Enerpac Tool Group Stock Performance

EPAC Stock  USD 37.72  0.50  1.34%   
The firm shows a Beta (market volatility) of 1.18, 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, Enerpac Tool will likely underperform. At this point, Enerpac Tool Group has a negative expected return of -0.0841%. Please make sure to confirm Enerpac Tool's standard deviation, maximum drawdown, kurtosis, as well as the relationship between the total risk alpha and potential upside , to decide if Enerpac Tool Group performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Enerpac Tool Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Enerpac Tool is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders. ...more

Actual Historical Performance (%)

One Day Return
1.34
Five Day Return
(2.81)
Year To Date Return
(6.31)
Ten Year Return
64.79
All Time Return
9.7 K
Forward Dividend Yield
0.0011
Payout Ratio
0.0222
Last Split Factor
2:1
Forward Dividend Rate
0.04
Dividend Date
2024-10-18
1
Strong Growth and Profitability at Enerpac Tool Group Corporation Under CEO Paul Sternlieb - Yahoo Finance
04/28/2025
2
Acquisition by Paul Sternlieb of 32385 shares of Enerpac Tool subject to Rule 16b-3
05/30/2025
3
Enerpac Tool Group Reports Third Quarter Fiscal 2025 Results EPAC Stock News
06/26/2025
4
Enerpac signals cautious stance for Q4 2025 while maintaining 610M625M revenue outlook amid tariff and market headwinds
06/27/2025
5
Enerpac Tool Group Third Quarter 2025 Earnings EPS US0.41
06/30/2025
6
Enerpac Tool Group Announces Leadership Change - TipRanks
07/07/2025
7
On The My Stocks Page - news.stocktradersdaily.com
07/15/2025
8
Segall Bryant Hamill LLC Decreases Stock Position in Enerpac Tool Group Corp.
07/18/2025
Begin Period Cash Flow154.4 M
Total Cashflows From Investing Activities-13.9 M

Enerpac Tool Relative Risk vs. Return Landscape

If you would invest  4,013  in Enerpac Tool Group on April 24, 2025 and sell it today you would lose (241.00) from holding Enerpac Tool Group or give up 6.01% of portfolio value over 90 days. Enerpac Tool Group is currently does not generate positive expected returns and assumes 1.7839% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Enerpac, 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 Enerpac Tool is expected to under-perform the market. In addition to that, the company is 2.31 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.25 per unit of volatility.

Enerpac Tool Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Enerpac Tool's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Enerpac Tool Group, and traders can use it to determine the average amount a Enerpac Tool'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 = -0.0472

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsEPAC

Estimated Market Risk

 1.78
  actual daily
15
85% of assets are more volatile

Expected Return

 -0.08
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.05
  actual daily
0
Most of other assets perform better
Based on monthly moving average Enerpac Tool 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 Enerpac Tool by adding Enerpac Tool to a well-diversified portfolio.

Enerpac Tool Fundamentals Growth

Enerpac Stock prices reflect investors' perceptions of the future prospects and financial health of Enerpac Tool, and Enerpac Tool 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 Enerpac Stock performance.

About Enerpac Tool Performance

By analyzing Enerpac Tool's fundamental ratios, stakeholders can gain valuable insights into Enerpac Tool's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Enerpac Tool has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Enerpac Tool has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 106.05  104.08 
Return On Tangible Assets 0.21  0.22 
Return On Capital Employed 0.22  0.17 
Return On Assets 0.11  0.13 
Return On Equity 0.25  0.26 

Things to note about Enerpac Tool Group performance evaluation

Checking the ongoing alerts about Enerpac Tool for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Enerpac Tool Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Enerpac Tool Group generated a negative expected return over the last 90 days
Over 99.0% of the company shares are held by institutions such as insurance companies
Latest headline from thelincolnianonline.com: Segall Bryant Hamill LLC Decreases Stock Position in Enerpac Tool Group Corp.
Evaluating Enerpac Tool's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Enerpac Tool's stock performance include:
  • Analyzing Enerpac Tool'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 Enerpac Tool's stock is overvalued or undervalued compared to its peers.
  • Examining Enerpac Tool'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 Enerpac Tool's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enerpac Tool's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Enerpac Tool's stock. These opinions can provide insight into Enerpac Tool's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Enerpac Tool's stock performance is not an exact science, and many factors can impact Enerpac Tool'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.

Complementary Tools for Enerpac Stock analysis

When running Enerpac Tool's price analysis, check to measure Enerpac Tool'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 Enerpac Tool is operating at the current time. Most of Enerpac Tool's value examination focuses on studying past and present price action to predict the probability of Enerpac Tool's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enerpac Tool's price. Additionally, you may evaluate how the addition of Enerpac Tool to your portfolios can decrease your overall portfolio volatility.
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Money Managers
Screen money managers from public funds and ETFs managed around the world
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments