / share
$8.93
Revenue growth (YoY)
−24.6%
Net income growth (YoY)
−77.1%

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 · FY2013
Altman Z″ (distress)
8.31safe
Accruals / assets
4.1%clean
Beneish M-Score
-2.67normal
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
67
/ 100
Profitability 100Growth 0Catalyst 33Earnings 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. What these scores mean →

Signs

1 severe1 warning5 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Revenue declined year-over-year
  • Operating margin is positive
  • Conservative leverage (liabilities < 50% of assets)
  • 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
0 acquisitions8 disposalsnet 6.6M shares · last 8
InsiderDateTypeSharesPrice
Rumy ZsoltOfficer — Chair. of the Board, Pres.,CEOFeb 28, 2014D6.2M
Bealke Linn HDirectorFeb 28, 2014D60,000
Whipple Andrew WOfficer — Chief Financial OfficerFeb 28, 2014D8,500
Latta Michael DDirectorFeb 28, 2014D167,886
Purcell David AOfficer — VP - Composite IntermediatesFeb 28, 2014D15,110
Schell Philip LOfficer — Executive VP - Wind EnergyFeb 28, 2014D2,782
Dill Charles ADirectorFeb 28, 2014D168,561
Husman George EOfficer — Chief Technology OfficerFeb 28, 2014D22,764

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)

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