DON'T BUY
Enghouse Systems

In call centres and infrastructure management. An M&A story and deploying capital. But organic growth went negative on the stuff they were buying, and they were very dependent on acquisitions. This turned off the market. No strategic review happened. They need to show organic growth or make an exciting, accretive buy to excite the market.

computer software / processing
COMMENT
Enghouse Systems
It has broken out in a downward trend from its base. He doesn't trade on opinions, just the rules. This has helped them to do well in this market.
computer software / processing
BUY
Enghouse Systems
They buy smaller software companies. It sold off hard, now trading at 12x cash flow. They have a lot of cash, so they can buy shares or companies. They have many levers to create value. Buy now, during weakness.
computer software / processing
PAST TOP PICK
Enghouse Systems
(A Top Pick Nov 12/21, Down 47%) He missed on the timing. War chest of cash, multiples have come back to a point where management might start making acquisitions again. Good time to buy. One of those companies with a great balance sheet that will make it through the storm.
computer software / processing
BUY
Enghouse Systems

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. History of profitable acquisitions. Strong net profit margins. Premium valuation justified by macro tailwinds. History of increased dividends. Unlock Premium - Try 5i Free

computer software / processing
WAIT
Enghouse Systems
Great record of tuck-in M&As. Good company, but wait. A good one to start looking at seriously during the coming recession.
computer software / processing
PAST TOP PICK
Enghouse Systems
(A Top Pick Oct 12/21, Down 39%) Video conferencing product sales have moderated. Sitting on cash. Sentiment changed dramatically. Very well run, attractive valuation, free cashflow yield around 7%. He'd buy today. Have to be patient. Well positioned for strong rebound.
computer software / processing
HOLD
Enghouse Systems

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Recent financial weakness. Strong liquidity and low debt levels. Facing headwinds due to surged competition. High cash balance and acquisitive growth. Unlock Premium - Try 5i Free

computer software / processing
BUY
Enghouse Systems
Growth by acquisition. Did well in the era of cheap capital. With rising rates, acquisitions are more expensive. CEO has a good track record. Not a dog, it's just had a valuation correction. Good business model for safe and steady growth over time.
computer software / processing
BUY on WEAKNESS
Enghouse Systems
Ecosystem that business is built in supported by M&A roll up model. Fundamentally, company has grown earnings meaningfully. Management is excellent. Waiting for share price to fall further before buying. Quality company that has been hit by market selloff.
computer software / processing
BUY
Enghouse Systems
Debated making a Top Pick today. A very good company, diversified. Recent quarter was weaker, more competitive pressure, acquisitions stonewalled. Sentiment has never been more negative. 10% free cashflow yield, over 200M on balance sheet. Tremendous value. Decent competitive position. He'd buy today.
computer software / processing
BUY on WEAKNESS
Enghouse Systems
Growth by M&A software company - affected by higher interest rates. Believes company stock is expensive at the moment. Waiting for price to fall before buying.
computer software / processing
BUY
Enghouse Systems
Follows it. You can own only so many stocks. He targets $59.50. Similar to Constellation Software--enterprise software solutions. It did well as people worked from home in remote work. Then, they bought a company to do telemedicine. The stock has come down, but a decent runway lies ahead.
computer software / processing
WAIT
Enghouse Systems
Tuck-in acquisition story. No growth if no deals. Good story, but entry level is a bit high.
computer software / processing
PAST TOP PICK
Enghouse Systems
(A Top Pick Jun 08/21, Down 25%) Disappointing. Boom with pandemic has moderated. Software rollup story, but hasn't been able to find acquisitions. Huge amount of excess cash with more than 200M on balance sheet. Disciplined. Great company. Tons of value today.
computer software / processing
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Enghouse Systems(ENGH-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 11

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 15

Stockchase rating for Enghouse Systems is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Enghouse Systems(ENGH-T) Frequently Asked Questions

What is Enghouse Systems stock symbol?

Enghouse Systems is a Canadian stock, trading under the symbol ENGH-T on the Toronto Stock Exchange (ENGH-CT). It is usually referred to as TSX:ENGH or ENGH-T

Is Enghouse Systems a buy or a sell?

In the last year, 15 stock analysts published opinions about ENGH-T. 11 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Enghouse Systems.

Is Enghouse Systems a good investment or a top pick?

Enghouse Systems was recommended as a Top Pick by on . Read the latest stock experts ratings for Enghouse Systems.

Why is Enghouse Systems stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Enghouse Systems worth watching?

15 stock analysts on Stockchase covered Enghouse Systems In the last year. It is a trending stock that is worth watching.

What is Enghouse Systems stock price?

On 2023-02-08, Enghouse Systems (ENGH-T) stock closed at a price of $41.91.