Evertec Stock Performance
| EVTC Stock | USD 36.86 0.04 0.11% |
Evertec has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.51, which means possible diversification benefits within a given portfolio. As returns on the market increase, Evertec's returns are expected to increase less than the market. However, during the bear market, the loss of holding Evertec is expected to be smaller as well. Evertec right now shows a risk of 2.49%. Please confirm Evertec information ratio, downside variance, day typical price, as well as the relationship between the treynor ratio and kurtosis , to decide if Evertec will be following its price patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Evertec are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, Evertec may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
Actual Historical Performance (%)
One Day Return 1.73 | Five Day Return 2.98 | Year To Date Return 7.16 | Ten Year Return 67.24 | All Time Return 80.82 |
Forward Dividend Yield 0.0055 | Payout Ratio | Forward Dividend Rate 0.2 | Dividend Date 2025-03-21 | Ex Dividend Date 2025-03-03 |
1 | Disposition of 7890 shares by Miguel Vizcarrondo of Evertec at 35.0652 subject to Rule 16b-3 | 12/18/2024 |
2 | Disposition of tradable shares by Gambale Virginia of Evertec subject to Rule 16b-3 | 01/03/2025 |
3 | Disposition of 4844 shares by Perez-surillo Paola of Evertec at 36.92 subject to Rule 16b-3 | 01/07/2025 |
4 | Evertec Inc Announces Upcoming Conference Call for Q4 2024 Financial Results | 02/12/2025 |
5 | Evertec Q4 Earnings Snapshot | 02/26/2025 |
6 | EVERTEC, Inc. Q4 2024 Earnings Call Transcript | 02/27/2025 |
7 | Acquisition by Cruz Karla of 5891 shares of Evertec at 37.34 subject to Rule 16b-3 | 02/28/2025 |
8 | Decoding Evertec Inc A Strategic SWOT Insight | 03/04/2025 |
9 | Is Evertec a Great Value Stock Right Now | 03/06/2025 |
10 | Victory Capital Management Inc. Sells 147,316 Shares of EVERTEC, Inc. | 03/07/2025 |
11 | EVERTEC, Inc. Shares Purchased by Smartleaf Asset Management LLC - Defense World | 03/12/2025 |
| Begin Period Cash Flow | 343.7 M |
Evertec |
Evertec Relative Risk vs. Return Landscape
If you would invest 3,367 in Evertec on December 18, 2024 and sell it today you would earn a total of 323.00 from holding Evertec or generate 9.59% return on investment over 90 days. Evertec is currently generating 0.1839% in daily expected returns and assumes 2.4905% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Evertec, 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 |
Evertec Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Evertec's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Evertec, and traders can use it to determine the average amount a Evertec'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 = 0.0738
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| Small Returns | EVTC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.49 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Evertec is performing at about 5% 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 Evertec by adding it to a well-diversified portfolio.
Evertec Fundamentals Growth
Evertec Stock prices reflect investors' perceptions of the future prospects and financial health of Evertec, and Evertec 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 Evertec Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.0529 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 3 B | ||||
| Shares Outstanding | 63.61 M | ||||
| Price To Earning | 20.85 X | ||||
| Price To Book | 4.89 X | ||||
| Price To Sales | 2.73 X | ||||
| Revenue | 845.49 M | ||||
| Gross Profit | 439.07 M | ||||
| EBITDA | 322.2 M | ||||
| Net Income | 114.78 M | ||||
| Cash And Equivalents | 288.06 M | ||||
| Cash Per Share | 4.31 X | ||||
| Total Debt | 966.58 M | ||||
| Debt To Equity | 0.93 % | ||||
| Current Ratio | 2.94 X | ||||
| Book Value Per Share | 7.43 X | ||||
| Cash Flow From Operations | 260.06 M | ||||
| Earnings Per Share | 1.73 X | ||||
| Market Capitalization | 2.31 B | ||||
| Total Asset | 1.86 B | ||||
| Retained Earnings | 599.61 M | ||||
| Working Capital | 249.41 M | ||||
| Current Asset | 134.72 M | ||||
| Current Liabilities | 102.5 M | ||||
About Evertec Performance
By analyzing Evertec's fundamental ratios, stakeholders can gain valuable insights into Evertec's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Evertec 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 Evertec 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 | ||
| Days Of Inventory On Hand | 20.69 | 36.45 | |
| Return On Tangible Assets | 0.16 | 0.20 | |
| Return On Capital Employed | 0.10 | 0.10 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.19 | 0.18 |
Things to note about Evertec performance evaluation
Checking the ongoing alerts about Evertec for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Evertec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Evertec'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 Evertec's stock is overvalued or undervalued compared to its peers.
- Examining Evertec'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 Evertec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Evertec's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Evertec's stock. These opinions can provide insight into Evertec's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Evertec Stock analysis
When running Evertec's price analysis, check to measure Evertec'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 Evertec is operating at the current time. Most of Evertec's value examination focuses on studying past and present price action to predict the probability of Evertec's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evertec's price. Additionally, you may evaluate how the addition of Evertec to your portfolios can decrease your overall portfolio volatility.
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