Is Enerpac Tool Stock a Good Investment?
Enerpac Tool Investment Advice | EPAC |
- Examine Enerpac Tool's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Enerpac Tool's leadership team and their track record. Good management can help Enerpac Tool navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Enerpac Tool's business and its evolving consumer preferences.
- Compare Enerpac Tool's performance and market position to its competitors. Analyze how Enerpac Tool is positioned in terms of product offerings, innovation, and market share.
- Check if Enerpac Tool pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Enerpac Tool's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Enerpac Tool Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Enerpac Tool Group is a good investment.
Sell | Buy |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Enerpac Tool Stock
Researching Enerpac Tool's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 0.34. Enerpac Tool Group last dividend was issued on the 7th of October 2024. The entity had 2:1 split on the 9th of November 2007.
To determine if Enerpac Tool is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Enerpac Tool's research are outlined below:
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 18th of October 2024 Enerpac Tool paid $ 0.04 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Disposition of tradable shares by Patrick Dawson of Enerpac Tool at 48.11 subject to Rule 16b-3 |
Enerpac Tool Quarterly Liabilities And Stockholders Equity |
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Enerpac Tool uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Enerpac Tool Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Enerpac Tool's 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.
| 19th of March 2024 Upcoming Quarterly Report | View | |
| 19th of June 2024 Next Financial Report | View | |
| 29th of February 2024 Next Fiscal Quarter End | View | |
| 21st of October 2024 Next Fiscal Year End | View | |
| 30th of November 2023 Last Quarter Report | View | |
| 31st of August 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Enerpac Tool'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. Below are the table of largest EPS Surprises Enerpac Tool's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-12-21 | 2020-11-30 | 0.1 | 0.09 | -0.01 | 10 | ||
2001-03-21 | 2001-02-28 | 0.08 | 0.09 | 0.01 | 12 | ||
2017-12-20 | 2017-11-30 | 0.17 | 0.19 | 0.02 | 11 | ||
2003-12-17 | 2003-11-30 | 0.19 | 0.21 | 0.02 | 10 | ||
2003-10-01 | 2003-08-31 | 0.19 | 0.21 | 0.02 | 10 | ||
2003-06-18 | 2003-05-31 | 0.18 | 0.2 | 0.02 | 11 | ||
2001-06-20 | 2001-05-31 | 0.11 | 0.13 | 0.02 | 18 | ||
2020-03-19 | 2020-02-29 | 0.12 | 0.09 | -0.03 | 25 |
Know Enerpac Tool's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Enerpac Tool is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Enerpac Tool Group backward and forwards among themselves. Enerpac Tool's institutional investor refers to the entity that pools money to purchase Enerpac Tool'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 | Cooke & Bieler Lp | 2024-09-30 | 1.4 M | Geode Capital Management, Llc | 2024-06-30 | 1.2 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.1 M | Southernsun Asset Management, Llc | 2024-09-30 | 958.4 K | Bank Of New York Mellon Corp | 2024-06-30 | 805.6 K | Nuveen Asset Management, Llc | 2024-06-30 | 687.8 K | Charles Schwab Investment Management Inc | 2024-09-30 | 621.5 K | Kennedy Capital Management Inc | 2024-06-30 | 570.8 K | Northern Trust Corp | 2024-09-30 | 556.6 K | Blackrock Inc | 2024-06-30 | 8.2 M | Vanguard Group Inc | 2024-09-30 | 6.1 M |
Enerpac Tool's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.58 B.Market Cap |
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Enerpac Tool's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.18 | 0.19 | |
| Return On Capital Employed | 0.19 | 0.17 | |
| Return On Assets | 0.11 | 0.12 | |
| Return On Equity | 0.22 | 0.23 |
Determining Enerpac Tool's profitability involves analyzing its financial statements and using various financial metrics to determine if Enerpac Tool is a good buy. For example, gross profit margin measures Enerpac Tool's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Enerpac Tool's profitability and make more informed investment decisions.
Please note, the presentation of Enerpac Tool's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Enerpac Tool's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Enerpac Tool's management manipulating its earnings.
Evaluate Enerpac Tool's management efficiency
Enerpac Tool Group has return on total asset (ROA) of 0.1114 % which means that it generated a profit of $0.1114 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2288 %, meaning that it created $0.2288 on every $100 dollars invested by stockholders. Enerpac Tool's management efficiency ratios could be used to measure how well Enerpac Tool manages its routine affairs as well as how well it operates its assets and liabilities. At present, Enerpac Tool's Return On Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.23, whereas Return On Capital Employed is forecasted to decline to 0.17. At present, Enerpac Tool's Non Current Assets Total are projected to decrease significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 58.2 M, whereas Other Current Assets are forecasted to decline to about 27.6 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 7.21 | 5.67 | |
| Tangible Book Value Per Share | 1.59 | 1.67 | |
| Enterprise Value Over EBITDA | 17.14 | 18.00 | |
| Price Book Value Ratio | 5.72 | 6.00 | |
| Enterprise Value Multiple | 17.14 | 18.00 | |
| Price Fair Value | 5.72 | 6.00 | |
| Enterprise Value | 109.8 M | 99.8 M |
Evaluating the management effectiveness of Enerpac Tool allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Enerpac Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Dividend Yield 0.0008 | Forward Dividend Yield 0.0008 | Forward Dividend Rate 0.04 | Beta 1.141 |
Basic technical analysis of Enerpac Stock
As of the 21st of November, Enerpac Tool shows the Mean Deviation of 1.15, downside deviation of 1.33, and Coefficient Of Variation of 613.17. Enerpac Tool Group 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.Enerpac Tool's 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 Enerpac Tool insiders, such as employees or executives, is commonly permitted as long as it does not rely on Enerpac Tool'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 Enerpac Tool 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.
Enerpac Tool's Outstanding Corporate Bonds
Enerpac Tool issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Enerpac Tool Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Enerpac bonds can be classified according to their maturity, which is the date when Enerpac Tool Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| ET 783107 01 NOV 66 Corp BondUS29273RBA68 | View |
Understand Enerpac Tool's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Enerpac Tool's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1286 | |||
| Market Risk Adjusted Performance | 0.1887 | |||
| Mean Deviation | 1.15 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.33 | |||
| Coefficient Of Variation | 613.17 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.1 | |||
| Information Ratio | 0.1089 | |||
| Jensen Alpha | 0.1445 | |||
| Total Risk Alpha | 0.0775 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.1787 | |||
| Maximum Drawdown | 12.71 | |||
| Value At Risk | (1.91) | |||
| Potential Upside | 2.84 | |||
| Downside Variance | 1.77 | |||
| Semi Variance | 1.12 | |||
| Expected Short fall | (1.35) | |||
| Skewness | 1.89 | |||
| Kurtosis | 9.11 |
| Risk Adjusted Performance | 0.1286 | |||
| Market Risk Adjusted Performance | 0.1887 | |||
| Mean Deviation | 1.15 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.33 | |||
| Coefficient Of Variation | 613.17 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.1 | |||
| Information Ratio | 0.1089 | |||
| Jensen Alpha | 0.1445 | |||
| Total Risk Alpha | 0.0775 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.1787 | |||
| Maximum Drawdown | 12.71 | |||
| Value At Risk | (1.91) | |||
| Potential Upside | 2.84 | |||
| Downside Variance | 1.77 | |||
| Semi Variance | 1.12 | |||
| Expected Short fall | (1.35) | |||
| Skewness | 1.89 | |||
| Kurtosis | 9.11 |
Consider Enerpac Tool's intraday indicators
Enerpac Tool 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 Enerpac Tool 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.
Enerpac Tool Corporate Filings
F4 | 18th of November 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 |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F3 | 28th of October 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Enerpac Stock media impact
Far too much social signal, news, headlines, and media speculation about Enerpac Tool that are available to investors today. That information is available publicly through Enerpac media outlets and privately through word of mouth or via Enerpac internal channels. However, regardless of the origin, that massive amount of Enerpac data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Enerpac Tool news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Enerpac Tool relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Enerpac Tool's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Enerpac Tool alpha.
Enerpac Tool Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Enerpac Tool can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Enerpac Tool Group Historical Investor Sentiment
Investor biases related to Enerpac Tool's public news can be used to forecast risks associated with an investment in Enerpac. The trend in average sentiment can be used to explain how an investor holding Enerpac can time the market purely based on public headlines and social activities around Enerpac Tool Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Enerpac Tool's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Enerpac Tool and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Enerpac Tool news discussions. The higher the estimate score, the more favorable the investor's outlook on Enerpac Tool.
Enerpac Tool Corporate Management
| J Clarkson | Independent Director | Profile | |
| Lynn Minella | Independent Director | Profile | |
| Richard Roman | VP Treasurer | Profile | |
| Patrick Dawson | Corporate Controller | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Enerpac Tool Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Industrial Machinery & Supplies & Components space 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 Enerpac Tool. If investors know Enerpac 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 Enerpac Tool 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 0.126 | Dividend Share 0.04 | Earnings Share 1.5 | Revenue Per Share 10.849 | Quarterly Revenue Growth (0.01) |
The market value of Enerpac Tool Group is measured differently than its book value, which is the value of Enerpac that is recorded on the company's balance sheet. Investors also form their own opinion of Enerpac Tool's value that differs from its market value or its book value, called intrinsic value, which is Enerpac Tool'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 Enerpac Tool's market value can be influenced by many factors that don't directly affect Enerpac Tool's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Enerpac Tool's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Enerpac Tool is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enerpac Tool'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.