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Enerpac Tool Group Corp. (EPAC) Stock Fundamental Analysis & AI Rating 2026

EPAC NYSE Misc Industrial & Commercial Machinery & Equipment WI CIK: 0000006955
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-11-30
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
76% Conf

📊 EPAC Key Takeaways

Revenue: $144.2M
Net Margin: 13.3%
Free Cash Flow: $13.3M
Current Ratio: 2.83x
Debt/Equity: 0.44x
EPS: $0.36
AI Rating: HOLD with 65% confidence
Enerpac Tool Group Corp. (EPAC) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $144.2M, net profit margin of 13.3%, and return on equity (ROE) of 4.4%, Enerpac Tool Group Corp. demonstrates mixed fundamentals in the Industrial sector. Below is our complete EPAC stock analysis for 2026.

Is Enerpac Tool Group Corp. (EPAC) a Good Investment?

Claude

Enerpac demonstrates solid profitability with healthy margins (50.7% gross, 13.3% net) and strong balance sheet fundamentals (2.83x current ratio, 0.44x debt/equity). However, stagnant revenue growth (0.0% YoY) coupled with weak return metrics (4.4% ROE, 2.3% ROA) and modest free cash flow generation (13.3M, 9.2% FCF margin) suggest limited operational momentum despite net income growth driven by operational leverage.

ChatGPT

Enerpac Tool Group shows solid core profitability, with strong gross, operating, and net margins supported by good free cash flow generation and a conservatively managed balance sheet. However, revenue was flat year over year and returns on equity and assets remain modest, which suggests the business is financially healthy but not currently showing strong enough growth quality to justify a more aggressive rating.

Why Buy Enerpac Tool Group Corp. Stock? EPAC Key Strengths

Claude
  • + Strong balance sheet with substantial cash position (139.0M) and conservative leverage (0.44x debt/equity)
  • + Excellent liquidity metrics with 2.83x current ratio and 2.14x quick ratio indicating strong short-term financial flexibility
  • + Healthy profitability with 50.7% gross margin and 19.8% operating margin demonstrating pricing power and cost management
  • + Positive net income growth (+8.2% YoY) and EPS growth (+9.0% YoY) showing operational efficiency improvements
ChatGPT
  • + Strong profitability profile with 50.7% gross margin and 19.8% operating margin
  • + Healthy balance sheet with 2.83x current ratio, 2.14x quick ratio, and moderate 0.44x debt-to-equity
  • + Positive free cash flow generation with low capital intensity, supporting financial flexibility

EPAC Stock Risks: Enerpac Tool Group Corp. Investment Risks

Claude
  • ! Revenue stagnation at 0.0% YoY growth indicates weak market demand or challenging competitive environment with no top-line expansion
  • ! Weak capital efficiency with ROE of only 4.4% and ROA of 2.3% suggesting inefficient asset deployment and capital allocation
  • ! Modest free cash flow generation (13.3M) despite 144.2M revenue indicates limited cash conversion and capital intensity of operations
  • ! Net income growth driven by cost management rather than revenue expansion may not be sustainable without organic growth recovery
ChatGPT
  • ! Flat revenue growth indicates limited near-term demand expansion or pricing momentum
  • ! Low ROE and ROA suggest capital is not being converted into high returns
  • ! Operating cash flow trails net income, which may signal working capital pressure or lower earnings quality if sustained

Key Metrics to Watch

Claude
  • * Revenue growth trajectory - must return to positive growth to validate business sustainability
  • * Return on Equity (ROE) and Return on Assets (ROA) - currently weak and need improvement to justify equity capital
  • * Operating cash flow conversion - monitor if FCF remains above 9% of revenue or contracts further
  • * Gross margin stability - ensure 50.7% margins are maintained amid any operational challenges
ChatGPT
  • * Revenue growth and order momentum
  • * Operating cash flow conversion relative to net income

Enerpac Tool Group Corp. (EPAC) Financial Metrics & Key Ratios

Revenue
$144.2M
Net Income
$19.1M
EPS (Diluted)
$0.36
Free Cash Flow
$13.3M
Total Assets
$818.1M
Cash Position
$139.0M

💡 AI Analyst Insight

Strong liquidity with a 2.83x current ratio provides a solid financial cushion.

EPAC Profit Margin, ROE & Profitability Analysis

Gross Margin 50.7%
Operating Margin 19.8%
Net Margin 13.3%
ROE 4.4%
ROA 2.3%
FCF Margin 9.2%

EPAC vs Industrial Sector: How Enerpac Tool Group Corp. Compares

How Enerpac Tool Group Corp. compares to Industrial sector averages

Net Margin
EPAC 13.3%
vs
Sector Avg 10.0%
EPAC Sector
ROE
EPAC 4.4%
vs
Sector Avg 15.0%
EPAC Sector
Current Ratio
EPAC 2.8x
vs
Sector Avg 1.8x
EPAC Sector
Debt/Equity
EPAC 0.4x
vs
Sector Avg 0.7x
EPAC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Enerpac Tool Group Corp. Stock Overvalued? EPAC Valuation Analysis 2026

Based on fundamental analysis, Enerpac Tool Group Corp. has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
4.4%
Sector avg: 15%
Net Profit Margin
13.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.44x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Enerpac Tool Group Corp. Balance Sheet: EPAC Debt, Cash & Liquidity

Current Ratio
2.83x
Quick Ratio
2.14x
Debt/Equity
0.44x
Debt/Assets
47.3%
Interest Coverage
N/A
Long-term Debt
$188.8M

EPAC Revenue & Earnings Growth: 5-Year Financial Trend

EPAC 5-year financial data: Year 2021: Revenue $654.8M, Net Income -$249.1M, EPS $-4.04. Year 2022: Revenue $571.2M, Net Income $723.0K, EPS $0.01. Year 2023: Revenue $598.2M, Net Income $38.1M, EPS $0.63. Year 2024: Revenue $598.2M, Net Income $15.7M, EPS $0.26. Year 2025: Revenue $616.9M, Net Income $46.6M, EPS $0.82.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Enerpac Tool Group Corp.'s revenue has remained relatively flat over the 5-year period, with a 6% decline. The most recent EPS of $0.82 reflects profitable operations.

EPAC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.2%
Free cash flow / Revenue

EPAC Quarterly Earnings & Performance

Quarterly financial performance data for Enerpac Tool Group Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $145.5M $16.3M $0.31
Q1 2026 $144.2M $19.1M $0.36
Q3 2025 $150.4M $17.7M $0.41
Q2 2025 $138.4M $17.7M $0.33
Q1 2025 $142.0M $17.7M $0.32
Q3 2024 $150.4M $4.5M $0.22
Q2 2024 $138.4M $4.5M $0.08
Q1 2024 $139.4M $7.5M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Enerpac Tool Group Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$16.0M
Cash generated from operations
Stock Buybacks
$14.9M
Shares repurchased (TTM)
Capital Expenditures
$2.7M
Investment in assets
Dividends Paid
$2.1M
Returned to shareholders

EPAC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Enerpac Tool Group Corp. (CIK: 0000006955)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 10-Q epac-20260228.htm View →
Mar 25, 2026 8-K f8k_032526.htm View →
Mar 17, 2026 4 xslF345X05/form4.xml View →
Feb 9, 2026 4 xslF345X05/form4.xml View →
Feb 9, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about EPAC

What is the AI rating for EPAC?

Enerpac Tool Group Corp. (EPAC) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EPAC's key strengths?

Claude: Strong balance sheet with substantial cash position (139.0M) and conservative leverage (0.44x debt/equity). Excellent liquidity metrics with 2.83x current ratio and 2.14x quick ratio indicating strong short-term financial flexibility. ChatGPT: Strong profitability profile with 50.7% gross margin and 19.8% operating margin. Healthy balance sheet with 2.83x current ratio, 2.14x quick ratio, and moderate 0.44x debt-to-equity.

What are the risks of investing in EPAC?

Claude: Revenue stagnation at 0.0% YoY growth indicates weak market demand or challenging competitive environment with no top-line expansion. Weak capital efficiency with ROE of only 4.4% and ROA of 2.3% suggesting inefficient asset deployment and capital allocation. ChatGPT: Flat revenue growth indicates limited near-term demand expansion or pricing momentum. Low ROE and ROA suggest capital is not being converted into high returns.

What is EPAC's revenue and growth?

Enerpac Tool Group Corp. reported revenue of $144.2M.

Does EPAC pay dividends?

Enerpac Tool Group Corp. pays dividends, with $2.1M distributed to shareholders in the trailing twelve months.

Where can I find EPAC SEC filings?

Official SEC filings for Enerpac Tool Group Corp. (CIK: 0000006955) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EPAC's EPS?

Enerpac Tool Group Corp. has a diluted EPS of $0.36.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EPAC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Enerpac Tool Group Corp. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EPAC stock overvalued or undervalued?

Valuation metrics for EPAC: ROE of 4.4% (sector avg: 15%), net margin of 13.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy EPAC stock in 2026?

Our dual AI analysis gives Enerpac Tool Group Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is EPAC's free cash flow?

Enerpac Tool Group Corp.'s operating cash flow is $16.0M, with capital expenditures of $2.7M. FCF margin is 9.2%.

How does EPAC compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 13.3% (avg: 10%), ROE 4.4% (avg: 15%), current ratio 2.83 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-11-30 | Powered by Claude AI