Evertec Stock Analysis

EVTC Stock  USD 39.90  0.28  0.71%   
Evertec is fairly valued with Real Value of 39.52 and Target Price of 42.33. The main objective of Evertec stock analysis is to determine its intrinsic value, which is an estimate of what Evertec is worth, separate from its market price. There are two main types of Evertec's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Evertec's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Evertec's stock to identify patterns and trends that may indicate its future price movements.
The Evertec stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Evertec is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Evertec Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Evertec's ongoing operational relationships across important fundamental and technical indicators.
  
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.

Evertec Stock Analysis Notes

About 99.0% of the company shares are held by institutions such as insurance companies. The book value of Evertec was currently reported as 9.08. The company has Price/Earnings To Growth (PEG) ratio of 2.14. Evertec last dividend was issued on the 26th of February 2024. 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 Total Revenue

194.62 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.
Evertec generated a negative expected return over the last 90 days
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 news.google.com: Frank G. Dangelo Sells 16000 Shares of EVERTEC, Inc. Stock - Defense World

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.
28th of February 2024
Upcoming Quarterly Report
View
24th of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
28th of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2017-05-03
2017-03-310.390.450.0615 
2022-04-28
2022-03-310.620.70.0812 
2021-04-29
2021-03-310.540.620.0814 
View All Earnings Estimates

Evertec Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Evertec is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Evertec backward and forwards among themselves. Evertec's institutional investor refers to the entity that pools money to purchase Evertec's securities or originate 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
Victory Capital Management Inc.2023-12-31
1.3 M
Fuller & Thaler Asset Management Inc2023-12-31
1.2 M
Northern Trust Corp2023-12-31
932.3 K
Sunriver Management Llc2023-12-31
827.5 K
Renaissance Technologies Corp2023-12-31
794.7 K
Morgan Stanley - Brokerage Accounts2023-12-31
780.7 K
Amvescap Plc.2023-12-31
773.2 K
Northstar Asset Management, Inc.2023-12-31
729 K
Charles Schwab Investment Management Inc2023-12-31
709.5 K
Blackrock Inc2023-12-31
10.2 M
Vanguard Group Inc2023-12-31
7.5 M
Note, although Evertec'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.

Evertec Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.61 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 those 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 0.11 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.11 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.11.
Last ReportedProjected for 2024
Return On Capital Employed 0.08  0.10 
Return On Assets 0.04  0.07 
Return On Equity 0.13  0.13 

Management Efficiency

Evertec has return on total asset (ROA) of 0.0533 % which means that it generated a profit of $0.0533 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1439 %, meaning that it created $0.1439 on every $100 dollars invested by stockholders. Evertec's 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. At present, Evertec's Return On Assets are projected to increase slightly based on the last few years of reporting. At present, Evertec's Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 581.3 M, whereas Total Assets are forecasted to decline to about 1.2 B.
Last ReportedProjected for 2024
Price Book Value Ratio 4.47  4.25 
Enterprise Value Multiple 14.09  14.63 
Price Fair Value 4.47  4.25 
The analysis of Evertec's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Evertec's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Evertec Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.005
Forward Dividend Yield
0.005
Forward Dividend Rate
0.2
Beta
1.195

Technical Drivers

As of the 29th of March, Evertec shows the Mean Deviation of 1.25, variance of 3.82, and Standard Deviation of 1.95. 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 thirteen technical drivers for Evertec, which can be compared to its rivals. Please confirm Evertec mean deviation, information ratio, as well as the relationship between the Information Ratio and potential upside to decide if Evertec is priced favorably, providing market reflects its regular price of 39.9 per share. Given that Evertec has information ratio of (0.08), 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

Execute Study
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Evertec middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Evertec. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

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 Corporate Filings

8K
21st of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
12th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
11th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
6th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
4th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
29th of February 2024
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
8K
28th of February 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F3
27th of February 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

Evertec Forecast Models

Evertec's time-series forecasting models are one of many Evertec's stock analysis techniques aimed at predicting 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 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 prices is reacting to, or reflecting on a current 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 2024
Pretax Profit Margin 0.12  0.14 
Operating Profit Margin 0.20  0.21 
Net Profit Margin 0.11  0.14 
Gross Profit Margin 0.38  0.58 

Current Evertec Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Evertec analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Evertec analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
42.33Buy6Odds
Evertec current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Evertec analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Evertec stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Evertec, talking to its executives and customers, or listening to Evertec conference calls.
Evertec Analyst Advice Details

Evertec Stock Analysis Indicators

Evertec stock analysis indicators help investors evaluate how Evertec stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Evertec shares will generate the highest return on investment. By understating and applying Evertec stock analysis, traders can identify Evertec position entry and exit signals to maximize returns.
Begin Period Cash Flow215.7 M
Total Stockholder Equity594.3 M
Capital Lease Obligations15.7 M
Property Plant And Equipment Net77.2 M
Cash And Short Term Investments318.7 M
Cash318.7 M
50 Day M A39.4582
Net Interest Income-17.5 M
Total Current Liabilities298.3 M
Investments-132.8 M
Interest Expense40.6 M
Stock Based Compensation25.7 M
Long Term Debt946.8 M
Common Stock Shares Outstanding65.8 M
Tax Provision10.6 M
Quarterly Earnings Growth Y O Y-0.61
Other Current Assets97.3 M
Accounts Payable66.5 M
Net Debt667.7 M
Other Operating Expenses558.5 M
Non Current Assets Total1.5 B
Liabilities And Stockholders Equity2.1 B
Non Currrent Assets Other34.8 M
When determining whether Evertec offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Evertec'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 Evertec Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Evertec Stock:
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 Global Correlations module to find global opportunities by holding instruments from different markets.

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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.