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EVTC NYSE

EVERTEC, Inc.
1W: -3.2% 1M: +11.7% 3M: -3.5% YTD: +7.3% 1Y: -0.8% 3Y: -11.3% 5Y: -34.7%
$30.72
-0.22 (-0.71%)
 
Weekly Expected Move ±5.1%
$29 $31 $32 $34 $36
NYSE · Industrials · Specialty Business Services · Tech Score Buy · Power 67 · $1.9B mcap · 59M float · 0.779% daily turnover · Short 66% of daily vol
Credit Risk of going bust: higher than 59% of companies Debt: 41.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.55 (down 95%), EVERTEC, Inc. would be worth roughly what it owes.
Total debt $1.32B against a stock market value of $1.89B.
Distance to default 4.30 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $675.8M (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 2.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

ETF Exposure

172
ETFs Holding
Total ETF Value
2.72%
Max Weight
0.233%
Avg Weight

ETF Holdings by Value

ETFs Holding EVTC

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJR
iShares Core S&P Small-Cap ETF
0.1100% 602 5.3% 35.1 0.02%
2 NIR
0.0900% 602 6.4% 20.3 0.02%
3 FLPSX
0.2990% 536 10.1% 18.3 0.02%
4 ASVRX
2.4400% 99 22.1% 23.6 0.02%
5 ASVIX
2.4800% 105 22.1% 23.0 0.02%
6 IWM
iShares Russell 2000 ETF
0.0703% 1,965 3.3% 9.3 0.02%
7 VITSX
0.0021% 3,485 34.6% 62.4 0.01%
8 VSMPX
0.0021% 3,485 34.6% 62.4 0.01%
9 VTSAX
0.0021% 3,485 34.6% 62.4 0.01%
10 VTI
Vanguard Morningstar Total Stock Market ETF
0.0021% 3,485 34.6% 62.4 0.01%
11 NJM
0.0444% 1,897 8.0% 11.8 0.01%
12 NAESX
0.0193% 1,302 4.3% 23.6 0.01%
13 VB
Vanguard Morningstar Small-Cap ETF
0.0193% 1,298 5.0% 22.8 0.01%
14 VSCIX
0.0193% 1,298 5.0% 22.8 0.01%
15 VSMAX
0.0193% 1,298 5.0% 22.8 0.01%
16 VBR
Vanguard Morningstar Small-Cap Value ETF
0.0347% 818 5.7% 19.9 0.02%
17 VSIAX
0.0347% 818 5.7% 19.9 0.02%
18 FSSNX
0.0610% 1,952 3.2% 7.5 0.02%
19 IWO
iShares Russell 2000 Growth ETF
0.1403% 1,114 6.4% -1.2 0.01%
20 VXF
Vanguard Extended Market ETF
0.0195% 3,322 9.5% 3.8 0.01%
21 VEMPX
0.0195% 3,322 9.5% 3.8 0.01%
22 VEXAX
0.0195% 3,322 9.5% 3.8 0.01%
23 VIEIX
0.0195% 3,322 9.5% 3.8 0.01%
24 IJT
iShares S&P Small-Cap 600 Growth ETF
0.2400% 345 9.5% 47.3 0.01%
25 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
0.1115% 605 5.2% 34.9 0.02%
26 FSCRX
0.7670% 163 25.8% 15.1 0.01%
27 DFAS
Dimensional - US Small Cap ETF
0.0476% 2,090 2.6% 15.2 0.01%
28 VQSRX
2.7239% 29 48.3% 25.8 0.02%
29 FESM
Fidelity Enhanced Small Cap ETF
0.2400% 866 7.1% 13.4 0.01%
30 CSVYX
0.6000% 217 11.2% 10.1 0.03%
31 NLT
0.1800% 339 11.9% 29.2 0.01%
32 NLO
0.0820% 1,077 14.6% 14.9 0.01%
33 VEXPX
0.0504% 824 8.0% 24.2 0.01%
34 VEXRX
0.0504% 826 8.1% 25.0 0.01%
35 VTMSX
0.1136% 599 5.8% 24.3 0.02%
36 VTSIX
0.1136% 599 5.4% 34.9 0.02%
37 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
0.2388% 347 9.5% 47.2 0.01%
38 SCHA
Schwab U.S. Small-Cap ETF
0.0473% 1,743 2.8% 15.7 0.02%
39 VTWO
Vanguard Russell 2000 ETF
0.0553% 1,992 3.3% 8.8 0.01%
40 FSMAX
0.0230% 3,181 8.8% 12.6 0.01%
41 DFMC
U.S. Micro Cap Portfolio ETF
0.0982% 1,732 3.7% 24.8 0.02%
42 SILX LEV
ETFMG Prime 2x Daily Junior Silver Miners ETF
1.4500% 900 193.3% 20.4 0.02%
43 VALT LEV INV
ETFMG Sit Ultra Short ETF
1.6200% 819 194.0% 23.8 0.02%
44 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
0.2100% 671 5.8% 26.3 0.01%
45 VIOO
Vanguard S&P Small-Cap 600 ETF
0.0931% 603 5.3% 35.7 0.02%
46 PSC
Principal U.S. Small-Cap Multi-Factor ETF
0.2022% 487 8.6% -21.9 0.02%
47 DFAC
Dimensional - US Core Equity 2 ETF
0.0060% 2,537 26.7% 27.5 0.01%
48 FNDA
Schwab Fundamental U.S. Small Company Index ETF
0.0501% 907 3.7% 38.3 0.02%
49 SLY
SPDR S&P 600 Small Cap ETF
0.2604% 603 6.0% 16.4 0.85%
50 COVAX
0.5100% 101 17.1% 23.4 0.02%
51 AVSC
Avantis U.S. Small Cap Equity ETF
0.1300% 1,515 3.3% 24.0 0.01%
52 VSTCX
0.1193% 652 7.2% 14.4 0.01%
53 FSKAX
0.0020% 3,600 34.8% 51.6 0.01%
54 COPY
Tweedy, Browne Insider + Value ETF
0.8300% 165 10.6% -20.2 0.06%
55 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
0.0070% 2,518 27.9% 32.6 0.01%
56 MASKX
0.0559% 1,567 3.2% -1.8 0.01%
57 MDSKX
0.0559% 1,567 3.2% -1.8 0.01%
58 FYX
First Trust Small Cap Core AlphaDEX Fund
0.2200% 525 4.0% 18.8 0.03%
59 SEIS
SEI Exchange Traded Funds - SEI Select Small Cap ETF
0.4900% 364 10.8% 21.8 0.01%
60 ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.0031% 2,420 33.8% 62.4 0.01%
61 VFAIX
0.0197% 410 44.5% 17.3 0.02%
62 VFH
Vanguard Financials ETF
0.0197% 423 48.2% 18.3 0.02%
63 AMAEX
2.6100% 85 23.0% 17.4 0.03%
64 AMAFX
2.5600% 49 24.0% 17.1 0.03%
65 VIOG
Vanguard S&P Small-Cap 600 Growth ETF
0.1956% 347 9.8% 47.0 0.01%
66 FECGX
0.1250% 1,103 6.0% 4.1 0.01%
67 VTWG
Vanguard Russell 2000 Growth ETF
0.1095% 1,129 6.4% -0.6 0.01%
68 DES
WisdomTree U.S. SmallCap Dividend Fund
0.0816% 507 9.6% 30.9 0.03%
69 EES
WisdomTree U.S. SmallCap Fund
0.2170% 862 8.6% 22.2 0.02%
70 RWJ
Invesco S&P SmallCap 600 Revenue ETF
0.0691% 600 14.3% 19.1 0.02%
71 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
0.0524% 1,481 4.1% 16.4 0.01%
72 SCHB
Schwab U.S. Broad Market ETF
0.0028% 2,380 33.9% 62.5 0.01%
73 VT
Vanguard Total World Stock ETF
0.0012% 9,661 22.3% 7515009019972.8 0.02%
74 VTWIX
0.0012% 9,661 22.3% 7515009019972.8 0.02%
75 VTWAX
0.0012% 9,661 22.3% 7515009019972.8 0.02%
76 SMMD
iShares Russell 2500 ETF
0.0286% 2,474 3.1% 19.4 0.02%
77 DFAT
Dimensional - US Targeted Value ETF
0.0036% 1,219 7.0% 20.1 0.02%
78 FZROX
0.0020% 2,631 33.4% 51.3 0.01%
79 IPAY
Amplify Digital Payments ETF
0.6600% 42 53.3% 22.5 0.01%
80 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
0.0146% 2,258 23.9% 22.8 0.01%
81 DSMC
Distillate Small/Mid Cash Flow ETF
0.6100% 149 12.3% 17.1 0.02%
82 SMLF
iShares U.S. Small-Cap Equity Factor ETF
0.0200% 932 6.2% 18.8 0.13%
83 RSSL
Global X - Russell 2000 ETF
0.0600% 1,967 3.3% 7.7 0.02%
84 DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
0.1966% 194 18.9% 20.5 0.03%
85 FYT
First Trust Small Cap Value AlphaDEX Fund
0.4300% 262 7.5% 22.9 0.05%
86 VBAIX
0.0012% 3,170 21.6% 62.4 0.01%
87 VBINX
0.0012% 3,219 19.6% 52.8 0.01%
88 VBIAX
0.0012% 3,170 21.6% 62.4 0.01%
89 FZIPX
0.0270% 2,126 3.3% 18.3 0.02%
90 SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
0.2878% 393 5.9% 36.3 0.03%
91 VITNX
0.0019% 3,134 32.0% 52.7 0.01%
92 VITPX
0.0019% 3,015 34.6% 62.4 0.01%
93 DFUS
Dimensional U.S. Equity ETF
0.0029% 2,210 34.6% 64.3 0.01%
94 SURE
AdvisorShares Insider Advantage ETF
1.0500% 99 12.0% 26.1 0.01%
95 JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
0.1000% 536 3.6% 22.5 0.02%
96 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
0.0600% 1,372 3.6% 0.7 0.01%
97 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
0.0800% 835 4.0% 15.6 0.01%
98 FNCL
Fidelity MSCI Financials Index ETF
0.0200% 381 48.4% 17.8 0.02%
99 DFAU
Dimensional - US Core Equity Market ETF
0.0040% 2,154 34.0% 42.9 0.01%
100 RZG
Invesco S&P SmallCap 600 Revenue ETF
0.4317% 125 17.3% 22.2 0.01%
101 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
0.0243% 573 7.2% 17.2 0.01%
102 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
0.0208% 1,894 26.0% 49.9 0.01%
103 NMV
0.0022% 2,552 34.3% 54.6 0.01%
104 IWV
iShares Russell 3000 ETF
0.0021% 2,579 33.7% 62.4 0.01%
105 ISCV
iShares Morningstar Small Cap Value ETF
0.0600% 1,036 5.5% 18.8 0.02%
106 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
0.0029% 1,509 35.1% 66.6 0.01%
107 ESGV
Vanguard ESG U.S. Stock ETF
0.0028% 1,207 42.6% 70.4 0.01%
108 BSMAX
0.0243% 1,910 4.1% 12.6 0.01%
109 QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
0.1278% 538 5.8% 26.9 0.02%
110 SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
0.0300% 367 25.7% 22.7 0.01%
111 HKK
0.0454% 1,062 5.9% 15.0 0.02%
112 FLXSX
0.0690% 1,623 3.6% 11.2 0.01%
113 ACSV
American Century ETF Trust - American Century Small Cap Value Insights ETF
1.1500% 200 17.8% 18.2 0.02%
114 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
0.0395% 1,818 6.1% 16.1 0.01%
115 VFMF
Vanguard U.S. Multifactor ETF
0.0376% 606 8.8% 15.7 0.02%
116 XJR
iShares ESG Select Screened S&P Small-Cap ETF
0.1300% 548 5.8% 28.4 0.02%
117 RFLR
Innovator U.S. Small Cap Managed Floor ETF
0.1900% 823 3.8% 8.7 0.02%
118 VQNPX
0.0009% 827 32.9% 50.0 0.01%
119 VGIAX
0.0009% 829 32.0% 50.7 0.01%
120 AVSCX
0.1400% 1,108 3.7% 10.0 0.01%
121 WSML
iShares MSCI World Small-Cap ETF
0.0246% 3,661 2.5% 20.4 0.02%
122 VTHR
Vanguard Russell 3000 ETF
0.0023% 2,980 34.7% 63.1 0.01%
123 GINN
Goldman Sachs Innovate Equity ETF
0.0800% 470 16.3% 84.8 0.01%
124 FAB
First Trust Multi Cap Value AlphaDEX Fund
0.0800% 674 5.0% 17.1 0.03%
125 RNSC
First Trust Small Cap US Equity Select ETF
0.2800% 314 21.6% 34.6 0.94%
126 PSCF
Invesco S&P SmallCap Financials ETF
0.4417% 160 15.3% 20.1 0.03%
127 ITWO
ProShares Russell 2000 High Income ETF
0.0647% 1,961 3.1% 9.2 0.02%
128 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
0.0912% 527 9.6% 20.6 0.01%
129 BASMX
0.0023% 1,985 19.9% 91.7 0.01%
130 URTY LEV
ProShares - UltraPro Russell2000
0.0331% 1,964 22.8% 9.2 0.02%
131 MSML
iShares MSCI USA Small-Cap ETF
0.0300% 1,657 4.0% 21.1 0.02%
132 EBI
Longview Advantage ETF
0.0100% 1,731 27.1% 21.1 0.01%
133 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
0.0051% 1,613 20.8% 23.8 0.02%
134 DMRS
DeltaShares S&P 600 Managed Risk ETF
0.1700% 547 2.2% 10.9 0.02%
135 HKG
0.0216% 1,533 4.5% 18.8 0.02%
136 UWM LEV
ProShares - Ultra Russell2000
0.0279% 1,963 39.1% 9.2 0.02%
137 EMFQ
Amplify Emerging Markets FinTech ETF
2.4900% 42 35.4% 11651935713527482.0 0.04%
138 AOA
iShares Core 80/20 Aggressive Allocation ETF
0.0013% 6,484 18.1% 50.1 0.02%
139 DTD
WisdomTree U.S. Total Dividend Fund
0.0026% 805 23.6% 26.9 0.02%
140 CSA
VictoryShares US Small Cap Volatility Wtd ETF
0.2054% 499 4.2% 9.4 0.02%
141 GRPZ
Invesco S&P SmallCap 600 GARP ETF
1.2720% 87 19.5% 17.3 0.01%
142 AOR
iShares Core 60/40 Balanced Allocation ETF
0.0010% 6,484 13.8% 50.1 0.02%
143 IWMW
iShares Russell 2000 BuyWrite ETF
0.0706% 1,963 3.3% 9.3 0.02%
144 SYZ
Lazard US Systematic Small Cap Equity ETF
0.0578% 487 7.2% 17.6 0.01%
145 OPPG
WisdomTree GeoAlpha Opportunities Fund
1.2675% 64 28.3% 22.3 0.02%
146 GEOA
WisdomTree GeoAlpha Opportunities Fund
1.0941% 67 31.5% 21.3 0.02%
147 PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
0.2100% 533 3.1% 11.8 0.01%
148 VLU
State Street SPDR S&P 1500 Value Tilt ETF
0.0034% 1,451 18.9% 32.9 0.02%
149 QSML
WisdomTree U.S. SmallCap Quality Growth Fund
0.1978% 375 7.1% -4.7 0.01%
150 KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
0.1900% 819 3.1% 6.8 0.02%
151 SAA LEV
ProShares - Ultra SmallCap600
0.0867% 602 4.1% 34.9 0.02%
152 FNTC LEV
Direxion Daily Fintech Bull 2X Shares
0.7955% 49 479783366.5% 20.1 0.01%
153 FSEG
Fidelity Enhanced Small Cap Growth ETF
0.2300% 479 8.7% 10.7 0.00%
154 FEAC
Fidelity Covington Trust - Fidelity Enhanced U.S. All-Cap Equity ETF
0.1000% 419 35.6% 97.9 0.01%
155 AVTM
Avantis Total Equity Markets ETF 1
—% 1,702 40.6% 45.5 0.01%
156 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
0.1030% 595 8.3% 21.0 0.03%
157 AOM
iShares Core 40/60 Moderate Allocation ETF
0.0007% 6,484 9.3% 50.1 0.02%
158 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
0.7400% 2,456 393.3% 67.7 0.02%
159 VIRS
Pacer BioThreat Strategy ETF
0.7400% 2,456 393.3% 67.7 0.02%
160 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
0.0492% 499 1.0% 9.4 0.02%
161 VETS
Pacer Military Times Best Employers ETF
0.8000% 2,366 424.1% 56.1 0.02%
162 SCOW
Pacer Funds Trust - Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF
0.6600% 80 37.9% 32.5 0.01%
163 ESIX
State Street SPDR S&P SmallCap 600 ESG ETF
0.1198% 432 8.2% 18.6 0.02%
164 STSB
iShares Factors US Small Blend Style ETF
0.1400% 840 6.2% -0.4 0.04%
165 RESM
Columbia Research Enhanced Small Cap ETF
0.1000% 1,007 4.8% -6.1 0.01%
166 AOK
iShares Core 30/70 Conservative Allocation ETF
0.0005% 6,484 7.0% 50.1 0.02%
167 HDG
ProShares - Hedge Replication ETF
0.0111% 1,960 0.5% 9.2 0.02%
168 FVI
First Trust Total US Market AlphaDEX ETF
0.0100% 410 0.3% 29.6 0.02%
169 ITDF
iShares LifePath Target Date 2050 ETF
0.0020% 7,948 19.6% 47.8 0.02%
170 ITDE
iShares LifePath Target Date 2045 ETF
0.0017% 7,963 17.8% 47.8 0.02%
171 DFUV
Dimensional - US Marketwide Value ETF
0.0000% 1,310 26.3% 17.8 0.02%
172 ITDD
iShares LifePath Target Date 2040 ETF
0.0013% 7,963 15.8% 47.9 0.02%
173 ITDG
iShares LifePath Target Date 2055 ETF
0.0023% 7,948 20.8% 47.5 0.02%
174 ITDH
iShares LifePath Target Date 2060 ETF
0.0023% 7,948 21.1% 47.4 0.02%
175 ITDC
iShares LifePath Target Date 2035 ETF
0.0008% 7,963 13.9% 48.2 0.02%
176 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
0.0642% 1,953 2.9% 8.9 0.02%
177 ITDI
iShares LifePath Target Date 2065 ETF
0.0023% 7,948 21.1% 47.4 0.02%
178 AVSU
Avantis Responsible U.S. Equity ETF
—% 1,353 32.6% 42.1 0.01%
179 JKL
iShares Morningstar Small-Cap Value ETF
0.0600% 1,037 5.4% 18.3 0.02%
180 ITDJ
iShares LifePath Target Date 2070 ETF
0.0023% 7,948 21.1% 47.4 0.02%
181 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
0.0003% 1,488 36.9% 92.1 0.01%
182 ITDB
iShares LifePath Target Date 2030 ETF
0.0003% 7,963 11.3% 48.8 0.02%
183 IRTR
iShares LifePath Retirement ETF
0.0003% 7,963 8.6% 48.8 0.02%
184 JKJ
iShares Morningstar Small-Cap ETF
0.0300% 1,661 4.2% 20.8 0.01%
185 ISCB
iShares Morningstar Small-Cap ETF
0.0300% 1,560 3.5% 14.8 0.01%
186 SMLE
Xtrackers S&P SmallCap 600 ESG ETF
—% 42 —% — —%
187 ETPA
Ecofin Digital Payments Infrastructure Fund
1.3000% 53 47.1% 9.6 0.02%
188 NTRL
First Trust Merger Arbitrage ETF
-1.3200% 423 14.5% 472.7 -0.01%
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