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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

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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

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industry
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Revenue Growth (%) 29.40
EPHC's Revenue Growth (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 29.40 )
EPHC' s 10-Year Revenue Growth (%) Range
Min: 15.4   Max: 231.7
Current: 29.4

15.4
231.7
EBITDA Growth (%) 79.80
EPHC's EBITDA Growth (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 79.80 )
EPHC' s 10-Year EBITDA Growth (%) Range
Min: -13.7   Max: 79.8
Current: 79.8

-13.7
79.8
EPS Growth (%) 42.10
EPHC's EPS Growth (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 42.10 )
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
Premium More recent guru trades are included for Premium Members only!!
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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

Ratios

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industry
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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

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industry
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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 0.29
EPHC's Dividend Payout is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 0.29 )
EPHC' s 10-Year Dividend Payout Range
Min: 0   Max: 0
Current: 0.29

Dividend growth (3y) 25.70
EPHC's Dividend growth (3y) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: 25.70 )
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 -1.40
EPHC's Share Buyback Rate is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. EPHC: -1.40 )
EPHC' s 10-Year Share Buyback Rate Range
Min: -1.4   Max: -31.4
Current: -1.4

Valuation & Return

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