EPAC Stock Risk & Deep Value Analysis

Enerpac Tool Group Corp

Industrials • Specialty Industrial Machinery

DVR Score

1.0

out of 10

Distressed

What You Need to Know About EPAC Stock

We analyzed Enerpac Tool Group Corp using our deep value framework. Sign in to see our full verdict and DVR Score.

We ran EPAC through our deep value framework — analyzing financial health, distress signals, competitive moat, and risk factors. Our risk assessment: Moderate. Here's what we found.

Updated Jun 4, 2026Run Fresh Analysis →

EPAC Risk Analysis & Red Flags

What Could Go Wrong

The biggest risk for Enerpac Tool Group right now is a continued slowdown in its core industrial end markets, leading to sustained revenue and earnings contraction. Following a Q2 FY2026 revenue decline and adjusted EPS decrease, a further miss in Q3 FY2026 earnings or a weakening of forward guidance could see the stock drop below its recent 52-week low of $32.69 and potentially test lower support levels around $29-$30, undermining stabilization efforts.

Risk Matrix

Overall

Moderate

Financial

Low

Market

Medium

Competitive

Medium

Execution

Medium

Regulatory

Low

Red Flags

  • Q2 FY2026 revenue decline year-over-year (actual: ~$154.9M, down 5% YoY).

  • Adjusted EPS decline in Q2 FY2026 (actual: $0.34 vs $0.40 YoY).

  • Stock recently hit a 52-week low ($32.69) following Q2 results.

  • Lack of clear, immediate catalysts for disruptive innovation or significant market share expansion.

Upcoming Risk Events

  • 📅

    Q3 FY2026 earnings miss (expected around 2026-06-25): Failure to meet consensus estimates for EPS ($0.49) or revenue ($165.03M) could trigger further stock price decline.

  • 📅

    Continued decline in industrial capital expenditures (H2 2026 - H1 2027): A prolonged downturn in key end markets (e.g., general manufacturing, infrastructure) could lead to further YoY revenue contraction beyond the Q2 FY2026 decline.

When to Reconsider

  • 🚪

    Exit if quarterly revenue shows a third consecutive quarter of YoY decline (after Q1 and Q2 FY2026 already declined).

  • 🚪

    Sell if operating margin consistently falls below 8% for two consecutive quarters.

  • 🚪

    Exit if the stock breaks decisively below $29, indicating a breakdown of long-term support.

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What Does Enerpac Tool Group Corp (EPAC) Do?

Market Cap

$1.70B

Sector

Industrials

Industry

Specialty Industrial Machinery

Employees

2,100

Enerpac Tool Group Corp. manufactures and sells a range of industrial products and solutions in the United States, the United Kingdom, Germany, Australia, Canada, China, Saudi Arabia, Brazil, France, the Netherlands, and internationally. The company designs, manufactures, and distributes branded hydraulic and mechanical tools; and provides services and tool rentals to the infrastructure, industrial maintenance, repair and operations, oil and gas, mining, alternative and renewable energy, civil construction, and other markets. It also offers branded tools, cylinders, pumps, hydraulic torque wrenches, highly engineered heavy lifting technology solutions, and other tools; and maintenance and manpower services; high-force hydraulic and mechanical tools, including cylinders, pumps, valves, bolt tensioners, specialty tools and other miscellaneous products. The company markets its branded tools and services primarily under the ENERPAC, HYDRATIGHT, LARZEP, DTA the Smart Move, and SIMPLEX brands. The company was formerly known as Actuant Corporation and changed its name to Enerpac Tool Group Corp. in January 2020. Enerpac Tool Group Corp. was incorporated in 1910 and is headquartered in Milwaukee, Wisconsin.

Visit Enerpac Tool Group Corp Website

Investment Thesis

If Enerpac Tool Group can successfully stabilize its core industrial tool and services business, achieve modest organic revenue growth of 2-4% annually, and effectively leverage its new EVP Innovation & Tech to identify and penetrate niche growth markets (e.g., specialized tools for green infrastructure maintenance or advanced manufacturing) adding 50-100 basis points to margins, then the stock could see a valuation re-rating towards a 17-18x forward P/E, potentially reaching $45-$50 per share within 12-18 months as market sentiment improves for stable industrial players. This is bullish because the market currently prices EPAC as a declining industrial company, overlooking its potential for modest recovery and efficiency gains, though it lacks 10x potential.

Is EPAC Stock Undervalued?

Enerpac Tool Group (EPAC) continues to operate in a mature industrial tools and services sector, which inherently limits its 10x growth potential within a 3-5 year horizon. The Q2 FY2026 earnings, reported on 2026-03-27, saw a confirmed year-over-year revenue decline and a decrease in adjusted EPS (per supplementary knowledge, not specified in provided snippets but consistent with market reaction). This financial deterioration led the stock to hit a 52-week low, reinforcing concerns about its growth trajectory and lack of innovative pivots. While the disclosure of a 6.4% stake by Capital International Investors is a positive sign of institutional conviction and the appointment of an EVP of Innovation is noted, these events do not introduce the disruptive competitive advantages or market expansion capabilities necessary for exponential growth. EPAC remains unsuitable for a high-risk, high-reward 10x investment thesis, consistent with the previous analysis.

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EPAC Price Targets & Strategy

12-Month Target

$37.50

Bull Case

$42.00

Bear Case

$29.00

Valuation Basis

16x forward P/E applied to estimated $2.35 FY2027 EPS based on stabilization and modest growth

Entry Strategy

Consider dollar-cost averaging near current 52-week lows ($32-$33 range) for long-term stability, if interested in industrial exposure. Avoid if seeking 10x growth.

Exit Strategy

Take 50% profit at $40; place a stop-loss order if stock falls below $30, signaling further deterioration.

Portfolio Allocation

1-2% for conservative allocation to industrial exposure; Not suitable for moderate or aggressive portfolios targeting 10x growth.

Price Targets & Strategy

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Is EPAC Financially Healthy?

Valuation

P/E Ratio

19.89

Forward P/E

8.37

EV/EBITDA

7.39

PEG Ratio

3.29

Profitability

Gross Margin

49.38%

Operating Margin

20.00%

Net Margin

13.69%

Return on Equity

20.01%

Revenue Growth

4.23%

EPS

$1.60

Balance Sheet

Current Ratio

2.74

Quick Ratio

2.17

Debt/Equity

0.44

Total Debt

$1.49B

Cash & Equivalents

$225.70M

Cash Flow

Operating Cash Flow

$118.40M

Free Cash Flow

$41.40M

Other

Beta (Volatility)

0.88

Dividend Yield

0.12%

Does EPAC Have a Competitive Moat?

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Moat Rating

🛡️ Narrow

Moat Trend

Stable

Moat Sources

3 Identified

Brand PowerSwitching Costs (for specialized, critical industrial tools)Intangible Assets/IP (specialized engineering and product designs)

EPAC's moat is durable due to the specialized nature of its tools, the high switching costs associated with integrating new systems in industrial settings, and its established brand. However, it operates in a mature market where innovation is incremental rather than disruptive, preventing significant expansion of the moat.

Moat Erosion Risks

  • Technological obsolescence if new materials or processes emerge that reduce the need for high-pressure hydraulics.
  • Increased commoditization of standard industrial tools by lower-cost manufacturers, eroding pricing power and margins.

EPAC Competitive Moat Analysis

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EPAC Market Intelligence

Sentiment & Insider Activity

Social Sentiment

Neutral/Slightly Bearish (reflecting the 52-week low and mixed Q2 results, with limited retail excitement for a mature industrial company).

Institutional Sentiment

Neutral (Capital International Investors' 6.4% stake is positive, but no recent analyst upgrades/downgrades or target changes were verifiable from the provided data to signal broad institutional bullishness).

Insider Activity (Form 4)

Form 3 initial ownership filings for Mart Hinnen (EVP Innovation and Tech, 8,887 shares including 3,870 RSUs) and Jefferson Ashley (EVP and CCO, 8,046 shares including 5,894 RSUs) in May 2026. No Form 4 buy/sell transactions were found for any insiders.

Options Flow

Normal options activity (no specific unusual options activity data provided in research).

Earnings Intelligence

Next Earnings

Estimated 2026-06-25 (Q3 FY2026)

Surprise Probability

Medium (Given the Q2 weakness and mixed performance, there's uncertainty, but consensus estimates are modest.)

Historical Earnings Pattern

Tends to be sensitive to earnings reports, with recent Q2 FY2026 results leading to a 52-week low, suggesting negative reactions to missed expectations or weak guidance.

Key Metrics to Watch

Revenue growth (YoY and sequential trends)Adjusted EPS and any forward guidance changesGross and operating margins (to assess efficiency initiatives)Demand outlook across key industrial segments

Competitive Position

Top Competitor

Xylem Inc (XYL) or Illinois Tool Works (ITW) for broader industrial exposure

Market Share Trend

Stable to potentially losing ground in certain segments given recent revenue decline and competitive pressures in a mature market.

Valuation vs Peers

Likely trading at a discount or in line with some slower-growth industrial peers due to recent performance, but not cheap enough to signal significant upside without a fundamental shift.

Competitive Advantages

  • Niche expertise in high-pressure hydraulics and controlled force technology
  • Established global brand recognition and distribution network
  • Reputation for product quality and reliability in industrial applications

Market Intelligence

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What Could Drive EPAC Stock Higher?

Near-Term (0-6 months)

  • Q3 FY2026 earnings (expected around 2026-06-25): Achieving consensus EPS of $0.49 and revenue of $165.03M could signal stabilization after Q2's decline.
  • Industrial market stabilization (H2 2026): A rebound in global manufacturing or infrastructure spending could improve demand for EPAC's core products.

Medium-Term (6-18 months)

  • First new product launch from Innovation & Tech division (Q1-Q2 FY2027): Introduction of a specialized high-pressure tool for a niche growth market (e.g., renewable energy infrastructure maintenance) which could add $10-15M in annualized revenue.
  • Efficiency gains and margin expansion (FY2027): Management initiatives leading to a 50-100 basis point improvement in operating margin could boost EPS by 5-10%.

Long-Term (18+ months)

  • Strategic acquisition in high-growth industrial segment (FY2028-FY2029): Acquiring a complementary business that diversifies EPAC's portfolio into a faster-growing industrial niche, potentially adding 15-20% to total revenue.
  • Increased adoption of specialized automation solutions (FY2029-FY2030): If EPAC successfully integrates smart technologies into its tools, capturing a 5% market share in a new automated industrial segment could add $70-100M in new annual revenue.

Catalysts & Growth Drivers

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What's the Bull Case for EPAC?

  • Watch for organic revenue growth to turn positive (above 0% YoY) in Q3 or Q4 FY2026.

  • Monitor gross and operating margins for expansion (target +50bps YoY).

  • Look for specific new product announcements or strategic partnership details from the Innovation & Tech division.

Bull Case Analysis

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Competing with EPAC

See how Enerpac Tool Group Corp compares to related companies

CompanyMarket CapDVR ScoreP/ERevenueProfit MarginRev Growth

Enerpac Tool Group Corp

EPAC

$1.7B1.019.9$2.2B13.7%4.2%

Caterpillar Inc

CAT

$400.8B0.142.5$70.8B13.3%11.8%Compare →

General Electric Co

GE

$299.7B0.534.7$41.1B17.9%21.8%Compare →

Honeywell International Inc

HON

$139.6B1.930.911.4%3.6%Compare →

RTX Corp

RTX

0.15.0$88.6B7.6%0.0%Compare →

United Parcel Service Inc

UPS

$91.9B0.117.5$89.5B5.9%-2.9%Compare →

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How Enerpac Tool Group Corp Makes Money

Enerpac Tool Group designs, manufactures, and distributes highly specialized industrial tools and services, primarily focusing on high-pressure hydraulics, controlled force products, and solutions. These tools are used by businesses globally for heavy lifting, pushing, pulling, tensioning, and other precision force applications in various sectors such as manufacturing, infrastructure, construction, energy, and aerospace. The company makes money through the sale of these products and related services like maintenance, repair, and rentals, serving business-to-business (B2B) customers who require reliable and robust solutions for challenging industrial tasks.

Read Full Business Model Breakdown

FAQ

What is the DVR Score for Enerpac Tool Group Corp (EPAC)?

As of June 4, 2026, Enerpac Tool Group Corp has a DVR Score of 1.0 out of 10, placing it in the "Distressed" category. This score is generated by our AI-powered deep value analysis framework that evaluates growth potential, financial health, competitive moat, and risk factors.

What is the market capitalization of Enerpac Tool Group Corp?

Enerpac Tool Group Corp's market capitalization is approximately $1.7B. The company operates in the Industrials sector within the Specialty Industrial Machinery industry.

What ticker symbol does Enerpac Tool Group Corp use?

EPAC is the ticker symbol for Enerpac Tool Group Corp. The company trades on the NYQ.

What is the risk level for EPAC stock?

Our analysis rates Enerpac Tool Group Corp's overall risk as Moderate. This assessment considers execution risk, market risk, financial risk, competitive risk, and regulatory risk. For a full breakdown, see the risk analysis section above.

What is the P/E ratio of EPAC?

Enerpac Tool Group Corp currently has a price-to-earnings (P/E) ratio of 19.9. This is in line with broader market averages.

Does Enerpac Tool Group Corp pay a dividend?

Yes, Enerpac Tool Group Corp pays a dividend with a current yield of approximately 0.12%.

Is Enerpac Tool Group Corp's revenue growing?

Enerpac Tool Group Corp has reported revenue growth of 4.2%. The company is growing at a moderate pace.

Is EPAC stock profitable?

Enerpac Tool Group Corp has a profit margin of 13.7%. The company is profitable but margins are modest.

How often is the EPAC DVR analysis updated?

Our AI-powered analysis of Enerpac Tool Group Corp is refreshed regularly to incorporate the latest financial data, market conditions, and news. The most recent update was on June 4, 2026.

Important Disclaimer – Not Financial Advice

Deep Value Reports is an independent research platform for educational and informational purposes only. We are not financial advisors, investment advisors, or licensed professionals. The analysis, scores, and information provided on this page for EPAC (Enerpac Tool Group Corp) should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research, consider your financial situation, and consult with a qualified financial advisor before making any investment decisions.

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