Ennis, Inc.

Report azionario NYSE:EBF

Capitalizzazione di mercato: US$536.6m

Ennis Gestione

Criteri Gestione verificati 4/4

Ennis Il CEO è Keith Walters, nominato in Nov1997, e ha un mandato di 28.67 anni. la retribuzione annua totale è $ 2.41M, composta da 45.5% di stipendio e 54.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.34% delle azioni della società, per un valore di $ 12.57M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.5 anni e 7 anni.

Informazioni chiave

Keith Walters

Amministratore delegato

US$2.4m

Compenso totale

Percentuale dello stipendio del CEO45.47%
Mandato del CEO28.7yrs
Proprietà del CEO2.3%
Durata media del management5.5yrs
Durata media del Consiglio di amministrazione7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Feb 19

Ennis: Upgrading To Buy On Growing Margins And Free Cash Flow

Summary Ennis, Inc. is upgraded to 'Buy' on sustained margin growth, robust free cash flow, and strong technical momentum. Q3 earnings saw GAAP EPS of $0.42 and gross margin rise to 31.9%, reflecting operational efficiencies and accretive acquisitions. EBF maintains a 36-year dividend streak, with a current yield near 5% and a conservative payout ratio below 60%. A dividend discount model incorporating growth projects a fair value of $48.05 per share, supporting further upside. Read the full article on Seeking Alpha
Articolo di analisi • Jun 26

Ennis (NYSE:EBF) Will Pay A Dividend Of $0.25

Ennis, Inc. ( NYSE:EBF ) will pay a dividend of $0.25 on the 11th of August. This makes the dividend yield 5.4%, which...
Seeking Alpha • Mar 19

Ennis: Elevated Free Cash Flow Yield To Keep Investors Interested

Summary Ennis remains a 'Hold' due to its robust free cash flow and dividend payouts, despite recent revenue declines and market volatility. The company's strong balance sheet, zero debt, and strategic acquisitions bolster its operational efficiency and shareholder returns. Q3 2024 showed impressive profitability and free cash flow growth, highlighting effective capital allocation and resilience in a challenging market. A no-growth valuation model suggests a base share price of $16.69, reinforcing the 'Hold' rating until further financial updates. Read the full article on Seeking Alpha
Articolo di analisi • Dec 26

Ennis (NYSE:EBF) Will Pay A Dividend Of $0.25

Ennis, Inc. ( NYSE:EBF ) has announced that it will pay a dividend of $0.25 per share on the 6th of February. This...
Seeking Alpha • Dec 15

Ennis, Inc.: Printing Profits, Compounding Value

Summary Ennis, Inc. offers a compelling investment with a 115-year track record, disciplined capital allocation, and 205 consecutive quarters of dividend payments. The company dominates the oligopolistic trade printing market, benefiting from favorable pricing power and significant barriers to entry. Ennis's NOPAT has grown at 14.4% annually since 2019, supported by robust free cash flow and consistent dividend growth. Despite industry risks, Ennis's strong market position, operational efficiency, and prudent management make it an attractive investment for value-oriented investors. Read the full article on Seeking Alpha
Articolo di analisi • Oct 17

Ennis (NYSE:EBF) Hasn't Managed To Accelerate Its Returns

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Seeking Alpha • Sep 26

Ennis: Remaining Skeptical Due To Headwinds, Special Dividend Of $2.5/Share

Summary Ennis is currently facing declining demand for traditional printed products and increased competition, leading to a 7.3% YoY revenue decline in Q2 2024. Increased competition in the printing industry, coupled with low entry barriers, is pressuring the company's margins despite cost-cutting measures. However, the company maintains a strong balance sheet with no debt and significant cash reserves. Additionally, the acquisition of PTI was possible without incurring debt. The special dividend of $2.5 per share seems encouraging, however, I'm cautious about its timing, possibly to prevent a panic selloff following the release of the 10-Q. Read the full article on Seeking Alpha
Seeking Alpha • Jul 13

Ennis: Assessing If A Technical Breakout Is On The Cards

Summary Ennis, Inc. stock has undergone a bullish move after bottoming out in April, currently testing overhead resistance. Q1 results showed a revenue decline and earnings per share drop, highlighting continued growth struggles. Despite growth challenges, Ennis has a strong balance sheet with no debt and generates strong cash flow, making it an interesting setup for value investors. Read the full article on Seeking Alpha
Articolo di analisi • Jun 23

Ennis (NYSE:EBF) Is Due To Pay A Dividend Of $0.25

Ennis, Inc.'s ( NYSE:EBF ) investors are due to receive a payment of $0.25 per share on 5th of August. This means the...
Seeking Alpha • Apr 25

Ennis: Dividend Growth, And Mentioned By Bank of America

Summary Ennis, Inc. did not report significant quarterly net sales growth, but the company trades at a low valuation and offers a high dividend yield. The company has a healthy balance sheet with no debt and recently acquired new targets, which could lead to significant net income growth in the future. The implementation of new ERP systems and the sale of equipment could generate new demand for Ennis stock. Overall, the stock appears undervalued. Read the full article on Seeking Alpha
Articolo di analisi • Mar 28

Ennis (NYSE:EBF) Will Pay A Dividend Of $0.25

The board of Ennis, Inc. ( NYSE:EBF ) has announced that it will pay a dividend on the 6th of May, with investors...
Seeking Alpha • Feb 28

Ennis Inc: No Growth Environment Taking Its Toll On Share-Price

Summary Ennis, Inc. has seen flat gains in the past 10 months, underperforming the S&P 500 by a significant margin. Technical analysis suggests a potential long-term double top formation, with selling volume increasing and a bearish crossover. The dividend discount model valuation exercise indicates a hold rating, with no growth prospects and poor results. Read the full article on Seeking Alpha
Articolo di analisi • Jan 12

Ennis (NYSE:EBF) Strong Profits May Be Masking Some Underlying Issues

Ennis, Inc.'s ( NYSE:EBF ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...
Seeking Alpha • Nov 28

Ennis: Navigating Industry Decline With Resilience (Rating Downgrade)

Summary Ennis, Inc. demonstrates resilience in the declining commercial printing sector by leveraging its strong financials. The company focuses on stable dividend yield and potential inorganic growth through acquisitions. Ennis maintains a healthy balance sheet and recently acquired Eagle Graphics and Diamond Graphics to augment production capacities. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

Ennis: Attractively Priced And With A Strong Balance Sheet

Summary Ennis is a profitable company that provides physical solutions for businesses in a digital-dominated era. The company has experienced growth in revenue, profits, and cash flows, with a significant portion of the increase coming from acquisitions. Ennis is attractively priced and a surplus of cash, making it a logical prospect for investors to consider. Read the full article on Seeking Alpha
Seeking Alpha • Jun 30

Ennis: Acquisitions Facilitate Strong First Quarter Results

Summary Ennis is growing through strategic acquisitions to expand its product lines and geographical footprint. The company's Q1 2023 report shows a 3% YoY revenue increase to $111.3 million, with recent acquisitions contributing to this growth. The company's balance sheet shows no debt and a healthy cash reserve. Despite the industry's decline, Ennis maintains a stable position and has announced a dividend of $0.25 per share for shareholders who invest by July 6, 2023. Read the full article on Seeking Alpha
Articolo di analisi • Jun 22

Ennis' (NYSE:EBF) Dividend Will Be $0.25

Ennis, Inc. ( NYSE:EBF ) has announced that it will pay a dividend of $0.25 per share on the 7th of August. This makes...
Articolo di analisi • Apr 10

Ennis' (NYSE:EBF) Dividend Will Be $0.25

The board of Ennis, Inc. ( NYSE:EBF ) has announced that it will pay a dividend of $0.25 per share on the 8th of May...
Seeking Alpha • Jan 31

Ennis: Growing Through Acquisitions In A Difficult Market

Summary Ennis remains a key player in the commercial printing market, growing and expanding market and niche opportunities through six acquisitions in the last five years. While growth is not significantly strong, it has been increasing its revenues and operating income, maintaining cash flow and a healthy balance sheet for seven consecutive quarters. Cautious of the digital technology continuing to erode demand, rising raw material costs, inflationary environment, and increased import competition.
Articolo di analisi • Dec 22

Ennis' (NYSE:EBF) Dividend Will Be $0.25

Ennis, Inc. ( NYSE:EBF ) will pay a dividend of $0.25 on the 2nd of February. Based on this payment, the dividend yield...
Seeking Alpha • Dec 19

Ennis GAAP EPS of $0.44, revenue of $110.24M in-line

Ennis press release (NYSE:EBF): Q4 GAAP EPS of $0.44. Revenue of $110.24M (+7.0% Y/Y) in-line.
Articolo di analisi • Sep 22

Ennis (NYSE:EBF) Has Announced A Dividend Of $0.25

Ennis, Inc. ( NYSE:EBF ) has announced that it will pay a dividend of $0.25 per share on the 4th of November. This...
Seeking Alpha • Sep 19

Ennis declares $0.25 dividend

Ennis (NYSE:EBF) declares $0.25/share quarterly dividend, in line with previous. Forward yield 4.94% Payable Nov. 4; for shareholders of record Oct. 7; ex-div Oct. 6. See EBF Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Sep 06

Ennis: A Model Of Stability For More Than A Century

Summary Ennis was founded in 1909 and has weathered many up-and-down economic environments. The company has one major supplier it works with that has allowed them to meet customer demands and control prices in this inflationary market. Ennis has a track record of stability and solid cash position with $91 million in cash and zero debt. It feels like the digital world is taking over. From traditional newspapers to the menus at restaurants, practically anything that used to be printed is now available in digital form. Well, don't tell this to Ennis, Inc. (EBF), arguably the largest provider of business forms, pressure-seal forms, labels, tags, envelopes, and presentation folders in the U.S. Ennis, which has been around for over a century after being founded in 1909, markets all sorts of print products under dozens of different brands. They have carved out a specialty side of the industry and look to maintain their market share in the shift to even more digital media after the pandemic. Today, we'll break down the company's fundamentals, sentiment and technical to see if Ennis is a buy or sell… About Ennis Ennis, based out of Texas, truly believes they are the largest producer of these forms and folders in the U.S., using independent distributors. The company's strategic locations and buying power permit them to compete on a favorable basis within the distributor market on competitive factors such as service, quality and price. As they face rising raw material costs, these are coming from a variety of quality of paper for business products purchased from one major supplies at favorable prices based on the volume of business. This is something to watch. Having a single provider of the bulk of your supplies puts them at risk of that supplier and any material changes to that relationship. Just something to keep in mind with a company that has been around this long. Don't want them to be too stuck on their old ways and still try to innovate. While they don't have to deal with seasonality, the company has mentioned that economic conditions create fluctuations in sales from quarter to quarter. Again, something to keep an eye on. We are basically in an unofficial recession at the moment, which would classify as a contraction to the economy. This could eventually impact the revenues generated at Ennis. To maintain its leading industry status the company has made a few key acquisitions, one in 2021 of AmeriPrint that generated about $6.5 million in sales in 2020. Then, just last month, Ennis acquired certain assets, including customer lists and intellectual property, from Gulf Business Forms, though the terms of that deal were not disclosed. Let's take a look at the fundamentals to see how the company has been doing since the pandemic… Fundamental Analysis For the fundamental take, I like to look at two main metrics - top of the line numbers with revenues and bottom of the line numbers with earnings per share. These two numbers tell us the most about the company without getting into the weeds of their accounting processes. Below, you can see the revenues represented as the blue line on the chart (prices on the left in millions) and earnings per share as the green bars on the chart (prices on right). Yahoo Finance It's important to note that the company's fiscal year ended on February 28, 2022 for the 2022 actual results. That means the dip from the pandemic shows up in 2021 actual results and not 2020, which explains the decline in revenues and earnings in 2021 results. Realizing that, it is expected to see earnings and revenues improve since then, with expectations of getting back to basically pre pandemic numbers in 2020. But inflation is a threat to this outlook. In the first quarter of the 2023 fiscal year ending May 31, 2022, the company posted an 11.1% increase in revenues and a 60.7% increase in earnings per share. The company continued to see strong demand to start this year and was able to make price adjustments to cover inflationary costs, while improving the overall efficiency of its operations. But, since the pandemic created shortages, the industry hasn't caught back up yet. Most of the manufacturing is running at high capacity and failing to re-stock shelves. They are merely filling new orders. Ennis is leveraging their relationship with their supplier to meet customer demand. With no debt and significant cash (just over $91 million), the company has been able to acquire new companies and fund their operations without the need for leverage in this market. But the credit is available if they ever need it or see an opportunity worth using it on. Ennis remains focused on giving back to their shareholders through a stock repurchase program and dividends. The company repurchased 64,000 shares in the first quarter and pays out a 4.71% dividend as of September 2nd. Next up, we'll look at a few sentiment indicators to see how investors feel about the stock. Sentiment Readings Short interest is a key sentiment reading because it tells us how much leverage investors are willing to take to bet on the stock to decline. Typically, anything under 5% is not meaningful, while more than 20% is a reason to be cautious. Ennis is at 2.84%, so this isn't a meaningful level to be worried about. It's not a widely covered stock, despite being around for over 100 years, with just one analyst providing ratings on Yahoo Finance. They rate the stock as a buy, with a price target of $26, about a 25% increase from current prices. At least the lone analyst is bullish on the stock. Now let's see how the price action looks for the stock. Price Patterns I don't usually do this, but we are going to take a very long-term look at the chart. I usually follow short-term trading patterns because stocks mostly react to these short-term levels. But Ennis is a bit different. Take a look: Optuma This chart goes all the way back to 2001, to show this big run up to the 08' crash. Then, for the last 14 years, the stock has been in this steady upward price channel. It's actually amazing when you think about it. Stocks don't typically stay in clear price patterns like this for much longer than one year.
Seeking Alpha • Aug 17

Ennis acquires Gulf Business Forms assets

Ennis (NYSE:EBF) has acquired certain assets of San Marcos, Texas-based Gulf Business Forms. Terms of the deal were not disclosed. Gulf Business Forms is a trade printer specializing in custom-printed documents including business forms, laser cut sheets, brochures, pamphlets, in-line glue booklet, and variable short-run solutions. The acquisition covers its customer lists and intellectual property. Upon deal closing, Gulf Business Forms customer files, as well as phones and emails, will be relocated to the Ennis, Texas plant. The quoting and manufacturing facility for orders previously produced by the company will be determined by customer input, product type, and location to best meet their needs.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Keith Walters rispetto agli utili di Ennis?
DataCompenso totaleStipendioUtili della società
May 31 2026n/an/a

US$43m

Feb 28 2026US$2mUS$1m

US$43m

Nov 30 2025n/an/a

US$43m

Aug 31 2025n/an/a

US$42m

May 31 2025n/an/a

US$39m

Feb 28 2025US$5mUS$1m

US$40m

Nov 30 2024n/an/a

US$41m

Aug 31 2024n/an/a

US$41m

May 31 2024n/an/a

US$42m

Feb 29 2024US$2mUS$1m

US$43m

Nov 30 2023n/an/a

US$45m

Aug 31 2023n/an/a

US$46m

May 31 2023n/an/a

US$47m

Feb 28 2023US$3mUS$1m

US$47m

Nov 30 2022n/an/a

US$42m

Aug 31 2022n/an/a

US$38m

May 31 2022n/an/a

US$33m

Feb 28 2022US$6mUS$972k

US$29m

Nov 30 2021n/an/a

US$27m

Aug 31 2021n/an/a

US$28m

May 31 2021n/an/a

US$27m

Feb 28 2021US$2mUS$972k

US$24m

Nov 30 2020n/an/a

US$28m

Aug 31 2020n/an/a

US$30m

May 31 2020n/an/a

US$33m

Feb 29 2020US$3mUS$972k

US$38m

Compensazione vs Mercato: La retribuzione totale di Keith ($USD 2.41M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 2.45M ).

Compensazione vs guadagni: La retribuzione di Keith è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Keith Walters (76 yo)

28.7yrs
Mandato
US$2,414,935
Compensazione

Mr. Keith S. Walters has been the President at Ennis Inc., (formerly Ennis, Inc./Ennis Business Forms, Inc.) since July 1998 and its Chief Executive Officer since November 1997. Mr. Walters joined Ennis Bu...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Keith Walters
Executive Chairman28.7yrsUS$2.41m2.34%
$ 12.6m
Vera Burnett
CFO, Treasurer & Principal Financial and Accounting Officer5.8yrsUS$880.52k0.12%
$ 653.7k
Wade Brewer
Chief Operating Officer2.5yrsUS$713.61k0.10%
$ 540.5k
Daniel Gus
General Counsel & Secretary5.1yrsUS$610.36k0.072%
$ 387.0k
Steven Osterloh
Vice President of Sales & Marketingno dataNessun datoNessun dato
5.5yrs
Durata media
62.5yo
Età media

Gestione esperta: Il team dirigenziale di EBF è esperto e expertise (durata media dell'incarico 5.5 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Keith Walters
Executive Chairman28.7yrsUS$2.41m2.34%
$ 12.6m
Michael Magill
Independent Director1yrUS$41.58k0.051%
$ 272.2k
Alejandro Quiroz
Independent Director23yrsUS$116.66k0.034%
$ 181.5k
Walter Gruenes
Independent Director1yrUS$136.87k0.022%
$ 116.7k
Troy Priddy
Independent Director8yrsUS$180.33k0.069%
$ 368.3k
Gary Mozina
Director7.2yrsUS$178.60k0.060%
$ 319.6k
Barbara Clemens
Independent Director7yrsUS$189.11k0.071%
$ 383.2k
Aaron Carter
Independent Director6yrsUS$197.71k0.050%
$ 266.8k
Margaret Walters
Director4.8yrsUS$178.15k2.34%
$ 12.6m
7.0yrs
Durata media
69yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di EBF sono considerati esperti (durata media dell'incarico 7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/10 21:48
Prezzo dell'azione a fine giornata2026/07/10 00:00
Utili2026/05/31
Utili annuali2026/02/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ennis, Inc. è coperta da 3 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tyson BauerKansas City Capital Associates
James ClementMacquarie Research
James ClementSidoti & Company, LLC