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Upturn AI Summary - About
Enerpac Tool Group Corp(EPAC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EPAC
11/03/2026: EPAC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Enerpac Tool Group is a focused industrial manufacturer known for its high-precision hydraulic tools and infrastructure solutions. The company has successfully evolved from a broader conglomerate into a pure-play, niche leader with strong aftermarket services. Its primary growth opportunity lies in capitalizing on global infrastructure and energy transition demand, while utilizing its high-margin service network to drive stability. Investors should monitor industrial cycle sensitivity, raw material costs, and the successful execution of margin-expansion initiatives. While the company offers a disciplined approach to capital and dividends, success remains closely tied to global capital expenditure trends in energy and heavy industry.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential tied to industrial infrastructure cycles. |
| Momentum investor | Mixed fit | Momentum is dependent on cyclical industrial upturns and sector rotation. |
| Value investor | Strong fit | The company is often viewed as a stable industrial player with reasonable valuation metrics. |
| Dividend investor | Mixed fit | The company pays a dividend but is primarily growth and cycle-focused. |
| Low-risk investor | Medium | Exposure to industrial cycles introduces moderate volatility to the stock price. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is subject to broader industrial market sentiment and economic cycles. |
| Valuation risk | Medium | Valuation fluctuates based on perceived industrial growth expectations. |
| Competition risk (Industrial Tools) | Medium | Competition from large diversified industrial firms keeps pricing pressure consistent. |
| Business quality | Strong | The company has a long history and strong niche position in hydraulic tools. |
| Dividend income | Low | Dividend payments are secondary to capital reinvestment and debt management. |
| Execution risk | Medium | Successful management of global supply chains is essential for margin protection. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -1.01% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/03/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.23B USD | Price to earnings Ratio 25.26 | 1Y Target Price 48 |
Price to earnings Ratio 25.26 | 1Y Target Price 48 | ||
Volume (30-day avg) 471.2K shares | Beta 0.81 | 52 Weeks Range 32.31 - 43.92 | Updated Date 11/03/2026 |
52 Weeks Range 32.31 - 43.92 | Updated Date 11/03/2026 | ||
Dividends yield (FY) 0.10% | Basic EPS (TTM) 1.72 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Enerpac Products | Hydraulic cylinders, pumps, and specialized tools. | The primary way they make money is by selling the high-end tools that move and lift the heaviest industrial objects. |
| Aftermarket Services | Maintenance, rentals, and equipment training. | They generate recurring income by ensuring customers' expensive tools remain operational and compliant. |
| Geographic Sales | Global distribution across Americas, EMEA, and Asia-Pacific. | Revenue is well-diversified, though it relies heavily on global industrial and energy capital spending. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 0.52 | Actual 0.53 |
Profitability
Profit Margin 13.75% | Operating Margin (TTM) 18.22% |
Management Effectiveness
Return on Assets (TTM) 9.78% | Return on Equity (TTM) 20.23% |
Valuation
Trailing PE 25.26 | Forward PE 19.3 | Enterprise Value 2.09B | Price to Sales(TTM) 3.42 |
Enterprise Value 2.09B | Price to Sales(TTM) 3.42 | ||
Enterprise Value to Revenue 3.2 | Enterprise Value to EBITDA 14.5 | Shares Outstanding 51.31M | Shares Floating 50.49M |
Shares Outstanding 51.31M | Shares Floating 50.49M | ||
Percent Insiders 1.65 | Percent Institutions 106.32 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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