NYSE:EPAC | Roast Me | ENERPAC TOOL GROUP CORP

37/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 1 wins, 11 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseEPAC / S&P
-1.67% / 15.20%
LoseEPAC / S&P
4.27% / 15.00%
LoseEPAC / S&P
8.59% / 50.40%
Non-scoringEPAC / S&P
14.72% / 15.70%
Non-scoringEPAC / S&P
18.50 / 28.47
Non-scoringEPAC / S&P
4.07 / S&P unavailable
Non-scoringEPAC / S&P
EPAC unavailable / S&P unavailable
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.36b
2026-Q10/3 LoseEPAC / S&P
-4.63% / -4.33%
LoseEPAC / S&P
4.23% / 11.30%
LoseEPAC / S&P
-5.33% / 27.70%
Non-scoringEPAC / S&P
13.69% / 14.80%
Non-scoringEPAC / S&P
25.17 / 25.43
Non-scoringEPAC / S&P
5.28 / S&P unavailable
Non-scoringEPAC / S&P
EPAC unavailable / S&P unavailable
Non-scoringEPAC / S&P
EPAC unavailable / $0.27b
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
2025-Q40/3 LoseEPAC / S&P
-6.64% / 2.65%
LoseEPAC / S&P
3.91% / 9.00%
LoseEPAC / S&P
1.83% / 13.40%
Non-scoringEPAC / S&P
14.64% / 13.20%
Non-scoringEPAC / S&P
22.25 / 28.48
Non-scoringEPAC / S&P
4.65 / 5.39
Non-scoringEPAC / S&P
EPAC unavailable / $4.42m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.20b
2025-Q31/3 LoseEPAC / S&P
1.08% / 8.12%
WinEPAC / S&P
4.65% / 4.61%
LoseEPAC / S&P
9.62% / 13.45%
Non-scoringEPAC / S&P
15.03% / 11.78%
Non-scoringEPAC / S&P
24.62 / 28.13
Non-scoringEPAC / S&P
5.27 / 5.27
Non-scoringEPAC / S&P
EPAC unavailable / $4.42m
Non-scoringEPAC / S&P
EPAC unavailable / $0.11b
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
2025-Q20/3 LoseEPAC / S&P
-9.59% / 10.94%
LoseEPAC / S&P
2.82% / 4.83%
LoseEPAC / S&P
7.24% / 10.63%
Non-scoringEPAC / S&P
14.65% / 11.45%
Non-scoringEPAC / S&P
26.03 / 27.10
Non-scoringEPAC / S&P
5.29 / 5.01
Non-scoringEPAC / S&P
EPAC unavailable / $4.42m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.23b
2025-Q12/3 WinEPAC / S&P
9.17% / -4.27%
LoseEPAC / S&P
0.43% / 4.98%
WinEPAC / S&P
33.07% / 10.57%
Non-scoringEPAC / S&P
15.47% / 11.39%
Non-scoringEPAC / S&P
27.12 / 26.23
Non-scoringEPAC / S&P
6.20 / 4.69
Non-scoringEPAC / S&P
EPAC unavailable / $4.42m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.10b
2024-Q41/3 LoseEPAC / S&P
-1.82% / 2.41%
LoseEPAC / S&P
-1.34% / 5.25%
WinEPAC / S&P
60.78% / 6.15%
Non-scoringEPAC / S&P
15.14% / 11.29%
Non-scoringEPAC / S&P
29.15 / 28.60
Non-scoringEPAC / S&P
6.57 / 4.99
Non-scoringEPAC / S&P
EPAC unavailable / $4.28m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.08b
2024-Q32/3 WinEPAC / S&P
9.72% / 5.89%
LoseEPAC / S&P
-1.45% / 5.89%
WinEPAC / S&P
87.95% / 6.11%
Non-scoringEPAC / S&P
14.55% / 10.87%
Non-scoringEPAC / S&P
26.12 / 28.09
Non-scoringEPAC / S&P
5.71 / 4.94
Non-scoringEPAC / S&P
EPAC unavailable / $4.28m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.21b
2024-Q22/3 WinEPAC / S&P
7.07% / 4.28%
LoseEPAC / S&P
0.34% / 5.38%
WinEPAC / S&P
153.33% / 5.12%
Non-scoringEPAC / S&P
14.13% / 10.85%
Non-scoringEPAC / S&P
25.53 / 27.64
Non-scoringEPAC / S&P
5.83 / 4.79
Non-scoringEPAC / S&P
EPAC unavailable / $4.28m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.36b
2024-Q12/3 WinEPAC / S&P
14.70% / 10.56%
LoseEPAC / S&P
2.09% / 5.71%
WinEPAC / S&P
209.76% / 5.59%
Non-scoringEPAC / S&P
11.75% / 10.81%
Non-scoringEPAC / S&P
26.01 / 27.02
Non-scoringEPAC / S&P
5.42 / 4.71
Non-scoringEPAC / S&P
EPAC unavailable / $4.28m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.12b
2023-Q42/3 WinEPAC / S&P
17.80% / 11.69%
LoseEPAC / S&P
3.64% / 6.81%
WinEPAC / S&P
191.43% / 7.78%
Non-scoringEPAC / S&P
9.46% / 11.19%
Non-scoringEPAC / S&P
26.10 / 24.35
Non-scoringEPAC / S&P
4.61 / 4.31
Non-scoringEPAC / S&P
EPAC unavailable / $4.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.01b
2023-Q32/3 WinEPAC / S&P
-2.11% / -3.27%
LoseEPAC / S&P
4.72% / 7.52%
WinEPAC / S&P
207.41% / -5.03%
Non-scoringEPAC / S&P
7.78% / 10.84%
Non-scoringEPAC / S&P
31.57 / 23.93
Non-scoringEPAC / S&P
4.50 / 3.98
Non-scoringEPAC / S&P
EPAC unavailable / $4.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.24b
2023-Q21/3 LoseEPAC / S&P
5.88% / 8.74%
LoseEPAC / S&P
4.36% / 9.50%
WinEPAC / S&P
215.79% / -8.57%
Non-scoringEPAC / S&P
5.83% / 10.88%
Non-scoringEPAC / S&P
42.30 / 24.01
Non-scoringEPAC / S&P
4.32 / 4.19
Non-scoringEPAC / S&P
EPAC unavailable / $4.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.17b
2023-Q10/3 LoseEPAC / S&P
0.20% / 7.50%
LoseEPAC / S&P
5.21% / 10.77%
LoseEPAC / S&P
-28.07% / -15.69%
Non-scoringEPAC / S&P
5.03% / 10.82%
Non-scoringEPAC / S&P
52.12 / 22.66
Non-scoringEPAC / S&P
4.50 / 3.93
Non-scoringEPAC / S&P
EPAC unavailable / $4.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.13b
2022-Q41/3 WinEPAC / S&P
43.01% / 7.56%
LoseEPAC / S&P
7.33% / 11.88%
LoseEPAC / S&P
-41.67% / -17.99%
Non-scoringEPAC / S&P
4.51% / 11.09%
Non-scoringEPAC / S&P
54.43 / 22.65
Non-scoringEPAC / S&P
4.26 / 3.75
Non-scoringEPAC / S&P
EPAC unavailable / $3.70m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.15b
2022-Q30/3 LoseEPAC / S&P
-6.26% / -4.88%
LoseEPAC / S&P
8.05% / 13.47%
LoseEPAC / S&P
-57.14% / -1.41%
Non-scoringEPAC / S&P
3.76% / 12.28%
Non-scoringEPAC / S&P
52.47 / 20.58
Non-scoringEPAC / S&P
3.54 / 3.60
Non-scoringEPAC / S&P
EPAC unavailable / $3.70m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.17b
2022-Q22/3 WinEPAC / S&P
-13.11% / -16.10%
WinEPAC / S&P
14.20% / 13.71%
LoseEPAC / S&P
-66.07% / 11.04%
Non-scoringEPAC / S&P
2.96% / 13.03%
Non-scoringEPAC / S&P
70.66 / 20.28
Non-scoringEPAC / S&P
3.54 / 3.78
Non-scoringEPAC / S&P
EPAC unavailable / $3.70m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.17b
2022-Q13/3 WinEPAC / S&P
7.94% / -4.60%
WinEPAC / S&P
22.67% / 15.97%
WinEPAC / S&P
714.29% / 42.23%
Non-scoringEPAC / S&P
6.17% / 14.22%
Non-scoringEPAC / S&P
30.33 / 22.19
Non-scoringEPAC / S&P
2.52 / 4.51
Non-scoringEPAC / S&P
EPAC unavailable / $3.70m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.20b
2021-Q42/3 LoseEPAC / S&P
-2.17% / 11.03%
WinEPAC / S&P
15.90% / 15.00%
WinEPAC / S&P
900.00% / 96.40%
Non-scoringEPAC / S&P
6.71% / 15.13%
Non-scoringEPAC / S&P
35.09 / 23.63
Non-scoringEPAC / S&P
3.11 / 4.73
Non-scoringEPAC / S&P
EPAC unavailable / $3.63m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.13b
2021-Q31/3 LoseEPAC / S&P
-21.98% / 0.58%
LoseEPAC / S&P
7.17% / 10.77%
WinEPAC / S&P
6200.00% / 69.42%
Non-scoringEPAC / S&P
7.20% / 14.13%
Non-scoringEPAC / S&P
39.78 / 25.35
Non-scoringEPAC / S&P
3.67 / 4.38
Non-scoringEPAC / S&P
EPAC unavailable / $3.63m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.19b
2021-Q20/3 LoseEPAC / S&P
1.91% / 8.55%
LoseEPAC / S&P
-8.45% / 6.58%
LoseEPAC / S&P
-112.90% / 51.81%
Non-scoringEPAC / S&P
6.92% / 13.34%
Non-scoringEPAC / S&P
48.10 / 26.70
Non-scoringEPAC / S&P
3.95 / 4.43
Non-scoringEPAC / S&P
EPAC unavailable / $3.63m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.11b
2021-Q11/3 WinEPAC / S&P
15.52% / 6.17%
LoseEPAC / S&P
-26.47% / -1.06%
LoseEPAC / S&P
-101.87% / 7.39%
Non-scoringEPAC / S&P
0.93% / 11.60%
Non-scoringEPAC / S&P
350.43 / 30.50
Non-scoringEPAC / S&P
3.88 / 4.23
Non-scoringEPAC / S&P
EPAC unavailable / $3.63m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.10b
2020-Q41/3 WinEPAC / S&P
20.46% / 12.15%
LoseEPAC / S&P
-27.51% / -3.72%
LoseEPAC / S&P
-101.60% / -33.42%
Non-scoringEPAC / S&P
0.69% / 8.86%
Non-scoringEPAC / S&P
418.41 / 39.26
Non-scoringEPAC / S&P
3.64 / 4.05
Non-scoringEPAC / S&P
EPAC unavailable / $3.17m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.01b
2020-Q30/3 LoseEPAC / S&P
6.87% / 8.93%
LoseEPAC / S&P
-24.66% / -2.04%
LoseEPAC / S&P
-100.25% / -27.10%
Non-scoringEPAC / S&P
0.15% / 9.24%
Non-scoringEPAC / S&P
1719.50 / 34.27
Non-scoringEPAC / S&P
3.46 / 3.65
Non-scoringEPAC / S&P
EPAC unavailable / $3.17m
Non-scoringEPAC / S&P
EPAC unavailable / $0.02b
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
2020-Q22/3 LoseEPAC / S&P
6.34% / 20.54%
WinEPAC / S&P
110.61% / -0.46%
WinEPAC / S&P
1176.47% / -27.11%
Non-scoringEPAC / S&P
-49.53% / 9.37%
Non-scoringEPAC / S&P
EPAC unavailable / 31.29
Non-scoringEPAC / S&P
3.18 / 3.44
Non-scoringEPAC / S&P
EPAC unavailable / $3.17m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.03b
2020-Q12/3 LoseEPAC / S&P
-36.42% / -19.60%
WinEPAC / S&P
55.86% / 3.47%
WinEPAC / S&P
884.21% / -14.75%
Non-scoringEPAC / S&P
-37.34% / 10.68%
Non-scoringEPAC / S&P
EPAC unavailable / 22.80
Non-scoringEPAC / S&P
3.62 / 2.92
Non-scoringEPAC / S&P
EPAC unavailable / $3.17m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.05b
2019-Q43/3 WinEPAC / S&P
18.64% / 9.07%
WinEPAC / S&P
25.83% / 5.36%
WinEPAC / S&P
419.44% / 2.99%
Non-scoringEPAC / S&P
-35.71% / 12.81%
Non-scoringEPAC / S&P
EPAC unavailable / 22.78
Non-scoringEPAC / S&P
4.21 / 3.53
Non-scoringEPAC / S&P
EPAC unavailable / $3.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.05b
2019-Q31/3 LoseEPAC / S&P
-11.42% / 1.70%
LoseEPAC / S&P
2.10% / 5.02%
WinEPAC / S&P
1094.12% / 0.21%
Non-scoringEPAC / S&P
-38.05% / 12.41%
Non-scoringEPAC / S&P
EPAC unavailable / 22.44
Non-scoringEPAC / S&P
4.53 / 3.30
Non-scoringEPAC / S&P
EPAC unavailable / $3.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.09b
2019-Q20/3 LoseEPAC / S&P
1.81% / 4.30%
LoseEPAC / S&P
-62.15% / 6.64%
LoseEPAC / S&P
-75.36% / 8.65%
Non-scoringEPAC / S&P
-7.78% / 12.79%
Non-scoringEPAC / S&P
EPAC unavailable / 21.37
Non-scoringEPAC / S&P
2.24 / 3.32
Non-scoringEPAC / S&P
EPAC unavailable / $3.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.27b
2019-Q11/3 WinEPAC / S&P
16.10% / 13.65%
LoseEPAC / S&P
-39.71% / 8.12%
LoseEPAC / S&P
-74.50% / 14.29%
Non-scoringEPAC / S&P
-5.90% / 12.97%
Non-scoringEPAC / S&P
EPAC unavailable / 20.86
Non-scoringEPAC / S&P
2.55 / 3.26
Non-scoringEPAC / S&P
EPAC unavailable / $3.08m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $34.35b
2018-Q40/3 LoseEPAC / S&P
-24.77% / -13.52%
LoseEPAC / S&P
-20.14% / 9.05%
LoseEPAC / S&P
-35.14% / 18.23%
Non-scoringEPAC / S&P
-8.68% / 13.10%
Non-scoringEPAC / S&P
EPAC unavailable / 19.39
Non-scoringEPAC / S&P
2.91 / 2.94
Non-scoringEPAC / S&P
EPAC unavailable / $3.00m
Non-scoringEPAC / S&P
EPAC unavailable / $0.01b
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
2018-Q30/3 LoseEPAC / S&P
-4.80% / 7.71%
LoseEPAC / S&P
4.01% / 10.21%
LoseEPAC / S&P
-69.64% / 19.06%
Non-scoringEPAC / S&P
-3.38% / 13.01%
Non-scoringEPAC / S&P
EPAC unavailable / 22.25
Non-scoringEPAC / S&P
3.21 / 3.45
Non-scoringEPAC / S&P
EPAC unavailable / $3.00m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.17b
2018-Q21/3 WinEPAC / S&P
26.24% / 3.43%
LoseEPAC / S&P
-38.16% / 9.03%
LoseEPAC / S&P
-266.27% / 14.46%
Non-scoringEPAC / S&P
-12.21% / 12.56%
Non-scoringEPAC / S&P
EPAC unavailable / 22.49
Non-scoringEPAC / S&P
2.36 / 3.25
Non-scoringEPAC / S&P
EPAC unavailable / $3.00m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.19b
2018-Q10/3 LoseEPAC / S&P
-8.10% / -0.76%
LoseEPAC / S&P
-40.67% / 7.68%
LoseEPAC / S&P
-281.71% / 12.46%
Non-scoringEPAC / S&P
-13.60% / 12.27%
Non-scoringEPAC / S&P
EPAC unavailable / 23.41
Non-scoringEPAC / S&P
2.31 / 3.17
Non-scoringEPAC / S&P
EPAC unavailable / $3.00m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.08b
2017-Q40/3 LoseEPAC / S&P
-1.17% / 6.64%
LoseEPAC / S&P
-42.37% / 7.03%
LoseEPAC / S&P
-43.37% / 13.82%
Non-scoringEPAC / S&P
-10.31% / 12.09%
Non-scoringEPAC / S&P
EPAC unavailable / 24.25
Non-scoringEPAC / S&P
3.06 / 3.23
Non-scoringEPAC / S&P
EPAC unavailable / $2.92m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.05b
2017-Q30/3 LoseEPAC / S&P
4.23% / 4.48%
LoseEPAC / S&P
-46.36% / 5.68%
LoseEPAC / S&P
-37.08% / 17.57%
Non-scoringEPAC / S&P
-10.74% / 12.04%
Non-scoringEPAC / S&P
EPAC unavailable / 23.28
Non-scoringEPAC / S&P
2.87 / 3.08
Non-scoringEPAC / S&P
EPAC unavailable / $2.92m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.11b
2017-Q20/3 LoseEPAC / S&P
-6.64% / 3.09%
LoseEPAC / S&P
-6.66% / 4.83%
LoseEPAC / S&P
-148.26% / 17.74%
Non-scoringEPAC / S&P
4.56% / 11.96%
Non-scoringEPAC / S&P
31.01 / 23.40
Non-scoringEPAC / S&P
2.71 / 3.03
Non-scoringEPAC / S&P
EPAC unavailable / $2.92m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.08b
2017-Q10/3 LoseEPAC / S&P
1.54% / 6.07%
LoseEPAC / S&P
-6.98% / 3.67%
LoseEPAC / S&P
-156.55% / 13.32%
Non-scoringEPAC / S&P
4.40% / 11.75%
Non-scoringEPAC / S&P
32.33 / 23.60
Non-scoringEPAC / S&P
2.99 / 3.01
Non-scoringEPAC / S&P
EPAC unavailable / $2.92m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $20.24b
2016-Q41/3 WinEPAC / S&P
11.66% / 3.82%
LoseEPAC / S&P
-9.48% / 2.09%
LoseEPAC / S&P
-1080.00% / 7.05%
Non-scoringEPAC / S&P
-10.42% / 11.37%
Non-scoringEPAC / S&P
EPAC unavailable / 23.76
Non-scoringEPAC / S&P
3.00 / 2.91
Non-scoringEPAC / S&P
EPAC unavailable / $2.88m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $1.11b
2016-Q30/3 LoseEPAC / S&P
2.97% / 3.85%
LoseEPAC / S&P
-7.99% / 0.20%
LoseEPAC / S&P
-656.25% / -3.15%
Non-scoringEPAC / S&P
-9.15% / 10.82%
Non-scoringEPAC / S&P
EPAC unavailable / 24.22
Non-scoringEPAC / S&P
2.70 / 2.78
Non-scoringEPAC / S&P
EPAC unavailable / $2.88m
Non-scoringEPAC / S&P
EPAC unavailable / $0.00b
Non-scoringEPAC / S&P
EPAC unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricEPAC total returnS&P 500 Total Return Index
Total return-11.34%20.78%
Annualized return-11.34%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricEPAC total returnS&P 500 Total Return Index
Total return54.41%83.14%
Annualized return9.08%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricEPAC total returnS&P 500 Total Return Index
Total return60.27%319.30%
Annualized return4.83%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.