Energy Recovery Stock Performance
| ERII Stock | USD 16.31 0.35 2.10% |
Energy Recovery has a performance score of 7 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.71, which means possible diversification benefits within a given portfolio. As returns on the market increase, Energy Recovery's returns are expected to increase less than the market. However, during the bear market, the loss of holding Energy Recovery is expected to be smaller as well. Energy Recovery right now shows a risk of 1.91%. Please confirm Energy Recovery downside variance, day median price, and the relationship between the treynor ratio and kurtosis , to decide if Energy Recovery will be following its price patterns.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Energy Recovery are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite fairly uncertain forward indicators, Energy Recovery may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
Actual Historical Performance (%)
One Day Return (1.23) | Five Day Return (0.06) | Year To Date Return 8.19 | Ten Year Return 463.29 | All Time Return 63.89 |
1 | Acquisition by Michael Mancini of 34223 shares of Energy Recovery subject to Rule 16b-3 | 01/23/2025 |
2 | Disposition of 5784 shares by Rodney Clemente of Energy Recovery at 14.4 subject to Rule 16b-3 | 01/27/2025 |
3 | Disposition of 615 shares by Rodney Clemente of Energy Recovery at 14.56 subject to Rule 16b-3 | 01/31/2025 |
4 | Disposition of 1420 shares by Farshad Ghasripoor of Energy Recovery at 14.34 subject to Rule 16b-3 | 02/03/2025 |
5 | FMR LLC Reduces Stake in Energy Recovery Inc A Strategic Portfolio Adjustment | 02/12/2025 |
6 | Disposition of 21444 shares by Rodney Clemente of Energy Recovery at 15.422 subject to Rule 16b-3 | 02/20/2025 |
7 | Insider Trading | 02/24/2025 |
8 | Energy Recovery GAAP EPS of 0.41 beats by 0.03, revenue of 67.1M misses by 0.29M | 02/26/2025 |
9 | Energy Recovery Inc Q4 2024 Earnings Call Highlights Strong Financial Performance and ... | 02/27/2025 |
10 | Unpacking Q4 Earnings Xylem In The Context Of Other Water Infrastructure Stocks | 02/28/2025 |
11 | Are Industrial Products Stocks Lagging AZZ This Year | 03/04/2025 |
12 | Disposition of 794 shares by Rodney Clemente of Energy Recovery at 16.37 subject to Rule 16b-3 | 03/10/2025 |
13 | Disposition of 1843 shares by Rodney Clemente of Energy Recovery at 16.23 subject to Rule 16b-3 | 03/11/2025 |
14 | Acquisition by Ramanan Natarajan of 26455 shares of Energy Recovery subject to Rule 16b-3 | 03/12/2025 |
15 | Disposition of 50000 shares by Hanstveit Arve of Energy Recovery at 16.3 subject to Rule 16b-3 | 03/13/2025 |
16 | Is AZZ Stock Outpacing Its Industrial Products Peers This Year | 03/20/2025 |
| Begin Period Cash Flow | 68.2 M |
Energy |
Energy Recovery Relative Risk vs. Return Landscape
If you would invest 1,483 in Energy Recovery on December 21, 2024 and sell it today you would earn a total of 148.00 from holding Energy Recovery or generate 9.98% return on investment over 90 days. Energy Recovery is currently generating 0.1767% in daily expected returns and assumes 1.9137% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Energy, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Energy Recovery Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Recovery's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Energy Recovery, and traders can use it to determine the average amount a Energy Recovery'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 = 0.0924
| Best Portfolio | Best Equity | |||
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| Small Returns | ERII | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Energy Recovery is performing at about 7% of its full potential. 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 Energy Recovery by adding it to a well-diversified portfolio.
Energy Recovery Fundamentals Growth
Energy Stock prices reflect investors' perceptions of the future prospects and financial health of Energy Recovery, and Energy Recovery 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 Energy Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.056 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.42 % | ||||
| Current Valuation | 848.85 M | ||||
| Shares Outstanding | 54.96 M | ||||
| Price To Earning | 47.23 X | ||||
| Price To Book | 4.36 X | ||||
| Price To Sales | 6.18 X | ||||
| Revenue | 144.31 M | ||||
| Gross Profit | 96.93 M | ||||
| EBITDA | 28.02 M | ||||
| Net Income | 23.05 M | ||||
| Cash And Equivalents | 81.7 M | ||||
| Cash Per Share | 1.47 X | ||||
| Total Debt | 11.32 M | ||||
| Debt To Equity | 0.1 % | ||||
| Current Ratio | 8.49 X | ||||
| Book Value Per Share | 3.83 X | ||||
| Cash Flow From Operations | 20.52 M | ||||
| Earnings Per Share | 0.40 X | ||||
| Market Capitalization | 896.32 M | ||||
| Total Asset | 242.79 M | ||||
| Retained Earnings | 105.71 M | ||||
| Working Capital | 150.23 M | ||||
| Current Asset | 123.53 M | ||||
| Current Liabilities | 16.02 M | ||||
About Energy Recovery Performance
By evaluating Energy Recovery's fundamental ratios, stakeholders can gain valuable insights into Energy Recovery's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Energy Recovery 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 Energy Recovery has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 191.83 | 128.45 | |
| Return On Tangible Assets | 0.10 | 0.11 | |
| Return On Capital Employed | 0.31 | 0.32 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.11 | 0.12 |
Things to note about Energy Recovery performance evaluation
Checking the ongoing alerts about Energy Recovery for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Energy Recovery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Energy Recovery is unlikely to experience financial distress in the next 2 years | |
| Over 88.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Is AZZ Stock Outpacing Its Industrial Products Peers This Year |
- Analyzing Energy Recovery'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 Energy Recovery's stock is overvalued or undervalued compared to its peers.
- Examining Energy Recovery'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 Energy Recovery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energy Recovery's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Energy Recovery's stock. These opinions can provide insight into Energy Recovery's potential for growth and whether the stock is currently undervalued or overvalued.
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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