Enterprise Financial Services Stock Analysis
EFSC Stock | USD 39.13 0.07 0.18% |
Enterprise Financial Services is undervalued with Real Value of 43.79 and Target Price of 47.75. The main objective of Enterprise Financial stock analysis is to determine its intrinsic value, which is an estimate of what Enterprise Financial Services is worth, separate from its market price. There are two main types of Enterprise Financial's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Enterprise Financial's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Enterprise Financial's stock to identify patterns and trends that may indicate its future price movements.
The Enterprise Financial stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Enterprise Financial is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Enterprise Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Enterprise Financial's ongoing operational relationships across important fundamental and technical indicators.
Enterprise |
Enterprise Stock Analysis Notes
About 73.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.87. Some equities with similar Price to Book (P/B) outperform the market in the long run. Enterprise Financial has Price/Earnings To Growth (PEG) ratio of 1.9. The entity recorded earning per share (EPS) of 5.07. The firm last dividend was issued on the 14th of June 2024. Enterprise Financial had 3:1 split on the 30th of September 1999. Enterprise Financial Services Corp operates as the financial holding company for Enterprise Bank Trust that offers banking and wealth management services to individuals and corporate customers. Enterprise Financial Services Corp was founded in 1988 and is headquartered in Clayton, Missouri. Enterprises Finl operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 1032 people. To learn more about Enterprise Financial Services call James Lally at 314 725 5500 or check out https://www.enterprisebank.com.Enterprise Financial Quarterly Total Revenue |
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Enterprise Financial Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Enterprise Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Enterprise Financial Services or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Enterprise Financial generated a negative expected return over the last 90 days | |
Enterprise Financial has a poor financial position based on the latest SEC disclosures | |
About 73.0% of the company shares are held by institutions such as insurance companies | |
Latest headline from bizjournals.com: After big write-offs, Clayton bank finds rest of ag loans are sound |
Enterprise Financial Upcoming and Recent Events
Earnings reports are used by Enterprise Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Enterprise Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
22nd of April 2024 Upcoming Quarterly Report | View | |
22nd of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
27th of January 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
Enterprise Largest EPS Surprises
Earnings surprises can significantly impact Enterprise Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2010-07-20 | 2010-06-30 | -0.02 | 0.01 | 0.03 | 150 | ||
2008-04-15 | 2008-03-31 | 0.29 | 0.26 | -0.03 | 10 | ||
2005-07-18 | 2005-06-30 | 0.25 | 0.29 | 0.04 | 16 |
Enterprise Financial Thematic Classifications
In addition to having Enterprise Financial stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
BankingUSA Equities from Banking industry as classified by Fama & French |
Enterprise Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Enterprise Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Enterprise Financial Services backward and forwards among themselves. Enterprise Financial's institutional investor refers to the entity that pools money to purchase Enterprise Financial's securities or originate 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 | Jpmorgan Chase & Co | 2023-12-31 | 477.3 K | Northern Trust Corp | 2023-12-31 | 473.1 K | American Century Companies Inc | 2023-12-31 | 427.3 K | Jennison Associates Llc | 2023-12-31 | 411.3 K | Charles Schwab Investment Management Inc | 2023-12-31 | 410.5 K | Enterprise Financial Services Corp | 2023-12-31 | 404.1 K | Goldman Sachs Group Inc | 2023-12-31 | 393.4 K | Nuveen Asset Management, Llc | 2023-12-31 | 385.5 K | Bank Of America Corp | 2023-12-31 | 374.9 K | Blackrock Inc | 2023-12-31 | 3.8 M | Wellington Management Company Llp | 2023-12-31 | 2.3 M |
Enterprise Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.47 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Enterprise Financial's market, we take the total number of its shares issued and multiply it by Enterprise Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Enterprise Profitablity
Enterprise Financial's profitability indicators refer to fundamental financial ratios that showcase Enterprise Financial's ability to generate income relative to its revenue or operating costs. If, let's say, Enterprise Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Enterprise Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Enterprise Financial's profitability requires more research than a typical breakdown of Enterprise Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.31 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.35 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.35. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.08 | 0.07 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.11 | 0.07 |
Management Efficiency
Enterprise Financial has return on total asset (ROA) of 0.0128 % which means that it generated a profit of $0.0128 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1075 %, meaning that it created $0.1075 on every $100 dollars invested by stockholders. Enterprise Financial's management efficiency ratios could be used to measure how well Enterprise Financial manages its routine affairs as well as how well it operates its assets and liabilities. At present, Enterprise Financial's Return On Assets are projected to increase slightly based on the last few years of reporting. At present, Enterprise Financial's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 13.8 B, whereas Total Current Assets are forecasted to decline to about 478.4 M.Last Reported | Projected for Next Year | ||
Book Value Per Share | 45.92 | 48.22 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | 43.79 | 36.53 | |
Enterprise Value Over EBITDA | 5.76 | 7.09 | |
Price Book Value Ratio | 0.97 | 1.75 | |
Enterprise Value Multiple | 5.76 | 7.09 | |
Price Fair Value | 0.97 | 1.75 | |
Enterprise Value | 856.3 M | 635 M |
The analysis of Enterprise Financial's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Enterprise Financial's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Enterprise Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0265 | Forward Dividend Yield 0.0265 | Forward Dividend Rate 1.04 | Beta 0.995 |
Technical Drivers
As of the 25th of April, Enterprise Financial shows the Mean Deviation of 1.43, standard deviation of 1.9, and Variance of 3.6. Enterprise Financial technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We are able to interpolate and collect thirteen technical drivers for Enterprise Financial Services, which can be compared to its peers. Please confirm Enterprise Financial standard deviation, as well as the relationship between the treynor ratio and potential upside to decide if Enterprise Financial is priced favorably, providing market reflects its regular price of 39.13 per share. Given that Enterprise Financial has information ratio of (0.11), we urge you to verify Enterprise Financial Services's prevailing market performance to make sure the company can sustain itself at a future point.Enterprise Financial Price Movement Analysis
The output start index for this execution was four with a total number of output elements of fifty-seven. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Enterprise Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Enterprise Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Enterprise Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Enterprise Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Enterprise Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Enterprise Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
James Lally over a month ago Acquisition by James Lally of 5857 shares of Enterprise Financial subject to Rule 16b-3 | ||
Troy Dumlao over a month ago Disposition of 329 shares by Troy Dumlao of Enterprise Financial subject to Rule 16b-3 | ||
Doug Bauche over two months ago Disposition of 3326 shares by Doug Bauche of Enterprise Financial subject to Rule 16b-3 | ||
Young Lina A over six months ago Acquisition by Young Lina A of 1548 shares of Enterprise Financial subject to Rule 16b-3 |
Enterprise Financial Predictive Daily Indicators
Enterprise Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Enterprise Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Enterprise Financial Corporate Filings
8K | 22nd of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 15th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
19th of March 2024 Other Reports | ViewVerify | |
8K | 13th of March 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 1st of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 27th of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 26th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
13A | 14th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
Enterprise Financial Forecast Models
Enterprise Financial's time-series forecasting models are one of many Enterprise Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Enterprise Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Enterprise Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Enterprise Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Enterprise shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Enterprise Financial. By using and applying Enterprise Stock analysis, traders can create a robust methodology for identifying Enterprise entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 3.59 | 3.77 | |
Operating Profit Margin | 3.59 | 3.77 | |
Net Profit Margin | 2.82 | 2.96 | |
Gross Profit Margin | 0.89 | 0.79 |
Current Enterprise Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Enterprise analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Enterprise analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
47.75 | Strong Buy | 5 | Odds |
Most Enterprise analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Enterprise stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Enterprise Financial, talking to its executives and customers, or listening to Enterprise conference calls.
Enterprise Stock Analysis Indicators
Enterprise Financial Services stock analysis indicators help investors evaluate how Enterprise Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Enterprise Financial shares will generate the highest return on investment. By understating and applying Enterprise Financial stock analysis, traders can identify Enterprise Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow | 291.4 M | |
Long Term Debt | 203.6 M | |
Common Stock Shares Outstanding | 37.5 M | |
Total Stockholder Equity | 1.7 B | |
Tax Provision | 57.9 M | |
Quarterly Earnings Growth Y O Y | -0.281 | |
Property Plant And Equipment Net | 68.1 M | |
Cash And Short Term Investments | -193.3 M | |
Cash | 434 M | |
Net Debt | -249.4 M | |
50 Day M A | 39.364 | |
Total Current Liabilities | 11.4 B | |
Other Operating Expenses | 177.8 M | |
Non Current Assets Total | 14 B | |
Forward Price Earnings | 8.547 | |
Non Currrent Assets Other | 13.2 B | |
Stock Based Compensation | 10.1 M |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Enterprise Financial Services. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
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When running Enterprise Financial's price analysis, check to measure Enterprise Financial'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 Financial is operating at the current time. Most of Enterprise Financial's value examination focuses on studying past and present price action to predict the probability of Enterprise Financial'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 Financial's price. Additionally, you may evaluate how the addition of Enterprise Financial to your portfolios can decrease your overall portfolio volatility.
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Is Enterprise Financial'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 Financial. 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 Financial 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 (0.28) | Dividend Share 1 | Earnings Share 5.07 | Revenue Per Share 15.539 | Quarterly Revenue Growth (0.03) |
The market value of Enterprise Financial 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 Financial's value that differs from its market value or its book value, called intrinsic value, which is Enterprise Financial'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 Financial's market value can be influenced by many factors that don't directly affect Enterprise Financial'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 Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enterprise Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enterprise Financial'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.