Energy Recovery Stock Performance
| ERII Stock | USD 16.06 0.43 2.75% |
The firm shows a Beta (market volatility) of 1.35, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Energy Recovery will likely underperform. At this point, Energy Recovery has a negative expected return of -0.15%. Please make sure to confirm Energy Recovery's potential upside, and the relationship between the total risk alpha and daily balance of power , to decide if Energy Recovery performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Energy Recovery has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's forward indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders. ...more
Actual Historical Performance (%)
One Day Return 2.37 | Five Day Return (16.14) | Year To Date Return (15.25) | Ten Year Return 204.18 | All Time Return 62.77 |
1 | Disposition of 26662 shares by Mao Robert Yu Lang of Energy Recovery at 7.79 subject to Rule 16b-3 | 09/30/2024 |
2 | Energy Recovery, Inc.s Stock Is Rallying But Financials Look Ambiguous Will The Momentum Continue | 10/04/2024 |
3 | Energy Recovery Q3 2024 Earnings Preview | 10/29/2024 |
4 | Earnings call Energy Recovery outlines robust Q3 results, eyes future growth | 10/31/2024 |
5 | Energy Recovery Third Quarter 2024 Earnings EPS Beats Expectations, Revenues Lag | 11/01/2024 |
6 | Energy Recovery Inc Q3 2024 Earnings Call Highlights Record Revenue and Strategic ... | 11/05/2024 |
7 | Disposition of 19618 shares by Rodney Clemente of Energy Recovery at 20.0 subject to Rule 16b-3 | 11/07/2024 |
8 | Disposition of 2550 shares by David Moon of Energy Recovery at 17.974 subject to Rule 16b-3 | 11/08/2024 |
9 | Energy recovery SVP Rodney Clemente sells 549,927 in stock | 11/12/2024 |
10 | AMERIPRISE FINANCIAL INCs Strategic Acquisition of Energy Recovery Inc Shares | 11/14/2024 |
11 | Energy Recovery, Inc.s recent 5.9 percent pullback adds to one-year year losses, institutional owners may take drastic measures | 11/18/2024 |
12 | Evercore ISI reiterates Outperform on Energy Recovery stock, noting 50M buyback authorization | 11/19/2024 |
| Begin Period Cash Flow | 56.5 M |
Energy |
Energy Recovery Relative Risk vs. Return Landscape
If you would invest 1,802 in Energy Recovery on August 24, 2024 and sell it today you would lose (239.00) from holding Energy Recovery or give up 13.26% of portfolio value over 90 days. Energy Recovery is currently does not generate positive expected returns and assumes 3.6424% risk (volatility on return distribution) over the 90 days horizon. In different words, 32% of stocks are less volatile than Energy, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Energy Recovery Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Recovery's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Energy Recovery, and traders can use it to determine the average amount a Energy Recovery's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0413
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ERII |
Estimated Market Risk
| 3.64 actual daily | 32 68% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Energy Recovery is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Energy Recovery by adding Energy Recovery to a well-diversified portfolio.
Energy Recovery Fundamentals Growth
Energy Stock prices reflect investors' perceptions of the future prospects and financial health of Energy Recovery, and Energy Recovery fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Energy Stock performance.
| Return On Equity | 0.0906 | |||
| Return On Asset | 0.0379 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.18 % | |||
| Current Valuation | 790.56 M | |||
| Shares Outstanding | 57.89 M | |||
| Price To Earning | 47.23 X | |||
| Price To Book | 3.84 X | |||
| Price To Sales | 6.70 X | |||
| Revenue | 128.35 M | |||
| Gross Profit | 87.36 M | |||
| EBITDA | 24.8 M | |||
| Net Income | 21.5 M | |||
| Cash And Equivalents | 81.7 M | |||
| Cash Per Share | 1.47 X | |||
| Total Debt | 13.28 M | |||
| Debt To Equity | 0.1 % | |||
| Current Ratio | 8.49 X | |||
| Book Value Per Share | 4.04 X | |||
| Cash Flow From Operations | 26.05 M | |||
| Earnings Per Share | 0.33 X | |||
| Market Capitalization | 904.88 M | |||
| Total Asset | 252.97 M | |||
| Retained Earnings | 82.66 M | |||
| Working Capital | 164 M | |||
| Current Asset | 123.53 M | |||
| Current Liabilities | 16.02 M | |||
About Energy Recovery Performance
By evaluating Energy Recovery's fundamental ratios, stakeholders can gain valuable insights into Energy Recovery's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Energy Recovery has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Energy Recovery has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 231.27 | 127.06 | |
| Return On Tangible Assets | 0.09 | 0.09 | |
| Return On Capital Employed | 0.08 | 0.05 | |
| Return On Assets | 0.09 | 0.09 | |
| Return On Equity | 0.10 | 0.10 |
Things to note about Energy Recovery performance evaluation
Checking the ongoing alerts about Energy Recovery for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Energy Recovery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Energy Recovery generated a negative expected return over the last 90 days | |
| Energy Recovery has high historical volatility and very poor performance | |
| Over 94.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from investing.com: Evercore ISI reiterates Outperform on Energy Recovery stock, noting 50M buyback authorization |
- Analyzing Energy Recovery's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Energy Recovery's stock is overvalued or undervalued compared to its peers.
- Examining Energy Recovery's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Energy Recovery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energy Recovery's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Energy Recovery's stock. These opinions can provide insight into Energy Recovery's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Energy Stock analysis
When running Energy Recovery's price analysis, check to measure Energy Recovery'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 Energy Recovery is operating at the current time. Most of Energy Recovery's value examination focuses on studying past and present price action to predict the probability of Energy Recovery's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energy Recovery's price. Additionally, you may evaluate how the addition of Energy Recovery to your portfolios can decrease your overall portfolio volatility.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |