Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
0 (1y: -100%)
Market Cap 668.08 M P/E(ttm)
Enterprise Value 646.22 M P/B
EPHC- NAS (USA)
Epoch Holding Corporation
Not Rated
Top Ranked Predictable Companies
$0.00
Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Revenue Growth (%) 29.4
EPHC's Revenue Growth (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 29.4 )
EPHC' s 10-Year Revenue Growth (%) Range
Min: 15.4   Max: 231.7
Current: 29.4
15.4
231.7
EBITDA Growth (%) 79.8
EPHC's EBITDA Growth (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 79.8 )
EPHC' s 10-Year EBITDA Growth (%) Range
Min: -13.7   Max: 79.8
Current: 79.8
-13.7
79.8
EPS Growth (%) 42.1
EPHC's EPS Growth (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 42.1 )
EPHC' s 10-Year EPS Growth (%) Range
Min: -8.9   Max: 42.1
Current: 42.1
-8.9
42.1
» EPHC's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

EPHC Guru Trades in Q2 2012

Jim Simons 40,500 sh (New)
Joel Greenblatt 42,112 sh (+1.79%)
Chuck Royce 273,300 sh (unchged)
Mario Gabelli 572,440 sh (-0.07%)
John Keeley 2,174,444 sh (-6.36%)
» More
Q3 2012

EPHC Guru Trades in Q3 2012

Joel Greenblatt 48,710 sh (+15.67%)
Mario Gabelli 580,940 sh (+1.48%)
Chuck Royce 273,300 sh (unchged)
Jim Simons Sold Out
John Keeley 1,889,263 sh (-13.12%)
» More
Q4 2012

EPHC Guru Trades in Q4 2012

Mario Gabelli 631,740 sh (+8.74%)
Joel Greenblatt 51,543 sh (+5.82%)
Chuck Royce Sold Out
John Keeley Sold Out
» More
Q1 2013

EPHC Guru Trades in Q1 2013

Mario Gabelli Sold Out
Joel Greenblatt Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with EPHC

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Keeley 2012-12-31 Sold Out 0.96%$20.56 - $27.87 $ 27.9919%0
Joel Greenblatt 2012-03-31 Add 114.49%0.05%$22.36 - $26.02 $ 27.9923%41371
Joel Greenblatt 2011-09-30 Add 67.57%0.02%$12.17 - $20.01 $ 27.9972%17362
Mario Gabelli 2011-03-31 Reduce -54.46%0.07%$14.34 - $16.43 $ 27.9982%536640
Joel Greenblatt 2011-03-31 New Buy0.06%$14.34 - $16.43 $ 27.9982%11817
Mario Gabelli 2010-09-30 Add 54.93%0.02%$9.43 - $12.8 $ 27.99144%1132945
Mario Gabelli 2010-06-30 Reduce -28.22%0.02%$10.71 - $13.28 $ 27.99133%731239
Premium More recent guru trades are included for Premium Members only!!
» Financial Charts

Peter Lynch Chart

Guru Investment Theses on Epoch Holding Corporation

Investment Guru John Keeley Comments on Epoch Holdings - Mar 26, 2013

Another key factor in our outperformance during the quarter was a sharp increase in merger and acquisition activity. The portfolio didn't experience any takeovers until this quarter, when two names were acquired at a premium price. This provides us with optimism that momentum in M&A may continue in 2013. Epoch Holdings (EPHC) was a notable contributor in the fourth quarter, rising over 19 percent after being acquired by TD Bank in December.

From Keeley Funds' fourth quarter 2012 investor letter.


Check out John Keeley latest stock trades

John Keeley Comments on Epoch Holdings Corp. - Dec 11, 2012

The best performing position over the past year was Epoch Holdings Corp. (EPHC), which climbed over 70 percent and added 210 basis points of return to the portfolio. We think that the asset manager continues to be underfollowed by sell side analysts despite impressive results over the past few years. Although cash flow into equity mutual funds has been challenged since the downturn, Epoch has been successful at growing assets. We believe that the company is attractively priced as a percentage of its assets under management, and we that believe the company has the capacity to double assets from current levels.

From Keeley Funds’ 2012 annual report.


Check out John Keeley latest stock trades

Top Ranked Articles about Epoch Holding Corporation

Investment Guru John Keeley Comments on Epoch Holdings
March 26, 2013
Another key factor in our outperformance during the quarter was a sharp increase in merger and acquisition activity. The portfolio didn't experience any takeovers until this quarter, when two names were acquired at a premium price. This provides us with optimism that momentum in M&A may continue in 2013. Epoch Holdings (EPHC) was a notable contributor in the fourth quarter, rising over 19 percent after being acquired by TD Bank in December. Read more...
John Keeley Comments on Epoch Holdings Corp.
December 11, 2012
The best performing position over the past year was Epoch Holdings Corp. (EPHC), which climbed over 70 percent and added 210 basis points of return to the portfolio. We think that the asset manager continues to be underfollowed by sell side analysts despite impressive results over the past few years. Although cash flow into equity mutual funds has been challenged since the downturn, Epoch has been successful at growing assets. We believe that the company is attractively priced as a percentage of its assets under management, and we that believe the company has the capacity to double assets from current levels. Read more...

Ratios

vs
industry		 vs
history
P/S 6.18
EPHC's P/S is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 6.18 )
EPHC' s 10-Year P/S Range
Min: 0   Max: 0
Current: 6.18

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.29
EPHC's Dividend Yield is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 1.29 )
EPHC' s 10-Year Dividend Yield Range
Min: 0   Max: 0
Current: 1.29
Dividend Payout 0.2861
EPHC's Dividend Payout is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 0.2861 )
EPHC' s 10-Year Dividend Payout Range
Min: 0   Max: 0
Current: 0.29
Dividend growth (3y) 25.7
EPHC's Dividend growth (3y) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 25.7 )
EPHC' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 30.9
Current: 25.7
0
30.9
Yield on cost (5-Year) 1.29
EPHC's Yield on cost (5-Year) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 1.29 )
EPHC' s 10-Year Yield on cost (5-Year) Range
Min: 0   Max: 0
Current: 1.29
Share Buyback Rate -1.4
EPHC's Share Buyback Rate is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: -1.4 )
EPHC' s 10-Year Share Buyback Rate Range
Min: -1.4   Max: -31.4
Current: -1.4

Valuation & Return

vs
industry		 vs
history

Business Description

Epoch Holding Corporation, incorporated in Delaware in 2004. The Company is a holding company, which provides investment advisory and investment management services to its clients. The operations of the company are conducted through its wholly-owned subsidiary, Epoch Investment Partners, Inc. (EIP). EIP is a registered investment adviser, which provides investment advisory and investment management services to retirement plans, mutual funds, endowments, foundations and high net worth individuals. The company's current product offerings include U.S. All Cap Value, U.S. Value, U.S. Smid (small/mid) Cap Value, U.S. Small Cap Value, U.S. Choice, Global Small Cap Value, Global Absolute Return, Global Choice, Global All Cap, International Small Cap, Balanced, and Global Equity Shareholder Yield. It sponsors three mutual funds, the Epoch International Small Cap Fund (EPIEX), the Epoch Global Equity Shareholder Yield Fund (EPSYX), and the Epoch U.S. All Cap Equity Fund (EPACX). It competes in the U.S. and international markets with a large number of global and U.S. investment advisors, commercial banks, broker/dealers, insurance companies and other financial institutions. The Company's business is subject to various federal, state and foreign laws and regulations.
Company Website
SEC Reports
Industry:
Compare:
» More Articles for EPHC

Headlines

Articles On GuruFocus.com
Investment Guru John Keeley Comments on Epoch Holdings Mar 26 2013 
KEELEY All Cap Value Fund Fourth Quarter 2012 Commentary Mar 26 2013 
John Keeley Comments on Epoch Holdings Corp. Dec 11 2012 
Guru Stocks Raising Dividends: RPM, EPHC, GLW, NWN, QRE Oct 10 2011 
9 Dividend Stocks Building Superior Long-Term Returns Oct 10 2011 
Epoch Holding Corp. Reports Operating Results (10-Q) Feb 04 2011 
6 Dividend Stocks Raising Dividends and Expectations Jan 17 2011 
Guru Stocks Raising Dividends: DDR, EPHC, CVS, IP, ALX Jan 15 2011 
Epoch Holding Corp. (EPHC) CFO Adam Borak sells 5,500 Shares Jan 07 2011 
Epoch Holding Corp. (EPHC) CFO Adam Borak sells 4,500 Shares Jan 05 2011 

Personalized Checklist





Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK