Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ENS
Strong BuyPremium GrowerFLAGEnerSys · Industrials · United States · $6.7B · Avg Vol: $96M/d
EnerSys has quality Q70 and momentum M69 with a buyback on file, but value at V38 is below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
EnerSys is a global leader in stored energy solutions for industrial applications, specializing in the manufacturing and distribution of reserve power and motive power batteries, chargers, and accessories. The company’s extensive product portfolio, global manufacturing footprint, and deep customer relationships across sectors like telecommunications, data centers, and material handling provide a significant competitive moat. It serves as a critical supplier for reliable power infrastructure worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.4B | 3.7B | 3.6B | 3.6B | 3.8B | 2.8% | 3.8B | 3.9B | 4.1B | 4.4% |
| EPS | 3.42 | 4.31 | 6.62 | 9.15 | 7.84 | 23.0% | 9.32 | 9.92 | 10.55 | 16.0% |
| Shares | 55.7M | 40.9M | 40.3M | 39.2M | 36.5M | -34.6% | 36.1M | — | — | — |
| Debt | 1.4B | 1.1B | 914.3M | 1.2B | 1.2B | -3.5% | 1.1B | — | — | — |
| Equity | 1.5B | 1.6B | 1.8B | 1.9B | 1.9B | 6.4% | — | — | — | — |
| Op CF | -65.6M | 279.9M | 457.0M | 260.3M | 547.6M | 25.1% | 776.8M | — | — | — |
| Inv CF | -69.2M | -44.8M | -92.5M | -336.4M | -87.9M | — | — | — | — | — |
| Fin CF | 98.4M | -270.4M | -370.6M | 90.3M | -380.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ENS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ENS | EnerSys(you) | $6.7B | 85 | Strong Buy |
| AYI | Acuity Inc. | $10.0B | 81 | Strong Buy |
| POWL | Powell Industries, Inc. | $6.7B | 57 | Hold |
| PLPC | Preformed Line Products Company | $2.0B | 66 | Buy |
| ATKR | Atkore Inc. | $3.2B | 56 | Hold |
| AEIS | Advanced Energy Industries, Inc. | $10.9B | 50 | Hold |
| ENR | Energizer Holdings, Inc. | $1.5B | 66 | Buy |
| HAYW | Hayward Holdings, Inc. | $3.0B | 44 | Hold |
| KE | Kimball Electronics, Inc. | $564M | 75 | Buy |
| HUBB | Hubbell Incorporated | $24.3B | 46 | Hold |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.2%