Event-Driven Stocks

Spin-offSpun off from Alliance Data Systems CorporationBFHNYSE

The two companies

↓ spun off ↓

Open either company's hub for its full SEC financials, ratios, ownership, filings, and every other event it's been part of.

Sector
Industrials
Industry
Services-Business Services, NEC
Exchange
State of incorporation
DE
Record date
October 27, 2021
Distribution date
November 5, 2021
Ratio
1:2.5
Parent sector
Personal Credit Institutions
Form
10-12B/A
Filed
October 14, 2021

Financials — parent vs spin-off

SEC XBRL · latest year
Alliance Data Systems CorporationFY25
Revenue
Operating income
Net income
$518M
Total assets
$22.66B
Equity
$3.33B
Loyalty Ventures Inc.FY21
Revenue
$722M
Operating income
$28M
Net income
$19M
Total assets
$2.32B
Equity
$147M

Latest reported figures from each company's own SEC filings — the parent after the separation and the spin-off as a standalone. Full multi-year history on each company hub.

Spin-off signals

score 1/7 favorable · factors, not advice
  • Focus-increasingYes — Financials → Industrials

    Spin-offs into a different sector than the parent (pure-plays) have historically outperformed diversifying ones.

  • Leverage (liabilities/assets)94%

    A heavy debt load loaded onto the spin-off is a known risk; a clean balance sheet is favorable.

  • Return on capital employed2.9%

    EBIT ÷ capital employed — the quality metric the spin-off scorecard research weighs most.

  • Operating margin3.9%

    Profitability of the standalone business, from its own SEC filings.

  • Tax-basis reportNone found

    A Form 8937 (basis allocation) accompanies tax-free §355 spin-offs — favorable for taxable holders.

  • Insider buying (post-spin)None recorded

    Officers/directors buying their own newly independent shares (Form 4) has historically preceded outperformance.

  • Time since spin-off4.6 years

    Studies find the spin-off return premium concentrates in roughly the first one to three years.

Factors the spin-off research literature (Greenblatt; Cusatis-Miles-Woolridge; Desai-Jain) associates with outcomes — computed from this company's own SEC filings, shown as factors, not a recommendation. The premium is debated and not guaranteed. How we compute these ↗

Filings & documents

Every entry traces to SEC EDGAR. The Information Statement is the primary source; the links below open the full filing and each company's complete filing history.