Enterprise Financial Services Stock Performance
| EFSC Stock | USD 57.76 0.97 1.71% |
Enterprise Financial has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.42, which means possible diversification benefits within a given portfolio. As returns on the market increase, Enterprise Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Enterprise Financial is expected to be smaller as well. Enterprise Financial right now shows a risk of 2.5%. Please confirm Enterprise Financial expected short fall, day median price, and the relationship between the potential upside and accumulation distribution , to decide if Enterprise Financial will be following its price patterns.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Enterprise Financial Services are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of rather fragile basic indicators, Enterprise Financial may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
Actual Historical Performance (%)
One Day Return 1.71 | Five Day Return 0.56 | Year To Date Return 4.15 | Ten Year Return 204 | All Time Return 344.31 |
Forward Dividend Yield 0.0194 | Payout Ratio | Last Split Factor 3:1 | Forward Dividend Rate 1.12 | Dividend Date 2024-12-31 |
1 | Disposition of 240 shares by Mark Ponder of Enterprise Financial subject to Rule 16b-3 | 10/24/2024 |
2 | Insider Trading | 10/30/2024 |
3 | Disposition of 50000 shares by Sanborn Richard of Enterprise Financial at 59.951 subject to Rule 16b-3 | 11/06/2024 |
4 | Former bank executive, regulator joins Clayton bank board | 11/08/2024 |
5 | Are You Looking for a Top Momentum Pick Why Enterprise Financial Services is a Great Choice | 11/13/2024 |
6 | Disposition of 1441 shares by Nicole Iannacone of Enterprise Financial at .52 subject to Rule 16b-3 | 11/19/2024 |
7 | Massachusetts Financial Services Co. MA Lowers Stock Holdings in Public Service Enterprise Group Incorporated - MarketBeat | 11/22/2024 |
8 | Disposition of 500 shares by Van Trease Sandra of Enterprise Financial subject to Rule 16b-3 | 12/02/2024 |
9 | Acquisition by Scott Goodman of 9817 shares of Enterprise Financial at .5 subject to Rule 16b-3 | 12/06/2024 |
10 | Acquisition by Finn Michael E of 103 shares of Enterprise Financial subject to Rule 16b-3 | 12/11/2024 |
11 | Enterprise Financial Services Corps institutional investors lost 7.9 percent last week but have benefitted from longer-term gains | 12/19/2024 |
| Enterprise Financial dividend paid on 31st of December 2024 | 12/31/2024 |
12 | Disposition of 3594 shares by Van Trease Sandra of Enterprise Financial subject to Rule 16b-3 | 01/02/2025 |
13 | Disposition of 2203 shares by Keene S Turner of Enterprise Financial at 40.83 subject to Rule 16b-3 | 01/10/2025 |
| Begin Period Cash Flow | 291.4 M |
Enterprise |
Enterprise Financial Relative Risk vs. Return Landscape
If you would invest 5,275 in Enterprise Financial Services on October 23, 2024 and sell it today you would earn a total of 501.00 from holding Enterprise Financial Services or generate 9.5% return on investment over 90 days. Enterprise Financial Services is currently generating 0.1808% in daily expected returns and assumes 2.5044% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Enterprise, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Enterprise Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Enterprise Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Enterprise Financial Services, and traders can use it to determine the average amount a Enterprise Financial'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 = 0.0722
| Best Portfolio | Best Equity | |||
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| Small Returns | EFSC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.5 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Enterprise Financial is performing at about 5% of its full potential. 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 Enterprise Financial by adding it to a well-diversified portfolio.
Enterprise Financial Fundamentals Growth
Enterprise Stock prices reflect investors' perceptions of the future prospects and financial health of Enterprise Financial, and Enterprise Financial 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 Enterprise Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0125 | ||||
| Profit Margin | 0.31 % | ||||
| Operating Margin | 0.40 % | ||||
| Current Valuation | 2.26 B | ||||
| Shares Outstanding | 37.13 M | ||||
| Price To Earning | 16.21 X | ||||
| Price To Book | 1.22 X | ||||
| Price To Sales | 3.62 X | ||||
| Revenue | 68.72 M | ||||
| Gross Profit | 591.63 M | ||||
| EBITDA | 246.53 M | ||||
| Net Income | 194.06 M | ||||
| Cash And Equivalents | 753.9 M | ||||
| Cash Per Share | 20.25 X | ||||
| Total Debt | 203.62 M | ||||
| Debt To Equity | 0.16 % | ||||
| Book Value Per Share | 47.33 X | ||||
| Cash Flow From Operations | 268.24 M | ||||
| Earnings Per Share | 4.72 X | ||||
| Market Capitalization | 2.14 B | ||||
| Total Asset | 14.52 B | ||||
| Retained Earnings | 749.51 M | ||||
About Enterprise Financial Performance
By analyzing Enterprise Financial's fundamental ratios, stakeholders can gain valuable insights into Enterprise Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Enterprise Financial 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 Enterprise Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.10 | 0.07 |
Things to note about Enterprise Financial performance evaluation
Checking the ongoing alerts about Enterprise Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Enterprise Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 79.0% of the company shares are held by institutions such as insurance companies | |
| On 31st of December 2024 Enterprise Financial paid $ 0.28 per share dividend to its current shareholders |
- Analyzing Enterprise Financial'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 Enterprise Financial's stock is overvalued or undervalued compared to its peers.
- Examining Enterprise Financial'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 Enterprise Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Enterprise Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Enterprise Financial's stock. These opinions can provide insight into Enterprise Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Enterprise Stock analysis
When running Enterprise Financial's price analysis, check to measure Enterprise Financial'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 Enterprise Financial is operating at the current time. Most of Enterprise Financial's value examination focuses on studying past and present price action to predict the probability of Enterprise Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enterprise Financial's price. Additionally, you may evaluate how the addition of Enterprise Financial to your portfolios can decrease your overall portfolio volatility.
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