Enterprise Bancorp Stock Buy Hold or Sell Recommendation
| EBTC Stock | USD 24.80 0.37 1.51% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Enterprise Bancorp is 'Strong Hold'. Macroaxis provides Enterprise Bancorp buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EBTC positions. The advice algorithm takes into account all of Enterprise Bancorp's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Enterprise Bancorp's buy or sell advice are summarized below:
Real Value 25.66 | Hype Value 24.86 | Market Value 24.8 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Enterprise Bancorp given historical horizon and risk tolerance towards Enterprise Bancorp. When Macroaxis issues a 'buy' or 'sell' recommendation for Enterprise Bancorp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Enterprise |
Execute Enterprise Bancorp Buy or Sell Advice
The Enterprise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Enterprise Bancorp. Macroaxis does not own or have any residual interests in Enterprise Bancorp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Enterprise Bancorp's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Enterprise Bancorp Trading Alerts and Improvement Suggestions
| Enterprise Bancorp generated a negative expected return over the last 90 days | |
| About 20.0% of the company shares are held by company insiders | |
| On 1st of March 2024 Enterprise Bancorp paid $ 0.24 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Enterprise Bancorp Inc Q1 2024 Earnings Analysis Navigating Economic Challenges |
Enterprise Bancorp Returns Distribution Density
The distribution of Enterprise Bancorp's historical returns is an attempt to chart the uncertainty of Enterprise Bancorp's future price movements. The chart of the probability distribution of Enterprise Bancorp daily returns describes the distribution of returns around its average expected value. We use Enterprise Bancorp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Enterprise Bancorp returns is essential to provide solid investment advice for Enterprise Bancorp.
| Mean Return | -0.23 | Value At Risk | -3.39 | Potential Upside | 2.84 | Standard Deviation | 1.92 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Enterprise Bancorp historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Enterprise Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Enterprise Bancorp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Enterprise Bancorp backward and forwards among themselves. Enterprise Bancorp's institutional investor refers to the entity that pools money to purchase Enterprise Bancorp's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bridgeway Capital Management, Llc | 2023-12-31 | 86.6 K | Advisory Services Network, Llc | 2023-12-31 | 85.3 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 54.1 K | Empowered Funds, Llc | 2023-12-31 | 47.2 K | Goldman Sachs Group Inc | 2023-12-31 | 41.8 K | Bhz Capital Management, Lp. | 2023-12-31 | 37.3 K | Bank Of New York Mellon Corp | 2023-12-31 | 36.5 K | Panagora Asset Management Inc | 2023-12-31 | 36 K | Foster Dykema Cabot & Co Inc | 2023-09-30 | 31.3 K | Blackrock Inc | 2023-12-31 | 783.2 K | Vanguard Group Inc | 2023-12-31 | 434.7 K |
Enterprise Bancorp Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 674K | 190.0M | 182.8M | (169.0M) | (211.0M) | (200.4M) | |
| Free Cash Flow | 31.1M | 33.7M | 58.0M | 43.2M | 51.3M | 53.9M | |
| Depreciation | 6.1M | 6.8M | 7.8M | 7.0M | 6.2M | 4.6M | |
| Other Non Cash Items | (103K) | 1.1M | (743K) | 7.1M | 24.4M | 25.6M | |
| Capital Expenditures | 12.5M | 6.7M | 4.2M | 4.8M | 6.0M | 5.3M | |
| Net Income | 34.2M | 31.5M | 42.2M | 42.7M | 38.1M | 40.0M | |
| End Period Cash Flow | 63.8M | 253.8M | 436.6M | 267.6M | 56.6M | 80.1M | |
| Dividends Paid | 6.4M | 7.1M | 7.6M | 8.5M | 9.7M | 10.2M | |
| Change To Netincome | 2.5M | 14.0M | 2.3M | 1.1M | 1.3M | 1.2M | |
| Investments | (243.2M) | (569.2M) | (254.3M) | (253.7M) | (222.5M) | (233.6M) | |
| Net Borrowings | (4.3M) | (31.4M) | (14.9M) | (2.3M) | (2.0M) | (1.9M) |
Enterprise Bancorp Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Enterprise Bancorp or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Enterprise Bancorp's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Enterprise stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.39 | |
β | Beta against NYSE Composite | 1.74 | |
σ | Overall volatility | 1.93 | |
Ir | Information ratio | -0.17 |
Enterprise Bancorp Volatility Alert
Enterprise Bancorp exhibits very low volatility with skewness of -0.3 and kurtosis of 0.97. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Enterprise Bancorp's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Enterprise Bancorp's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Enterprise Bancorp Fundamentals Vs Peers
Comparing Enterprise Bancorp's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Enterprise Bancorp's direct or indirect competition across all of the common fundamentals between Enterprise Bancorp and the related equities. This way, we can detect undervalued stocks with similar characteristics as Enterprise Bancorp or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Enterprise Bancorp's fundamental indicators could also be used in its relative valuation, which is a method of valuing Enterprise Bancorp by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Enterprise Bancorp to competition |
| Fundamentals | Enterprise Bancorp | Peer Average |
| Return On Equity | 0.12 | -0.31 |
| Return On Asset | 0.0086 | -0.14 |
| Profit Margin | 0.24 % | (1.27) % |
| Operating Margin | 0.31 % | (5.51) % |
| Current Valuation | 348.42 M | 16.62 B |
| Shares Outstanding | 12.28 M | 571.82 M |
| Shares Owned By Insiders | 20.14 % | 10.09 % |
| Shares Owned By Institutions | 31.24 % | 39.21 % |
| Number Of Shares Shorted | 28.78 K | 4.71 M |
| Price To Earning | 10.00 X | 28.72 X |
| Price To Book | 0.87 X | 9.51 X |
| Price To Sales | 1.78 X | 11.42 X |
| Revenue | 201.05 M | 9.43 B |
| Gross Profit | 164.46 M | 27.38 B |
| EBITDA | 51.24 M | 3.9 B |
| Net Income | 38.06 M | 570.98 M |
| Cash And Equivalents | 413.69 M | 2.7 B |
| Cash Per Share | 34.46 X | 5.01 X |
| Total Debt | 109.71 M | 5.32 B |
| Debt To Equity | 11.67 % | 48.70 % |
| Book Value Per Share | 27.10 X | 1.93 K |
| Cash Flow From Operations | 57.32 M | 971.22 M |
| Short Ratio | 0.79 X | 4.00 X |
| Earnings Per Share | 3.11 X | 3.12 X |
| Number Of Employees | 570 | 18.84 K |
| Beta | 0.59 | -0.15 |
| Market Capitalization | 299.97 M | 19.03 B |
| Total Asset | 4.47 B | 29.47 B |
| Retained Earnings | 301.38 M | 9.33 B |
| Annual Yield | 0.04 % | |
| Five Year Return | 2.13 % | |
| Net Asset | 4.47 B | |
| Last Dividend Paid | 0.92 |
Note: Disposition of 189 shares by Lally-mcgurl Meaghan of Enterprise Bancorp at 21.86 subject to Rule 16b-3 [view details]
Enterprise Bancorp Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Enterprise . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Enterprise Bancorp Buy or Sell Advice
When is the right time to buy or sell Enterprise Bancorp? Buying financial instruments such as Enterprise Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 88.1M | 86.8M | 109.7M | 66.5M | Total Assets | 4.4B | 4.4B | 4.5B | 4.7B |
Use Investing Ideas to Build Portfolios
In addition to having Enterprise Bancorp in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run ESG Investing Thematic Idea Now
ESG Investing
Sustainable investments that promote the conservation of the natural world, social resposibility, freindly employees policies and strong governance. The ESG Investing theme has 51 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ESG Investing Theme or any other thematic opportunities.
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Check out Enterprise Bancorp Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Enterprise Stock refer to our How to Trade Enterprise Stock guide.You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for Enterprise Stock analysis
When running Enterprise Bancorp's price analysis, check to measure Enterprise Bancorp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Enterprise Bancorp is operating at the current time. Most of Enterprise Bancorp's value examination focuses on studying past and present price action to predict the probability of Enterprise Bancorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enterprise Bancorp's price. Additionally, you may evaluate how the addition of Enterprise Bancorp to your portfolios can decrease your overall portfolio volatility.
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Is Enterprise Bancorp's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Enterprise Bancorp. If investors know Enterprise will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Enterprise Bancorp listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.36) | Dividend Share 0.92 | Earnings Share 3.11 | Revenue Per Share 13.208 | Quarterly Revenue Growth (0.11) |
The market value of Enterprise Bancorp is measured differently than its book value, which is the value of Enterprise that is recorded on the company's balance sheet. Investors also form their own opinion of Enterprise Bancorp's value that differs from its market value or its book value, called intrinsic value, which is Enterprise Bancorp's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Enterprise Bancorp's market value can be influenced by many factors that don't directly affect Enterprise Bancorp's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Enterprise Bancorp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enterprise Bancorp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enterprise Bancorp's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.