Enterprise Financial Services Stock Buy Hold or Sell Recommendation
| EFSC Stock | USD 39.20 0.51 1.28% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Enterprise Financial Services is 'Strong Sell'. 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. The advice algorithm takes into account all of Enterprise Financial's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Enterprise Financial's buy or sell advice are summarized below:
Real Value 40.61 | Target Price 47.75 | Hype Value 39.15 | Market Value 39.2 | Naive Value 38.82 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Enterprise Financial Services given historical horizon and risk tolerance towards Enterprise Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for Enterprise Financial Services, the advice is generated through an automated system that utilizes algorithms and statistical models.
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 Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Enterprise Financial Trading Alerts and Improvement Suggestions
| Enterprise Financial generated a negative expected return over the last 90 days | |
| Enterprise Financial has a poor financial position based on the latest SEC disclosures | |
| About 73.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from investorplace.com: EFSC Stock Earnings Enterprise Finl Servs Misses EPS, Misses Revenue for Q1 2024 |
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 | -0.12 | Value At Risk | -3.38 | Potential Upside | 2.68 | Standard Deviation | 1.90 |
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
Have you ever been surprised when a price of an equity instrument such as Enterprise Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Enterprise Financial Services backward and forwards among themselves. Enterprise Financial's institutional investor refers to the entity that pools money to purchase Enterprise Financial's securities or originates 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 | Jpmorgan Chase & Co | 2023-12-31 | 477.3 K | Northern Trust Corp | 2023-12-31 | 473.1 K | American Century Companies Inc | 2023-12-31 | 427.3 K | Jennison Associates Llc | 2023-12-31 | 411.3 K | Charles Schwab Investment Management Inc | 2023-12-31 | 410.5 K | Enterprise Financial Services Corp | 2023-12-31 | 404.1 K | Goldman Sachs Group Inc | 2023-12-31 | 393.4 K | Nuveen Asset Management, Llc | 2023-12-31 | 385.5 K | Bank Of America Corp | 2023-12-31 | 374.9 K | Blackrock Inc | 2023-12-31 | 3.8 M | Wellington Management Company Llp | 2023-12-31 | 2.3 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 NYSE Composite | -0.13 | |
β | Beta against NYSE Composite | 0 | |
σ | Overall volatility | 1.86 | |
Ir | Information ratio | -0.11 |
Enterprise Financial Volatility Alert
Enterprise Financial Services exhibits very low volatility with skewness of -0.35 and kurtosis of 0.37. 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 | 0.0128 | -0.14 |
| Profit Margin | 0.31 % | (1.27) % |
| Operating Margin | 0.35 % | (5.51) % |
| Current Valuation | 1.64 B | 16.62 B |
| Shares Outstanding | 37.52 M | 571.82 M |
| Shares Owned By Insiders | 2.25 % | 10.09 % |
| Shares Owned By Institutions | 73.10 % | 39.21 % |
| Number Of Shares Shorted | 599.03 K | 4.71 M |
| Price To Earning | 16.21 X | 28.72 X |
| Price To Book | 0.87 X | 9.51 X |
| Price To Sales | 2.45 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 | 184.62 M | 5.32 B |
| Debt To Equity | 0.16 % | 48.70 % |
| Book Value Per Share | 44.24 X | 1.93 K |
| Cash Flow From Operations | 269.28 M | 971.22 M |
| Short Ratio | 4.06 X | 4.00 X |
| Earnings Per Share | 4.66 X | 3.12 X |
| Price To Earnings To Growth | 1.90 X | 4.89 X |
| Target Price | 47.25 | |
| Number Of Employees | 1.17 K | 18.84 K |
| Beta | 1.0 | -0.15 |
| Market Capitalization | 1.47 B | 19.03 B |
| Total Asset | 14.55 B | 29.47 B |
| Retained Earnings | 749.51 M | 9.33 B |
| Annual Yield | 0.03 % | |
| Five Year Return | 1.49 % |
Note: Acquisition by James Lally of 5857 shares of Enterprise Financial 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.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 558.8M | 579.6M | 184.6M | 290.0M | Total Assets | 13.5B | 13.1B | 14.6B | 15.3B |
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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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
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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Is Enterprise Financial's industry 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 (0.28) | Dividend Share 1 | Earnings Share 4.66 | Revenue Per Share 15.539 | Quarterly Revenue Growth (0.03) |
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.