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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#700
Positioning
Market Dominance
Manufacturing
Machinery
$2.0B
Paul E. Sternlieb
Enerpac Tool Group Corp. manufactures and sells a range of industrial products and solutions. It operates in two segments, Industrial Tools & Services (IT&S) and Other. The IT&S segment designs, manufactures, and distributes branded hydraulic and mechanical tools. Other segment designs and manufactures synthetic ropes and biomedical textiles.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = EPAC ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$UL UNILEVER PLC | 78 | 96 | 98 | 59 | - | - | 28.5% | 8.0% | 100.0% | 100.0% | 10.4% | -4.6% | 3.3% | 0.0x | $141.8B | VS | |
$ASML ASML HOLDING NV | 77 | 89 | 86 | 83 | - | - | 46.1% | 16.6% | 51.3% | 31.9% | 26.8% | -4.0% | 1.0% | 25.0x | $272.1B | VS | |
$ESLT ELBIT SYSTEMS LTD | 76 | 81 | 87 | 85 | - | - | 10.3% | 3.1% | 24.1% | 7.2% | 4.7% | 14.3% | 0.8% | 25.0x | $11.4B | VS | |
$MT ArcelorMittal | 75 | 71 | 98 | 85 | - | - | 2.2% | 1.5% | 9.3% | 5.3% | 2.2% | -8.5% | 2.2% | 16.0x | $18.9B | VS | |
$AMAT APPLIED MATERIALS INC /DE | 75 | 85 | 87 | 84 | 20.9x | 13.6x | 35.5% | 19.8% | 48.7% | 29.2% | 24.7% | 4.4% | 0.8% | 32.0x | $181.9B | VS | |
$SIMO Silicon Motion Technology CORP | 75 | 84 | 86 | 85 | - | - | 11.8% | 8.8% | 45.9% | 11.3% | 11.1% | 25.7% | 3.7% | 0.0x | $1.8B | VS | |
$CODA Coda Octopus Group, Inc. | 74 | 83 | 90 | 79 | 16.3x | 11.9x | 7.6% | 7.0% | 66.5% | 17.1% | 15.6% | 39.0% | 0.0% | 0.0x | $115M | VS | |
$GSK GSK plc | 74 | 84 | 90 | 70 | - | - | 22.6% | 4.9% | 71.2% | 12.8% | 9.4% | 1.7% | 5.9% | 124.0x | $72.1B | VS | |
$EFXT Enerflex Ltd. | 74 | 80 | 91 | 83 | - | - | 3.0% | 1.1% | 20.9% | 7.3% | 1.3% | 3.0% | 0.9% | 67.0x | $1.2B | VS | |
$BUD Anheuser-Busch InBev SA/NV | 74 | 84 | 97 | 63 | - | - | 8.2% | 3.5% | 55.3% | 25.9% | 12.4% | 0.7% | 1.7% | 0.0x | $87.0B | VS | |
$EPAC ENERPAC TOOL GROUP CORP | 60 | 68 | 68 | 42 | 27.6x | 18.5x | 18.8% | 9.9% | 50.6% | 20.2% | 13.7% | -4.1% | 0.1% | 44.0x | $2.0B | ||
| SECTOR BENCH | - | - | - | - | - | 22.3x | 11.5x | -2.5% | -0.1% | 42.5% | 1.3% | -0.2% | 5.9% | 0.0% | 0.2x | - | REF |
ENERPAC TOOL GROUP CORP (EPAC) receives a "Hold" rating with a composite score of 59.9/100. It ranks #700 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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YOY expansion rate
Core pricing power
Operating efficiency
Bottom-line conversion
Equity capital efficiency
Asset base utilization
Financial leverage load
Direct cash return
Paul E. Sternlieb
Chief Executive Officer
Labor Force
2,200
68
43
82
Audit Verdict: Average governance indicators based on financial metrics.
No recent insider transactions available for EPAC
In-line with peers — no strong momentum signal
Trading at a discount to fundamentals — favorable entry valuation
High profitability & efficiency — strong quality floor supports entry
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Manufacturing sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for EPAC.
View All RatingsNet income exceeding cash flow (Accrual bloat detected)
Material decline in asset turnover efficiency detected
High margin volatility — erratic forensic earnings quality
ROIC 43.5% vs WACC 9.1% (spread +34.5%)
GM 51% vs sector 43%, OM 20% vs sector 1%
Capital turnover 2.92x
Rev growth -4%, 11yr history
Interest coverage 12.6x, Net debt/EBITDA 1.5x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
Our model assigns ENERPAC TOOL GROUP CORP a Hold rating, with a composite score of 59.9/100 and 3 out of 5 stars. Ranked #700 of 7,333 stocks, EPAC presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
EPAC earns a quality score of 68/100, indicating above-average business quality. The company reports a return on equity of 18.8% (sector avg: -2.5%), gross margins of 50.6% (sector avg: 42.5%), net margins of 13.7% (sector avg: -0.2%). Companies in this tier generally demonstrate consistent profitability and efficient capital deployment, though they may face some competitive pressure.
EPAC's value score of 68/100 indicates the stock is fairly valued based on its current fundamentals. Key valuation metrics include a P/E ratio of 27.55x, an EV/EBITDA of 18.53x, a P/B ratio of 5.19x. At this level, neither a clear bargain nor overpriced, the stock's attractiveness depends more on forward growth expectations and qualitative factors.
With an investment score of 43/100, EPAC exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of -4.1% vs. a sector average of 5.9% and a return on assets of 9.9% (sector: -0.1%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
EPAC is currently showing below-average momentum at 42/100, which may indicate weakening institutional interest or negative sentiment shifts. Revenue growth stands at -4.1% year-over-year, while a beta of 1.01 reflects its sensitivity to broader market moves. Investors should note that declining momentum can precede further price weakness, though contrarian opportunities sometimes emerge at these levels.
EPAC shows good financial stability with a score of 82/100. Key stability metrics include a beta of 1.01 and a debt-to-equity ratio of 44.00x (sector avg: 0.2x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
EPAC carries a short interest score of 60/100, indicating moderate short selling activity. This is a neutral reading — not enough to signal systemic bearishness, but worth monitoring. Specific risk factors include elevated leverage (D/E: 44.00x). At $2.0B market cap (mid-cap), ENERPAC TOOL GROUP CORP offers reasonable institutional liquidity.
EPAC offers a modest dividend yield of 0.1%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
ENERPAC TOOL GROUP CORP is a mid-cap company in the Manufacturing sector, ranked #0 of 50 in its sector (100th percentile) and #700 of 7,333 overall (90th percentile). Key comparisons include ROE of 18.8% exceeding the -2.5% sector median and operating margins of 20.2% above the 1.3% sector average. This top-quartile standing reflects exceptional competitive strength relative to Manufacturing peers.
While EPAC currently exhibits a HOLD profile, superior opportunities exist within the MANUFACTURING sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
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Momentum (42) is the limiting factor — improvement here would lift the composite score most.
EV/EBITDA 62% ABOVE SECTOR MEDIAN
ROE 860% BELOW SECTOR MEDIAN
Gross Margin 19% ABOVE SECTOR MEDIAN (FAVORABLE)
AUDIT DATA AS OF NOV 30, 2025 (Q3 FY2025)
We rate ENERPAC TOOL GROUP CORP (EPAC) as a Hold with a composite score of 59.9/100 at a current price of $41.76. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling for existing holders. Our factors are split, and the overall profile suggests patience is warranted.
The rating is primarily driven by strength in stability (82th percentile) and value (68th percentile), which together account for the majority of the composite score. All factors score above the 40th percentile, indicating no material weakness in the quantitative profile. We assign a Narrow Moat rating (65/100), Low uncertainty, and Standard capital allocation.
Key items to watch: quarterly earnings execution and sector-level competitive dynamics. Any material change in these dynamics could warrant a reassessment of our rating. The moat trend is stable, which suggests the competitive landscape is stable for now.
ENERPAC TOOL GROUP CORP holds a top-quartile position (#0 of 50) within the Manufacturing sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 59.9/100 places it at rank #700 in our full 7,333-stock universe. At $2.0B in market capitalization, ENERPAC TOOL GROUP CORP is a mid-cap player in the Manufacturing space, which limits certain scale advantages but may allow for more agile strategic execution.
Revenue contraction of -4% combined with momentum at the 42th percentile paints a cautious picture of the near-term business outlook. The market appears to be pricing in continued challenges, and a catalyst for reversal is not clearly visible from current data.
The margin cascade tells an important story: gross margins of 51% (+8.1pp vs sector) narrow to operating margins of 20% (+18.9pp vs sector) and net margins of 13.7%, yielding a gross-to-net conversion rate of 27%. This conversion rate is typical for the sector, suggesting a standard cost structure without notable efficiency advantages or disadvantages.
At a current price of $41.76, ENERPAC TOOL GROUP CORP is trading near fair value based on current fundamentals. Our value factor score of 68/100 reflects a composite assessment across multiple valuation metrics including price-to-earnings, price-to-book, EV/EBITDA, and price-to-sales ratios relative to both sector peers and the broader market. Valuation metrics are mixed, with no strong signal of mispricing in either direction.
The stock currently trades at a P/E of 27.6x (a 24% premium to the sector median of 22.3x), EV/EBITDA of 18.5x (at a premium), P/B of 5.2x, P/S of 3.8x. The above-sector P/E multiple suggests the market is pricing in superior growth or quality, which our analysis partially supports given strong quality metrics.
Gross margins of 51% signal strong pricing power and brand/IP advantages — businesses with margins above 40% have historically demonstrated more resilient earnings through economic cycles.
Returns on equity of 18.8% exceed the cost of equity for most companies, indicating genuine shareholder value creation and a reinvestment engine that compounds wealth over time.
A value factor score of 68/100 suggests the market is underpricing these fundamentals, creating a potential margin of safety for new investors.
Return on assets of 9.9% indicates efficient deployment of the full asset base, not just equity capital.
Revenue decline of -4% signals business deterioration — declining revenues make it difficult to grow into the current valuation and often precede further negative revisions.
We assign a Low uncertainty rating to ENERPAC TOOL GROUP CORP. The company exhibits strong financial stability with a beta of 1.01, conservative leverage (44% D/E), and a stability factor in the 82th percentile. The predictable nature of the business model and solid financial position reduce the range of potential outcomes, giving us confidence in our fair value estimate.
We identify no major risk factors at this time. The company's stability factor sits at the 82th percentile with quality at the 68th percentile, both of which support our low-risk assessment. The absence of material leverage, profitability, or volatility concerns reduces the likelihood of a permanent capital loss scenario.
Key risk mitigants include: healthy gross margins of 51% provide a buffer against cost pressures; above-average stability (82th percentile) suggests predictable business dynamics. These factors partially offset the identified risks and provide downside protection in adverse scenarios. On balance, the risk-reward profile is favorable for long-term investors.
We rate ENERPAC TOOL GROUP CORP's capital allocation as Standard. Management has shown adequate — though not exceptional — stewardship of shareholder capital. Returns on equity stand at 18.8%, and the balance sheet is managed within acceptable parameters (D/E: 44%). Exemplary allocators typically sustain ROE above 20% and D/E below 50%; ENERPAC TOOL GROUP CORP falls short on at least one dimension.
There is room for improvement in optimizing the capital structure or enhancing shareholder returns. The 0.11% dividend yield provides some income return, but the overall capital allocation framework would benefit from either higher reinvestment returns, improved balance sheet efficiency, or increased shareholder distributions. We will monitor for signs of strategic improvement that could warrant an upgrade.
In summary, ENERPAC TOOL GROUP CORP receives a Hold rating with a composite score of 59.9/100 (rank #700 of 7,333). Our quantitative framework assigns a Narrow Moat (65/100, trend: stable), Low uncertainty, and Standard capital allocation. The average factor score across quality, value, momentum, stability, and investment is 61/100.
Our analysis supports a neutral stance on ENERPAC TOOL GROUP CORP. While the quantitative profile is not weak enough to warrant selling, it lacks the multi-factor strength required for a buy recommendation. Existing holders should maintain positions and monitor for catalysts — either fundamental improvement or valuation compression — that would shift the risk-reward balance.
Analysis derived from Blank Capital Research quantitative terminal. For informational purposes only. No trade solicitation. Past performance not indicative of future results. Consult a qualified advisor.
We assign ENERPAC TOOL GROUP CORP a Narrow Moat rating with a composite moat score of 65/100. The ROIC-WACC spread of +34.5% is the primary signal of economic value creation. The company possesses identifiable competitive advantages, though they are less entrenched than those of wide-moat peers. Our analysis indicates that ENERPAC TOOL GROUP CORP can sustain above-average returns on invested capital for at least 10 years, with the strongest contributor being margin superiority at 16.7/20.
The strongest moat sources are margin superiority (16.7/20) and financial resilience (16.6/20). GM 51% vs sector 43%, OM 20% vs sector 1%. Interest coverage 12.6x, Net debt/EBITDA 1.5x. These pillars form the core of ENERPAC TOOL GROUP CORP's competitive identity and are the primary drivers of excess returns in our framework.
Areas of relative weakness include reinvestment efficiency (5.8/20) and growth durability (11/20). Capital turnover 2.92x. Improvement in these areas could meaningfully widen the moat over time, while deterioration would be an early warning of competitive erosion.
Our moat trend assessment is Stable. Multi-year ROIC and operating margin trajectories show neither meaningful improvement nor deterioration, suggesting the competitive position is steady. We expect ENERPAC TOOL GROUP CORP's moat profile to remain largely unchanged absent a material shift in return on capital or industry dynamics.
Key profit drivers include gross margins of 51% providing a solid profitability foundation, operating margins of 20% reflecting effective cost management, declining revenues (-4%) that pressure the earnings outlook. The margin cascade from 51% gross to 20% operating to 13.7% net reveals the company's cost structure and reinvestment intensity. Our analysis indicates that the profit engine is high-quality and likely sustainable, with the quality factor at the 68th percentile.
The margin profile shows gross margins of 51%, operating margins of 20%, net margins of 13.7%. Return metrics include ROE of 18.8% and ROA of 9.9%. Relative to the Manufacturing sector, gross margins are 8.1 percentage points above the sector median of 43%, and ROE of 18.8% compares to a sector median of -2.5%.
The balance sheet reflects moderate leverage with D/E of 44%, a dividend yield of 0.11%, revenue growth of -4%. The sector median D/E is 0%, putting ENERPAC TOOL GROUP CORP at higher leverage than the typical peer. The combination of low leverage and healthy profitability provides significant financial resilience and strategic optionality.
Enerpac Tool Group (EPAC) recently announced strong financial results for Q4 and full-year 2025, including sales and net income growth, and issued positive fiscal 2026 guidance. The company also initiated a new US$200 million share repurchase program, following the completion of a previous buyback, signaling management's confidence and commitment to shareholder returns. Despite these positive announcements, the article highlights that the company's performance remains largely tied to industrial market demand and economic volatility.
William Blair has initiated coverage of Enerpac Tool Group Corp. (EPAC) with a "Market Perform" rating, adding a new perspective for investors following its presentation at an investor conference. While the new coverage doesn't drastically alter near-term earnings catalysts, it contributes to the ongoing debate around Enerpac's prospects, especially in light of its recent Q1 FY2026 results. The article highlights Enerpac's financial forecasts, including a projected 5.4% yearly revenue growth and a fair value of $49.50, and encourages investors to consider multiple viewpoints.
Voya Investment Management LLC increased its stake in Enerpac Tool Group Corp. (NYSE:EPAC) by 33.1% in the third quarter, bringing its total ownership to 151,673 shares valued at approximately $6.22 million. This move comes as Enerpac Tool Group navigates a slight earnings miss in the last quarter, reporting $0.36 EPS against an expected $0.37 and revenue of $144.21 million versus $146.45 million. Despite the miss, analysts maintain a "Moderate Buy" consensus with an average price target of $52.00 for the company, which continues to see significant institutional investment.
Enerpac Tool Group Corp. released its annual report for the fiscal year ending August 31, 2025 (Form 10-K), detailing financial performance and strategic initiatives. The company reported a 5% increase in consolidated net sales to $617 million and a rise in operating profit to $133 million for fiscal 2025. Key drivers included organic sales growth, the acquisition of DTA, completion of the ASCEND transformation program, and disciplined capital deployment.
ENERPAC TOOL GROUP CORP ($EPAC) President and CEO, Paul E. Sternlieb, is estimated to have received $6,548,272 in compensation in 2025, a 7.71% increase from 2024, based on a new SEC filing. The article also details recent insider trading activity with sales by the CEO and another executive, congressional stock purchases, and significant movements in institutional holdings for EPAC stock. Furthermore, it highlights a "Buy" rating from Roth Capital.
Above 50MA
37.18%
Net New Highs
+51081