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CMC vs ENS

CMC
Commercial Metals Company
BULLISH
Price
$69.18
Market Cap
$7.67B
Sector
Industrials
AI Confidence
85%
ENS
EnerSys
BEARISH
Price
$209.30
Market Cap
$7.71B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CMC
15.48
ENS
25.97
Forward P/E
CMC
10.12
ENS
17.76
P/B Ratio
CMC
1.74
ENS
4.06
P/S Ratio
CMC
0.91
ENS
2.06
EV/EBITDA
CMC
10.18
ENS
14.34

Profitability

Gross Margin
CMC
17.74%
ENS
29.75%
Operating Margin
CMC
8.22%
ENS
14.09%
Profit Margin
CMC
6.02%
ENS
8.37%
ROE
CMC
12.0%
ENS
16.71%
ROA
CMC
5.68%
ENS
7.4%

Growth

Revenue Growth
CMC
21.5%
ENS
1.4%
Earnings Growth
CMC
277.3%
ENS
-16.7%

Financial Health

Debt/Equity
CMC
0.82
ENS
0.62
Current Ratio
CMC
2.38
ENS
2.75
Quick Ratio
CMC
1.3
ENS
1.19

Dividends

Dividend Yield
CMC
1.07%
ENS
0.5%
Payout Ratio
CMC
16.11%
ENS
12.47%

AI Verdict

CMC BULLISH

CMC exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating robust operational efficiency and financial stability. While the current price of $69.18 is slightly above the Graham Number ($63.19), it trades at a significant discount to its growth-based intrinsic value of $131.86. The company shows exceptional YoY earnings growth and maintains a very healthy liquidity position (Current Ratio 2.38). Despite bearish technical trends and minor insider selling, the low forward P/E and strong balance sheet suggest a compelling value opportunity.

Strengths
Strong Piotroski F-Score (7/9) indicating high financial health
Exceptional YoY earnings growth of 277.30%
Strong liquidity with a Current Ratio of 2.38 and Quick Ratio of 1.30
Risks
High volatility in raw material (scrap metal) pricing and availability
Bearish technical trend (0/100) suggesting short-term price pressure
High PEG ratio (13.13) indicating a potential mismatch between current price and sustainable growth
ENS BEARISH

EnerSys presents a severe disconnect between its market valuation and fundamental performance, anchored by a mediocre Piotroski F-Score of 4/9. While the stock has seen an extraordinary 1-year price surge of 145.6%, this is not supported by the data, as YoY earnings growth is negative (-16.70%) and revenue growth is stagnant (1.40%). The current price of $209.30 trades at a massive premium to both the Graham Number ($96.64) and the Intrinsic Value ($56.42), suggesting a speculative bubble or an extreme overvaluation relative to current cash flows.

Strengths
Strong liquidity position with a Current Ratio of 2.75
Consistent track record of beating earnings estimates over 25 quarters
Manageable leverage with a Debt/Equity ratio of 0.62
Risks
Extreme overvaluation relative to Graham and Intrinsic value benchmarks
Negative earnings growth (-16.70% YoY and -21.30% Q/Q)
Stagnant revenue growth (1.40% YoY) indicating a lack of top-line momentum

Compare Another Pair

CMC vs ENS: Head-to-Head Comparison

This page compares Commercial Metals Company (CMC) and EnerSys (ENS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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