Is Energy Recovery Stock a Good Investment?
Energy Recovery Investment Advice | ERII |
- Examine Energy Recovery's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Energy Recovery's leadership team and their track record. Good management can help Energy Recovery navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Energy Recovery's business and its evolving consumer preferences.
- Compare Energy Recovery's performance and market position to its competitors. Analyze how Energy Recovery is positioned in terms of product offerings, innovation, and market share.
- Check if Energy Recovery pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Energy Recovery's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Energy Recovery stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Energy Recovery is a good investment.
Sell | Buy |
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 Low | Details | |
Economic Sensitivity | Responds to the market | 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) | Unlikely Manipulator | Details |
Examine Energy Recovery Stock
Researching Energy Recovery's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 94.0% of the company shares are held by institutions such as insurance companies. The book value of Energy Recovery was currently reported as 4.04. The company has Price/Earnings To Growth (PEG) ratio of 1.09. Energy Recovery last dividend was issued on the 29th of October 2010.
To determine if Energy Recovery is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Energy Recovery's research are outlined below:
| 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 thelincolnianonline.com: B. Riley Lowers Energy Recovery Price Target to 20.00 |
Energy Recovery uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Energy Recovery. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Energy Recovery's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 21st of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 21st of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Energy Recovery's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Energy Recovery's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-11-02 | 2022-09-30 | 0.1 | 0.09 | -0.01 | 10 | ||
2021-08-05 | 2021-06-30 | 0.01 | 0.02 | 0.01 | 100 | ||
2020-03-05 | 2019-12-31 | -0.02 | -0.01 | 0.01 | 50 | ||
2014-11-10 | 2014-09-30 | -0.1 | -0.11 | -0.01 | 10 | ||
2013-03-06 | 2012-12-31 | -0.01 | -0.02 | -0.01 | 100 | ||
2010-03-04 | 2009-12-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2010-05-06 | 2010-03-31 | -0.01 | 0.0013 | 0.0113 | 113 | ||
2023-08-02 | 2023-06-30 | -0.01 | -0.03 | -0.02 | 200 |
Know Energy Recovery's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Energy Recovery is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Energy Recovery backward and forwards among themselves. Energy Recovery's institutional investor refers to the entity that pools money to purchase Energy Recovery's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Alpha Wave Global Lp | 2024-09-30 | 1.2 M | Kbc Group Nv | 2024-06-30 | 1.1 M | Baillie Gifford & Co Limited. | 2024-09-30 | 876.2 K | Amvescap Plc. | 2024-06-30 | 773.5 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 678.8 K | Goldman Sachs Group Inc | 2024-06-30 | 645.4 K | Legal & General Group Plc | 2024-06-30 | 629.7 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 | 2024-06-30 | 5.2 M | Ameriprise Financial Inc | 2024-06-30 | 3.6 M |
Energy Recovery's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 914.72 M.Market Cap |
|
Energy Recovery's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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 |
Determining Energy Recovery's profitability involves analyzing its financial statements and using various financial metrics to determine if Energy Recovery is a good buy. For example, gross profit margin measures Energy Recovery's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Energy Recovery's profitability and make more informed investment decisions.
Energy Recovery's Earnings Breakdown by Geography
Evaluate Energy Recovery's management efficiency
Energy Recovery has return on total asset (ROA) of 0.0379 % which means that it generated a profit of $0.0379 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0906 %, meaning that it created $0.0906 on every $100 dollars invested by stockholders. Energy Recovery's management efficiency ratios could be used to measure how well Energy Recovery manages its routine affairs as well as how well it operates its assets and liabilities. As of now, Energy Recovery's Return On Tangible Assets are increasing as compared to previous years. The Energy Recovery's current Return On Assets is estimated to increase to 0.09, while Return On Capital Employed is projected to decrease to 0.05. As of now, Energy Recovery's Debt To Assets are decreasing as compared to previous years. The Energy Recovery's current Fixed Asset Turnover is estimated to increase to 7.23, while Total Assets are projected to decrease to under 141.2 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.89 | 4.09 | |
| Tangible Book Value Per Share | 3.67 | 3.85 | |
| Enterprise Value Over EBITDA | 40.67 | 38.64 | |
| Price Book Value Ratio | 4.84 | 4.60 | |
| Enterprise Value Multiple | 40.67 | 38.64 | |
| Price Fair Value | 4.84 | 4.60 | |
| Enterprise Value | 469.9 M | 417.7 M |
The operational strategies employed by Energy Recovery management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Beta 1.226 |
Basic technical analysis of Energy Stock
As of the 25th of November, Energy Recovery shows the Standard Deviation of 3.61, mean deviation of 2.08, and Variance of 13.03. Energy Recovery technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.Energy Recovery's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Energy Recovery insiders, such as employees or executives, is commonly permitted as long as it does not rely on Energy Recovery's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Energy Recovery insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Energy Recovery's Outstanding Corporate Bonds
Energy Recovery issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Energy Recovery uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Energy bonds can be classified according to their maturity, which is the date when Energy Recovery has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAP47 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAR03 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAJ86 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAZ29 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAT68 | View | |
| ET 783107 01 NOV 66 Corp BondUS29273RBA68 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RBC25 | View |
Understand Energy Recovery's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Energy Recovery's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 2.08 | |||
| Coefficient Of Variation | (3,440) | |||
| Standard Deviation | 3.61 | |||
| Variance | 13.03 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.28) | |||
| Total Risk Alpha | (0.68) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 27.67 | |||
| Value At Risk | (4.87) | |||
| Potential Upside | 4.14 | |||
| Skewness | (3.43) | |||
| Kurtosis | 19.76 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 2.08 | |||
| Coefficient Of Variation | (3,440) | |||
| Standard Deviation | 3.61 | |||
| Variance | 13.03 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.28) | |||
| Total Risk Alpha | (0.68) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 27.67 | |||
| Value At Risk | (4.87) | |||
| Potential Upside | 4.14 | |||
| Skewness | (3.43) | |||
| Kurtosis | 19.76 |
Consider Energy Recovery's intraday indicators
Energy Recovery intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Energy Recovery stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Energy Recovery Corporate Filings
8K | 20th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 21st of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Energy Stock media impact
Far too much social signal, news, headlines, and media speculation about Energy Recovery that are available to investors today. That information is available publicly through Energy media outlets and privately through word of mouth or via Energy internal channels. However, regardless of the origin, that massive amount of Energy data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Energy Recovery news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Energy Recovery relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Energy Recovery's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Energy Recovery alpha.
Energy Recovery Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Energy Recovery can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Energy Recovery Corporate Management
| James Siccardi | Vice Relations | Profile | |
| Brandon Young | Interim Officer | Profile | |
| Joshua CFA | Chief Officer | Profile | |
| William JD | Chief Board | Profile | |
| Kelley Vendeland | Vice Sustainability | Profile | |
| YuLang Mao | CEO Pres | Profile | |
| Farshad Ghasripoor | Chief Officer | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in 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. 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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
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 2.36 | Quarterly Revenue Growth 0.042 | Return On Assets 0.0379 |
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.
In summary, please note that there is a difference between Energy Recovery's value and its price, as these two are different measures arrived at by various 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.