Energy Recovery Stock Buy Hold or Sell Recommendation
| ERII Stock | USD 13.53 0.17 1.24% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Energy Recovery is 'Hold'. Macroaxis provides Energy Recovery buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ERII positions. The advice algorithm takes into account all of Energy Recovery's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Energy Recovery's buy or sell advice are summarized below:
Real Value 12.09 | Target Price 30 | Hype Value 13.53 | Market Value 13.53 | Naive Value 12.42 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Energy Recovery given historical horizon and risk tolerance towards Energy Recovery. When Macroaxis issues a 'buy' or 'sell' recommendation for Energy Recovery, the advice is generated through an automated system that utilizes algorithms and statistical models.
Energy |
Execute Energy Recovery Buy or Sell Advice
The Energy recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Energy Recovery. Macroaxis does not own or have any residual interests in Energy Recovery or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Energy Recovery's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Energy Recovery Trading Alerts and Improvement Suggestions
| Energy Recovery generated a negative expected return over the last 90 days | |
| Energy Recovery is unlikely to experience financial distress in the next 2 years | |
| Over 94.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: DekaBank Deutsche Girozentrale Sells 196100 Shares of Energy Recovery, Inc. - Defense World |
Energy Recovery Returns Distribution Density
The distribution of Energy Recovery's historical returns is an attempt to chart the uncertainty of Energy Recovery's future price movements. The chart of the probability distribution of Energy Recovery daily returns describes the distribution of returns around its average expected value. We use Energy Recovery price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Energy Recovery returns is essential to provide solid investment advice for Energy Recovery.
| Mean Return | -0.38 | Value At Risk | -4.39 | Potential Upside | 4.15 | Standard Deviation | 2.85 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Energy Recovery 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.
Energy Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Energy Recovery is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Energy Recovery backward and forwards among themselves. Energy Recovery's institutional investor refers to the entity that pools money to purchase Energy Recovery'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 | Kbc Group Nv | 2023-12-31 | 1.1 M | Goldman Sachs Group Inc | 2023-12-31 | 1 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 889.6 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 874.4 K | Amvescap Plc. | 2023-12-31 | 867.3 K | New York State Common Retirement Fund | 2023-12-31 | 745.9 K | Jennison Associates Llc | 2023-12-31 | 703.2 K | Montanaro Asset Management Ltd | 2023-12-31 | 664 K | First Trust Advisors L.p. | 2023-12-31 | 655.8 K | Blackrock Inc | 2023-12-31 | 5 M | Brown Capital Management, Llc | 2023-12-31 | 4.4 M |
Energy Recovery Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (3.3M) | (1.6M) | (8.8M) | (8.3M) | 1.4M | 1.4M | |
| Change In Cash | 4.4M | 67.9M | (19.9M) | (18.0M) | 11.8M | 12.4M | |
| Free Cash Flow | (2.1M) | 10.1M | 6.8M | 9.5M | 23.5M | 24.7M | |
| Depreciation | 4.4M | 5.3M | 5.9M | 6.3M | 5.7M | 4.1M | |
| Other Non Cash Items | 559K | 3.1M | 1.5M | 479K | 164K | 155.8K | |
| Capital Expenditures | 7.4M | 6.8M | 6.7M | 3.1M | 2.6M | 4.2M | |
| Net Income | 10.9M | 26.4M | 14.3M | 24.0M | 21.5M | 22.6M | |
| End Period Cash Flow | 26.5M | 94.4M | 74.5M | 56.5M | 68.2M | 48.3M | |
| Change To Netincome | 7.7M | 13.4M | 6.6M | 7.5M | 8.6M | 9.0M | |
| Investments | 501K | 53.4M | (13.9M) | (3.8M) | (21.2M) | (20.1M) |
Energy Recovery 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 Energy Recovery or Machinery 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 Energy Recovery'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 Energy 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 | -0.48 | |
β | Beta against NYSE Composite | 1.87 | |
σ | Overall volatility | 2.88 | |
Ir | Information ratio | -0.15 |
Energy Recovery Volatility Alert
Energy Recovery exhibits very low volatility with skewness of 0.28 and kurtosis of 0.82. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Energy Recovery'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 Energy Recovery'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.Energy Recovery Fundamentals Vs Peers
Comparing Energy Recovery'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 Energy Recovery's direct or indirect competition across all of the common fundamentals between Energy Recovery and the related equities. This way, we can detect undervalued stocks with similar characteristics as Energy Recovery or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Energy Recovery's fundamental indicators could also be used in its relative valuation, which is a method of valuing Energy Recovery by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Energy Recovery to competition |
| Fundamentals | Energy Recovery | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0507 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.36 % | (5.51) % |
| Current Valuation | 702.69 M | 16.62 B |
| Shares Outstanding | 57.08 M | 571.82 M |
| Shares Owned By Insiders | 3.00 % | 10.09 % |
| Shares Owned By Institutions | 94.18 % | 39.21 % |
| Number Of Shares Shorted | 2.51 M | 4.71 M |
| Price To Earning | 47.23 X | 28.72 X |
| Price To Book | 3.73 X | 9.51 X |
| Price To Sales | 6.39 X | 11.42 X |
| Revenue | 128.35 M | 9.43 B |
| Gross Profit | 87.36 M | 27.38 B |
| EBITDA | 24.8 M | 3.9 B |
| Net Income | 21.5 M | 570.98 M |
| Cash And Equivalents | 81.7 M | 2.7 B |
| Cash Per Share | 1.47 X | 5.01 X |
| Total Debt | 13.28 M | 5.32 B |
| Debt To Equity | 0.1 % | 48.70 % |
| Current Ratio | 8.49 X | 2.16 X |
| Book Value Per Share | 3.86 X | 1.93 K |
| Cash Flow From Operations | 26.05 M | 971.22 M |
| Short Ratio | 5.36 X | 4.00 X |
| Earnings Per Share | 0.37 X | 3.12 X |
| Price To Earnings To Growth | 1.09 X | 4.89 X |
| Target Price | 21.0 | |
| Number Of Employees | 269 | 18.84 K |
| Beta | 1.26 | -0.15 |
| Market Capitalization | 797.96 M | 19.03 B |
| Total Asset | 252.97 M | 29.47 B |
| Retained Earnings | 82.66 M | 9.33 B |
| Working Capital | 164 M | 1.48 B |
Note: Disposition of 978 shares by William Yeung of Energy Recovery at 14.982 subject to Rule 16b-3 [view details]
Energy Recovery Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Energy . 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 Energy Recovery Buy or Sell Advice
When is the right time to buy or sell Energy Recovery? Buying financial instruments such as Energy 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) | Total Stockholder Equity | 178.8M | 185.3M | 219.8M | 230.8M | Total Assets | 213.7M | 217.0M | 253.0M | 141.2M |
Use Investing Ideas to Build Portfolios
In addition to having Energy Recovery 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 Healthcare Funds Thematic Idea Now
Healthcare Funds
Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. The Healthcare Funds theme has 34 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 Healthcare Funds Theme or any other thematic opportunities.
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Check out Energy Recovery 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 more detail on how to invest in Energy Stock please use our How to Invest in Energy Recovery guide.You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Complementary Tools for Energy Stock analysis
When running Energy Recovery's price analysis, check to measure Energy Recovery'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 Energy Recovery is operating at the current time. Most of Energy Recovery's value examination focuses on studying past and present price action to predict the probability of Energy Recovery's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energy Recovery's price. Additionally, you may evaluate how the addition of Energy Recovery to your portfolios can decrease your overall portfolio volatility.
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Is Energy Recovery'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 Energy Recovery. If investors know Energy 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 Energy Recovery 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 0.414 | Earnings Share 0.37 | Revenue Per Share 2.274 | Quarterly Revenue Growth 0.352 | Return On Assets 0.0507 |
The market value of Energy Recovery is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Recovery's value that differs from its market value or its book value, called intrinsic value, which is Energy Recovery'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 Energy Recovery's market value can be influenced by many factors that don't directly affect Energy Recovery'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 Energy Recovery's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Recovery is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Recovery'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.