Evertec Stock Analysis


USD 36.58  0.23  0.62%   

The current indifference towards the small price fluctuations of Evertec could raise concerns from investors as the firm is trading at a share price of 36.58 on 54,277 in volume. The company executives did not add any value to Evertec investors in July. However, most investors can still diversify their portfolios with Evertec to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.95. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Evertec stock analysis report makes it easy to digest most publicly released information about Evertec and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Evertec Stock analysis module also helps to analyze the Evertec price relationship with some important fundamental indicators such as market cap and management efficiency.

Evertec Stock Analysis Notes

About 85.0% of the company shares are held by institutions such as insurance companies. The company next dividend is scheduled to be issued on the 29th of April 2022. EVERTEC, Inc. engages in transaction processing business in Latin America and the Caribbean. EVERTEC, Inc. was founded in 1988 and is headquartered in San Juan, Puerto Rico. Evertec operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 2500 people. To learn more about Evertec call Morgan Schuessler at 787 759 9999 or check out https://www.evertecinc.com.

Evertec Quarterly Cost of Revenue

74.31 Million

Evertec Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Evertec's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Evertec or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 85.0% of the company shares are held by institutions such as insurance companies
Latest headline from MacroaxisInsider: Acquisition or disposition of Evertec securities by Popular Inc

Evertec Upcoming and Recent Events

Earnings reports are used by Evertec to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Evertec previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report7th of March 2022
Next Financial Report5th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End7th of March 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Evertec Largest EPS Surprises

Earnings surprises can significantly impact Evertec's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Fiscal Date
Estimated EPS
Reported EPS
View All Earnings Estimates

Evertec SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Evertec prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Evertec investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Evertec specific information freely available to individual and institutional investors to make a timely investment decision.
29th of July 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
7th of July 2022
Unclassified Corporate Event
1st of July 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Unclassified Corporate Event. Entry into a Material Definitive Agreement
24th of May 2022
Submission of Matters to a Vote of Security Holders
28th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
21st of April 2022
Financial Statements and Exhibits. Regulation FD Disclosure
24th of February 2022
Financial Statements and Exhibits. Other Events. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Results of Operations and Financial Condition. Entry into a Material Definitive Agreement
16th of February 2022
Financial Statements and Exhibits. Regulation FD Disclosure

Evertec Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 2.87 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Evertec's market, we take the total number of its shares issued and multiply it by Evertec's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Evertec Profitablity

Evertec's profitability indicators refer to fundamental financial ratios that showcase Evertec's ability to generate income relative to its revenue or operating costs. If, let's say, Evertec is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Evertec's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Evertec's profitability requires more research than a typical breakdown of Evertec's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 27.4 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large. Similarly, it shows Operating Margin (OM) of 41.35 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.41.
Last ReportedProjected for 2022
Return on Average Assets 0.15  0.13 
Return on Average Equity 0.39  0.45 
Return on Invested Capital 0.35  0.28 
Return on Sales 0.35  0.32 

Management Efficiency

The entity has return on total asset (ROA) of 11.24 % which means that it generated profit of $11.24 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 38.63 %, meaning that it created $38.63 on every $100 dollars invested by stockholders. Evertec management efficiency ratios could be used to measure how well evertec manages its routine affairs as well as how well it operates its assets and liabilities. The current year Return on Average Equity is expected to grow to 0.45, whereas Return on Average Assets are forecasted to decline to 0.13. Evertec Total Assets are projected to increase significantly based on the last few years of reporting. The past year's Total Assets were at 1.14 Billion. The current year Goodwill and Intangible Assets is expected to grow to about 609.7 M, whereas Current Assets are forecasted to decline to about 349.6 M.
Last ReportedProjected for 2022
Book Value per Share 6.48  6.99 
Enterprise Value over EBIT 19.00  28.01 
Enterprise Value over EBITDA 13.40  13.30 
Price to Book Value 7.71  8.91 
Tangible Assets Book Value per Share 7.48  6.15 
Enterprise Value3.8 B3.5 B
Tangible Asset Value538.1 M443.8 M

Technical Drivers

As of the 9th of August, Evertec shows the mean deviation of 1.52, and Coefficient Of Variation of (1,435). Evertec technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Evertec, which can be compared to its rivals. Please confirm Evertec treynor ratio, and the relationship between the standard deviation and downside variance to decide if Evertec is priced favorably, providing market reflects its regular price of 36.58 per share. Given that Evertec has jensen alpha of (0.09), we urge you to verify Evertec's prevailing market performance to make sure the company can sustain itself at a future point.

Evertec Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to Evertec price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator.

Evertec Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Evertec insiders, such as employees or executives, is commonly permitted as long as it does not rely on Evertec's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Evertec insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Evertec Predictive Daily Indicators

Evertec intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Evertec stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Evertec Forecast Models

Evertec time-series forecasting models is one of many Evertec's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Evertec's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Evertec Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Evertec stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Evertec shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Evertec. By using and applying Evertec Stock analysis, traders can create a robust methodology for identifying Evertec entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.48  0.49 
Gross Margin 0.58  0.62 
Profit Margin 0.27  0.24 
EVERTEC, Inc. engages in transaction processing business in Latin America and the Caribbean. EVERTEC, Inc. was founded in 1988 and is headquartered in San Juan, Puerto Rico. Evertec operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 2500 people.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Evertec to your portfolios without increasing risk or reducing expected return.

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Continue to Investing Opportunities. Note that the Evertec information on this page should be used as a complementary analysis to other Evertec'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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running Evertec 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 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 YOY
Market Capitalization
2.6 B
Quarterly Revenue Growth YOY
Return On Assets
Return On Equity
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 Evertec value 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.