Evertec Stock Performance
EVTC Stock | USD 37.19 0.10 0.27% |
The firm shows a Beta (market volatility) of 1.64, 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, Evertec will likely underperform. Evertec has an expected return of -0.0999%. Please make sure to confirm Evertec potential upside, and the relationship between the total risk alpha and daily balance of power , to decide if Evertec performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Evertec has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Evertec 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 0.27 | Five Day Return (1.51) | Year To Date Return (9.00) | Ten Year Return 56.85 | All Time Return 81.95 |
Forward Dividend Yield 0.0054 | Payout Ratio 0.0709 | Forward Dividend Rate 0.2 | Dividend Date 2024-03-15 | Ex Dividend Date 2024-02-26 |
1 | What Analyst Projections for Key Metrics Reveal About Evertec Q4 Earnings | 02/26/2024 |
2 | EVERTEC Full Year 2023 Earnings EPS Misses Expectations | 03/01/2024 |
3 | In-Depth Analysis Visa Versus Competitors In Financial Services Industry | 03/05/2024 |
4 | Evertec Expands Buyback, Sets 70 Million Accelerated Repurchase | 03/06/2024 |
5 | Disposition of 1781 shares by Brignardello Daniel of Evertec at 36.92 subject to Rule 16b-3 | 03/08/2024 |
6 | Disposition of 16000 shares by Dangelo Frank G. of Evertec at 37.427 subject to Rule 16b-3 | 03/11/2024 |
7 | Evertec Inc President CEO Morgan Schuessler Sells 159,514 Shares | 03/12/2024 |
Evertec dividend paid on 15th of March 2024 | 03/15/2024 |
8 | EVERTEC, INC Revenue Breakdown BIVAEVTCN TradingView - TradingView | 03/27/2024 |
9 | Disposition of tradable shares by Cruz Karla of Evertec subject to Rule 16b-3 | 04/05/2024 |
10 | Inquiry Into Mastercards Competitor Dynamics In Financial Services Industry | 04/15/2024 |
11 | EVERTEC declares 0.05 dividend | 04/18/2024 |
Begin Period Cash Flow | 215.7 M |
Evertec |
Evertec Relative Risk vs. Return Landscape
If you would invest 4,015 in Evertec on January 20, 2024 and sell it today you would lose (296.00) from holding Evertec or give up 7.37% of portfolio value over 90 days. Evertec is currently does not generate positive expected returns and assumes 2.0598% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Evertec, 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 |
Evertec Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evertec's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Evertec, and traders can use it to determine the average amount a Evertec'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 = -0.0485
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Negative Returns | EVTC |
Estimated Market Risk
2.06 actual daily | 18 82% of assets are more volatile |
Expected Return
-0.1 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 Evertec 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 Evertec by adding Evertec to a well-diversified portfolio.
Evertec Fundamentals Growth
Evertec Stock prices reflect investors' perceptions of the future prospects and financial health of Evertec, and Evertec 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 Evertec Stock performance.
Return On Equity | 0.14 | ||||
Return On Asset | 0.0533 | ||||
Profit Margin | 0.11 % | ||||
Operating Margin | 0.11 % | ||||
Current Valuation | 3.17 B | ||||
Shares Outstanding | 64.41 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 | ||||
Earnings Per Share | 1.21 X | ||||
Market Capitalization | 2.4 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 | ||||
About Evertec Performance
To evaluate Evertec 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 Evertec 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 Evertec 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 Evertec market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Evertec'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 | 20.69 | 36.45 | |
Return On Tangible Assets | 0.11 | 0.21 | |
Return On Capital Employed | 0.08 | 0.10 | |
Return On Assets | 0.04 | 0.07 | |
Return On Equity | 0.13 | 0.13 |
Things to note about Evertec performance evaluation
Checking the ongoing alerts about Evertec for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Evertec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evertec generated a negative expected return over the last 90 days | |
Evertec has a strong financial position based on the latest SEC filings | |
Over 99.0% of the company shares are held by institutions such as insurance companies | |
On 15th of March 2024 Evertec paid $ 0.05 per share dividend to its current shareholders | |
Latest headline from seekingalpha.com: EVERTEC declares 0.05 dividend |
- Analyzing Evertec'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 Evertec's stock is overvalued or undervalued compared to its peers.
- Examining Evertec'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 Evertec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evertec's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Evertec's stock. These opinions can provide insight into Evertec'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 Evertec. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. For information on how to trade Evertec Stock refer to our How to Trade Evertec Stock guide.You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
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.