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.
Evertec |
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 |
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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 | 2017-03-31 | 0.39 | 0.45 | 0.06 | 15 | ||
2022-04-28 | 2022-03-31 | 0.62 | 0.7 | 0.08 | 12 | ||
2021-04-29 | 2021-03-31 | 0.54 | 0.62 | 0.08 | 14 |
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 Inc | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 932.3 K | Sunriver Management Llc | 2023-12-31 | 827.5 K | Renaissance Technologies Corp | 2023-12-31 | 794.7 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 780.7 K | Amvescap Plc. | 2023-12-31 | 773.2 K | Northstar Asset Management, Inc. | 2023-12-31 | 729 K | Charles Schwab Investment Management Inc | 2023-12-31 | 709.5 K | Blackrock Inc | 2023-12-31 | 10.2 M | Vanguard Group Inc | 2023-12-31 | 7.5 M |
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 Reported | Projected 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 Reported | Projected 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
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.
D'angelo Frank G. over two weeks ago Disposition of 16000 shares by Dangelo Frank G. of Evertec at 37.427 subject to Rule 16b-3 | ||
Brignardello Daniel over two weeks ago Disposition of 1781 shares by Brignardello Daniel of Evertec at 36.92 subject to Rule 16b-3 | ||
Miguel Vizcarrondo over three weeks ago Sale by Miguel Vizcarrondo of 25000 shares of Evertec | ||
White Thomas M over a month ago Disposition of 50000 shares by White Thomas M of Evertec subject to Rule 16b-3 | ||
Miguel Vizcarrondo over six months ago Exercise or conversion by Miguel Vizcarrondo of 46745 shares of Evertec subject to Rule 16b-3 | ||
Diego Viglianco over six months ago Sale by Diego Viglianco of 1128 shares of Evertec | ||
Diego Viglianco over a year ago Payment of 2277 shares by Diego Viglianco of Evertec subject to Rule 16b-3 | ||
Diego Viglianco over a year ago Acquisition by Diego Viglianco of 18068 shares of Evertec subject to Rule 16b-3 |
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.
Accumulation Distribution | 14618.91 | |||
Daily Balance Of Power | 0.2667 | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 40.14 | |||
Day Typical Price | 40.06 | |||
Price Action Indicator | (0.11) | |||
Period Momentum Indicator | 0.28 |
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 Reported | Projected 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 Price | Advice | # of Analysts | |
42.33 | Buy | 6 | Odds |
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 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 Flow | 215.7 M | |
Total Stockholder Equity | 594.3 M | |
Capital Lease Obligations | 15.7 M | |
Property Plant And Equipment Net | 77.2 M | |
Cash And Short Term Investments | 318.7 M | |
Cash | 318.7 M | |
50 Day M A | 39.4582 | |
Net Interest Income | -17.5 M | |
Total Current Liabilities | 298.3 M | |
Investments | -132.8 M | |
Interest Expense | 40.6 M | |
Stock Based Compensation | 25.7 M | |
Long Term Debt | 946.8 M | |
Common Stock Shares Outstanding | 65.8 M | |
Tax Provision | 10.6 M | |
Quarterly Earnings Growth Y O Y | -0.61 | |
Other Current Assets | 97.3 M | |
Accounts Payable | 66.5 M | |
Net Debt | 667.7 M | |
Other Operating Expenses | 558.5 M | |
Non Current Assets Total | 1.5 B | |
Liabilities And Stockholders Equity | 2.1 B | |
Non Currrent Assets Other | 34.8 M |
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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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.