ENERSYS (ENS) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:ENS - US29275Y1029 - Common Stock
168.15 USD
+1.01 (+0.6%)
168.15 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to ENS. ENS was compared to 91 industry peers in the Electrical Equipment industry. ENS scores excellent points on both the profitability and health parts. This is a solid base for a good stock. ENS has a decent growth rate and is not valued too expensively. Finally ENS also has an excellent dividend rating. These ratings would make ENS suitable for dividend and quality investing!
1. Profitability
1.1 Basic Checks
- ENS had positive earnings in the past year.
- ENS had a positive operating cash flow in the past year.
- Each year in the past 5 years ENS has been profitable.
- ENS had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- With an excellent Return On Assets value of 8.28%, ENS belongs to the best of the industry, outperforming 85.71% of the companies in the same industry.
- With an excellent Return On Equity value of 18.10%, ENS belongs to the best of the industry, outperforming 90.11% of the companies in the same industry.
- ENS's Return On Invested Capital of 13.45% is amongst the best of the industry. ENS outperforms 93.41% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for ENS is above the industry average of 9.92%.
- The 3 year average ROIC (12.00%) for ENS is below the current ROIC(13.45%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.28% | ||
| ROE | 18.1% | ||
| ROIC | 13.45% |
ROA(3y)7.26%
ROA(5y)5.96%
ROE(3y)15.1%
ROE(5y)12.86%
ROIC(3y)12%
ROIC(5y)10.26%
1.3 Margins
- ENS has a better Profit Margin (9.05%) than 83.52% of its industry peers.
- In the last couple of years the Profit Margin of ENS has grown nicely.
- ENS's Operating Margin of 13.11% is amongst the best of the industry. ENS outperforms 85.71% of its industry peers.
- In the last couple of years the Operating Margin of ENS has grown nicely.
- Looking at the Gross Margin, with a value of 30.34%, ENS is in the better half of the industry, outperforming 68.13% of the companies in the same industry.
- ENS's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 13.11% | ||
| PM (TTM) | 9.05% | ||
| GM | 30.34% |
OM growth 3Y25.13%
OM growth 5Y10.1%
PM growth 3Y32.87%
PM growth 5Y17.76%
GM growth 3Y10.57%
GM growth 5Y3.51%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so ENS is still creating some value.
- ENS has less shares outstanding than it did 1 year ago.
- The number of shares outstanding for ENS has been reduced compared to 5 years ago.
- The debt/assets ratio for ENS is higher compared to a year ago.
2.2 Solvency
- ENS has an Altman-Z score of 4.29. This indicates that ENS is financially healthy and has little risk of bankruptcy at the moment.
- ENS has a better Altman-Z score (4.29) than 69.23% of its industry peers.
- The Debt to FCF ratio of ENS is 3.71, which is a good value as it means it would take ENS, 3.71 years of fcf income to pay off all of its debts.
- The Debt to FCF ratio of ENS (3.71) is better than 79.12% of its industry peers.
- ENS has a Debt/Equity ratio of 0.64. This is a neutral value indicating ENS is somewhat dependend on debt financing.
- ENS has a Debt to Equity ratio of 0.64. This is comparable to the rest of the industry: ENS outperforms 46.15% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.64 | ||
| Debt/FCF | 3.71 | ||
| Altman-Z | 4.29 |
ROIC/WACC1.62
WACC8.29%
2.3 Liquidity
- ENS has a Current Ratio of 2.77. This indicates that ENS is financially healthy and has no problem in meeting its short term obligations.
- Looking at the Current ratio, with a value of 2.77, ENS is in the better half of the industry, outperforming 73.63% of the companies in the same industry.
- ENS has a Quick Ratio of 1.73. This is a normal value and indicates that ENS is financially healthy and should not expect problems in meeting its short term obligations.
- The Quick ratio of ENS (1.73) is better than 71.43% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.77 | ||
| Quick Ratio | 1.73 |
3. Growth
3.1 Past
- ENS shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 22.77%, which is quite impressive.
- The Earnings Per Share has been growing by 16.84% on average over the past years. This is quite good.
- ENS shows a small growth in Revenue. In the last year, the Revenue has grown by 6.17%.
- ENS shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.22% yearly.
EPS 1Y (TTM)22.77%
EPS 3Y31.61%
EPS 5Y16.84%
EPS Q2Q%20.75%
Revenue 1Y (TTM)6.17%
Revenue growth 3Y2.52%
Revenue growth 5Y3.22%
Sales Q2Q%7.65%
3.2 Future
- Based on estimates for the next years, ENS will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.81% on average per year.
- ENS is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.29% yearly.
EPS Next Y1.4%
EPS Next 2Y8.81%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year3.7%
Revenue Next 2Y3.29%
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
- The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 15.67, ENS is valued correctly.
- Compared to the rest of the industry, the Price/Earnings ratio of ENS indicates a rather cheap valuation: ENS is cheaper than 91.21% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.38, ENS is valued a bit cheaper.
- The Price/Forward Earnings ratio is 13.94, which indicates a correct valuation of ENS.
- Based on the Price/Forward Earnings ratio, ENS is valued cheaply inside the industry as 91.21% of the companies are valued more expensively.
- The average S&P500 Price/Forward Earnings ratio is at 24.29. ENS is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.67 | ||
| Fwd PE | 13.94 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, ENS is valued cheaper than 92.31% of the companies in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of ENS indicates a rather cheap valuation: ENS is cheaper than 90.11% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.99 | ||
| EV/EBITDA | 11.81 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates ENS does not grow enough to justify the current Price/Earnings ratio.
- The excellent profitability rating of ENS may justify a higher PE ratio.
PEG (NY)11.22
PEG (5Y)0.93
EPS Next 2Y8.81%
EPS Next 3YN/A
5. Dividend
5.1 Amount
- ENS has a yearly dividend return of 0.63%, which is pretty low.
- ENS's Dividend Yield is rather good when compared to the industry average which is at 0.26. ENS pays more dividend than 86.81% of the companies in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.85, ENS's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.63% |
5.2 History
- On average, the dividend of ENS grows each year by 6.15%, which is quite nice.
- ENS has paid a dividend for at least 10 years, which is a reliable track record.
- ENS has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)6.15%
Div Incr Years2
Div Non Decr Years11
5.3 Sustainability
- 11.20% of the earnings are spent on dividend by ENS. This is a low number and sustainable payout ratio.
- The dividend of ENS is growing, but earnings are growing more, so the dividend growth is sustainable.
DP11.2%
EPS Next 2Y8.81%
EPS Next 3YN/A
168.15
+1.01 (+0.6%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)11-05 2025-11-05/amc
Earnings (Next)02-04 2026-02-04
Inst Owners101.61%
Inst Owner Change0.18%
Ins Owners0.92%
Ins Owner Change5.06%
Market Cap6.21B
Revenue(TTM)3.73B
Net Income(TTM)337.24M
Analysts82.5
Price Target145.88 (-13.24%)
Short Float %2.96%
Short Ratio2.28
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.63% |
Yearly Dividend0.94
Dividend Growth(5Y)6.15%
DP11.2%
Div Incr Years2
Div Non Decr Years11
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.04%
Min EPS beat(2)0.34%
Max EPS beat(2)7.74%
EPS beat(4)4
Avg EPS beat(4)5.37%
Min EPS beat(4)0.34%
Max EPS beat(4)7.74%
EPS beat(8)8
Avg EPS beat(8)4.01%
EPS beat(12)12
Avg EPS beat(12)5.84%
EPS beat(16)14
Avg EPS beat(16)4.46%
Revenue beat(2)2
Avg Revenue beat(2)5.03%
Min Revenue beat(2)4.26%
Max Revenue beat(2)5.8%
Revenue beat(4)2
Avg Revenue beat(4)1.35%
Min Revenue beat(4)-3.8%
Max Revenue beat(4)5.8%
Revenue beat(8)3
Avg Revenue beat(8)-0.48%
Revenue beat(12)4
Avg Revenue beat(12)-0.89%
Revenue beat(16)7
Avg Revenue beat(16)-0.44%
PT rev (1m)12%
PT rev (3m)28.05%
EPS NQ rev (1m)-0.37%
EPS NQ rev (3m)6.77%
EPS NY rev (1m)0%
EPS NY rev (3m)4.84%
Revenue NQ rev (1m)0.01%
Revenue NQ rev (3m)0.53%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.83%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.67 | ||
| Fwd PE | 13.94 | ||
| P/S | 1.67 | ||
| P/FCF | 18.99 | ||
| P/OCF | 14.26 | ||
| P/B | 3.33 | ||
| P/tB | 8.28 | ||
| EV/EBITDA | 11.81 |
EPS(TTM)10.73
EY6.38%
EPS(NY)12.06
Fwd EY7.17%
FCF(TTM)8.85
FCFY5.27%
OCF(TTM)11.79
OCFY7.01%
SpS100.93
BVpS50.49
TBVpS20.3
PEG (NY)11.22
PEG (5Y)0.93
Graham Number110.4
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.28% | ||
| ROE | 18.1% | ||
| ROCE | 14.81% | ||
| ROIC | 13.45% | ||
| ROICexc | 15.24% | ||
| ROICexgc | 24.71% | ||
| OM | 13.11% | ||
| PM (TTM) | 9.05% | ||
| GM | 30.34% | ||
| FCFM | 8.77% |
ROA(3y)7.26%
ROA(5y)5.96%
ROE(3y)15.1%
ROE(5y)12.86%
ROIC(3y)12%
ROIC(5y)10.26%
ROICexc(3y)13.57%
ROICexc(5y)11.74%
ROICexgc(3y)22.69%
ROICexgc(5y)20.29%
ROCE(3y)13.22%
ROCE(5y)11.31%
ROICexgc growth 3Y21.68%
ROICexgc growth 5Y6.25%
ROICexc growth 3Y24.31%
ROICexc growth 5Y9.55%
OM growth 3Y25.13%
OM growth 5Y10.1%
PM growth 3Y32.87%
PM growth 5Y17.76%
GM growth 3Y10.57%
GM growth 5Y3.51%
F-Score8
Asset Turnover0.91
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.64 | ||
| Debt/FCF | 3.71 | ||
| Debt/EBITDA | 1.99 | ||
| Cap/Depr | 101.37% | ||
| Cap/Sales | 2.91% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 73.1% | ||
| Profit Quality | 96.9% | ||
| Current Ratio | 2.77 | ||
| Quick Ratio | 1.73 | ||
| Altman-Z | 4.29 |
F-Score8
WACC8.29%
ROIC/WACC1.62
Cap/Depr(3y)103.77%
Cap/Depr(5y)92.58%
Cap/Sales(3y)2.72%
Cap/Sales(5y)2.54%
Profit Quality(3y)94.91%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)22.77%
EPS 3Y31.61%
EPS 5Y16.84%
EPS Q2Q%20.75%
EPS Next Y1.4%
EPS Next 2Y8.81%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)6.17%
Revenue growth 3Y2.52%
Revenue growth 5Y3.22%
Sales Q2Q%7.65%
Revenue Next Year3.7%
Revenue Next 2Y3.29%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y19.58%
EBIT growth 3Y28.28%
EBIT growth 5Y13.64%
EBIT Next Year14.32%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-27.54%
FCF growth 3YN/A
FCF growth 5Y-1.74%
OCF growth 1Y-18.79%
OCF growth 3YN/A
OCF growth 5Y0.54%
ENERSYS / ENS FAQ
Can you provide the ChartMill fundamental rating for ENERSYS?
ChartMill assigns a fundamental rating of 7 / 10 to ENS.
What is the valuation status for ENS stock?
ChartMill assigns a valuation rating of 6 / 10 to ENERSYS (ENS). This can be considered as Fairly Valued.
Can you provide the profitability details for ENERSYS?
ENERSYS (ENS) has a profitability rating of 9 / 10.
What are the PE and PB ratios of ENERSYS (ENS) stock?
The Price/Earnings (PE) ratio for ENERSYS (ENS) is 15.67 and the Price/Book (PB) ratio is 3.33.
How sustainable is the dividend of ENERSYS (ENS) stock?
The dividend rating of ENERSYS (ENS) is 7 / 10 and the dividend payout ratio is 11.2%.