Surge Energy, Inc. (SGY) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Topaz Energy Corp.

Surge Energy, Inc.

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Crew Energy, Inc.

Vermilion Energy, Inc.

Why is Surge Energy, Inc. ?

Healthy long term growth as Net Sales has grown by an annual rate of 15.77% and Operating profit at 37.42%

With ROE of 6.21%, it has a very attractive valuation with a 0.94 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 19.21%, its profits have fallen by -41.3%

Real-Time Research Report

Verdict Report

How much should you buy?

Overall Portfolio exposure to Surge Energy, Inc. should be less than 10%
Overall Portfolio exposure to Oil should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Oil)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Surge Energy, Inc. for you?

High Risk, Low Return

Absolute

Risk Adjusted

Volatility

Surge Energy, Inc.

55.57%

0.04

36.84%

S&P/TSX 60

23.72%

1.54

14.62%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

20.23%

EBIT Growth (5y)

31.09%

EBIT to Interest (avg)

3.48

Debt to EBITDA (avg)

1.42

Net Debt to Equity (avg)

0.29

Sales to Capital Employed (avg)

0.53

Tax Ratio

23.47%

Dividend Payout Ratio

128.30%

Pledged Shares

Institutional Holding

0.00%

ROCE (avg)

12.12%

ROE (avg)

11.50%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.18

EV to EBIT

12.96

EV to EBITDA

3.85

EV to Capital Employed

1.14

EV to Sales

2.23

PEG Ratio

2.03

Dividend Yield

ROCE (Latest)

8.82%

ROE (Latest)

7.57%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bullish

OBV

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

4What is working for the Company

DIVIDEND PAYOUT RATIO(Y)

Highest at 178.82%

DEBT-EQUITY RATIO (HY)

Lowest at 29.83 %

DEBTORS TURNOVER RATIO(HY)

Highest at 9.64 times

-1What is not working for the Company

RAW MATERIAL COST(Y)

Grown by 14.02% (YoY

Here's what is working for Surge Energy, Inc.

Dividend Payout Ratio

Highest at 178.82% and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Debt-Equity Ratio

Lowest at 29.83 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Debtors Turnover Ratio

Highest at 9.64 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Here's what is not working for Surge Energy, Inc.

Raw Material Cost

Grown by 14.02% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales