Epoch Holding Corporation (EPHC)

23.78 +0.08  +0.34%  May 29, 4:10PM Go Pro
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Epoch Holding Corporation Performance

Historical performance is a good guide for the future, but it is imperfect. Pay attention to a company's history, but be realistic about what you can project into the future.

5 Year Total Returns Performance

Returns from price appreciation only give a partial view of the returns to an investor. This total returns chart shows the returns to an investor from both price appreciation and dividends (dividends are assumed to be reinvested)

Returns 67.94%

1 Year Total Returns Performance Comparison

Here are Epoch Holding Corporation's total returns compared to the market and some of its peers. High historical total returns are excellent - especially if you held the stock at the time - but returns can change direction quickly. To predict future performance, looking at the business is more important than looking at historic returns.

  • EPHC Total Returns
  • ^SPXTR Total Returns
  • EF Total Returns
  • CSWC Total Returns
1 month total returns YTD total returns 1 year total returns* 3 year total returns
EPHC -14.46% 7.68% 52.81% 323.7%
^SPXTR -5.89% 5.70% 1.18% 54.61%
EF -1.02% 34.55% 11.23% -17.90%
CSWC 9.95% 29.80% 14.69% 51.20%

* May differ from chart if one year ago today was not a trading day. Table uses the previous trading day as a base while chart uses the next trading day.

Fundamental Performance

Price vs Earnings

In the long run, the price and earnings of a company are correlated. If the two metrics are diverging, there should be a good reason why. Divergence without reason can signal danger or opportunity.

Price 67.94%
Earnings Per Share TTM 162.9%

Earnings Yield vs Dividend Yield

Yields show how much you are getting for the price you pay. For example, an earnings yield of 8% means that for every dollar you pay, you get 8 cents worth of current earnings. Take these numbers into account when buying to see if you are over-paying or getting a good deal.

Earnings Yield 3.87%
Dividend Yield 1.40%

Revenue and Earnings Growth

Revenues show how much the company is selling to customers, while net income is what remains for shareholders after the company pays its expenses. Revenue growth often persists over time, but net income is more fickle. Watch closely to see if revenue and income grow at similar rates.

Revenues TTM 85.15M
Net Income TTM 21.67M

Efficent Use of Assets

Profit margins show what percentage of every dollar of sales turns into earnings. Asset Uitlization shows how many dollars of sales a company gets for each dollar that the company invests in assets. Multiplying the two numbers together gives you Return on Assets which tells you approximately how efficiently the company invests money to earn more money.

Profit Margin 25.65%
Asset Utilization 1.262

Reinvestment Strategy

Return on Invested Capital (ROIC) tells you how much income a company earned after investing $1 in its business. The Payout Ratio tells what percentage of the company's income it pays to shareholders instead of reinvesting in its own growth. Watch out for companies that pay out very little when their ROIC is low.

5 Year Average ROIC 0.212
5 Year Average Payout Ratio 0.6174
Get Performance for

EPHC News

Financial Sector Wrap
May 22, 4:46PM Fox Business
Dividend Contenders With Very Lowest Debt + http://stks.co/3jh1 $CHL $KDN $GES $DAKT $NHC $WSM $CAN $NRCI $HWKN $COLM $MSM $EPHC $FINL $DV
about 21 days ago by DividendYield
$EPHC - Trailing Stop triggered @ $22.51. Exited with a small profit - http://stks.co/3jWg
about 21 days ago by TraderFoxxx
Financial Sector Wrap
May 07, 4:38PM Fox Business
$EPHC - Still long @ 20.99. Moving up Trailing Stop to $22.51 from 4 prior Stops of $21.05, $19.02, $17.79 & $14.59 - http://stks.co/3X0I
about 33 days ago by TraderFoxxx
3 Ways To Play Epoch Holding
Apr 20, 5:38PM Investopedia
Stocks trading ex-dividend one week from today: http://stks.co/3OO1 $PG $CLF $CLB $PETM $TYC $WSM $EPHC $HCSG $PNR $SIG ...
about 41 days ago by DynamicDividend
Epoch (EPHC) AUM Increases to $22.7B in March
Apr 03, 4:08PM Street Insider
Today's Dividend-Paying Winners and Losers: http://stks.co/33Cb $EPHC $MPR $SMP $PII $SCS $NKE $WTW $KBH
about 67 days ago by DynamicDividend
Raymond James initiates coverage on Epoch Holding ($EPHC) with an Outperform. PT $32.00. Nice of them to join us! http://stks.co/336P
about 67 days ago by TraderFoxxx
Still long $EPHC http://stks.co/335u @ 20.99
about 67 days ago by TraderFoxxx
$EGT $EPHC $IHG $NUS $RIG $S $TPX $UA long gains this week. Also bought weekly calls on $SPY and sold weekly calls on $VXX
about 89 days ago by TopDollaJay
$EPHC http://stks.co/2aWO long setup
about 91 days ago by stt2318
$EPHC http://stks.co/2aA1 Long over 26.35
about 92 days ago by flare9x
Still long $EPHC http://stks.co/2LQD @ 20.99
about 109 days ago by TraderFoxxx
$EPHC continues Wkly Highs: Moving the TrailingStop up to $19.02 from 2 prior Stops ($17.79 & $14.59) http://stks.co/2Efo
about 116 days ago by TraderFoxxx
$EPHC http://stks.co/21iE Thinner name over 24.04
about 129 days ago by flare9x
Stocks trading ex-dividend one week from today: http://stks.co/1y7w / $LEN $PETM $WSM $CSPI $EPHC $ESIO $PNR $RRD $TCB $TYC
about 132 days ago by DynamicDividend
Still Long: $SBUX, $KSU, $TSS, $EPHC, $EPD, $OII, $FARO, $NUAN, $WNI, $KOG, $WES, $CHDN, $MGAM, $MAIN, $MARPS, $KMP
about 134 days ago by TraderFoxxx
Income-generating funds find favour
Jan 09, 12:23PM Financial Times
Still long these equities: $ACN $SBUX $KSU $TSS $EPHC $ARBA $EPD $TSLA $OII $FARO $IBM $NUAN $WNI
about 170 days ago by TraderFoxxx
Still long $EPHC on the weekly (bird's-eye view) chart http://stks.co/1Pq8
about 175 days ago by TraderFoxxx
Still long equities: $ACN $SBUX $KSU $TSS $EPHC $ARBA $EPD $TSLA $OII $FARO $IBM $NUAN $WNI - profitable on about 2/3's
about 179 days ago by TraderFoxxx
A weekly trend I like today $EPHC http://chart.ly/a9rubtk
about 203 days ago by TraderFoxxx
Trade Signal New: BTO @ 20.99 Limit with 14.59 Stop $EPHC http://chart.ly/wgiaybk
about 205 days ago by TraderFoxxx
Epoch's 33% Dividend Hike Pushes Yield Over 2%: http://stks.co/Vmm / $EPHC
about 236 days ago by DynamicDividend
$EPHC new uptrend...ready to break out of 6 month consolidation
about 336 days ago by StrongestStocks
$EPHC http://chart.ly/fspsojv EPS est 0.14 11/9...another theme: holding companies
about 569 days ago by volpivots

Recent Quotes

Symbol Price Chg Chg % Market Cap
EPHC 23.78 +0.08 +0.34% 551.26M
EPD 50.10 +0.66 +1.33% 43.08B
EPB 33.70 +0.50 +1.51% 6.829B
GBL 42.34 -0.07 -0.17% 1.135B
GBG 0.6099 -0.00 -0.02% 290.20M
GBF 114.57 +0.26 +0.23%
GBAB 22.24 +0.12 +0.54%
GB 20.75 +0.15 +0.73% 482.66M
GASS 5.66 -0.16 -2.75% 122.80M
GASL 24.08 +1.76 +7.90%
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