Ennis, Inc.

NYSE:EBF 株式レポート

時価総額：US$543.7m

Ennis マネジメント

マネジメント 基準チェック /44

Ennisの CEO はKeith Waltersで、 Nov1997年に任命され、 の在任期間は 28.67年です。 の年間総報酬は$ 2.41Mで、 45.5%給与と54.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の2.34%を直接所有しており、その価値は$ 12.74M 。経営陣と取締役会の平均在任期間はそれぞれ5.5年と7年です。

主要情報

Keith Walters

最高経営責任者

US$2.4m

報酬総額

CEO給与比率45.47%
CEO在任期間28.7yrs
CEOの所有権2.3%
経営陣の平均在職期間5.5yrs
取締役会の平均在任期間7yrs

経営陣の近況

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
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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
分析記事 • 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...
分析記事 • 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.
分析記事 • 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.
分析記事 • 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.

CEO報酬分析

Ennis の収益と比較して、Keith Walters の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Keithの 総報酬 ($USD 2.41M ) は、 US市場 ($USD 2.46M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Keithの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Keith Walters (76 yo)

28.7yrs
在職期間
US$2,414,935
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Keith Walters
Executive Chairman28.7yrsUS$2.41m2.34%
$ 12.7m
Vera Burnett
CFO, Treasurer & Principal Financial and Accounting Officer5.8yrsUS$880.52k0.12%
$ 662.3k
Wade Brewer
Chief Operating Officer2.5yrsUS$713.61k0.10%
$ 547.7k
Daniel Gus
General Counsel & Secretary5.1yrsUS$610.36k0.072%
$ 392.1k
Steven Osterloh
Vice President of Sales & Marketingno dataデータなしデータなし
5.5yrs
平均在職期間
62.5yo
平均年齢

経験豊富な経営陣: EBFの経営陣は経験豊富で経験豊富です（平均在職期間は5.5年）。

取締役

名称ポジション在職期間報酬所有権
Keith Walters
Executive Chairman28.7yrsUS$2.41m2.34%
$ 12.7m
Michael Magill
Independent Director1yrUS$41.58k0.051%
$ 275.8k
Alejandro Quiroz
Independent Director23yrsUS$116.66k0.034%
$ 183.9k
Walter Gruenes
Independent Director1yrUS$136.87k0.022%
$ 118.2k
Troy Priddy
Independent Director8yrsUS$180.33k0.069%
$ 373.1k
Gary Mozina
Director7.2yrsUS$178.60k0.060%
$ 323.8k
Barbara Clemens
Independent Director7yrsUS$189.11k0.071%
$ 388.3k
Aaron Carter
Independent Director6yrsUS$197.71k0.050%
$ 270.4k
Margaret Walters
Director4.8yrsUS$178.15k2.34%
$ 12.7m
7.0yrs
平均在職期間
69yo
平均年齢

経験豊富なボード: EBFの 取締役会 は 経験豊富 であると考えられます ( 7年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/05 00:37
終値2026/07/02 00:00
収益2026/05/31
年間収益2026/02/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ennis, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3

アナリスト機関
Tyson BauerKansas City Capital Associates
James ClementMacquarie Research
James ClementSidoti & Company, LLC