ENS Stock Analysis: Enersys | NYSE
Electrical Equipment & Parts | NYSE, USA | Market Cap: 5.325m USD | 12M Return: 7.1% | US29275Y1029 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 89.4M
EPS Trend: 96.8%
Qual. Beats: 0
Rev. Trend: 55.6%
Qual. Beats: 0
Warnings
Tailwinds
Seasonality 11.9 years of data, until 10/2026
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, ≥40 worth a closer look and ≥60 is strong.
EnerSys (NYSE: ENS) is a U.S.-based manufacturer of stored energy solutions serving industrial customers worldwide. It is organized into three reporting segments: Network & Infrastructure Solutions, which supplies backup power to broadband, telecommunications, data center, and utility clients; Industrial Mobility Solutions, which provides power systems for electric forklifts, material handling equipment, and heavy-duty trucks; and Precision Power Solutions, which serves military vehicles, defense programs, and autonomous systems. The company operates within the Industrials sector, specifically the Electrical Components & Equipment sub-industry, competing alongside other industrial battery manufacturers in a B2B model focused on mission-critical power applications.
EnerSys distributes its products through a combination of third-party distributors, independent manufacturer representatives, and its own internal sales force. The growing demand for reliable backup power in data centers and digital infrastructure has become an increasingly relevant tailwind for the Network & Infrastructure segment, as operators prioritize uninterrupted power supply systems.
The company was founded in 1991 and is headquartered in Reading, Pennsylvania. It was originally known as Yuasa, Inc. and adopted the EnerSys name in January 2001. Listed on the NYSE in 2004, it is classified as a mid-cap stock with a market capitalization in the $8 billion range.
- Data center power demand lifts Network & Infrastructure segment revenue
- Defense spending growth boosts Precision Power Solutions backlog
- Lithium pricing volatility pressures Industrial Mobility margins
| Net Income: 352.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 14.89 > 1.0 |
| NWC/Revenue: 36.06% < 20% (prev 39.51%; Δ -3.45% < -1%) |
| CFO/TA 0.20 > 3% & CFO 776.8m > Net Income 352.4m |
| Net Debt (589.0m) to EBITDA (583.7m): 1.01 < 3 |
| Current Ratio: 2.80 > 1.5 & < 3 |
| Outstanding Shares: last quarter (37.6m) vs 12m ago -4.25% < -2% |
| Gross Margin: 30.51% > 18% (prev 30.27%; Δ 0.24% > 0.5%) |
| Asset Turnover: 94.05% > 50% (prev 88.97%; Δ 5.08% > 0%) |
| Interest Coverage Ratio: 8.86 > 6 (EBIT TTM 466.5m / Interest Expense TTM 52.7m) |
| A: 0.35 (Total Current Assets 2.13b - Total Current Liabilities 762.0m) / Total Assets 3.96b |
| B: 0.72 (Retained Earnings 2.85b / Total Assets 3.96b) |
| C: 0.12 (EBIT TTM 466.5m / Avg Total Assets 4.03b) |
| D: 0.99 (Book Value of Equity 1.97b / Total Liabilities 1.98b) |
| Altman-Z'' = 6.44 = AAA |
| DSRI: 0.77 (Receivables 454.8m/566.8m, Revenue 3.79b/3.66b) |
| GMI: 0.99 (GM 30.27% / 30.51%) |
| AQI: 0.97 (AQ_t 0.32 / AQ_t-1 0.33) |
| SGI: 1.04 (Revenue 3.79b / 3.66b) |
| TATA: -0.11 (NI 352.4m - CFO 776.8m) / TA 3.96b) |
| Beneish M = -3.22 (Cap -4..+1) = AA |
As of November 13, 2026, the stock is trading at USD 147.80 with a total of 1,346,596 shares traded. Over the past week, the price has changed by +3.66%, over one month by -17.08%, over three months by -20.71% and over the past year by +7.12%.
Current recommended Stop Loss: 137.90 (which is 6.7% or 1.3 ATR below the current price).
Enersys has received a consensus analysts rating of 4.20. Therefore, it is recommended to buy ENS.
- StrongBuy: 3
- Buy: 0
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 249.5 | 68.8% |
P/E Trailing = 15.8084
P/E Forward = 11.9617
P/S = 1.4035
P/B = 2.7706
P/EG = 0.7975
Revenue TTM = 3.79b USD
EBIT TTM = 466.5m USD
EBITDA TTM = 583.7m USD
Long Term Debt = 1.01b USD (from longTermDebt, last quarter)
Short Term Debt = 28.7m USD (from shortTermDebt, last quarter)
Debt = 1.12b USD (from shortLongTermDebtTotal, last quarter) + Leases 80.7m
Net Debt = 589.0m USD (calculated: Debt 1.12b - CCE 530.7m)
Enterprise Value = 5.91b USD (5.33b + Debt 1.12b - CCE 530.7m)
Interest Coverage Ratio = 8.86 (Ebit TTM 466.5m / Interest Expense TTM 52.7m)
EV/FCF = 8.24x (Enterprise Value 5.91b / FCF TTM 717.3m)
FCF Yield = 12.13% (FCF TTM 717.3m / Enterprise Value 5.91b)
FCF Margin = 18.91% (FCF TTM 717.3m / Revenue TTM 3.79b)
Net Margin = 9.29% (Net Income TTM 352.4m / Revenue TTM 3.79b)
Gross Margin = 30.51% ((Revenue TTM 3.79b - Cost of Revenue TTM 2.64b) / Revenue TTM)
Gross Margin QoQ = 33.49% (prev 29.44%)
Tobins Q-Ratio = 1.49 (Enterprise Value 5.91b / Total Assets 3.96b)
Interest Expense / Debt = 4.70% (Interest Expense 52.7m / Debt 1.12b)
Taxrate = 15.41% (64.2m / 416.8m)
NOPAT = 394.7m (EBIT 466.5m * (1 - 15.41%))
Current Ratio = 2.80 (Total Current Assets 2.13b / Total Current Liabilities 762.0m)
Debt / Equity = 0.57 (Debt 1.12b / totalStockholderEquity, last quarter 1.97b)
Debt / EBITDA = 1.01 (Net Debt 589.0m / EBITDA 583.7m)
Debt / FCF = 0.82 (Net Debt 589.0m / FCF TTM 717.3m)
Total Stockholder Equity = 1.91b (last 4 quarters mean from totalStockholderEquity)
RoA = 8.74% (Net Income 352.4m / Total Assets 3.96b)
RoE = 18.48% (Net Income TTM 352.4m / Total Stockholder Equity 1.91b)
RoCE = 15.99% (EBIT 466.5m / Capital Employed (Equity 1.91b + L.T.Debt 1.01b))
RoIC = 13.01% (NOPAT 394.7m / Invested Capital 3.03b)
WACC = 9.58% (E(5.33b)/V(6.44b) * Re(10.76%) + D(1.12b)/V(6.44b) * Rd(4.70%) * (1-Tc(0.15)))
Discount Rate = 10.76% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -94.30 | Cagr: -3.80%
[DCF] Terminal Value 74.09% ; FCFF base≈483.6m ; Y1≈554.3m ; Y5≈815.8m
[DCF] Fair Price = 263.3 (EV 10.1b - Net Debt 589.0m = Equity 9.50b / Shares 36.1m; r=9.58% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 96.84 | EPS CAGR: 17.13% | SUE: 0.11 | # QB: 0
Revenue Correlation: 55.65 | Revenue CAGR: 1.63% | SUE: 0.26 | # QB: 0
EPS current Quarter (2026-12-31): EPS=3.09 | Chg30d=+0.00% | Revisions=+29% | Analysts=4
EPS current Year (2027-03-31): EPS=13.32 | Chg30d=+0.00% | Revisions=+57% | GrowthEPS=+26.1% | GrowthRev=+3.7%
EPS next Year (2028-03-31): EPS=14.38 | Chg30d=+0.00% | Revisions=+44% | GrowthEPS=+7.9% | GrowthRev=+4.8%
[Analyst] Revisions Ratio: +59% (up=12, down=2)