Evertec Stock Fundamentals
| EVTC Stock | USD 38.14 0.35 0.93% |
Evertec fundamentals help investors to digest information that contributes to Evertec's financial success or failures. It also enables traders to predict the movement of Evertec Stock. The fundamental analysis module provides a way to measure Evertec's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Evertec stock.
At present, Evertec's Income Before Tax is projected to increase significantly based on the last few years of reporting. The current year's Net Income Applicable To Common Shares is expected to grow to about 288.6 M, whereas Depreciation And Amortization is forecasted to decline to about 81.1 M. Evertec | Select Account or Indicator |
Evertec Company Operating Margin Analysis
Evertec's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Evertec Operating Margin | 0.11 % |
Most of Evertec's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Evertec is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Evertec Operating Margin Historical Pattern
Today, most investors in Evertec Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Evertec's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Evertec operating margin as a starting point in their analysis.
Evertec Operating Margin |
| Timeline |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
| Competition |
Evertec Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Evertec has an Operating Margin of 0.1117%. This is 101.26% lower than that of the Financial Services sector and significantly higher than that of the Financials industry. The operating margin for all United States stocks is 102.03% lower than that of the firm.
Evertec Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evertec's current stock value. Our valuation model uses many indicators to compare Evertec value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evertec competition to find correlations between indicators driving Evertec's intrinsic value. More Info.Evertec is one of the top stocks in return on equity category among related companies. It is one of the top stocks in return on asset category among related companies reporting about 0.37 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Evertec is roughly 2.70 . At present, Evertec's Return On Equity is projected to increase slightly based on the last few years of reporting.Comparative valuation analysis is a catch-all model that can be used if you cannot value Evertec by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Evertec's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Evertec's earnings, one of the primary drivers of an investment's value.Evertec Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Evertec's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Evertec could also be used in its relative valuation, which is a method of valuing Evertec by comparing valuation metrics of similar companies.Evertec is currently under evaluation in operating margin category among related companies.
Evertec Current Valuation Drivers
We derive many important indicators used in calculating different scores of Evertec from analyzing Evertec's financial statements. These drivers represent accounts that assess Evertec's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Evertec's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 2.5B | 2.8B | 3.6B | 2.2B | 2.7B | 1.6B | |
| Enterprise Value | 2.9B | 3.1B | 3.8B | 2.5B | 3.3B | 2.0B |
Evertec Fundamentals
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0533 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 3.21 B | ||||
| Shares Outstanding | 64.41 M | ||||
| Shares Owned By Insiders | 0.79 % | ||||
| Shares Owned By Institutions | 99.21 % | ||||
| Number Of Shares Shorted | 1.82 M | ||||
| Price To Earning | 20.85 X | ||||
| Price To Book | 4.05 X | ||||
| Price To Sales | 3.46 X | ||||
| Revenue | 694.71 M | ||||
| Gross Profit | 329.89 M | ||||
| EBITDA | 236.03 M | ||||
| Net Income | 79.72 M | ||||
| Cash And Equivalents | 288.06 M | ||||
| Cash Per Share | 4.31 X | ||||
| Total Debt | 986.41 M | ||||
| Debt To Equity | 0.93 % | ||||
| Current Ratio | 2.94 X | ||||
| Book Value Per Share | 9.08 X | ||||
| Cash Flow From Operations | 224.29 M | ||||
| Short Ratio | 4.09 X | ||||
| Earnings Per Share | 1.21 X | ||||
| Price To Earnings To Growth | 2.14 X | ||||
| Target Price | 42.17 | ||||
| Number Of Employees | 5 K | ||||
| Beta | 1.19 | ||||
| Market Capitalization | 2.43 B | ||||
| Total Asset | 2.06 B | ||||
| Retained Earnings | 538.9 M | ||||
| Working Capital | 263.04 M | ||||
| Current Asset | 134.72 M | ||||
| Current Liabilities | 102.5 M | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 0.72 % | ||||
| Net Asset | 2.06 B | ||||
| Last Dividend Paid | 0.2 |
About Evertec Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evertec's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evertec using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evertec based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 21.1 M | 13 M | |
| Total Revenue | 694.7 M | 499.7 M | |
| Cost Of Revenue | 430.4 M | 235.9 M | |
| Stock Based Compensation To Revenue | 0.04 | 0.04 | |
| Sales General And Administrative To Revenue | 0.14 | 0.1 | |
| Research And Ddevelopement To Revenue | 0.00 | 0.00 | |
| Capex To Revenue | (0.12) | (0.13) | |
| Revenue Per Share | 10.70 | 11.23 | |
| Ebit Per Revenue | 0.20 | 0.21 |
Pair Trading with Evertec
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 Evertec 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 Evertec will appreciate offsetting losses from the drop in the long position's value.Moving against Evertec Stock
| 0.58 | SQ | Block Inc Financial Report 2nd of May 2024 | PairCorr |
| 0.53 | BOX | Box Inc Financial Report 4th of June 2024 | PairCorr |
| 0.47 | DTSS | Datasea | PairCorr |
| 0.42 | NN | Nextnav Acquisition Corp Tech Boost | PairCorr |
| 0.41 | GB | Global Blue Group | PairCorr |
The ability to find closely correlated positions to Evertec could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evertec 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 Evertec - 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 Evertec to buy it.
The correlation of Evertec 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 Evertec moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evertec 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 Evertec 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.Check out Evertec Piotroski F Score and Evertec Altman Z Score analysis. For information on how to trade Evertec Stock refer to our How to Trade Evertec Stock guide.You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Complementary Tools for Evertec Stock analysis
When running Evertec's price analysis, check to measure Evertec'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 Evertec is operating at the current time. Most of Evertec's value examination focuses on studying past and present price action to predict the probability of Evertec's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evertec's price. Additionally, you may evaluate how the addition of Evertec to your portfolios can decrease your overall portfolio volatility.
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Is Evertec'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 Evertec. If investors know Evertec 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 Evertec 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 (0.61) | Dividend Share 0.2 | Earnings Share 1.21 | Revenue Per Share 10.699 | Quarterly Revenue Growth 0.203 |
The market value of Evertec is measured differently than its book value, which is the value of Evertec that is recorded on the company's balance sheet. Investors also form their own opinion of Evertec's value that differs from its market value or its book value, called intrinsic value, which is Evertec'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 Evertec's market value can be influenced by many factors that don't directly affect Evertec'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 Evertec's value and its price as these two are different measures arrived at by different means. Investors typically determine if Evertec is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Evertec'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.