Enterprise Financial Services Stock Buy Hold or Sell Recommendation
| EFSC Stock | USD 60.74 0.97 1.62% |
Given the investment horizon of 90 days and your way above-average risk tolerance, our recommendation regarding Enterprise Financial Services is 'Strong Hold'. Macroaxis provides Enterprise Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EFSC positions.
Check out Enterprise Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Enterprise and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Enterprise Financial Services. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
Enterprise |
Execute Enterprise Financial Buy or Sell Advice
The Enterprise recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Enterprise Financial Services. Macroaxis does not own or have any residual interests in Enterprise Financial Services or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Enterprise Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Enterprise Financial Trading Alerts and Improvement Suggestions
| Enterprise Financial has a poor financial position based on the latest SEC disclosures | |
| Over 79.0% of the company shares are held by institutions such as insurance companies | |
| On 30th of September 2024 Enterprise Financial paid $ 0.27 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 1441 shares by Nicole Iannacone of Enterprise Financial at .52 subject to Rule 16b-3 |
Enterprise Financial Returns Distribution Density
The distribution of Enterprise Financial's historical returns is an attempt to chart the uncertainty of Enterprise Financial's future price movements. The chart of the probability distribution of Enterprise Financial daily returns describes the distribution of returns around its average expected value. We use Enterprise Financial Services price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Enterprise Financial returns is essential to provide solid investment advice for Enterprise Financial.
| Mean Return | 0.32 | Value At Risk | -2.69 | Potential Upside | 3.19 | Standard Deviation | 2.47 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Enterprise Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Enterprise Stock Institutional Investors
| Shares | Western Financial Corp/ca | 2024-09-30 | 614.7 K | Jpmorgan Chase & Co | 2024-06-30 | 528.1 K | Jennison Associates Llc | 2024-09-30 | 441.6 K | Charles Schwab Investment Management Inc | 2024-09-30 | 421.9 K | Enterprise Financial Services Corp | 2024-09-30 | 383 K | Northern Trust Corp | 2024-09-30 | 362.9 K | Bank Of America Corp | 2024-06-30 | 353.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 342.9 K | Nuveen Asset Management, Llc | 2024-06-30 | 301.6 K | Blackrock Inc | 2024-06-30 | 3.9 M | Wellington Management Company Llp | 2024-06-30 | 3 M |
Enterprise Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (29.3M) | 370.4M | 1.5B | (1.7B) | 141.7M | 148.8M | |
| Free Cash Flow | 86.1M | 133.3M | 158.1M | 214.7M | 262.7M | 275.9M | |
| Depreciation | 11.3M | 11.8M | 14.1M | 14.0M | 9.7M | 5.1M | |
| Other Non Cash Items | (5.9M) | 58.8M | 26.3M | 10.9M | 44.3M | 46.5M | |
| Dividends Paid | 16.6M | 19.8M | 26.2M | 37.6M | 41.1M | 43.2M | |
| Capital Expenditures | 6.3M | 2.3M | 2.5M | 1.9M | 6.6M | 6.9M | |
| Net Income | 92.7M | 74.4M | 133.1M | 203.0M | 194.1M | 203.8M | |
| End Period Cash Flow | 167.3M | 537.7M | 2.0B | 291.4M | 433.0M | 233.4M | |
| Investments | (356.9M) | (768.6M) | (249.0M) | (1.4B) | (1.4B) | (1.3B) | |
| Net Borrowings | 41.7M | 35.9M | 2.8M | (29.7M) | (26.8M) | (25.4M) | |
| Change To Netincome | 11.5M | 51.4M | 26.7M | 15.2M | 17.4M | 19.3M |
Enterprise Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Enterprise Financial or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Enterprise Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Enterprise stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 2.28 | |
σ | Overall volatility | 2.44 | |
Ir | Information ratio | 0.08 |
Enterprise Financial Volatility Alert
Enterprise Financial Services has relatively low volatility with skewness of 2.86 and kurtosis of 16.26. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Enterprise Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Enterprise Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Enterprise Financial Fundamentals Vs Peers
Comparing Enterprise Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Enterprise Financial's direct or indirect competition across all of the common fundamentals between Enterprise Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Enterprise Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Enterprise Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Enterprise Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Enterprise Financial to competition |
| Fundamentals | Enterprise Financial | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0125 | -0.14 |
| Profit Margin | 0.31 % | (1.27) % |
| Operating Margin | 0.40 % | (5.51) % |
| Current Valuation | 2.37 B | 16.62 B |
| Shares Outstanding | 37.13 M | 571.82 M |
| Shares Owned By Insiders | 2.34 % | 10.09 % |
| Shares Owned By Institutions | 78.90 % | 39.21 % |
| Number Of Shares Shorted | 699.71 K | 4.71 M |
| Price To Earning | 16.21 X | 28.72 X |
| Price To Book | 1.28 X | 9.51 X |
| Price To Sales | 3.81 X | 11.42 X |
| Revenue | 68.72 M | 9.43 B |
| Gross Profit | 531.12 M | 27.38 B |
| EBITDA | 246.53 M | 3.9 B |
| Net Income | 194.06 M | 570.98 M |
| Cash And Equivalents | 753.9 M | 2.7 B |
| Cash Per Share | 20.25 X | 5.01 X |
| Total Debt | 203.62 M | 5.32 B |
| Debt To Equity | 0.16 % | 48.70 % |
| Book Value Per Share | 47.33 X | 1.93 K |
| Cash Flow From Operations | 269.28 M | 971.22 M |
| Short Ratio | 5.35 X | 4.00 X |
| Earnings Per Share | 4.72 X | 3.12 X |
| Price To Earnings To Growth | 1.90 X | 4.89 X |
| Target Price | 60.75 | |
| Number Of Employees | 1.17 K | 18.84 K |
| Beta | 0.98 | -0.15 |
| Market Capitalization | 2.26 B | 19.03 B |
| Total Asset | 14.52 B | 29.47 B |
| Retained Earnings | 749.51 M | 9.33 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 1.49 % |
Note: Disposition of 1441 shares by Nicole Iannacone of Enterprise Financial at .52 subject to Rule 16b-3 [view details]
Enterprise Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Enterprise . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Enterprise Financial Buy or Sell Advice
When is the right time to buy or sell Enterprise Financial Services? Buying financial instruments such as Enterprise Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Enterprise Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Is Regional Banks 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 Enterprise Financial. If investors know Enterprise 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 Enterprise Financial 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 0.129 | Dividend Share 1.03 | Earnings Share 4.72 | Revenue Per Share 15.805 | Quarterly Revenue Growth 0.062 |
The market value of Enterprise Financial is measured differently than its book value, which is the value of Enterprise that is recorded on the company's balance sheet. Investors also form their own opinion of Enterprise Financial's value that differs from its market value or its book value, called intrinsic value, which is Enterprise Financial'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 Enterprise Financial's market value can be influenced by many factors that don't directly affect Enterprise Financial'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 Enterprise Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enterprise Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enterprise Financial'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.