iShares MSCI Peru and Global Exposure ETF (EPU) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares MSCI Peru and Global Exposure ETF (EPU) trades at $87.13 with AI Score 47/100 (Grade C). The iShares MSCI Peru and Global Exposure ETF (EPU) aims to replicate the investment results of an… Market cap: $271M, Sector: Financial services.
Price as of Jul 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for EPU: EPU does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates EPU against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
EPU: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
iShares MSCI Peru and Global Exposure ETF (EPU) Financial Services Profile
iShares MSCI Peru and Global Exposure ETF (EPU) offers targeted exposure to the Peruvian equity market, tracking an MSCI index. With a market capitalization of $271M and a beta of 1.36, EPU provides a focused investment vehicle for those seeking to participate in the growth of the Peruvian economy.
What Is the Investment Thesis for EPU?
The iShares MSCI Peru and Global Exposure ETF (EPU) presents a focused investment opportunity for those seeking exposure to the Peruvian equity market. With a beta of 1.36, EPU exhibits higher volatility compared to the broader market, potentially offering enhanced returns during periods of Peruvian economic growth. The fund's performance is directly tied to the performance of the underlying MSCI index, making it crucial to monitor the economic and political landscape of Peru. While EPU does not offer a dividend yield, potential capital appreciation remains a key driver for investors. Upcoming catalysts include potential infrastructure development projects and favorable trade agreements that could boost the Peruvian economy. Potential risks include political instability and fluctuations in commodity prices, which could negatively impact the fund's performance.
Based on FMP financials and quantitative analysis
EPU Key Highlights
- Market Cap: $0.25B indicates the fund's size and overall market value.
- Beta: 1.36 suggests higher volatility compared to the broader market.
- Dividend Yield: None reflects the fund's focus on capital appreciation rather than income generation.
- Exposure to Peru: The fund provides targeted exposure to the Peruvian equity market.
- Tracks MSCI Index: EPU aims to replicate the investment results of an MSCI equity index.
Who Are EPU's Competitors?
EPU is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AVXC Avantis Emerging Markets ex-China Equity ETF | $79.98 | +3.15% | $398M | 47 |
| DFE WisdomTree Europe SmallCap Dividend Fund | $74.24 | +1.11% | $163M | 47 |
| EDEN iShares MSCI Denmark ETF | $114.59 | +0.00% | $186M | 44 |
| EWZS iShares MSCI Brazil Small-Cap ETF | $13.01 | -0.25% | $143M | 47 |
| FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF | $36.40 | +0.94% | $273M | 47 |
| TLNCU Talon Capital Corp. Units | $11.00 | +0.00% | $282M | 69 |
| NXDT NexPoint Diversified Real Estate Trust | $5.72 | -1.04% | $296M | 73 |
| SSSS SuRo Capital Corp. | $11.46 | -0.17% | $299M | 73 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are EPU's Key Strengths?
- Targeted exposure to the Peruvian equity market.
- Convenient and liquid investment vehicle.
- Managed by a reputable asset manager (BlackRock).
- Diversification benefits by holding a portfolio of Peruvian equities.
What Are EPU's Weaknesses?
- Concentrated exposure to a single country (Peru).
- Subject to political and economic risks specific to Peru.
- Performance is dependent on the performance of the underlying MSCI index.
- No dividend yield.
What Could Drive EPU Stock Higher?
- Government initiatives to attract foreign investment.
- Infrastructure development projects in Peru.
- Expansion of Peru's middle class.
- Regional trade agreements.
What Are the Key Risks for EPU?
- Political instability in Peru.
- Fluctuations in commodity prices.
- Economic slowdown in Peru.
- Dependence on the performance of the underlying MSCI index.
What Are the Growth Opportunities for EPU?
- Increased Foreign Investment: Peru's efforts to attract foreign investment in sectors such as mining, infrastructure, and tourism could drive economic growth and boost the performance of Peruvian equities. The government's implementation of investor-friendly policies and streamlining of regulatory processes could further enhance the attractiveness of Peru as an investment destination. This could lead to increased capital inflows into the Peruvian stock market, benefiting EPU. Timeline: Ongoing.
- Infrastructure Development: Peru's significant infrastructure deficit presents a substantial opportunity for growth. Government initiatives to develop transportation networks, energy infrastructure, and water resources could stimulate economic activity and increase the value of Peruvian companies involved in these projects. Public-private partnerships and foreign investment are expected to play a key role in funding these infrastructure projects. Market size: Multi-billion dollar investments. Timeline: Upcoming.
- Commodity Price Recovery: Peru is a major exporter of commodities such as copper, gold, and silver. A recovery in global commodity prices could significantly boost the country's export revenues and improve the financial performance of Peruvian companies involved in the mining sector. Increased demand from emerging markets and supply constraints could drive commodity prices higher. Timeline: Potential.
- Expansion of the Middle Class: The growth of Peru's middle class is driving increased consumer spending and demand for goods and services. This trend is benefiting companies in sectors such as retail, consumer staples, and financial services. The expansion of the middle class is also leading to increased investment in education, healthcare, and housing. Timeline: Ongoing.
- Regional Trade Agreements: Peru's participation in regional trade agreements such as the Pacific Alliance is facilitating increased trade and investment flows with other countries in the region. These agreements are reducing trade barriers and promoting economic integration. Increased trade with other Pacific Alliance members could boost the competitiveness of Peruvian companies and drive economic growth. Timeline: Ongoing.
What Opportunities Does EPU Have?
- Increased foreign investment in Peru.
- Infrastructure development projects in Peru.
- Recovery in global commodity prices.
- Expansion of Peru's middle class.
What Threats Does EPU Face?
- Political instability in Peru.
- Fluctuations in commodity prices.
- Economic slowdown in Peru.
- Increased competition from other ETFs.
What Are EPU's Competitive Advantages?
- Brand recognition: iShares is a well-known and trusted provider of ETFs.
- Scale: BlackRock, the parent company of iShares, is one of the world's largest asset managers.
- Low cost: EPU offers a relatively low-cost way to gain exposure to the Peruvian equity market.
What Does EPU Do?
The iShares MSCI Peru and Global Exposure ETF (EPU) is designed to mirror the investment performance of an equity index that is representative of the Peruvian market. As an exchange-traded fund (ETF), EPU offers investors a convenient and liquid way to gain exposure to a basket of Peruvian stocks. The fund operates under the umbrella of iShares, a well-known provider of ETFs managed by BlackRock, one of the world's largest asset managers. EPU's investment strategy involves holding stocks that constitute the underlying index, aiming to replicate its returns before fees and expenses. The fund's holdings reflect the composition of the Peruvian equity market, spanning various sectors and market capitalizations. By investing in EPU, investors can diversify their portfolios and participate in the growth potential of the Peruvian economy without directly purchasing individual stocks. The ETF is subject to market risks associated with investing in equities, including fluctuations in stock prices and economic conditions specific to Peru.
What Products and Services Does EPU Offer?
- Tracks the investment results of an equity index focused on Peru.
- Provides investors with exposure to the Peruvian equity market.
- Offers a convenient and liquid way to invest in a basket of Peruvian stocks.
- Replicates the performance of the underlying MSCI index.
- Invests in stocks that constitute the underlying index.
- Offers diversification benefits by holding a portfolio of Peruvian equities.
- Allows investors to participate in the growth potential of the Peruvian economy.
How Does EPU Make Money?
- The fund generates revenue through management fees charged to investors.
- The fund's performance is directly linked to the performance of the underlying MSCI index.
- The fund aims to replicate the index's returns before fees and expenses.
What Industry Does EPU Operate In?
The iShares MSCI Peru and Global Exposure ETF (EPU) operates within the asset management industry, specifically focusing on providing exposure to emerging markets. The ETF competes with other funds offering similar exposure to Latin American or emerging market equities. The growth of the ETF is tied to the overall performance and investor sentiment towards the Peruvian economy. The asset management industry is characterized by increasing competition and a growing demand for specialized investment products. Investors are seeking targeted exposure to specific countries or regions, driving the demand for ETFs like EPU.
Who Are EPU's Key Customers?
- Institutional investors seeking exposure to the Peruvian equity market.
- Retail investors looking for a convenient way to invest in Peruvian stocks.
- Financial advisors seeking to diversify client portfolios with emerging market exposure.
How iShares MSCI Peru and Global Exposure ETF Is Valued
Relative to its peer group, EPU's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
EPU Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and potential for growth in emerging markets.
- Community sentiment has shifted positively, with discussions highlighting Peru's economic recovery and commodity export potential.
- Market perception is buoyed by increased foreign investment in Peru, indicating a favorable outlook for the ETF's holdings.
- Recent developments in trade agreements have sparked optimism about Peru's economic prospects, attracting interest from investors.
Bear Case
- Concerns over political instability in Peru have led to caution among investors, impacting overall sentiment negatively.
- Some community discussions reflect skepticism about the sustainability of Peru's growth, particularly in the face of global economic headwinds.
- Recent fluctuations in commodity prices have raised doubts about the ETF's ability to maintain strong performance.
- Insider selling activity has been noted, raising concerns about potential future underperformance of the fund.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
EPU Latest News
No recent news available for EPU.
EPU Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for EPU.
Price Targets
Wall Street price target analysis for EPU.
EPU MoonshotScore
What does this score mean?
The MoonshotScore rates EPU 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
EPU Financial Services Stock FAQ
What does the AI Score mean for EPU?
EPU holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The iShares MSCI Peru and Global Exposure ETF (EPU) aims to replicate the investment results of an equity index focused on Peru. It provides investors with exposure to the Peruvian equity market.
What does iShares MSCI Peru and Global Exposure ETF do?
The iShares MSCI Peru and Global Exposure ETF (EPU) is an exchange-traded fund that seeks to replicate the investment results of an equity index with exposure to Peru. It provides investors with a convenient and liquid way to invest in a basket of Peruvian stocks, offering diversification benefits and exposure to the growth potential of the Peruvian economy.
What are the main risks for EPU?
The iShares MSCI Peru and Global Exposure ETF (EPU) faces several risks, primarily related to its concentrated exposure to the Peruvian equity market. Political instability in Peru could negatively impact investor sentiment and lead to a decline in stock prices.
What are the key factors to evaluate for EPU?
iShares MSCI Peru and Global Exposure ETF (EPU) holds an AI score of 47/100 (low). Not financial advice.
How frequently does EPU data refresh on this page?
EPU's price was last updated on Jul 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven EPU's recent stock price performance?
iShares MSCI Peru and Global Exposure ETF (EPU) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Targeted exposure to the Peruvian equity market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider EPU overvalued or undervalued right now?
iShares MSCI Peru and Global Exposure ETF (EPU) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research EPU before investing?
Before investing in iShares MSCI Peru and Global Exposure ETF (EPU), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding EPU to a portfolio?
Key strength of iShares MSCI Peru and Global Exposure ETF (EPU): Targeted exposure to the Peruvian equity market. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for EPU.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be based on individual risk tolerance and financial goals.