Enerpac Piotroski F Score

EPAC
 Stock
  

USD 25.05  0.08  0.32%   

This module uses fundamental data of Enerpac Tool to approximate its Piotroski F score. Enerpac Tool F Score is determined by combining nine binary scores representing 3 distinct fundamental categories of Enerpac Tool Group. These three categories are profitability, efficiency, and funding. Some research analysts and sophisticated value traders use Piotroski F Score to find opportunities outside of the conventional market and financial statement analysis.They believe that some of the new information about Enerpac Tool financial position does not get reflected in the current market share price suggesting a possibility of arbitrage. Continue to Enerpac Tool Altman Z Score, Enerpac Tool Correlation, Enerpac Tool Valuation, as well as analyze Enerpac Tool Alpha and Beta and Enerpac Tool Hype Analysis.
  
Enerpac Tool Total Debt is projected to decrease significantly based on the last few years of reporting. The past year's Total Debt was at 157.5 Million. The current year Debt Current is expected to grow to about 13 M, whereas Issuance Repayment of Debt Securities is forecasted to decline to (73.9 M). Enerpac Tool Interest Coverage is projected to decrease significantly based on the last few years of reporting. The past year's Interest Coverage was at 4.01. The current year Long Term Debt to Equity is expected to grow to 0.64, whereas PPandE Turnover is forecasted to decline to 10.91.
At this time, it appears that Enerpac Tool's Piotroski F Score is Poor. Although some professional money managers and academia have recently criticized Piotroski F-Score model, we still consider it an effective method of predicting the state of the financial strength of any organization that is not predisposed to accounting gimmicks and manipulations. Using this score on the criteria to originate an efficient long-term portfolio can help investors filter out the purely speculative stocks or equities playing fundamental games by manipulating their earnings..
4.0
Piotroski F Score - Poor
1
Current Return On AssetsPositiveFocus
2
Change in Return on AssetsIncreasedFocus
3
Cash Flow Return on AssetsPositiveFocus
4
Current Quality of Earnings (accrual)DecreasingFocus
5
Asset Turnover GrowthIncreaseFocus
6
Current Ratio ChangeDecreaseFocus
7
Long Term Debt Over Assets ChangeHigher LeverageFocus
8
Change In Outstending SharesIncreaseFocus
9
Change in Gross MarginNo ChangeFocus

Enerpac Tool Piotroski F Score Drivers

The critical factor to consider when applying the Piotroski F Score to Enerpac Tool is to make sure Enerpac is not a subject of accounting manipulations and runs a healthy internal audit department. So, if Enerpac Tool's auditors report directly to the board (not management), the managers will be reluctant to manipulate simply due to the fear of punishment. On the other hand, the auditors will be free to investigate the ledgers properly because they know that the board has their back. Below are the main accounts that are used in the Piotroski F Score model. By analyzing the historical trends of the mains drivers, investors can determine if Enerpac Tool's financial numbers are properly reported.
Current ValueLast YearChange From Last Year 10 Year Trend
Weighted Average Shares Diluted69.6 M59.9 M
Fairly Up
Decreasing
Slightly volatile
Weighted Average Shares68.3 M59.5 M
Fairly Up
Decreasing
Slightly volatile
Return on Average Assets2.151.9886
Significantly Up
Decreasing
Stable
Net Cash Flow from Operations53.1 M51.7 M
Fairly Up
Decreasing
Slightly volatile
Current Liabilities236.4 M153.2 M
Way Up
Decreasing
Slightly volatile
Total Liabilities450.2 M438.7 M
Fairly Up
Decreasing
Slightly volatile
Gross Margin41.1546.4596
Fairly Down
Increasing
Slightly volatile
Total Debt161.6 M157.5 M
Fairly Up
Decreasing
Slightly volatile
Asset Turnover0.780.7242
Significantly Up
Decreasing
Stable
Current Assets495.4 M342.4 M
Way Up
Decreasing
Slightly volatile
Total Assets777.2 M757.3 M
Fairly Up
Decreasing
Slightly volatile

Enerpac Tool Group F Score Driver Matrix

One of the toughest challenges investors face today is learning how to quickly synthesize historical financial statements and information provided by the company, SEC reporting, and various external parties in order to project the various growth rates. Understanding the correlation between Enerpac Tool's different financial indicators related to revenue, expenses, operating profit, and net earnings helps investors identify and prioritize their investing strategies towards Enerpac Tool in a much-optimized way.

About Enerpac Tool Piotroski F Score

F-Score is one of many stock grading techniques developed by Joseph Piotroski, a professor of accounting at the Stanford University Graduate School of Business. It was published in 2002 under the paper titled Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers. Piotroski F Score is based on binary analysis strategy in which stocks are given one point for passing 9 very simple fundamental tests, and zero point otherwise. According to Mr. Piotroski's analysis, his F-Score binary model can help to predict the performance of low price-to-book stocks.

Book Value per Share

7.43

Enerpac Tool Book Value per Share is projected to drop based on the last few years of reporting. The past year's Book Value per Share was at 6.18

Enerpac Tool Current Valuation Drivers

We derive many important indicators used in calculating different scores of Enerpac Tool from analyzing Enerpac Tool's financial statements. These drivers represent accounts that assess Enerpac Tool's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Enerpac Tool's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee(4.08 K)(50.85 K)31318.13 K7.13 K7.69 K
Revenue Per Employee223.13 K133.62 K213.89 K251.74 K259.65 K228.77 K
Average Assets1.49 B1.34 B865.92 M827.63 M744.87 M1.03 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA27.89 M38.95 M28.57 M65.55 M43.6 M63.79 M
Earnings Before Interest Taxes and Depreciation Amortization USD44.08 M(190.11 M)42.95 M68.72 M61.85 M58.45 M
Earnings before Tax(7.2 M)(238.49 M)3.02 M41.84 M37.66 M40.63 M
Average Equity566.33 M507.95 M350.78 M394.61 M355.15 M472.36 M
Enterprise Value2.14 B1.64 B1.37 B1.57 B1.42 B1.59 B
Free Cash Flow95.18 M40.38 M(14.5 M)64.57 M58.12 M69.82 M
Invested Capital1.06 B760.38 M478.07 M387.99 M349.19 M507.15 M
Invested Capital Average872.05 M790.9 M511.46 M434.86 M391.37 M531.92 M
Market Capitalization1.79 B1.36 B1.24 B1.51 B1.36 B1.43 B
Tangible Asset Value1.13 B811.48 M480.76 M488.11 M439.3 M548.16 M
Working Capital695.45 M429.92 M235.61 M222.67 M256.07 M333.19 M

About Enerpac Tool Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Enerpac Tool Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Enerpac Tool using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Enerpac Tool Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Enerpac Tool Group Corp. manufactures and sells a range of industrial products and solutions in the United States, the United Kingdom, Germany, Australia, Canada, China, Saudi Arabia, Brazil, and internationally. Enerpac Tool Group Corp. was incorporated in 1910 and is headquartered in Menomonee Falls, Wisconsin. Actuant Corp operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 2200 people.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Enerpac Tool without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Enerpac Tool

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.

Moving together with Enerpac Tool

+0.75HIHillenbrand Upward RallyPairCorr
+0.63ABMABM Industries Incor Fiscal Year End 21st of December 2022 PairCorr

Moving against Enerpac Tool

-0.74MESAMesa Air Group Fiscal Year End 8th of December 2022 PairCorr
-0.56FCELFuelCell Energy Fiscal Year End 4th of January 2023 PairCorr
-0.54LYFTLYFT Inc Downward RallyPairCorr
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 equities. 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
Continue to Enerpac Tool Altman Z Score, Enerpac Tool Correlation, Enerpac Tool Valuation, as well as analyze Enerpac Tool Alpha and Beta and Enerpac Tool Hype Analysis. Note that the Enerpac Tool Group information on this page should be used as a complementary analysis to other Enerpac Tool'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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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Is Enerpac Tool'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 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 YOY
0.99
Market Capitalization
1.4 B
Quarterly Revenue Growth YOY
0.044
Return On Assets
0.0432
Return On Equity
0.0536
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 Enerpac Tool value 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.