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ENS

BEARISH
$209.3 Live
EnerSys · NYSE
Target $199.89 (-4.5%)
$76.6 52W Range $210.93

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026
Market cap
$7.71B
P/E
25.97
ROE
16.7%
Profit margin
8.4%
Debt/Equity
0.62
Dividend yield
0.5%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
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.

Key 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
Healthy operating margin of 14.09%
Strong ROE of 16.71% indicating efficient equity utilization

Key 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
Low Piotroski F-Score (4/9) suggesting stable but non-improving financial health
Significant divergence between price action and fundamental earnings trajectory
AI Fair Value Estimate
Based on comprehensive analysis
$96.64
-53.8% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
44
Moderate
Value
20
Future
30
Past
80
Health
60
Dividend
30
AI Verdict
Overvalued Momentum Play
Key drivers: Price/Value Gap, Negative Earnings Growth, Strong Balance Sheet
Confidence
90%
Value
20/100

Ref P/E 25.97, PEG 1.13, Graham Number $96.64

Positives
  • Forward P/E (17.76) is lower than trailing P/E
Watchpoints
  • Price is >2x the Graham Number
  • Price is ~3.7x the Intrinsic Value
  • High Price/Book ratio of 4.06
Future
30/100

Ref Growth rates

Positives
  • Consistent earnings beats suggest operational reliability
Watchpoints
  • YoY Earnings Growth -16.70%
  • Revenue growth nearly flat at 1.40%
Past
80/100

Ref Historical trends

Positives
  • Exceptional 1Y price return (+145.6%)
  • Long-term history of EPS surprises
Watchpoints
  • Recent Q/Q earnings decline
Health
60/100

Ref Piotroski F-Score 4/9

Positives
  • Low Debt/Equity (0.62)
  • High Current Ratio (2.75)
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable'
Dividend
30/100

Ref Yield 0.50%, Payout 12.47%

Positives
  • Very low payout ratio (12.47%) ensures sustainability
Watchpoints
  • Negligible yield of 0.50%

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$209.3
Analyst Target
$199.89
Upside/Downside
-4.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ENS and closest competitors.

Updated 2026-04-24
ENS
EnerSys
Primary
5Y
+133.5%
3Y
+164.8%
1Y
+145.6%
6M
+72.9%
1M
+18.0%
1W
+5.2%
CMC
Commercial Metals Company
Peer
5Y
+152.4%
3Y
+55.5%
1Y
+57.8%
6M
+14.2%
1M
+11.2%
1W
+4.5%
AAL
American Airlines Group Inc.
Peer
5Y
-45.5%
3Y
-13.7%
1Y
+23.5%
6M
-4.9%
1M
+6.4%
1W
-5.5%
AWI
Armstrong World Industries, Inc.
Peer
5Y
+142.3%
3Y
+157.4%
1Y
+25.5%
6M
+11.5%
1M
-2.1%
1W
-4.5%
CAE
CAE Inc.
Peer
5Y
-18.5%
3Y
+12.3%
1Y
+4.2%
6M
-11.8%
1M
-5.5%
1W
-5.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
25.97
Forward P/E
17.76
PEG Ratio
1.13
P/B Ratio
4.06
P/S Ratio
2.06
EV/Revenue
2.26
EV/EBITDA
14.34
Market Cap
$7.71B

Profitability

Profit margins and return metrics

Profit Margin 8.37%
Operating Margin 14.09%
Gross Margin 29.75%
ROE 16.71%
ROA 7.4%

Growth

Revenue and earnings growth rates

Revenue Growth +1.4%
Earnings Growth -16.7%
Q/Q Revenue Growth +1.43%
Q/Q Earnings Growth -21.3%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.62
Moderate
Current Ratio
2.75
Strong
Quick Ratio
1.19
Good
Cash/Share
$12.21

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.9B
Gross Margin
30.1%
Op. Margin
14.0%
Net Margin
9.8%
Total Assets
$4.0B
Liabilities
$2.2B
Equity
$1.9B
Debt/Equity
1.14x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
93%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-20
$N/A
2026-02-04
$2.77
+1.8% surprise
2025-11-05
$2.56
+8.8% surprise
2025-08-06
$2.08
+1.3% surprise

Industrials Sector Comparison

Comparing ENS against 442 companies in the Industrials sector (38 bullish, 159 neutral, 245 bearish)
P/E Ratio
25.97
This Stock
vs
75.66
Sector Avg
-65.7% (Discount)
Return on Equity (ROE)
16.71%
This Stock
vs
-20.3%
Sector Avg
-182.3% (Below Avg)
Profit Margin
8.37%
This Stock
vs
6.49%
Sector Avg
+28.8% (Superior)
Debt to Equity
0.62
This Stock
vs
2.71
Sector Avg
-77.0% (Less Debt)
Revenue Growth
1.4%
This Stock
vs
74.93%
Sector Avg
-98.1% (Slower)
Current Ratio
2.75
This Stock
vs
3.16
Sector Avg
-13.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MORYTKO TAMARA
Director
Stock Award
2026-04-13
171 shares · $27,829
WYNTER RUDOLPH W
Director
Stock Award
2026-04-13
199 shares · $32,305
TUFANO PAUL J
Director
Stock Award
2026-04-13
268 shares · $43,593
HABIGER DAVID C
Director
Stock Award
2026-04-13
171 shares · $27,829
KNAUSENBERGER LAUREN
Director
Stock Award
2026-04-13
163 shares · $26,467
HOFFEN HOWARD I
Director
Stock Award
2026-03-27
72 shares
FLUDDER STEVEN M.
Director
Stock Award
2026-03-27
31 shares
FUNK ANDREA J.
Chief Financial Officer
Stock Award
2026-03-27
66 shares
O'CONNELL SHAWN M
Chief Executive Officer
Stock Award
2026-03-27
61 shares
MORYTKO TAMARA
Director
Stock Award
2026-03-27
15 shares
CHAN CAROLINE
Director
Stock Award
2026-03-27
23 shares
WYNTER RUDOLPH W
Director
Stock Award
2026-03-27
22 shares
VARGO RONALD P
Director
Stock Award
2026-03-27
54 shares
TUFANO PAUL J
Director
Stock Award
2026-03-27
76 shares
HABIGER DAVID C
Director
Stock Award
2026-03-27
9 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-25
8-K
8-K
2026-02-04

ENS filed an 8-K on February 4, 2026, likely to report its fourth-quarter and full-year financial results.

10-Q
10-Q
2026-02-04

ENS reported a significant increase in operating cash flow to $403.6 million for the first nine months of fiscal 2026, driven largely by a $137 million IRS refund and a $140.7 million decrease in accounts receivable. However, net earnings for the period declined to $216.3 million compared to $267.2 million in the same period of fiscal 2025. No specific risk factors were provided in the available excerpts.

8-K
8-K
2025-12-15
8-K
8-K
2025-11-05
10-Q
10-Q
2025-11-05

ENS reported a significant increase in cash provided by operating activities to $219.0 million for the first six months of fiscal 2026, up from $44.0 million in the prior year, primarily driven by a $137.0 million IRS tax refund. Despite the cash flow growth, net earnings declined to $125.9 million from $152.4 million over the same period. No specific risk factors were provided in the available excerpts.

8-K
8-K
2025-09-25
8-K
8-K
2025-08-06
10-Q
10-Q
2025-08-06

ENS reported a decline in net earnings to $57.5 million and a significant drop in operating cash flow to $1.0 million for the first quarter of fiscal 2026, compared to $70.1 million and $10.4 million in the prior year period. The reduction in cash flow was primarily driven by a $33.5 million increase in inventory and a $43.0 million decrease in accounts payable. No specific risk factors were detailed in the provided excerpt.

8-K
8-K
2025-07-31

ENS filed an 8-K on July 31, 2025, likely to report its quarterly financial results.

8-K
8-K
2025-07-22
DEF 14A
DEF 14A
2025-06-18
8-K
8-K
2025-05-23
10-K
10-K
2025-05-21
8-K
8-K
2025-05-21
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
5 analysts
BTIG
2026-02-05
Maintains
Buy Buy
Roth Capital
2026-02-03
reit
Buy Buy
Oppenheimer
2026-01-20
Maintains
Outperform Outperform
BTIG
2025-12-15
up
Neutral Buy
Roth Capital
2025-12-09
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning ENS from our newsroom.

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