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Enerpac Tool Group Corp. (EPAC)

Common Stock · Currency in USD · XNYS

Enerpac Tool Group Corp provides high-precision hydraulic and mechanical tools, controlled-force products, and heavy lifting solutions. Operating mainly through its Industrial Tools & Services (IT&S) segment, the company designs, manufactures, and distributes branded tools, and offers maintenance, bolting, machining, joint integrity, and equipment rental services across industries such as oil & gas, manufacturing, power generation, and infrastructure. Its key products include hydraulic cylinders, pumps, torque wrenches, and bolt tensioners under the brands ENERPAC and HYDRATIGHT. The company serves customers internationally, with operations in the USA, Australia, Brazil, Germany, Saudi Arabia, the United Kingdom, and other countries, deriving the majority of its revenue from the USA.

Company Info

SIC3590
Composite FIGIBBG000B9WX45
CIK0000006955
IPOAug 5, 1987
Sectormisc industrial & commercial machinery & equipment

Highlights

Market Cap$1.83B
EPS$1.24
P/E Ratio28.00
Revenue$598.03M
Gross Profit$287.26M
Net Income$65.23M
Employees2,100
WSO51,543,169
Phone262-293-1500

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Enerpac Tool Group Corp., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Enerpac Tool Group Corp. (EPAC) has returned -8.07% so far this year and -7.10% over the past 12 months. Looking at the last ten years, EPAC has achieved an annualized return of 5.08%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

EPAC

1M-10.37%
6M-14.38%
YTD-8.07%
1Y-7.10%
5Y6.15%
10Y5.08%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Enerpac Tool Group Corp. (EPAC) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20264.70%0.69%-9.91%-4.14%
20259.15%3.98%-3.28%-9.14%5.46%-4.97%-4.16%12.25%-1.68%0.81%-7.57%1.46%
20241.40%7.15%6.23%-0.78%10.29%-2.90%5.13%2.95%2.70%5.68%9.33%-15.47%
20233.59%1.47%-5.13%-7.04%6.85%6.59%2.50%-4.73%0.15%7.73%-3.26%14.05%
2022-12.76%-1.48%27.79%-8.73%-2.69%-2.51%6.90%-3.91%-7.38%40.62%-2.38%0.75%
2021-10.78%21.20%3.98%1.76%1.82%-4.00%-3.79%-2.02%-17.61%0.87%1.30%-6.37%
2020-11.76%-7.81%-22.99%8.04%7.57%-2.28%6.84%8.56%-9.00%-3.26%23.23%-0.62%
201914.73%-1.76%6.29%

Performance Indicators

The charts below present risk-adjusted performance metrics for Enerpac Tool Group Corp. (EPAC) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00EPAC: -0.63SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00EPAC: -0.84SPY: 1.40

Omega ratio

0.501.001.502.00EPAC: 0.89SPY: 1.22

Calmar ratio

0.002.004.006.00EPAC: -0.79SPY: 1.20

Martin ratio

0.001.003.00EPAC: -0.10SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of EPAC compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Enerpac Tool Group Corp. volatility is 2.55%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

20252023202220212020
Liabilities And Equity (USD)827.87M762.60M757.31M820.25M824.29M
Equity Attributable To Parent (USD)433.69M326.62M318.61M412.20M359.23M
Equity Attributable To Noncontrolling Interest (USD)-----
Equity (USD)433.69M326.62M318.61M412.20M359.23M
Other Non-current Liabilities (USD)67.07M73.11M--104.55M
Long-term Debt (USD)190.00M214.75M--255.00M
Noncurrent Liabilities (USD)257.07M287.86M285.51M273.29M359.55M
Other Current Liabilities (USD)66.05M64.44M59.27M51.21M42.66M
Wages (USD)28.11M33.19M21.39M21.60M17.79M
Accounts Payable (USD)42.94M50.48M72.52M61.96M45.07M
Current Liabilities (USD)137.10M148.12M153.19M134.76M105.52M
Liabilities (USD)394.17M435.98M438.70M408.05M465.07M
Other Non-current Assets (USD)351.53M330.65M332.05M359.68M359.38M
Intangible Assets (USD)46.94M37.34M41.51M54.55M62.38M
Fixed Assets (USD)53.28M38.97M41.37M48.59M61.41M
Noncurrent Assets (USD)451.75M406.96M414.93M462.81M483.16M
Other Current Assets (USD)297.34M280.88M258.71M282.09M271.96M
Inventory (USD)78.77M74.77M83.67M75.35M69.17M
Current Assets (USD)376.12M355.64M342.38M357.44M341.13M
Assets (USD)827.87M762.60M757.31M820.25M824.29M

News and Insights

Enerpac Tool Group Schedules Fourth Quarter Fiscal 2025 Earnings Release and Conference Call

Enerpac Tool Group will release its fourth quarter fiscal 2025 earnings on October 15, 2025, with a conference call to discuss results on October 16, 2025.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Travis Williams
Enerpac Tool Group Announces Dividend

Enerpac Tool Group Corp. announced a cash dividend of $0.04 per common share, payable on October 17, 2025, to shareholders of record as of October 7, 2025.

Benzinga faviconBenzingaGlobe Newswire
Enerpac Tool Group Schedules Third Quarter Fiscal 2025 Earnings Release and Conference Call

Enerpac Tool Group Corp. (NYSE: EPAC) announced its third quarter fiscal 2025 earnings, with net sales increasing 5.1% compared to the prior year and a 5.0% increase in organic sales.

GlobeNewswire Inc. faviconGlobeNewswire Inc.
Enerpac Misses Q4 EPS Expectations, Warns Of Industrial Slowdown In FY25

Enerpac Tool Group reported weaker-than-expected Q4 earnings and warned of an industrial slowdown in fiscal year 2025, leading to a lower revenue outlook.

Benzinga faviconBenzingaLekha Gupta
Enerpac Tool Group Announces Eric Chack Appointed EVP – Operations

MILWAUKEE, July 01, 2024 (GLOBE NEWSWIRE) -- Enerpac Tool Group Corp. (NYSE:EPAC) (“Enerpac” or the “Company”) announced today that Eric Chack will join the Company as EVP – Operations, effective July 22. He will be responsible for all aspects of Enerpac’s global operations including oversight for manufacturing, procurement, logistics, continuous improvement, quality, and reliability. Mr. Chack will report to Paul Sternlieb, President & CEO of Enerpac Tool Group, and will serve on the Company’s executive leadership team.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Enerpac Tool Group
Enerpac (EPAC) Meets Q3 Earnings Estimates

Enerpac (EPAC) delivered earnings and revenue surprises of 0% and 1.84%, respectively, for the quarter ended May 2024. Do the numbers hold clues to what lies ahead for the stock?

Zacks Investment Research faviconZacks Investment ResearchZacks Equity Research
Enerpac Tool Group Schedules Second Quarter Fiscal 2024 Earnings Release and Conference Call

MILWAUKEE, June 04, 2024 (GLOBE NEWSWIRE) -- Enerpac Tool Group Corp. (NYSE: EPAC) announced today that it will release its third quarter fiscal 2024 earnings after the market closes on Monday, June 24, 2024. Management will conduct a conference call to discuss the results on Tuesday, June 25, 2024, beginning at 8:30 a.m. ET / 7:30 a.m. CT.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Enerpac Tool Group