Enerpac Tool Shares Owned By Insiders vs. Shares Owned By Institutions

EPAC Stock  USD 48.85  0.87  1.81%   
Taking into consideration Enerpac Tool's profitability measurements, Enerpac Tool Group is yielding more profit at this time then in previous quarter. It has a moderate probability of reporting better profitability numbers in January. Profitability indicators assess Enerpac Tool's ability to earn profits and add value for shareholders. At present, Enerpac Tool's EV To Sales is projected to increase slightly based on the last few years of reporting. The current year's Price Sales Ratio is expected to grow to 3.99, whereas Days Sales Outstanding is forecasted to decline to 63.44. At present, Enerpac Tool's Net Income From Continuing Ops is projected to decrease significantly based on the last few years of reporting. The current year's Net Income Applicable To Common Shares is expected to grow to about 44 M, whereas Accumulated Other Comprehensive Income is projected to grow to (107 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.310.5106
Way Down
Slightly volatile
For Enerpac Tool profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Enerpac Tool to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Enerpac Tool Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Enerpac Tool's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Enerpac Tool Group over time as well as its relative position and ranking within its peers.
  

Enerpac Tool's Revenue Breakdown by Earning Segment

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Is Industrial Machinery & Supplies & Components space 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 Enerpac Tool. If investors know Enerpac 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 Enerpac Tool 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
0.126
Dividend Share
0.04
Earnings Share
1.5
Revenue Per Share
10.849
Quarterly Revenue Growth
(0.01)
The market value of Enerpac Tool Group is measured differently than its book value, which is the value of Enerpac that is recorded on the company's balance sheet. Investors also form their own opinion of Enerpac Tool's value that differs from its market value or its book value, called intrinsic value, which is Enerpac Tool'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 Enerpac Tool's market value can be influenced by many factors that don't directly affect Enerpac Tool'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 Enerpac Tool's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enerpac Tool is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enerpac Tool'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.

Enerpac Tool Group Shares Owned By Institutions vs. Shares Owned By Insiders Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Enerpac Tool's current stock value. Our valuation model uses many indicators to compare Enerpac Tool value to that of its competitors to determine the firm's financial worth.
Enerpac Tool Group is rated below average in shares owned by insiders category among its peers. It is rated # 3 in shares owned by institutions category among its peers producing about  99.00  of Shares Owned By Institutions per Shares Owned By Insiders. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Enerpac Tool's earnings, one of the primary drivers of an investment's value.

Enerpac Shares Owned By Institutions vs. Shares Owned By Insiders

Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.

Enerpac Tool

Insiders Shares

 = 

Executives Shares

+

Employees

 = 
1.00 %
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

Enerpac Tool

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
99.00 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.

Enerpac Shares Owned By Institutions Comparison

Enerpac Tool is currently under evaluation in shares owned by institutions category among its peers.

Enerpac Tool Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Enerpac Tool, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Enerpac Tool will eventually generate negative long term returns. The profitability progress is the general direction of Enerpac Tool's change in net profit over the period of time. It can combine multiple indicators of Enerpac Tool, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-112.6 M-107 M
Operating Income121.6 M86.3 M
Income Before Tax105.5 M58.8 M
Total Other Income Expense Net-16.1 M-16.9 M
Net Income82.2 M86.3 M
Income Tax Expense23.3 M12.6 M
Net Income From Continuing Ops82.2 M86.3 M
Non Operating Income Net Other-2.1 M-2 M
Net Income Applicable To Common Shares41.9 M44 M
Interest Income32.4 M31.9 M
Net Interest Income-13.5 M-14.2 M
Change To Netincome27.9 M29.3 M
Net Income Per Share 1.58  0.86 
Income Quality 0.99  0.94 
Net Income Per E B T 0.81  0.46 

Enerpac Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Enerpac Tool. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Enerpac Tool position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Enerpac Tool's important profitability drivers and their relationship over time.

Use Enerpac Tool in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Enerpac Tool position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Enerpac Tool will appreciate offsetting losses from the drop in the long position's value.

Enerpac Tool Pair Trading

Enerpac Tool Group Pair Trading Analysis

The ability to find closely correlated positions to Enerpac Tool could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Enerpac Tool when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Enerpac Tool - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Enerpac Tool Group to buy it.
The correlation of Enerpac Tool is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Enerpac Tool moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Enerpac Tool Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Enerpac Tool can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Enerpac Tool position

In addition to having Enerpac Tool in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Electronics
Electronics Theme
Companies manufacturing electronic appliances and goods. The Electronics theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronics Theme or any other thematic opportunities.
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When determining whether Enerpac Tool Group offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Enerpac Tool'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 Enerpac Tool Group Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Enerpac Tool Group Stock:
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You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
To fully project Enerpac Tool's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Enerpac Tool Group at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Enerpac Tool's income statement, its balance sheet, and the statement of cash flows.
Potential Enerpac Tool investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Enerpac Tool investors may work on each financial statement separately, they are all related. The changes in Enerpac Tool's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Enerpac Tool's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.