Enerpac Tool Group Stock Buy Hold or Sell Recommendation

EPAC Stock  USD 35.49  0.10  0.28%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Enerpac Tool Group is 'Hold'. Macroaxis provides Enerpac Tool buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EPAC positions. The advice algorithm takes into account all of Enerpac Tool's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Enerpac Tool's buy or sell advice are summarized below:
Real Value
25.39
Target Price
17
Hype Value
35.44
Market Value
35.49
Naive Value
35.88
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Enerpac Tool Group given historical horizon and risk tolerance towards Enerpac Tool. When Macroaxis issues a 'buy' or 'sell' recommendation for Enerpac Tool Group, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Enerpac Tool Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Enerpac and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Enerpac Tool Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation.

Execute Enerpac Tool Buy or Sell Advice

The Enerpac recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Enerpac Tool Group. Macroaxis does not own or have any residual interests in Enerpac Tool Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Enerpac Tool's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Enerpac ToolBuy Enerpac Tool
Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Enerpac Tool Group has a Risk Adjusted Performance of 0.0692, Jensen Alpha of 0.0344, Total Risk Alpha of (0.17), Sortino Ratio of 0.0185 and Treynor Ratio of 0.16
Enerpac Tool advice module can be used to check and cross-verify current investment recommendation provided by analysts reviewing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Enerpac Tool is not overpriced, please confirm all Enerpac Tool Group fundamentals, including its number of shares shorted, revenue, and the relationship between the shares owned by insiders and price to book . Given that Enerpac Tool Group has a price to book of 5.70 X, we urge you to verify Enerpac Tool Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Enerpac Tool Trading Alerts and Improvement Suggestions

Over 99.0% of the company shares are held by institutions such as insurance companies
Latest headline from MacroaxisInsider: Acquisition by J Clarkson of 3785 shares of Enerpac Tool subject to Rule 16b-3

Enerpac Tool Returns Distribution Density

The distribution of Enerpac Tool's historical returns is an attempt to chart the uncertainty of Enerpac Tool's future price movements. The chart of the probability distribution of Enerpac Tool daily returns describes the distribution of returns around its average expected value. We use Enerpac Tool Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Enerpac Tool returns is essential to provide solid investment advice for Enerpac Tool.
Mean Return
0.16
Value At Risk
-2.21
Potential Upside
2.28
Standard Deviation
1.44
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Enerpac Tool historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Enerpac Stock 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 originates 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
Geode Capital Management, Llc2023-12-31
1.1 M
Neuberger Berman Group Llc2023-12-31
1.1 M
Bank Of New York Mellon Corp2023-12-31
932.1 K
Nuveen Asset Management, Llc2023-12-31
686 K
Morgan Stanley - Brokerage Accounts2023-12-31
660.8 K
Northern Trust Corp2023-12-31
617.6 K
Charles Schwab Investment Management Inc2023-12-31
587.7 K
Segall Bryant & Hamill2023-12-31
531.9 K
Mesirow Institutional Investment Management, Inc.2023-12-31
507.4 K
Blackrock Inc2023-12-31
8.4 M
Vanguard Group Inc2023-12-31
6.3 M
Note, although Enerpac Tool's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Enerpac Tool Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory9.0M(5.9M)(16.0M)4.5M5.2M5.5M
Change In Cash(59.0M)(11.8M)(19.7M)33.7M38.8M40.7M
Free Cash Flow(16.6M)42.2M43.3M68.2M78.4M72.1M
Depreciation20.7M21.6M19.6M16.3M18.8M35.4M
Other Non Cash Items(19.9M)(3.8M)15.9M(3.9M)(4.4M)(4.7M)
Dividends Paid2.4M2.4M2.4M2.3M2.6M2.4M
Capital Expenditures13.5M12.0M8.4M9.4M10.8M10.3M
Net Income5.6M40.2M19.6M53.6M61.7M37.4M
End Period Cash Flow152.2M140.4M120.7M154.4M177.6M186.5M
Change Receivables5.0M(44.7M)(19.1M)(23.8M)(21.4M)(20.3M)
Net Borrowings(207.6M)(80M)29M10.8M9.7M10.2M
Change To Netincome(15.8M)54.2M15.3M31.0M27.9M29.3M
Investments176.1M13.3M(7.2M)11.3M13.0M13.7M

Enerpac Tool Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Enerpac Tool or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Enerpac Tool's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Enerpac stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.03
β
Beta against NYSE Composite0.96
σ
Overall volatility
1.41
Ir
Information ratio 0.02

Enerpac Tool Volatility Alert

Enerpac Tool Group has relatively low volatility with skewness of -0.05 and kurtosis of 1.1. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Enerpac Tool's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Enerpac Tool's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Enerpac Tool Fundamentals Vs Peers

Comparing Enerpac Tool's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Enerpac Tool's direct or indirect competition across all of the common fundamentals between Enerpac Tool and the related equities. This way, we can detect undervalued stocks with similar characteristics as Enerpac Tool or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Enerpac Tool's fundamental indicators could also be used in its relative valuation, which is a method of valuing Enerpac Tool by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Enerpac Tool to competition
FundamentalsEnerpac ToolPeer Average
Return On Equity0.23-0.31
Return On Asset0.11-0.14
Profit Margin0.12 %(1.27) %
Operating Margin0.23 %(5.51) %
Current Valuation2.01 B16.62 B
Shares Outstanding54.25 M571.82 M
Shares Owned By Insiders0.91 %10.09 %
Shares Owned By Institutions99.09 %39.21 %
Number Of Shares Shorted531.33 K4.71 M
Price To Earning41.20 X28.72 X
Price To Book5.70 X9.51 X
Price To Sales3.25 X11.42 X
Revenue598.2 M9.43 B
Gross Profit295.94 M27.38 B
EBITDA87.34 M3.9 B
Net Income53.65 M570.98 M
Cash And Equivalents120.7 M2.7 B
Cash Per Share2.12 X5.01 X
Total Debt214.09 M5.32 B
Debt To Equity0.78 %48.70 %
Current Ratio2.23 X2.16 X
Book Value Per Share6.21 X1.93 K
Cash Flow From Operations77.6 M971.22 M
Short Ratio2.17 X4.00 X
Earnings Per Share1.36 X3.12 X
Price To Earnings To Growth0.34 X4.89 X
Target Price42.0
Number Of Employees2.1 K18.84 K
Beta1.21-0.15
Market Capitalization1.94 B19.03 B
Total Asset762.6 M29.47 B
Retained Earnings1.01 B9.33 B
Working Capital207.52 M1.48 B
Note: Acquisition by J Clarkson of 3785 shares of Enerpac Tool subject to Rule 16b-3 [view details]

Enerpac Tool Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Enerpac . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Enerpac Tool Buy or Sell Advice

When is the right time to buy or sell Enerpac Tool Group? Buying financial instruments such as Enerpac Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total204M214.1M246.2M351.2M
Total Assets757.9M762.6M877.0M1.0B

Use Investing Ideas to Build Portfolios

In addition to having Enerpac Tool in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Utilities Thematic Idea Now

Utilities
Utilities Theme
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. The Utilities theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities Theme or any other thematic opportunities.
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When determining whether Enerpac Tool Group offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Enerpac Tool'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 Enerpac Tool Group Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Enerpac Tool Group Stock:
Check out Enerpac Tool Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Enerpac Tool Group information on this page should be used as a complementary analysis to other Enerpac Tool's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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Is Enerpac Tool'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 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
3.458
Dividend Share
0.04
Earnings Share
1.36
Revenue Per Share
10.784
Quarterly Revenue Growth
(0.03)
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.
Please note, there is a significant difference between Enerpac Tool's value and its price as these two are different measures arrived at by different 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.