Energy Recovery Stock Performance

ERII Stock  USD 13.98  0.09  0.64%   
The firm shows a Beta (market volatility) of 1.34, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Energy Recovery will likely underperform. At this point, Energy Recovery has a negative expected return of -0.1%. Please make sure to confirm Energy Recovery's potential upside, and the relationship between the total risk alpha and daily balance of power , to decide if Energy Recovery performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Energy Recovery has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's forward indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders. ...more
Begin Period Cash Flow68.2 M
Total Cashflows From Investing Activities-15.7 M

Energy Recovery Relative Risk vs. Return Landscape

If you would invest  1,528  in Energy Recovery on September 24, 2025 and sell it today you would lose (130.00) from holding Energy Recovery or give up 8.51% of portfolio value over 90 days. Energy Recovery is currently does not generate positive expected returns and assumes 2.7622% risk (volatility on return distribution) over the 90 days horizon. In different words, 24% of stocks are less volatile than Energy, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days Energy Recovery is expected to under-perform the market. In addition to that, the company is 3.89 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of volatility.

Energy Recovery Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Energy Recovery's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Energy Recovery, and traders can use it to determine the average amount a Energy Recovery's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0366

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Based on monthly moving average Energy Recovery is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Energy Recovery by adding Energy Recovery to a well-diversified portfolio.

Energy Recovery Fundamentals Growth

Energy Stock prices reflect investors' perceptions of the future prospects and financial health of Energy Recovery, and Energy Recovery fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Energy Stock performance.

About Energy Recovery Performance

By evaluating Energy Recovery's fundamental ratios, stakeholders can gain valuable insights into Energy Recovery's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Energy Recovery has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Energy Recovery has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells various solutions for the seawater reverse osmosis desalination and industrial wastewater treatment industries worldwide. The company was incorporated in 1992 and is headquartered in San Leandro, California. Energy Recovery operates under Pollution Treatment Controls classification in the United States and is traded on NASDAQ Exchange. It employs 222 people.

Things to note about Energy Recovery performance evaluation

Checking the ongoing alerts about Energy Recovery for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Energy Recovery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Energy Recovery generated a negative expected return over the last 90 days
Over 91.0% of the company shares are held by institutions such as insurance companies
Evaluating Energy Recovery's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Energy Recovery's stock performance include:
  • Analyzing Energy Recovery's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Energy Recovery's stock is overvalued or undervalued compared to its peers.
  • Examining Energy Recovery's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Energy Recovery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Energy Recovery's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Energy Recovery's stock. These opinions can provide insight into Energy Recovery's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Energy Recovery's stock performance is not an exact science, and many factors can impact Energy Recovery's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Energy Stock analysis

When running Energy Recovery's price analysis, check to measure Energy Recovery's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Energy Recovery is operating at the current time. Most of Energy Recovery's value examination focuses on studying past and present price action to predict the probability of Energy Recovery's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energy Recovery's price. Additionally, you may evaluate how the addition of Energy Recovery to your portfolios can decrease your overall portfolio volatility.
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