Tearsheet

EnerSys (ENS)


Market Price (9/18/2025): $107.78 | Market Cap: $4.2 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

EnerSys (ENS)


Market Price (9/18/2025): $107.78
Market Cap: $4.2 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.8%
Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is -2.5%
 
1 Low stock price volatility
Vol 12M is 34%
Weak multi-year price returns
2Y Excs Rtn is -32%
 
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.8%
1 Low stock price volatility
Vol 12M is 34%
2 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is -2.5%
3 Weak multi-year price returns
2Y Excs Rtn is -32%

Market Valuation

 9/18/25202420232022
Share Price CYE$107.78$91.72$99.23$71.96
Market Cap CYE ($ Bil)4.23.64.02.9
Total Debt ($ Bil)1.31.20.91.1
Total Cash ($ Bil)0.30.30.30.3
Enterprise Value ($ Bil)5.14.84.94.0
Valuation Ratios    
P/S TTM1.11.01.10.8
P/EBIT TTM9.48.012.011.2
P/E TTM11.910.115.317.1
Sector Ratios    
P/S TTM (Sector)1.71.41.41.1
P/EBIT TTM (Sector)11.310.210.08.3
P/E TTM (Sector)16.613.713.911.2
 9/18/252024
Share Price CYE$107.78$91.72
Market Cap CYE ($ Bil)4.23.6
Total Debt ($ Bil)1.31.2
Total Cash ($ Bil)0.30.3
Enterprise Value ($ Bil)5.14.8
Valuation Ratios  
P/S TTM1.11.0
P/EBIT TTM9.48.0
P/E TTM11.910.1
Sector Ratios  
P/S TTM (Sector)1.71.4
P/EBIT TTM (Sector)11.310.2
P/E TTM (Sector)16.613.7

Business Description

EnerSys provides various stored energy solutions for industrial applications worldwide. It operates in three segments: Energy Systems, Motive Power, and Specialty. The company offers uninterruptible power systems applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, renewable, and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. Show more

Price Returns Compared

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 202020212022202320242025Total [1]
Returns
ENS Return12%-4%-6%38%-8%18%51%
Peers Return33%32%-13%18%0%-1%79%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: RBC, VICR, AIN, HI, ETN. See ENS Returns vs. Peers.
[3] 2025 data is for the year up to 9/17/2025 (YTD)

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Financials

ENSRBCVICRAINHIETNMedian
NameEnerSys RBC Bear.Vicor Albany I.Hillenbr.Eaton  
Mkt Price107.79379.7952.2156.4724.08363.3582.13
Mkt Cap4.211.92.31.71.7141.83.3
Rev LTM3,6581,6664241,2062,85925,9902,263
Op Inc LTM479397601341744,893286
FCF LTM133260971411133,275137
FCF 3Y Avg2552394180983,000168
CFO LTM2513161182111554,062231
CFO 3Y Avg357283731671533,753225

Growth & Margins

ENSRBCVICRAINHIETNMedian
NameEnerSys RBC Bear.Vicor Albany I.Hillenbr.Eaton  
Rev Chg LTM3.7%5.5%14.6%1.2%-8.0%7.7%4.6%
Rev Chg 3Y Avg2.2%14.1%5.7%8.4%17.8%9.5%9.0%
Rev Chg Q4.7%7.3%64.3%-7.8%-23.9%10.7%6.0%
QoQ Delta Rev Chg LTM1.1%1.8%15.0%-2.0%-6.2%2.7%1.5%
Op Mgn LTM13.1%23.8%14.1%11.1%6.1%18.8%13.6%
Op Mgn 3Y Avg11.1%23.9%10.8%14.1%8.5%17.4%12.6%
QoQ Delta Op Mgn LTM-0.3%-0.1%9.5%-0.6%-0.7%-0.3%-0.3%
CFO/Rev LTM6.9%19.0%27.8%17.5%5.4%15.6%16.6%
CFO/Rev 3Y Avg9.8%17.8%18.0%14.4%5.4%15.6%15.0%
FCF/Rev LTM3.6%15.6%22.9%11.7%3.9%12.6%12.1%
FCF/Rev 3Y Avg7.0%15.0%10.1%6.7%3.5%12.5%8.5%

Valuation

ENSRBCVICRAINHIETNMedian
NameEnerSys RBC Bear.Vicor Albany I.Hillenbr.Eaton  
Mkt Cap4.211.92.31.71.7141.83.3
P/S1.17.25.51.40.65.53.4
P/EBIT9.431.839.313.411.028.921.2
P/E11.947.035.922.4-94.736.129.1
P/CFO16.737.719.98.311.034.918.3
Total Yield9.3%2.1%2.8%6.3%2.7%3.0%2.9%
Dividend Yield0.9%0.0%0.0%1.9%3.7%0.3%0.6%
FCF Yield 3Y Avg6.2%2.9%2.3%3.4%4.4%2.7%3.1%
D/E0.30.10.00.21.00.10.2
Net D/E0.20.1-0.10.20.90.10.1

Returns

ENSRBCVICRAINHIETNMedian
NameEnerSys RBC Bear.Vicor Albany I.Hillenbr.Eaton  
1M Rtn8.5%-4.8%8.5%-8.1%-4.0%2.8%-0.6%
3M Rtn29.3%2.1%14.8%-15.8%25.8%8.8%11.8%
6M Rtn11.7%12.3%-4.1%-23.5%-6.0%24.1%3.8%
12M Rtn7.7%30.7%41.5%-33.7%-9.4%18.1%12.9%
3Y Rtn77.9%63.7%-16.3%-29.6%-35.0%175.0%23.7%
1M Excs Rtn6.1%-7.1%6.1%-10.5%-6.3%0.4%-2.9%
3M Excs Rtn18.4%-6.9%7.7%-26.5%13.0%-0.1%3.8%
6M Excs Rtn-6.6%-4.3%-19.2%-40.2%-19.3%8.3%-12.9%
12M Excs Rtn-7.1%14.8%24.7%-50.2%-25.1%3.0%-2.0%
3Y Excs Rtn6.7%-9.6%-86.3%-94.2%-98.0%97.0%-47.9%

Financials

Segment Financials

Revenue by Segment

$ Mil20252024202320222021
Energy Systems1,5901,7381,5371,3801,357
Motive power1,4561,4511,3611,1641,348
Specialty536519459434382
Corporate and other00   
Total3,5823,7093,3572,9783,088


Operating Income by Segment
$ Mil20252024202320222021
Motive power201165170144147
Corporate and other11717   
Specialty1835434642
Energy Systems1561196768
Impairment of goodwill  00-40
Impairment of indefinite-lived intangibles - Energy Systems  -10 
Impairment of indefinite-lived intangibles - Motive Power  -10 
Impairment of indefinite-lived intangibles - Specialty  00 
Inventory adjustment relating to exit activities - Energy Systems  -00 
Inventory adjustment relating to exit activities - Motive Power  -20 
Inventory step up to fair value relating to acquisitions - Specialty  00-2
Loss on assets held for sale - Motive Power  -30 
Production tax credits from IRA 45X  00 
Restructuring and other exit charges - Energy Systems  -3-3-7
Restructuring and other exit charges - Motive Power  -17-37-2
Restructuring and other exit charges - Specialty  1-0-6
Fixed asset write-off relating to exit activities - Specialty    -0
Fixed asset write-off relating to exit activities and other - Energy Systems    -0
Fixed asset write-off relating to exit activities and other - Motive Power    -5
Impairment of indefinite-lived intangibles    -5
Inventory step up to fair value relating to acquisitions - Energy Systems    -0
Total352278206216190


Price Behavior

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity937,390
Short Interest: % Change Since 8152025-5.8%
Average Daily Volume276,431
Days-to-Cover Short Interest3.39
Basic Shares Quantity38,798,263
Short % of Basic Shares2.4%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/25/20227.2%5.8%-5.9%
11/10/2021-3.7%-7.3%-10.1%
8/11/2021-5.2%-11.8%-19.4%
5/20/20212.2%5.1%5.5%
2/10/2021-0.8%-5.9%8.2%
11/12/2020-3.1%1.1%5.1%
8/12/20203.6%-1.7%-9.5%
2/5/2020-7.3%0.8%-21.6%
...
SUMMARY STATS   
# Positive11109
# Negative111213
Median Positive3.6%5.4%5.5%
Median Negative-3.8%-5.3%-9.5%
Max Positive7.9%13.9%21.8%
Max Negative-10.9%-15.8%-22.4%

SEC Filings

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Report DateFiling DateFiling
6302025806202510-Q 6/29/2025
3312025521202510-K 3/31/2025
12312024205202510-Q 12/29/2024
93020241106202410-Q 9/29/2024
6302024807202410-Q 6/30/2024
3312024522202410-K 3/31/2024
12312023207202410-Q 12/31/2023
93020231108202310-Q 10/1/2023
6302023809202310-Q 7/2/2023
3312023524202310-K 3/31/2023
12312022208202310-Q 1/1/2023
93020221109202210-Q 10/2/2022
6302022810202210-Q 7/3/2022
3312022525202210-K 3/31/2022
12312021209202210-Q 1/2/2022
93020211110202110-Q 10/3/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Uplinger Chad CPres., Motive Power Global6022025Buy83.6529524,6771,467,677Form
1O'Connell Shawn M.President & CEO6022025Buy83.7647539,7863,604,197Form
2Shaffer David MCEO2272025Sell100.421,561156,756414,534Form
3Shaffer David MCEO2252025Sell101.854,235431,3353,924,484Form
4Shaffer David MCEO2212025Sell100.623,417343,8196,188,130Form