Enerpac Tool Group Corp. (EPAC) Fundamental Checkup

Enerpac Tool Group Corp. fundamental checkup using revenue growth, EPS growth, free cash flow, margins, ROIC, debt-to-equity, and TGMCharts chart exhibits as of August 28, 2026.

By TGMCharts Research · Data as of · Updated

Share

Enerpac Tool Group Corp. gets a balanced fundamental read when revenue growth of 5.10%, EPS growth of 169.53%, free-cash-flow growth of 34.85%, net margin of 14.72%, and ROIC of 15.21% support the same story.

The checkup weighs operating growth, shareholder conversion, cash conversion, reinvestment quality, and balance-sheet flexibility. Current ratio is 2.67x and debt-to-equity is 0.44x, so the balance-sheet read is part of the final view rather than a footnote.

  • Enerpac Tool Group Corp. has market cap of $1.94B and closed at $37.61 on August 28, 2026.
  • Five-year revenue CAGR is 5.10% and five-year EPS CAGR is 169.53%.
  • Five-year free-cash-flow CAGR is 34.85%.
  • Net margin is 14.72% and ROIC is 15.21%.
  • Current ratio is 2.67x and debt-to-equity is 0.44x.

Fundamental snapshot

The valuation, growth, profitability, and balance-sheet facts behind the checkup.

Market cap
$1.94B
Trailing P/E
21.25x
5Y revenue CAGR
5.10%
5Y EPS CAGR
169.53%
Net margin
14.72%
ROIC
15.21%
Current ratio
2.67x
Debt to equity
0.44x

Integrated Performance Diagnostic

Analyzing Enerpac Tool Group Corp. requires an examination of how its operational expansion, cash conversion, returns on capital, and balance-sheet structure align. Investors currently value the equity at $37.61 as of August 28, 2026. This fundamental checkup evaluates whether the underlying financial metrics support this valuation or indicate emerging divergence.

The core assessment contrasts the five-year revenue compound annual growth rate of 5.10% with a five-year EPS compound annual growth rate of 169.53%. It then evaluates this growth against a five-year free cash flow compound annual growth rate of 34.85%. A robust fundamental analysis must verify that top-line performance translates into cash generation.

Current compounder snapshot · EPAC

Live supporting context; not part of the article's frozen 2026-08-28 evidence snapshot.

Score
13/100
10Y CAGR
-6.8%
Median YoY
2.1%
YoY volatility
σ 20.0pp· choppy
Quarters ≥ 20%
2 of 40
Negative quarters
18
Valuation vs own 10Y history
P/S 3.1x · 10Y median 2.3x · 73rd percentile · as of Aug 28, 2026
How this score is computed
  • Quarters at or above 20%: 2 of 40 2 of 40 pts
  • Steadiness (typical swing 20.0pp) → 10.7 of 25 pts
  • Pace (median 2.1% YoY) → 0 of 20 pts
  • Latest quarter (5.6% YoY) → 0 of 15 pts
  • Score: 13 of 100

Annualized revenue (TTM) · by quarter, last 40

$0.00$250.00M$500.00M$750.00M$1.00B$1.25B20172019202120232025

Quarterly YoY revenue growth vs the 20% line

-75%-50%-25%0%20%40%60%20%20172019202120232025

P/S multiple vs its 10Y median

1x2x3x4x5x10Y median 2.3x20172019202120232025

EPAC compounder charts →All consistent compounders →

Industrial Sector Operating Profile

As an entity in the Industrials sector, Enerpac Tool Group Corp. is evaluated as an operating business using tangible growth, margin, reinvestment, and leverage data. This baseline profile integrates market capitalization, valuation multiples, expansion rates, and capital structure to establish an analytical foundation before reviewing specific financial trends.

Fundamental evidence table

A compact cross-check of valuation, growth, quality, and financial flexibility.

Valuation

Market lens
21.25x
Business support
4.71%

Growth

Market lens
5.10%
Business support
169.53%

Quality

Market lens
14.72%
Business support
15.21%

Balance sheet

Market lens
2.67x
Business support
0.44x
revenue

EPAC revenue

$167.55M

Revenue history shows whether the business has been expanding before margins and per-share metrics are considered.

-39.24% over 10Y

Five-year revenue CAGR: 5.10%. This is endpoint-to-endpoint from the fiscal years shown — a depressed start year can inflate it, so read it against the recent bars.

Five-year revenue CAGR of 5.10% is the top-line test. A fundamental checkup becomes more durable when revenue growth is paired with earnings growth instead of depending only on margin expansion.

Operational Growth to Net Income Translation

Evaluating growth translation involves determining whether top-line expansion generates proportional bottom-line returns for shareholders. The historical record shows a five-year revenue compound annual growth rate of 5.10%, while the five-year EPS compound annual growth rate stands at 169.53%. The divergence between these two rates suggests that factors other than pure volume expansion have influenced net income.

EPS

EPAC EPS

$0.58

EPS history shows how much of the business growth has reached shareholders.

+93.33% over 10Y

Five-year EPS CAGR: 169.53%. This is endpoint-to-endpoint from the fiscal years shown — a depressed or negative start year can inflate it, so read it against the recent bars.

Five-year EPS CAGR of 169.53% is the shareholder conversion check. If EPS grows faster than revenue, the note should ask whether that came from margin quality, buybacks, or a temporary base effect.

Cash Flow Validation of Accounting Earnings

Cash flow metrics serve as a check on reported net income. With a five-year free cash flow compound annual growth rate of 34.85%, the cash generation profile can be compared directly to the net income trend. If cash flow growth does not keep pace with earnings growth, the quality of the reported profit expansion warrants closer inspection.

free cash flow

EPAC free cash flow

$36.73M

Free cash flow checks whether earnings are converting into owner cash.

-3.65% over 10Y

Five-year free-cash-flow CAGR: 34.85%. This is endpoint-to-endpoint from the fiscal years shown — a depressed or negative start year can inflate it, so read it against the recent bars.

Free-cash-flow CAGR of 34.85% is the counterweight to the EPS story. If cash flow lags earnings, the quality of the fundamental setup deserves a more cautious reading.

Profitability Margins and Capital Efficiency

The sustainability of the growth profile depends on the net margin of 14.72% and the return on invested capital of 15.21%. Net margins indicate the percentage of sales converted to profit, while the return on invested capital measures the efficiency with which capital is deployed to generate those returns.

net margin

EPAC net margin

17.78%

Net margin is the operating-quality check behind the growth record.

+11.5pp over 10Y

Net margin (TTM): 14.72%. The bars below are annual fiscal years.

Net margin of 14.72% shows how much revenue becomes profit. The checkup is stronger when margin quality supports EPS growth rather than simply flattering one recent period.

ROIC

EPAC ROIC

15.21%

ROIC tests whether the business earns enough on reinvested capital to deserve attention.

+23.4pp over 10Y

Latest ROIC: 15.21%.

ROIC of 15.21% is the reinvestment-quality check. A business with stronger returns can support a better long-term read even when the valuation is not obviously cheap.

Liquidity Position and Capital Structure Guardrails

Balance sheet parameters define the boundaries of operational flexibility. The current ratio of 2.67x and the debt-to-equity ratio of 0.44x indicate the firm's liquidity cushion and leverage profile. These metrics are critical because operational growth and margin performance can be compromised if leverage rises or short-term liquidity contracts.

debt-to-equity

EPAC debt-to-equity Chart

0.53x

Debt-to-equity keeps the checkup honest about balance-sheet flexibility.

-37.65% over 5Y

Latest debt-to-equity ratio: 0.44x.

Debt-to-equity of 0.44x and current ratio of 2.67x are the balance-sheet checks. They matter because growth and margins are less valuable if financial flexibility is narrowing.

Implied Growth and Valuation Framework

Valuation metrics contextualize current financial performance relative to market pricing. The equity trades at 21.25x trailing earnings, representing an earnings yield of 4.71%. These ratios indicate the level of financial performance and growth the current market price requires the business to maintain.

EPAC Price Chart

EPAC$37.61 -6.26%(6mo)End-of-day · Aug 28, 2026Advanced chart →

Latest close: $37.61 as of August 28, 2026.

The close at $37.61 is not the conclusion, but it is the market reference point. The fundamental read has to explain whether growth, margins, and balance-sheet support justify the price investors are paying.

Symmetrical Risk and Return Analysis

The constructive case rests on the alignment of revenue growth, earnings expansion, free cash flow generation, profit margins, capital returns, and balance sheet flexibility. Conversely, the risk case highlights potential pressure points if cash conversion rates decline or leverage increases while the market price continues to reflect historical performance levels.

Bull and bear case

Fundamental support

  • Five-year revenue CAGR of 5.10% and five-year EPS CAGR of 169.53% support the business case.
  • Net margin of 14.72% and ROIC of 15.21% are the quality checks behind the thesis.

Fundamental pressure

  • Free-cash-flow CAGR of 34.85% can weaken the read if it falls away from EPS growth.
  • Debt-to-equity of 0.44x and current ratio of 2.67x are the balance-sheet checks that can change the view.

Synthesis and Monitoring Thresholds

This fundamental assessment should be updated if subsequent financial reporting indicates a shift in revenue growth, EPS growth, cash conversion, capital returns, or leverage ratios from the levels documented above. This analysis serves as a systematic framework for tracking corporate performance and does not constitute investment advice.

FAQ

What is the fundamental read on EPAC?

Enerpac Tool Group Corp. is judged through revenue growth of 5.10%, EPS growth of 169.53%, free-cash-flow growth of 34.85%, net margin of 14.72%, and ROIC of 15.21%.

Which EPAC fundamental metric matters most?

No single metric carries the article. The checkup requires growth, cash conversion, profitability quality, balance-sheet flexibility, and valuation to be read together.

When should this EPAC checkup refresh?

Its figures are as of August 28, 2026, the note's dated snapshot; a note whose figures stop verifying against reported data is corrected or unpublished.

What would change our mind

  • Revenue growth moving away from the current five-year CAGR of 5.10%.
  • Free-cash-flow growth drifting away from five-year EPS CAGR of 169.53%.
  • ROIC or balance-sheet flexibility weakening from ROIC of 15.21% and debt-to-equity of 0.44x.

The bottom line

Enerpac Tool Group Corp. fundamental research note from TGMCharts Research, grounded in a dated fundamentals snapshot, chart exhibits, and linked source facts.

Read next: EPAC fundamentalsContinue with Enerpac Tool Group Corp.'s full stock page.
How we checked this researchShow

Data snapshot · By TGMCharts Research.

Every number in this note comes from data we compute and store ourselves from the company's reported figures, plus verbatim excerpts from its SEC filings. When a value isn't available we say so — we never fill gaps with estimates.

Latest filing excerpt

10-Q · filed 2026-07-09 · period 2026-05-31 · SEC EDGAR source

  • We estimate the amount of the probable refund to be $ 7.3 million, which was recorded in the three months ended May 31, 2026 within "Other current assets" in the Condensed Consolidated Balance Sheets and as a reduction to "Cost of products sold" in the Condensed Consolidated Statements of Earnings.
  • This guidance is effective for fiscal years beginning after December 15, 2024, and interim periods thereafter.
  • For the majority of the Company's product sales, revenue is recognized at a point in time when control of the product is transferred to the customer, which generally occurs when the product is shipped from the Company to the customer.
  • For certain other products that are highly customized and have a limited alternative use, and for which the Company has an enforceable right of reimbursement for performance completed to date, revenue is recognized over time.
Full methodology