Positioning political buying, disclosed 2026-09-21
Options put/call open interest 0.08, read 2026-10-28
Ethical passes the values gate
Price35.70 USD
Fair value44.53
Ethical score70.0/100
Our investment reviews on this name
2026-10-27Read Accumulation35.63+0.2% to today ✓Markdown gives way to Accumulation
2026-10-16Read Markdown35.07+1.8% to today Accumulation gives way to Markdown first Markdown read since October
2026-10-14Read Accumulation34.93+2.2% to today ✓Markdown gives way to Accumulation
2026-10-02Read Markdown35.29+1.2% to today Accumulation gives way to Markdown after a 6% slide in 5 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Enerpac Tool Group Corp. holds its Accumulation at $35.70. Consolidating, no directional conviction, held for 53 days.
As held on the ledger · 2026-10-28
Phase
Accumulation
Quantitative state
Consolidating, no directional conviction, held for 53 days
Price at the screen
$35.70
Valuation
20.24 trailing · 17.30 forward price to earnings
Values screen
PASS· score 70.0
Beta
0.81
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
22.91%
Below 33%
Interest-bearing debt is just 22.9% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
31.12%
Below 49%
Money owed to the company is 31.1% of assets, under the 49% limit.
Pass
Revenue purity
0.37%
Below 5%
Only 0.4% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Enerpac Tool clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 23%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-10-28. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when EPAC's ethical verdict changes
Today EPAC passes the screen. If new figures move it to a fail, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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Fair value range in USD, drawn from the 2026-10-28 screen. The gold marker is the market price at the same screen. A 24.7% margin of safety to the base estimate.
Third-party analyst targets: 2 covering, consensus None. The average target sits +34% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-28 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Industrial Tools Firm Offers Margin But No Edge
Picture an oil rig or factory floor where a heavy bolt needs tightening under pressure. Enerpac supplies the specialised hydraulic tools that get the job done across dozens of countries. The numbers look steady, with 15 percent profit margins, 22 percent return on equity and 6 percent revenue growth, while shares trade at 16.8 times forward earnings against a calculated fair value 29 percent higher.
Yet the opportunity rating sits at none. Two analysts call it a buy with a 48 dollar median target, but the business carries an unknown moat in a competitive industrial niche and limited coverage overall.
Cyclical demand swings and thin analyst support keep the risk real despite the ethical pass. Analysis, not advice.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
EPAC trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-28Accumulation$35.63+0.0%Entry 20
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Markdown$35.63+0.0%Entry 18
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Markdown$35.63+0.0%Entry 17
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Markdown$35.63+0.0%Entry 16
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Markdown$35.63+1.6%Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 1.6% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Markdown$35.07+0.0%Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Markdown$35.07+0.0%Entry 13
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-16Markdown · changed$35.07+0.4%Entry 12
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 0.4% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-15Accumulation$34.93+0.0%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 21%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (2 analysts) rates it none, with a mean price target of $50. It reported earnings in this window, a natural checkpoint for the thesis.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
