Enterprise Financial Services Stock Performance
| EFSC Stock | USD 39.20 0.51 1.28% |
The firm shows a Beta (market volatility) of 1.6, 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, Enterprise Financial will likely underperform. Enterprise Financial has an expected return of -0.0535%. Please make sure to confirm Enterprise Financial accumulation distribution, and the relationship between the potential upside and day median price , to decide if Enterprise Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Enterprise Financial Services has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Enterprise Financial is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.30) | Five Day Return 4.35 | Year To Date Return (12.24) | Ten Year Return 104.07 | All Time Return 204.54 |
Forward Dividend Yield 0.0252 | Payout Ratio 0.1949 | Last Split Factor 3:1 | Forward Dividend Rate 1 | Dividend Date 2024-03-29 |
1 | Disposition of 329 shares by Troy Dumlao of Enterprise Financial subject to Rule 16b-3 | 02/23/2024 |
2 | Acquisition by James Lally of 5857 shares of Enterprise Financial subject to Rule 16b-3 | 02/28/2024 |
3 | Legal General Group Plc Has 532.92 Million Stock Position in Eaton Co. plc | 03/05/2024 |
4 | Lazard Asset Management LLC Has 470000 Stock Position in Enterprise Financial Services Corp - Defense World | 03/11/2024 |
5 | First Hawaiian Bank Has 1.42 Million Stock Holdings in Hewlett Packard Enterprise - Defense World | 03/18/2024 |
6 | How to Take Advantage of moves in - Stock Traders Daily | 03/22/2024 |
7 | Blue Trust Inc. Has 124000 Position in Wipro Limited - Defense World | 04/03/2024 |
8 | Enterprise Financial Services investors are sitting on a loss of 18 percent if they invested three years ago | 04/11/2024 |
9 | Insights Into Enterprise Financial Services Q1 Wall Street Projections for Key Metrics | 04/17/2024 |
| Begin Period Cash Flow | 291.4 M |
Enterprise |
Enterprise Financial Relative Risk vs. Return Landscape
If you would invest 4,151 in Enterprise Financial Services on January 24, 2024 and sell it today you would lose (180.00) from holding Enterprise Financial Services or give up 4.34% of portfolio value over 90 days. Enterprise Financial Services is currently does not generate positive expected returns and assumes 1.8447% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Enterprise, 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 |
Enterprise Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Enterprise Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Enterprise Financial Services, and traders can use it to determine the average amount a Enterprise Financial'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 = -0.029
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EFSC |
Estimated Market Risk
| 1.84 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Enterprise Financial 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 Enterprise Financial by adding Enterprise Financial to a well-diversified portfolio.
Enterprise Financial Fundamentals Growth
Enterprise Stock prices reflect investors' perceptions of the future prospects and financial health of Enterprise Financial, and Enterprise Financial 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 Enterprise Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0141 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.40 % | ||||
| Current Valuation | 1.61 B | ||||
| Shares Outstanding | 37.51 M | ||||
| Price To Earning | 16.21 X | ||||
| Price To Book | 0.87 X | ||||
| Price To Sales | 2.45 X | ||||
| Revenue | 68.72 M | ||||
| Gross Profit | 531.12 M | ||||
| EBITDA | 246.53 M | ||||
| Net Income | 194.06 M | ||||
| Cash And Equivalents | 753.9 M | ||||
| Cash Per Share | 20.25 X | ||||
| Total Debt | 184.62 M | ||||
| Debt To Equity | 0.16 % | ||||
| Book Value Per Share | 43.94 X | ||||
| Cash Flow From Operations | 269.28 M | ||||
| Earnings Per Share | 5.07 X | ||||
| Market Capitalization | 1.49 B | ||||
| Total Asset | 14.55 B | ||||
| Retained Earnings | 749.51 M | ||||
About Enterprise Financial Performance
To evaluate Enterprise Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Enterprise Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Enterprise Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Enterprise Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Enterprise's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.08 | 0.07 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.11 | 0.07 |
Things to note about Enterprise Financial performance evaluation
Checking the ongoing alerts about Enterprise Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Enterprise Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Enterprise Financial generated a negative expected return over the last 90 days | |
| Enterprise Financial has a poor financial position based on the latest SEC disclosures | |
| About 73.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Insights Into Enterprise Financial Services Q1 Wall Street Projections for Key Metrics |
- Analyzing Enterprise Financial'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 Enterprise Financial's stock is overvalued or undervalued compared to its peers.
- Examining Enterprise Financial'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 Enterprise Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enterprise Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Enterprise Financial's stock. These opinions can provide insight into Enterprise Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Enterprise Financial Services. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| AI Investment Finder Use AI to screen and filter profitable investment opportunities | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |
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.