Evertec Stock Buy Hold or Sell Recommendation
| EVTC Stock | USD 36.33 0.74 2.08% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Evertec is 'Strong Buy'. Macroaxis provides Evertec buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Evertec positions.
Check out Evertec 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. For information on how to trade Evertec Stock refer to our How to Trade Evertec Stock guide. In addition, we conduct extensive research on individual companies such as Evertec and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Evertec. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
Evertec |
Execute Evertec Buy or Sell Advice
The Evertec recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Evertec. Macroaxis does not own or have any residual interests in Evertec or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Evertec's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Evertec Trading Alerts and Improvement Suggestions
| Evertec has a strong financial position based on the latest SEC filings | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: EVERTEC, Inc. Shares Purchased by Smartleaf Asset Management LLC - Defense World |
Evertec Returns Distribution Density
The distribution of Evertec's historical returns is an attempt to chart the uncertainty of Evertec's future price movements. The chart of the probability distribution of Evertec daily returns describes the distribution of returns around its average expected value. We use Evertec price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Evertec returns is essential to provide solid investment advice for Evertec.
| Mean Return | 0.06 | Value At Risk | -1.85 | Potential Upside | 2.06 | Standard Deviation | 2.40 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Evertec 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.
Evertec Stock Institutional Investors
| Shares | Fuller & Thaler Asset Management Inc | 2024-12-31 | 1.1 M | Amvescap Plc. | 2024-12-31 | 894.5 K | Northern Trust Corp | 2024-12-31 | 847.2 K | Northstar Asset Management, Inc. | 2024-12-31 | 794.2 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 722.7 K | Charles Schwab Investment Management Inc | 2024-12-31 | 628.2 K | T. Rowe Price Associates, Inc. | 2024-12-31 | 627.8 K | Natixis Advisors, Llc. | 2024-12-31 | 578.8 K | Sei Investments Co | 2024-12-31 | 575.3 K | Blackrock Inc | 2024-12-31 | 9.6 M | Fmr Inc | 2024-12-31 | 9.5 M |
Evertec Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | 1.3M | (16.0M) | (8.1M) | (9.1M) | (8.2M) | (7.8M) | |
| Change In Cash | 90.0M | 64.8M | (70.3M) | 128.1M | (29.1M) | (27.6M) | |
| Free Cash Flow | 150.4M | 161.5M | 140.8M | 139.3M | 171.6M | 127.2M | |
| Depreciation | 71.5M | 75.1M | 84.7M | 93.6M | 134.9M | 83.6M | |
| Other Non Cash Items | 9.3M | 10.0M | (115.5M) | 19.7M | 6.8M | 7.2M | |
| Capital Expenditures | 48.6M | 66.9M | 82.5M | 85.0M | 88.4M | 54.9M | |
| Net Income | 104.9M | 161.1M | 238.9M | 79.7M | 114.8M | 97.4M | |
| End Period Cash Flow | 221.1M | 285.9M | 215.7M | 343.7M | 314.6M | 330.4M | |
| Change To Netincome | 76.2M | 94.2M | 67.3M | (15.5M) | (14.0M) | (13.3M) | |
| Dividends Paid | 14.4M | 14.4M | 13.8M | 13.0M | 12.9M | 12.2M | |
| Net Borrowings | (15.1M) | (32.8M) | (33.7M) | (40.7M) | (46.8M) | (49.2M) | |
| Investments | (48.6M) | (3.0M) | (6.5M) | (132.8M) | (118.3M) | (112.4M) |
Evertec 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 Evertec or Financial Services 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 Evertec'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 Evertec 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 Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 2.49 | |
Ir | Information ratio | 0.07 |
Evertec Volatility Alert
Evertec has relatively low volatility with skewness of 4.49 and kurtosis of 31.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Evertec'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 Evertec'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.Evertec Fundamentals Vs Peers
Comparing Evertec'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 Evertec's direct or indirect competition across all of the common fundamentals between Evertec and the related equities. This way, we can detect undervalued stocks with similar characteristics as Evertec or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Evertec's fundamental indicators could also be used in its relative valuation, which is a method of valuing Evertec by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Evertec to competition |
| Fundamentals | Evertec | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.0529 | -0.14 |
| Profit Margin | 0.13 % | (1.27) % |
| Operating Margin | 0.22 % | (5.51) % |
| Current Valuation | 3 B | 16.62 B |
| Shares Outstanding | 63.61 M | 571.82 M |
| Shares Owned By Insiders | 0.77 % | 10.09 % |
| Shares Owned By Institutions | 99.23 % | 39.21 % |
| Number Of Shares Shorted | 1.88 M | 4.71 M |
| Price To Earning | 20.85 X | 28.72 X |
| Price To Book | 4.79 X | 9.51 X |
| Price To Sales | 2.73 X | 11.42 X |
| Revenue | 845.49 M | 9.43 B |
| Gross Profit | 439.07 M | 27.38 B |
| EBITDA | 322.2 M | 3.9 B |
| Net Income | 114.78 M | 570.98 M |
| Cash And Equivalents | 288.06 M | 2.7 B |
| Cash Per Share | 4.31 X | 5.01 X |
| Total Debt | 966.58 M | 5.32 B |
| Debt To Equity | 0.93 % | 48.70 % |
| Current Ratio | 2.94 X | 2.16 X |
| Book Value Per Share | 7.43 X | 1.93 K |
| Cash Flow From Operations | 260.06 M | 971.22 M |
| Short Ratio | 5.26 X | 4.00 X |
| Earnings Per Share | 1.73 X | 3.12 X |
| Price To Earnings To Growth | 2.14 X | 4.89 X |
| Target Price | 36.4 | |
| Number Of Employees | 4.8 K | 18.84 K |
| Beta | 1.12 | -0.15 |
| Market Capitalization | 2.31 B | 19.03 B |
| Total Asset | 1.86 B | 29.47 B |
| Retained Earnings | 599.61 M | 9.33 B |
| Working Capital | 249.41 M | 1.48 B |
Note: Disposition of 4844 shares by Perez-surillo Paola of Evertec at 36.92 subject to Rule 16b-3 [view details]
Evertec Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Evertec . 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 Evertec Buy or Sell Advice
When is the right time to buy or sell Evertec? Buying financial instruments such as Evertec 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.
Use Investing Ideas to Build Portfolios
In addition to having Evertec in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Baby Boomer Prospects Thematic Idea Now
Baby Boomer Prospects
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 73 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Baby Boomer Prospects Theme or any other thematic opportunities.
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Check out Evertec 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. For information on how to trade Evertec Stock refer to our How to Trade Evertec Stock guide.You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Transaction & Payment Processing Services 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 Evertec. If investors know Evertec 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 Evertec 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 2.636 | Dividend Share 0.2 | Earnings Share 1.73 | Revenue Per Share | Quarterly Revenue Growth 0.112 |
The market value of Evertec is measured differently than its book value, which is the value of Evertec that is recorded on the company's balance sheet. Investors also form their own opinion of Evertec's value that differs from its market value or its book value, called intrinsic value, which is Evertec'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 Evertec's market value can be influenced by many factors that don't directly affect Evertec'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 Evertec's value and its price as these two are different measures arrived at by different means. Investors typically determine if Evertec is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Evertec'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.