Enterprise Financial Services Stock Performance

EFSC Stock  USD 40.17  0.97  2.47%   
The firm shows a Beta (market volatility) of 2.07, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Enterprise Financial will likely underperform. Enterprise Financial has an expected return of -0.15%. Please make sure to confirm Enterprise Financial accumulation distribution, and the relationship between the potential upside and day median price , to decide if Enterprise Financial performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Enterprise Financial Services has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unfluctuating performance, the Stock's basic indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more

Actual Historical Performance (%)

One Day Return
2.47
Five Day Return
0.6
Year To Date Return
(10.95)
Ten Year Return
104.64
All Time Return
209
Forward Dividend Yield
0.0255
Payout Ratio
0.1949
Last Split Factor
3:1
Forward Dividend Rate
1
Dividend Date
2024-03-29
 
Enterprise Financial dividend paid on 29th of December 2023
12/29/2023
1
Lockheed Martin Co. Shares Sold by Enterprise Financial Services Corp
01/16/2024
2
Enterprise Financial Services Corp Q4 2023 Earnings Call Transcript
01/25/2024
3
Great week for Enterprise Financial Services Corp institutional investors after losing 23 percent over the previous year
02/16/2024
4
Disposition of 329 shares by Troy Dumlao of Enterprise Financial subject to Rule 16b-3
02/23/2024
5
Treasurer of the State of North Carolina Acquires 903 Shares of Eaton Co. plc
02/27/2024
6
Acquisition by James Lally of 5857 shares of Enterprise Financial subject to Rule 16b-3
02/28/2024
7
Enterprise Financial Services Corp Short Interest Up 11.6 percent in February - MarketBeat
03/06/2024
8
Alps Advisors Inc. Acquires 2422 Shares of Enterprise Financial Services Corp - Defense World
03/12/2024
9
Wellington Management Group LLP Increases Stock Position in Enterprise Financial Services Corp - Defense World
03/19/2024
10
Food delivery company MealPro buys Rancho Cordova office building
03/25/2024
Begin Period Cash Flow291.4 M
  

Enterprise Financial Relative Risk vs. Return Landscape

If you would invest  4,436  in Enterprise Financial Services on December 29, 2023 and sell it today you would lose (419.00) from holding Enterprise Financial Services or give up 9.45% of portfolio value over 90 days. Enterprise Financial Services is currently does not generate positive expected returns and assumes 1.8724% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Enterprise, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Enterprise Financial is expected to under-perform the market. In addition to that, the company is 3.27 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Enterprise Financial Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Enterprise Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Enterprise Financial Services, and traders can use it to determine the average amount a Enterprise Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0775

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Estimated Market Risk

 1.87
  actual daily
16
84% of assets are more volatile

Expected Return

 -0.15
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.08
  actual daily
0
Most of other assets perform better
Based on monthly moving average Enterprise Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Enterprise Financial by adding Enterprise Financial to a well-diversified portfolio.

Enterprise Financial Fundamentals Growth

Enterprise Stock prices reflect investors' perceptions of the future prospects and financial health of Enterprise Financial, and Enterprise Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Enterprise Stock performance.

About Enterprise Financial Performance

To evaluate Enterprise Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Enterprise Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Enterprise Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Enterprise Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Enterprise's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.08  0.07 
Return On Assets 0.01  0.01 
Return On Equity 0.11  0.07 

Things to note about Enterprise Financial performance evaluation

Checking the ongoing alerts about Enterprise Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Enterprise Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
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: Food delivery company MealPro buys Rancho Cordova office building
Evaluating Enterprise Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Enterprise Financial's stock performance include:
  • Analyzing Enterprise Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Enterprise Financial's stock is overvalued or undervalued compared to its peers.
  • Examining Enterprise Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Enterprise Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enterprise Financial's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Enterprise Financial's stock. These opinions can provide insight into Enterprise Financial's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Enterprise Financial's stock performance is not an exact science, and many factors can impact Enterprise Financial's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Enterprise Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Enterprise Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Enterprise Financial Services Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Enterprise Financial Services Stock:
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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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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
(0.27)
Dividend Share
1
Earnings Share
5.07
Revenue Per Share
15.668
Quarterly Revenue Growth
(0.08)
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.