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EBF Stock Analysis 2026 - ENNIS, INC. AI Rating

EBF NYSE Manifold Business Forms TX CIK: 0000033002
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-11-30
HOLD
62% Conf
Pending
Analysis scheduled

📊 EBF Key Takeaways

Revenue: $296.0M
Net Margin: 11.4%
Free Cash Flow: $31.3M
Current Ratio: 3.79x
Debt/Equity: 0.10x
EPS: $1.31
AI Rating: HOLD with 62% confidence

Is EBF a Good Investment? Thesis Analysis

Claude

Ennis demonstrates solid financial health with strong liquidity (3.79x current ratio), conservative leverage (0.10x debt/equity), and robust free cash flow generation ($31.3M). However, revenue declined 6.1% year-over-year while net income remained flat, indicating margin pressure and slowing operational momentum in the manifold business forms sector.

Why Buy EBF? Key Strengths

Claude
  • + Excellent liquidity position with 3.79x current ratio and 2.05x quick ratio, providing significant financial flexibility
  • + Conservative capital structure with only 0.10x debt-to-equity and net cash generation of $31.3M free cash flow
  • + Stable profitability with 11.4% net margin and 9.5% ROA despite sector headwinds
  • + Strong balance sheet with $304.8M stockholders equity and minimal long-term debt of $30.0M

EBF Investment Risks to Consider

Claude
  • ! Revenue contraction of 6.1% year-over-year signals declining demand in the manifold business forms sector, likely due to digital transformation and reduced paper usage
  • ! Net income flat despite revenue decline suggests operating leverage is not working in company's favor; margin compression may worsen
  • ! Operating margin of 13.7% remains healthy but vulnerable if revenue decline accelerates or cost structure doesn't adjust proportionally

Key Metrics to Watch

Claude
  • * Revenue trend reversal or stabilization - any further YoY declines would be concerning
  • * Gross margin maintenance - need to monitor if pricing power or product mix can offset volume declines
  • * Free cash flow sustainability - critical to ensure FCF remains sufficient for shareholder returns given declining earnings

EBF Financial Metrics

Revenue
$296.0M
Net Income
$33.8M
EPS (Diluted)
$1.31
Free Cash Flow
$31.3M
Total Assets
$354.3M
Cash Position
$31.3M

💡 AI Analyst Insight

Strong liquidity with a 3.79x current ratio provides a solid financial cushion.

EBF Profitability Ratios

Gross Margin 31.2%
Operating Margin 13.7%
Net Margin 11.4%
ROE 11.1%
ROA 9.5%
FCF Margin 10.6%

EBF vs Default Sector

How ENNIS, INC. compares to Default sector averages

Net Margin
EBF 11.4%
vs
Sector Avg 12.0%
EBF Sector
ROE
EBF 11.1%
vs
Sector Avg 15.0%
EBF Sector
Current Ratio
EBF 3.8x
vs
Sector Avg 1.8x
EBF Sector
Debt/Equity
EBF 0.1x
vs
Sector Avg 0.7x
EBF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is EBF Overvalued or Undervalued?

Based on fundamental analysis, ENNIS, INC. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
11.1%
Sector avg: 15%
Net Profit Margin
11.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.10x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

EBF Balance Sheet & Liquidity

Current Ratio
3.79x
Quick Ratio
2.05x
Debt/Equity
0.10x
Debt/Assets
14.0%
Interest Coverage
N/A
Long-term Debt
$30.0M

EBF 5-Year Financial Trend & Growth Analysis

EBF 5-year financial data: Year 2021: Revenue $438.4M, Net Income $37.4M, EPS $1.45. Year 2022: Revenue $438.4M, Net Income $38.3M, EPS $1.47. Year 2023: Revenue $431.8M, Net Income $24.1M, EPS $0.93. Year 2024: Revenue $431.8M, Net Income $29.0M, EPS $1.11. Year 2025: Revenue $431.8M, Net Income $47.3M, EPS $1.82.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ENNIS, INC.'s revenue has remained relatively flat over the 5-year period, with a 1% decline. The most recent EPS of $1.82 reflects profitable operations.

EBF Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
10.6%
Free cash flow / Revenue

EBF Quarterly Performance

Quarterly financial performance data for ENNIS, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $99.8M $10.2M $0.39
Q2 2026 $98.7M $10.3M $0.40
Q3 2025 $99.8M $9.9M $0.38
Q2 2025 $99.0M $10.3M $0.40
Q1 2025 $97.2M $9.8M $0.38
Q3 2024 $104.6M $9.9M $0.38
Q2 2024 $106.8M $10.9M $0.42
Q1 2024 $107.7M $11.6M $0.45

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

EBF Capital Allocation

Operating Cash Flow
$34.9M
Cash generated from operations
Stock Buybacks
$14.5M
Shares repurchased (TTM)
Capital Expenditures
$3.5M
Investment in assets
Dividends Paid
$19.5M
Returned to shareholders

EBF SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for ENNIS, INC. (CIK: 0000033002)

📋 Recent SEC Filings

Date Form Document Action
Feb 9, 2026 4 xslF345X05/primary_doc.xml View →
Jan 7, 2026 10-Q ebf-20251130.htm View →
Dec 22, 2025 8-K ebf-20251222.htm View →
Nov 3, 2025 4 xslF345X05/primary_doc.xml View →
Nov 3, 2025 4 xslF345X05/primary_doc.xml View →

Frequently Asked Questions about EBF

What is the AI rating for EBF?

ENNIS, INC. (EBF) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are EBF's key strengths?

Claude: Excellent liquidity position with 3.79x current ratio and 2.05x quick ratio, providing significant financial flexibility. Conservative capital structure with only 0.10x debt-to-equity and net cash generation of $31.3M free cash flow.

What are the risks of investing in EBF?

Claude: Revenue contraction of 6.1% year-over-year signals declining demand in the manifold business forms sector, likely due to digital transformation and reduced paper usage. Net income flat despite revenue decline suggests operating leverage is not working in company's favor; margin compression may worsen.

What is EBF's revenue and growth?

ENNIS, INC. reported revenue of $296.0M.

Does EBF pay dividends?

ENNIS, INC. pays dividends, with $19.5M distributed to shareholders in the trailing twelve months.

Where can I find EBF SEC filings?

Official SEC filings for ENNIS, INC. (CIK: 0000033002) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EBF's EPS?

ENNIS, INC. has a diluted EPS of $1.31.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EBF a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, ENNIS, INC. has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EBF stock overvalued or undervalued?

Valuation metrics for EBF: ROE of 11.1% (sector avg: 15%), net margin of 11.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy EBF stock in 2026?

Our dual AI analysis gives ENNIS, INC. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is EBF's free cash flow?

ENNIS, INC.'s operating cash flow is $34.9M, with capital expenditures of $3.5M. FCF margin is 10.6%.

How does EBF compare to other Default stocks?

Vs Default sector averages: Net margin 11.4% (avg: 12%), ROE 11.1% (avg: 15%), current ratio 3.79 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-11-30 | Powered by Claude AI