安可资本(ECPG)

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Encore Capital Group (ECPG) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-07-02 21:51
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...
Encore Capital Group (ECPG) Earnings Call Presentation
2025-06-24 18:45
业绩总结 - Encore Capital Group在2024年第三季度的总收入为13亿美元,同比增长15%[11] - 2024年第三季度的GAAP净收入为3100万美元,同比增长58%[78] - 2024年第三季度的GAAP每股收益(EPS)为1.26美元,同比增长59%[78] - 2024年第三季度的现金收款为5.5亿美元,超出预期23百万美元[101] - 2024年第三季度的运营费用为2.61亿美元[94] 用户数据 - 2024年第三季度,Encore的MCM(美国市场)收款达到4.02亿美元,同比增长22%[46] - 2024年第三季度,Cabot(欧洲市场)收款为1.48亿美元,同比增长10%[56] - 截至2024年第三季度,预计剩余收款(ERC)为86.5亿美元,同比增长10%[78] 投资与市场展望 - 2024年第三季度的总投资为11亿美元,同比增长23%[14] - 2024年预计MCM业务的投资将创下新纪录[48] - 2024年全球投资组合购买预计约为12.5亿美元,比2023年增加超过1.75亿美元[74] - 2024年预计的收款增长为15%,预计超过21.25亿美元,比2023年增加超过2.5亿美元[74] 财务健康 - 2024年第三季度的杠杆比率为2.7倍,处于目标范围内的2.0倍至3.0倍[31] - 截至2024年9月30日,Encore的杠杆比率为1.9倍,目标杠杆比率范围为1.0倍至2.4倍[68] - 截至2024年9月30日,净债务为33.73亿美元,较2024年6月30日的33.75亿美元增加3.0%[91] - 2024年9月30日的LTM调整前税后投资回报率(ROIC)为8.0%,较2023年6月30日的7.2%上升11.1%[87] 现金流与效率 - 2024年第三季度的现金生成同比增长18%[62] - 2024年第三季度的现金效率边际为53.6%,较2024年第二季度的53.0%上升1.1%[99] - 2024年第三季度的平均净债务为31.99亿美元,较2024年第二季度的31.79亿美元增加0.6%[87] 负面信息与风险 - 超过预测的回收金额为3.41亿美元,显示出10百万美元的下滑[104] - 未来回收预期的变化包括提前或推迟的回收金额,影响未来的现金流估计[104]
Is Encore Capital Group (ECPG) Stock Undervalued Right Now?
ZACKS· 2025-06-11 22:40
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the ...
Here Is Why Bargain Hunters Would Love Fast-paced Mover Encore Capital Group (ECPG)
ZACKS· 2025-05-29 21:50
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...
Does Encore Capital Group (ECPG) Have the Potential to Rally 46.64% as Wall Street Analysts Expect?
ZACKS· 2025-05-28 22:56
Shares of Encore Capital Group (ECPG) have gained 11.1% over the past four weeks to close the last trading session at $39.04, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $57.25 indicates a potential upside of 46.6%.The average comprises four short-term price targets ranging from a low of $55 to a high of $61, with a standard deviation of $2.63. While the lowest estimate indi ...
Should Value Investors Buy Encore Capital Group (ECPG) Stock?
ZACKS· 2025-05-26 22:46
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use fundamental analysis and traditional va ...
Encore Capital Q1 Earnings Top Estimates on Higher Portfolio Purchases
ZACKS· 2025-05-16 02:06
Encore Capital Group, Inc. (ECPG) shares have gained 24.3% since it reported first-quarter 2025 results on May 7. The strong quarterly results benefited from rising collections and strong portfolio purchasing. However, higher expenses partially offset the upsides.ECPG reported first-quarter 2025 adjusted earnings per share (EPS) of $1.93, which beat the Zacks Consensus Estimate by 55.7%. The bottom line reported an improvement from 95 cents per share in the prior year.ECPG's revenues rose 19.6% year over ye ...
Wall Street Analysts Predict a 44.41% Upside in Encore Capital Group (ECPG): Here's What You Should Know
ZACKS· 2025-05-12 23:01
Encore Capital Group (ECPG) closed the last trading session at $40.51, gaining 38.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $58.50 indicates a 44.4% upside potential.The average comprises four short-term price targets ranging from a low of $55 to a high of $66, with a standard deviation of $5.07. While the lowest estimate indicates an increase of 35.8% from the current pri ...
Are Investors Undervaluing Encore Capital Group (ECPG) Right Now?
ZACKS· 2025-05-09 22:46
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...
Encore Capital Group (ECPG) Tops Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-08 07:20
This quarterly report represents an earnings surprise of 55.65%. A quarter ago, it was expected that this provider of debt-management and recovery services would post earnings of $1.55 per share when it actually produced earnings of $1.50, delivering a surprise of -3.23%. Encore Capital Group (ECPG) came out with quarterly earnings of $1.93 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $0.95 per share a year ago. These figures are adjusted for non-recurring ...