Enterprise Balance Sheet Analysis From 2010 to 2024

EFSC Stock  USD 40.17  0.97  2.47%   
Most indicators from Enterprise Financial's financial ratios are interrelated and interconnected. However, analyzing financial ratios indicators one by one will only give a small insight into Enterprise Financial current financial condition. On the other hand, looking into the entire matrix of financial ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Enterprise Financial Valuation and Enterprise Financial Correlation analysis.
  
At present, Enterprise Financial's Enterprise Value Multiple is projected to increase slightly based on the last few years of reporting.
Most indicators from Enterprise Financial's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Enterprise Financial current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Enterprise Financial Valuation and Enterprise Financial Correlation analysis.
At present, Enterprise Financial's Enterprise Value Multiple is projected to increase slightly based on the last few years of reporting.
 2021 2022 2023 2024 (projected)
Interest Expense23.0M41.2M202.3M212.4M
Depreciation And Amortization14.1M14.0M9.7M5.1M

Enterprise Financial fundamental ratios Correlations

0.241.00.9-0.530.970.530.710.460.930.32-0.110.970.950.411.00.650.98-0.310.950.960.960.840.970.460.91
0.240.220.290.070.160.3-0.33-0.420.140.7-0.060.370.420.30.23-0.170.30.470.490.090.110.290.140.90.39
1.00.220.9-0.520.980.50.720.470.930.3-0.140.960.930.421.00.650.98-0.350.940.970.970.830.970.440.91
0.90.290.9-0.330.920.340.730.510.830.18-0.090.910.870.190.870.530.92-0.370.880.860.860.730.880.360.82
-0.530.07-0.52-0.33-0.4-0.92-0.32-0.14-0.33-0.520.03-0.45-0.370.11-0.530.01-0.510.09-0.45-0.57-0.57-0.52-0.56-0.2-0.52
0.970.160.980.92-0.40.360.780.560.940.17-0.190.940.920.390.960.720.95-0.370.90.940.940.810.940.350.86
0.530.30.50.34-0.920.360.09-0.110.290.79-0.040.490.440.010.52-0.160.520.130.550.510.520.550.520.520.62
0.71-0.330.720.73-0.320.780.090.920.78-0.37-0.050.690.64-0.060.690.740.66-0.520.580.720.710.510.7-0.230.43
0.46-0.420.470.51-0.140.56-0.110.920.63-0.56-0.120.480.45-0.260.420.70.38-0.290.360.430.40.310.4-0.380.14
0.930.140.930.83-0.330.940.290.780.630.07-0.060.930.940.430.920.850.88-0.210.890.850.840.740.840.340.77
0.320.70.30.18-0.520.170.79-0.37-0.560.07-0.170.310.310.30.33-0.340.370.340.430.260.290.390.30.830.56
-0.11-0.06-0.14-0.090.03-0.19-0.04-0.05-0.12-0.06-0.17-0.09-0.07-0.05-0.13-0.02-0.10.06-0.09-0.12-0.13-0.26-0.12-0.13-0.14
0.970.370.960.91-0.450.940.490.690.480.930.31-0.090.990.340.950.630.95-0.170.990.890.890.840.90.530.86
0.950.420.930.87-0.370.920.440.640.450.940.31-0.070.990.430.930.680.93-0.10.980.840.840.780.860.570.84
0.410.30.420.190.110.390.01-0.06-0.260.430.3-0.050.340.430.470.50.44-0.140.390.410.420.250.410.480.52
1.00.231.00.87-0.530.960.520.690.420.920.33-0.130.950.930.470.650.98-0.340.940.970.970.820.970.460.92
0.65-0.170.650.530.010.72-0.160.740.70.85-0.34-0.020.630.680.50.650.59-0.270.550.590.580.370.57-0.020.42
0.980.30.980.92-0.510.950.520.660.380.880.37-0.10.950.930.440.980.59-0.330.940.950.960.770.960.480.94
-0.310.47-0.35-0.370.09-0.370.13-0.52-0.29-0.210.340.06-0.17-0.1-0.14-0.34-0.27-0.33-0.09-0.53-0.53-0.21-0.510.38-0.25
0.950.490.940.88-0.450.90.550.580.360.890.43-0.090.990.980.390.940.550.94-0.090.860.860.840.880.650.89
0.960.090.970.86-0.570.940.510.720.430.850.26-0.120.890.840.410.970.590.95-0.530.861.00.811.00.330.89
0.960.110.970.86-0.570.940.520.710.40.840.29-0.130.890.840.420.970.580.96-0.530.861.00.811.00.350.9
0.840.290.830.73-0.520.810.550.510.310.740.39-0.260.840.780.250.820.370.77-0.210.840.810.810.820.570.79
0.970.140.970.88-0.560.940.520.70.40.840.3-0.120.90.860.410.970.570.96-0.510.881.01.00.820.370.91
0.460.90.440.36-0.20.350.52-0.23-0.380.340.83-0.130.530.570.480.46-0.020.480.380.650.330.350.570.370.6
0.910.390.910.82-0.520.860.620.430.140.770.56-0.140.860.840.520.920.420.94-0.250.890.890.90.790.910.6
Click cells to compare fundamentals

Enterprise Financial Account Relationship Matchups

Enterprise Financial fundamental ratios Accounts

201920202021202220232024 (projected)
Total Assets7.3B9.8B13.5B13.1B14.6B15.3B
Net Debt457.9M9.4M(1.5B)280.2M(249.4M)(236.9M)
Retained Earnings380.7M417.2M492.7M597.6M749.5M787.0M
Cash171.0M545.3M2.0B299.4M434.0M224.5M
Other Assets4.4B6.5B7.9B10.8B12.4B13.0B
Total Liab628.8M554.7M558.8M11.5B12.5B13.2B
Total Current Assets1.3B1.5B3.4B1.8B503.6M478.4M
Common Stock281K332K398K373K374K392.7K
Other Current Liab4.4B6.8B9.9B9.6B11.4B12.0B
Other Liab36.5M132.5M105.7M83.6M96.1M100.9M
Accounts Payable5.8B8.0B11.3B10.8B12.5B13.1B
Long Term Debt406.4M504.7M558.8M579.6M203.6M262.9M
Inventory6.3M5.3M3.5M269K242.1K230.0K
Other Current Assets186.3M613.0M2.1B(8.0M)503.6M478.4M
Intangible Assets26.1M23.1M22.3M16.9M12.3M12.9M
Short Term Debt409.7M282.3M359.1M429.5M5.4M5.1M
Treasury Stock(23.3M)(42.7M)(58.2M)(73.5M)(66.2M)(62.9M)
Net Tangible Assets630.8M795.3M1.1B1.1B1.2B1.3B
Long Term Debt Total406.4M504.7M508.8M479.6M551.5M409.4M
Capital Surpluse526.6M697.8M1.0B982.7M1.1B1.2B

Pair Trading with Enterprise Financial

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Enterprise Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Enterprise Financial will appreciate offsetting losses from the drop in the long position's value.

Moving together with Enterprise Stock

  0.94MBCN Middlefield Banc Fiscal Quarter End 31st of March 2024 PairCorr
  0.8MBWM Mercantile Bank Fiscal Quarter End 31st of March 2024 PairCorr

Moving against Enterprise Stock

  0.84KB KB Financial Group Financial Report 20th of May 2024 PairCorr
  0.83NU Nu Holdings Financial Report 20th of May 2024 PairCorr
  0.82WF Woori Financial Group Financial Report 21st of May 2024 PairCorr
  0.8RF-PB Regions FinancialPairCorr
  0.77RF-PC Regions FinancialPairCorr
The ability to find closely correlated positions to Enterprise Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Enterprise Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Enterprise Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Enterprise Financial Services to buy it.
The correlation of Enterprise Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Enterprise Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Enterprise Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Enterprise Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
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 Enterprise Financial Valuation and Enterprise Financial Correlation analysis.
You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

Complementary Tools for Enterprise Stock analysis

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.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Global Correlations
Find global opportunities by holding instruments from different markets
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
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.