How does EPLY7.25's PE Ratio compare to its peers?

EPLY7.25 is good value based on its Price-To-Earnings Ratio (6.5x) compared to the peer average (12.1x).

How does EPLY7.25's PE Ratio compare vs other companies in the South American Diversified Financial Industry?

EPLY7.25 is good value based on its Price-To-Earnings Ratio (6.5x) compared to the South American Diversified Financial industry average (8x).

What is EPLY7.25's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

Insufficient data to calculate EPLY7.25's Price-To-Earnings Fair Ratio for valuation analysis.

What is the Fair Price of EPLY7.25 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

EPLY7.25 (JMD19.25) is trading above our estimate of [[fair value]] (JMD3.24)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Insufficient data to show price forecast.

Eppley JMSE:EPLY7.25 Stock Report

Last Price

JA$19.25

Market Cap

JA$6.3b

7D

1.3%

1Y

n/a

Updated

04 Jan, 2025

Data

Company Financials

Eppley Limited

JMSE:EPLY7.25 Stock Report

Market Cap: JA$6.3b

EPLY7.25 Stock Overview

A publicly owned investment manager. More details

EPLY7.25 fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	0/6
Past Performance	4/6
Financial Health	2/6
Dividends	4/6

Rewards

Price-To-Earnings ratio (6.5x) is below the JM market (17x)

Earnings grew by 94.9% over the past year

Risk Analysis

Debt is not well covered by operating cash flow

Unstable dividend track record

Large one-off items impacting financial results

Does not have meaningful revenue (JMD586M)

+ 1 more risk

My Notes

Capture your thoughts, links and company narrative

Eppley Limited Competitors

Sygnus Credit Investments

JMSE:SCIJMD

JA$6.9b

Access Financial Services

JMSE:AFS

JA$4.2b

VM Investments

JMSE:VMIL

JA$3.8b

Dolla Financial Services

JMSE:DOLLA

JA$7.4b

Price History & Performance

Summary of share price highs, lows and changes for Eppley
Historical stock prices
Current Share Price	JA$19.25
52 Week High	JA$19.90
52 Week Low	JA$16.00
Beta	0.34
1 Month Change	0.052%
3 Month Change	-1.69%
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-2.78%

Recent News & Updates

Recent updates

Shareholder Returns

	EPLY7.25	JM Diversified Financial	JM Market
7D	1.3%	-1.4%	0.8%
1Y	n/a	-6.5%	7.2%

Return vs Industry: Insufficient data to determine how EPLY7.25 performed against the JM Diversified Financial industry.

Return vs Market: Insufficient data to determine how EPLY7.25 performed against the JM Market.

Price Volatility

Is EPLY7.25's price volatile compared to industry and market?
EPLY7.25 volatility
EPLY7.25 Average Weekly Movement	10.9%
Diversified Financial Industry Average Movement	12.6%
Market Average Movement	7.5%
10% most volatile stocks in JM Market	15.6%
10% least volatile stocks in JM Market	4.8%

Stable Share Price: EPLY7.25 has not had significant price volatility in the past 3 months compared to the JM market.

Volatility Over Time: Insufficient data to determine EPLY7.25's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1973	n/a	Raymond Donaldson	www.eppleylimited.com

Eppley Limited is a publicly owned investment manager. It also invests in mutual funds. The firm invests in various credit, mezzanine and real estate.

Eppley Limited Fundamentals Summary

How do Eppley's earnings and revenue compare to its market cap?
EPLY7.25 fundamental statistics
Market cap	JA$6.30b
Earnings (TTM)	JA$964.78m
Revenue (TTM)	JA$586.50m

6.5x

P/E Ratio

10.7x

P/S Ratio

Is EPLY7.25 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EPLY7.25 income statement (TTM)
Revenue	JA$586.50m
Cost of Revenue	JA$6.13m
Gross Profit	JA$580.37m
Other Expenses	-JA$384.40m
Earnings	JA$964.78m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	5.01
Gross Margin	98.96%
Net Profit Margin	164.50%
Debt/Equity Ratio	81.6%

How did EPLY7.25 perform over the long term?

See historical performance and comparison

Dividends

4.0%

Current Dividend Yield

26%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/04 20:07
End of Day Share Price	2024/12/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Eppley Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution