Enterprise Financial Services Stock Performance
| EFSC Stock | USD 55.83 1.51 2.78% |
The firm shows a Beta (market volatility) of 1.03, which means a somewhat significant risk relative to the market. Enterprise Financial returns are very sensitive to returns on the market. As the market goes up or down, Enterprise Financial is expected to follow. At this point, Enterprise Financial has a negative expected return of -0.0501%. Please make sure to confirm Enterprise Financial's accumulation distribution, and the relationship between the potential upside and day median price , to decide if Enterprise Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Enterprise Financial Services has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Enterprise Financial is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 1.9 | Five Day Return 4.02 | Year To Date Return 2.58 | Ten Year Return 173.9 | All Time Return 337.62 |
Forward Dividend Yield 0.0208 | Payout Ratio | Last Split Factor 3:1 | Forward Dividend Rate 1.16 | Dividend Date 2025-03-31 |
1 | Franklin Resources Inc. Has 2. Million Stake in Enterprise Financial Services Corp - MarketBeat | 12/27/2024 |
| Enterprise Financial dividend paid on 31st of December 2024 | 12/31/2024 |
2 | Disposition of 3594 shares by Van Trease Sandra of Enterprise Financial subject to Rule 16b-3 | 01/02/2025 |
3 | Disposition of 2203 shares by Keene S Turner of Enterprise Financial at 40.83 subject to Rule 16b-3 | 01/10/2025 |
4 | Enterprise Financial Reports Fourth Quarter and Full Year 2024 Results | 01/27/2025 |
5 | Enterprise Financial Services Upgraded to Strong Buy Heres Why | 01/31/2025 |
6 | Disposition of 898 shares by Douglas Bauche of Enterprise Financial subject to Rule 16b-3 | 02/03/2025 |
7 | Acquisition by James Lally of 3592 shares of Enterprise Financial subject to Rule 16b-3 | 02/05/2025 |
8 | Disposition of 213 shares by Huffman Bridget of Enterprise Financial subject to Rule 16b-3 | 02/24/2025 |
9 | Acquisition by Troy Dumlao of 244 shares of Enterprise Financial subject to Rule 16b-3 | 02/26/2025 |
10 | Acquisition by Havel James M of 3105 shares of Enterprise Financial subject to Rule 16b-3 | 02/27/2025 |
11 | Oppenheimer Asset Management Inc. Grows Stock Holdings in Enterprise Financial Services Corp | 03/04/2025 |
12 | Enterprise Bank Trust promotes Arizona regional president | 03/06/2025 |
13 | Enterprise Bank Trust names new ABQ market president | 03/10/2025 |
14 | NBT Bank N A NY Decreases Stock Position in Morgan Stanley | 03/11/2025 |
15 | AlphaQuest LLC Boosts Stock Position in Enterprise Financial Services Corp | 03/12/2025 |
16 | Acquisition by Douglas Bauche of 4100 shares of Enterprise Financial at 57.17 subject to Rule 16b-3 | 03/14/2025 |
| Begin Period Cash Flow | 100.4 M |
Enterprise |
Enterprise Financial Relative Risk vs. Return Landscape
If you would invest 5,806 in Enterprise Financial Services on December 17, 2024 and sell it today you would lose (223.00) from holding Enterprise Financial Services or give up 3.84% of portfolio value over 90 days. Enterprise Financial Services is currently does not generate positive expected returns and assumes 1.6886% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Enterprise, and 99% 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 = -0.0297
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EFSC |
Estimated Market Risk
| 1.69 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Enterprise Financial is not performing at its full potential. However, 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 Enterprise Financial 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 | 0.1 | ||||
| Return On Asset | 0.0123 | ||||
| Profit Margin | 0.31 % | ||||
| Operating Margin | 0.39 % | ||||
| Current Valuation | 1.84 B | ||||
| Shares Outstanding | 36.98 M | ||||
| Price To Earning | 16.21 X | ||||
| Price To Book | 1.18 X | ||||
| Price To Sales | 3.40 X | ||||
| Revenue | 69.7 M | ||||
| Gross Profit | 607.34 M | ||||
| EBITDA | 246.53 M | ||||
| Net Income | 185.27 M | ||||
| Cash And Equivalents | 753.9 M | ||||
| Cash Per Share | 20.25 X | ||||
| Total Debt | 192.75 M | ||||
| Debt To Equity | 0.16 % | ||||
| Book Value Per Share | 47.37 X | ||||
| Cash Flow From Operations | 103.95 M | ||||
| Earnings Per Share | 4.83 X | ||||
| Market Capitalization | 2.06 B | ||||
| Total Asset | 15.6 B | ||||
| Retained Earnings | 877.63 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 | (0.03) | (0.03) | |
| 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.| Enterprise Financial generated a negative expected return over the last 90 days | |
| Enterprise Financial has a frail financial position based on the latest SEC disclosures | |
| Over 81.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: AlphaQuest LLC Boosts Stock Position in Enterprise Financial Services Corp |
- 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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