Energy Recovery Stock Filter Stocks by Fundamentals
| ERII Stock | USD 13.64 0.60 4.60% |
Energy Recovery fundamentals help investors to digest information that contributes to Energy Recovery's financial success or failures. It also enables traders to predict the movement of Energy Stock. The fundamental analysis module provides a way to measure Energy Recovery's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Energy Recovery stock.
Energy | Shares Owned by Institutions |
Energy Recovery Institutional Holders
Institutional Holdings refers to the ownership stake in Energy Recovery that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Energy Recovery's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Energy Recovery's value.| Shares | Kbc Group Nv | 2023-12-31 | 1.1 M | Goldman Sachs Group Inc | 2023-12-31 | 1 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 889.6 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 874.4 K | Amvescap Plc. | 2023-12-31 | 867.3 K | New York State Common Retirement Fund | 2023-12-31 | 745.9 K | Jennison Associates Llc | 2023-12-31 | 703.2 K | Montanaro Asset Management Ltd | 2023-12-31 | 664 K | First Trust Advisors L.p. | 2023-12-31 | 655.8 K | Blackrock Inc | 2023-12-31 | 5 M | Brown Capital Management, Llc | 2023-12-31 | 4.4 M |
Energy Fundamentals
| Return On Equity | 0.0983 | |||
| Return On Asset | 0.0449 | |||
| Profit Margin | 0.15 % | |||
| Operating Margin | (0.90) % | |||
| Current Valuation | 640.07 M | |||
| Shares Outstanding | 57.33 M | |||
| Shares Owned By Insiders | 2.48 % | |||
| Shares Owned By Institutions | 94.22 % | |||
| Number Of Shares Shorted | 2.37 M | |||
| Price To Earning | 47.23 X | |||
| Price To Book | 3.73 X | |||
| Price To Sales | 6.39 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 | 3.78 X | |||
| Cash Flow From Operations | 26.05 M | |||
| Short Ratio | 5.88 X | |||
| Earnings Per Share | 0.34 X | |||
| Price To Earnings To Growth | 1.09 X | |||
| Target Price | 21.0 | |||
| Number Of Employees | 269 | |||
| Beta | 1.26 | |||
| Market Capitalization | 747.59 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 | |||
| Net Asset | 252.97 M |
About Energy Recovery Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Energy Recovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Energy Recovery using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Energy Recovery based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Energy Recovery
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Energy Recovery position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Energy Recovery will appreciate offsetting losses from the drop in the long position's value.Moving against Energy Stock
| 0.58 | ARQ | Arq Inc Earnings Call This Week | PairCorr |
| 0.51 | ATMU | Atmus Filtration Tec | PairCorr |
| 0.46 | PFFVF | Pfeiffer Vacuum Tech Earnings Call This Week | PairCorr |
| 0.43 | VLTO | Veralto | PairCorr |
The ability to find closely correlated positions to Energy Recovery could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Energy Recovery when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Energy Recovery - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Energy Recovery to buy it.
The correlation of Energy Recovery is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Energy Recovery moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Energy Recovery moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Energy Recovery can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Energy Recovery Piotroski F Score and Energy Recovery Altman Z Score analysis. 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
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.
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Is Energy Recovery'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 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 0.414 | Earnings Share 0.34 | Revenue Per Share 2.242 | Quarterly Revenue Growth (0.1) | Return On Assets 0.0449 |
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.