Obermatt

EnerSys

NYQ:ENS · US29275Y1029
Electrical EquipmentLarge

360

89
EV / EBIT74
Price / Owner Earnings51
Owner Earnings Yield86
Dividend Yield85
Price/Sales53
EV / Gross Profit72
Price/Book47
Return on Capital71
Cash Return on Capital74
Return on Equity64
EBIT Margin67
Gross Profitability73
Cash Conversion71
Accruals83
Owner Earnings Margin70
Sales growth18
Profit Growth67
Long-Term EPS Growth59
Owner Earnings Growth40
Reinvestment26
Price momentum75
Debt load47
Refinancing71
Debt Payback41
Liquidity76
Analyst ratings52
Opinion Changes50
Price Target Upside37
Market mood47
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

EnerSys clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryElectrical Equipment
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2000
Employees2,967
ISINUS29275Y1029
Last UpdateApr 2, 2026
Themes
Industrial AutomationBattery Energy Storage System (BESS)Data Center TechnologyDefenseTechElectric Vehicle Charging InfrastructureEnergy ManagementEnergy StorageEnergyManufacturingRenewable EnergyTelecommunicationsTransportation

Description

EnerSys is a world leader in stored energy solutions for industrial applications. The company designs, manufactures, and distributes energy systems solutions, and motive power batteries, specialty batteries, battery chargers, power equipment, batter…

Analysis

Quality compounder

EnerSys earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is fair. The owner-earnings multiple stands at 24.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 9% a year, against analyst forecasts of 10%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 12/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
73
2023202420252026

All-time high

100

Jan 2025

All-time low

73

Jun 2026

Average rank

88

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
53
54
59
73
Price/Earnings
47
85
73
73
Price/Book
47
67
55
70
Dividend Yield
85
78
78
79
Value (overall)
73
86
80
93

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →