Energy Recovery Stock Buy Hold or Sell Recommendation
| ERII Stock | USD 14.77 0.42 2.93% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Energy Recovery is 'Cautious Hold'. The recommendation algorithm takes into account all of Energy Recovery's available fundamental, technical, and predictive indicators you will find on this site.
Check out Energy Recovery 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. For more detail on how to invest in Energy Stock please use our How to Invest in Energy Recovery guide. In addition, we conduct extensive research on individual companies such as Energy and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Energy Recovery. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Energy |
Execute Energy Recovery Buy or Sell Advice
The Energy recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Energy Recovery. Macroaxis does not own or have any residual interests in Energy Recovery or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Energy Recovery's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Energy Recovery Trading Alerts and Improvement Suggestions
| Energy Recovery generated a negative expected return over the last 90 days | |
| Energy Recovery has high historical volatility and very poor performance | |
| Energy Recovery is unlikely to experience financial distress in the next 2 years | |
| Over 91.0% of the company shares are held by institutions such as insurance companies |
Energy Recovery Returns Distribution Density
The distribution of Energy Recovery's historical returns is an attempt to chart the uncertainty of Energy Recovery's future price movements. The chart of the probability distribution of Energy Recovery daily returns describes the distribution of returns around its average expected value. We use Energy Recovery price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Energy Recovery returns is essential to provide solid investment advice for Energy Recovery.
| Mean Return | -0.33 | Value At Risk | -4.41 | Potential Upside | 3.39 | Standard Deviation | 3.41 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Energy Recovery 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.
Energy Stock Institutional Investors
| Shares | Alpha Wave Global Lp | 2024-09-30 | 1.2 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1 M | Baillie Gifford & Co Limited. | 2024-09-30 | 876.2 K | Goldman Sachs Group Inc | 2024-09-30 | 794.8 K | Amvescap Plc. | 2024-09-30 | 750.5 K | Legal & General Group Plc | 2024-09-30 | 682.9 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 678.8 K | Sam Sustainable Asset Management Ltd | 2024-09-30 | 618.3 K | New York State Common Retirement Fund | 2024-09-30 | 581.8 K | Blackrock Inc | 2024-09-30 | 5.5 M | Ameriprise Financial Inc | 2024-09-30 | 4 M |
Energy Recovery Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (1.6M) | (8.8M) | (8.3M) | 1.4M | 1.2M | 1.3M | |
| Change In Cash | 67.9M | (19.9M) | (18.0M) | 11.8M | 10.6M | 11.1M | |
| Free Cash Flow | 10.1M | 6.8M | 9.5M | 23.5M | 27.0M | 28.4M | |
| Depreciation | 5.3M | 5.9M | 6.3M | 5.7M | 6.6M | 4.1M | |
| Other Non Cash Items | 3.1M | 1.5M | 479K | 164K | 147.6K | 140.2K | |
| Capital Expenditures | 6.8M | 6.7M | 3.1M | 2.6M | 3.0M | 4.2M | |
| Net Income | 26.4M | 14.3M | 24.0M | 21.5M | 24.7M | 26.0M | |
| End Period Cash Flow | 94.4M | 74.5M | 56.5M | 68.2M | 78.5M | 48.3M | |
| Change To Netincome | 7.7M | 13.4M | 6.6M | 7.5M | 8.6M | 9.0M | |
| Investments | 53.4M | (13.9M) | (3.8M) | (21.2M) | (24.4M) | (23.2M) |
Energy Recovery 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 Energy Recovery or Machinery 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 Energy Recovery'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 Energy 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 | -0.34 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 3.48 | |
Ir | Information ratio | -0.1 |
Energy Recovery Volatility Alert
Energy Recovery exhibits very low volatility with skewness of -3.88 and kurtosis of 23.95. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Energy Recovery'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 Energy Recovery'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.Energy Recovery Fundamentals Vs Peers
Comparing Energy Recovery'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 Energy Recovery's direct or indirect competition across all of the common fundamentals between Energy Recovery and the related equities. This way, we can detect undervalued stocks with similar characteristics as Energy Recovery or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Energy Recovery's fundamental indicators could also be used in its relative valuation, which is a method of valuing Energy Recovery by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Energy Recovery to competition |
| Fundamentals | Energy Recovery | Peer Average |
| Return On Equity | 0.0906 | -0.31 |
| Return On Asset | 0.0379 | -0.14 |
| Profit Margin | 0.14 % | (1.27) % |
| Operating Margin | 0.18 % | (5.51) % |
| Current Valuation | 725.14 M | 16.62 B |
| Shares Outstanding | 57.89 M | 571.82 M |
| Shares Owned By Insiders | 2.37 % | 10.09 % |
| Shares Owned By Institutions | 90.75 % | 39.21 % |
| Number Of Shares Shorted | 1.62 M | 4.71 M |
| Price To Earning | 47.23 X | 28.72 X |
| Price To Book | 3.56 X | 9.51 X |
| Price To Sales | 6.16 X | 11.42 X |
| Revenue | 128.35 M | 9.43 B |
| Gross Profit | 89.31 M | 27.38 B |
| EBITDA | 24.8 M | 3.9 B |
| Net Income | 21.5 M | 570.98 M |
| Cash And Equivalents | 81.7 M | 2.7 B |
| Cash Per Share | 1.47 X | 5.01 X |
| Total Debt | 13.28 M | 5.32 B |
| Debt To Equity | 0.1 % | 48.70 % |
| Current Ratio | 8.49 X | 2.16 X |
| Book Value Per Share | 4.04 X | 1.93 K |
| Cash Flow From Operations | 26.05 M | 971.22 M |
| Short Ratio | 4.21 X | 4.00 X |
| Earnings Per Share | 0.33 X | 3.12 X |
| Price To Earnings To Growth | 1.09 X | 4.89 X |
| Target Price | 20.67 | |
| Number Of Employees | 269 | 18.84 K |
| Beta | 1.23 | -0.15 |
| Market Capitalization | 831.94 M | 19.03 B |
| Total Asset | 252.97 M | 29.47 B |
| Retained Earnings | 82.66 M | 9.33 B |
| Working Capital | 164 M | 1.48 B |
Note: Disposition of 20000 shares by Hanstveit Arve of Energy Recovery at 16.87 subject to Rule 16b-3 [view details]
Energy Recovery Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Energy . 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.
| Accumulation Distribution | 10128.46 | |||
| Daily Balance Of Power | 1.02439 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 14.64 | |||
| Day Typical Price | 14.68 | |||
| Price Action Indicator | 0.34 | |||
| Period Momentum Indicator | 0.42 |
About Energy Recovery Buy or Sell Advice
When is the right time to buy or sell Energy Recovery? Buying financial instruments such as Energy 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.
Use Investing Ideas to Build Portfolios
In addition to having Energy Recovery 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.Did You Try This Idea?
Run Office Supplies Thematic Idea Now
Office Supplies
Companies producing and selling office supplies, and accessories. The Office Supplies theme has 41 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 Office Supplies Theme or any other thematic opportunities.
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Check out Energy Recovery 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. For more detail on how to invest in Energy Stock please use our How to Invest in Energy Recovery guide.You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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 Energy Recovery. If investors know Energy 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 Energy Recovery 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 (0.14) | Earnings Share 0.33 | Revenue Per Share | Quarterly Revenue Growth 0.042 | Return On Assets |
The market value of Energy Recovery is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Recovery's value that differs from its market value or its book value, called intrinsic value, which is Energy Recovery'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 Energy Recovery's market value can be influenced by many factors that don't directly affect Energy Recovery'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 Energy Recovery's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Recovery is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Recovery'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.