EnerSys
Market Cap
US$3.9b
Last Updated
2021/03/01 00:06 UTC
Data Sources
Company Financials +
Executive Summary
EnerSys provides various stored energy solutions for industrial applications worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
Adequate balance sheet with moderate growth potential.
Similar Companies
Share Price & News
How has EnerSys's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ENS is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: ENS's weekly volatility (5%) has been stable over the past year.
Market Performance
7 Day Return
-1.2%
ENS
-4.0%
US Electrical
-3.6%
US Market
1 Year Return
46.6%
ENS
69.7%
US Electrical
36.5%
US Market
Return vs Industry: ENS underperformed the US Electrical industry which returned 69.6% over the past year.
Return vs Market: ENS exceeded the US Market which returned 36.4% over the past year.
Shareholder returns
| ENS | Industry | Market | |
|---|---|---|---|
| 7 Day | -1.2% | -4.0% | -3.6% |
| 30 Day | 9.8% | 2.3% | 2.7% |
| 90 Day | 10.4% | 14.9% | 7.5% |
| 1 Year | 48.2%46.6% | 73.0%69.7% | 39.5%36.5% |
| 3 Year | 34.2%30.3% | 80.5%70.4% | 53.5%43.6% |
| 5 Year | 70.2%61.9% | 112.2%95.8% | 117.5%93.2% |
Long-Term Price Volatility Vs. Market
How volatile is EnerSys's share price compared to the market and industry in the last 5 years?
Simply Wall St News
5 days ago | Simply Wall St
What Is EnerSys's (NYSE:ENS) Share Price Doing?2 weeks ago | Simply Wall St
Did EnerSys (NYSE:ENS) Insiders Sell Shares?4 weeks ago | Simply Wall St
How Much is EnerSys' (NYSE:ENS) CEO Getting Paid?Valuation
Is EnerSys undervalued compared to its fair value and its price relative to the market?
35.48x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ENS ($90.28) is trading above our estimate of fair value ($60.33)
Significantly Below Fair Value: ENS is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ENS is poor value based on its PE Ratio (35.5x) compared to the US Electrical industry average (31x).
PE vs Market: ENS is poor value based on its PE Ratio (35.5x) compared to the US market (21.3x).
Price to Earnings Growth Ratio
PEG Ratio: ENS is good value based on its PEG Ratio (0.9x)
Price to Book Ratio
PB vs Industry: ENS is good value based on its PB Ratio (2.5x) compared to the US Electrical industry average (4.7x).
Next Steps
Future Growth
How is EnerSys forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
37.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ENS's forecast earnings growth (37.6% per year) is above the savings rate (2%).
Earnings vs Market: ENS's earnings (37.6% per year) are forecast to grow faster than the US market (20.1% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: ENS's revenue (5.9% per year) is forecast to grow slower than the US market (10.4% per year).
High Growth Revenue: ENS's revenue (5.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ENS's Return on Equity is forecast to be low in 3 years time (15%).
Next Steps
Past Performance
How has EnerSys performed over the past 5 years?
-1.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ENS has a large one-off loss of $52.2M impacting its January 3 2021 financial results.
Growing Profit Margin: ENS's current net profit margins (3.7%) are lower than last year (5%).
Past Earnings Growth Analysis
Earnings Trend: ENS's earnings have declined by 1.8% per year over the past 5 years.
Accelerating Growth: ENS's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ENS had negative earnings growth (-30.7%) over the past year, making it difficult to compare to the Electrical industry average (-11.6%).
Return on Equity
High ROE: ENS's Return on Equity (7.1%) is considered low.
Next Steps
Financial Health
How is EnerSys's financial position?
Financial Position Analysis
Short Term Liabilities: ENS's short term assets ($1.7B) exceed its short term liabilities ($605.6M).
Long Term Liabilities: ENS's short term assets ($1.7B) exceed its long term liabilities ($1.3B).
Debt to Equity History and Analysis
Debt Level: ENS's debt to equity ratio (71.5%) is considered high.
Reducing Debt: ENS's debt to equity ratio has increased from 62% to 71.5% over the past 5 years.
Debt Coverage: ENS's debt is well covered by operating cash flow (31.9%).
Interest Coverage: ENS's interest payments on its debt are well covered by EBIT (5.8x coverage).
Balance Sheet
Next Steps
Dividend
What is EnerSys's current dividend yield, its reliability and sustainability?
0.77%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: ENS's dividend (0.78%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.34%).
High Dividend: ENS's dividend (0.78%) is low compared to the top 25% of dividend payers in the US market (3.77%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, ENS has been paying a dividend for less than 10 years.
Growing Dividend: ENS's dividend payments have increased, but the company has only paid a dividend for 8 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (27.5%), ENS's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
4.8yrs
Average management tenure
CEO
Dave Shaffer (55 yo)
4.83yrs
Tenure
US$5,210,451
Compensation
Mr. David M. Shaffer, also known as Dave, has been Director and Chief Executive Officer of EnerSys since April 2016 and has been its President since November 2014 and was its Chief Operating Officer since ...
CEO Compensation Analysis
Compensation vs Market: Dave's total compensation ($USD5.21M) is about average for companies of similar size in the US market ($USD4.98M).
Compensation vs Earnings: Dave's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 4.83yrs | US$5.21m | 0.52% $ 19.9m | |
| CFO & Executive VP of Finance | 11yrs | US$1.87m | 0.24% $ 9.4m | |
| President of Motive Power Global | 1.83yrs | US$1.28m | 0.064% $ 2.5m | |
| President of Energy Systems Global | 1.83yrs | US$1.26m | 0.054% $ 2.1m | |
| Senior VP & CTO | no data | no data | no data | |
| VP of Investor Relations & Treasurer | 10.67yrs | no data | no data | |
| Senior VP | no data | no data | no data | |
| Senior VP of Operations & Supply Chain | no data | no data | no data | |
| Senior Vice President Specialty Global | 0.58yr | no data | no data | |
| VP & Corporate Controller | 10.67yrs | no data | 0.056% $ 2.2m | |
| Vice President of Business Development | no data | no data | no data |
4.8yrs
Average Tenure
55yo
Average Age
Experienced Management: ENS's management team is considered experienced (4.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 4.83yrs | US$5.21m | 0.52% $ 19.9m | |
| Independent Director | 5.83yrs | US$258.02k | no data | |
| Independent Lead Director | no data | US$221.00k | no data | |
| Independent Director | 15yrs | US$224.00k | 0% $ 0 | |
| Independent Non-Executive Chairman | 4.75yrs | US$396.57k | 0.014% $ 534.1k | |
| Independent Director | 3.5yrs | US$252.95k | 0% $ 0 | |
| Independent Director | 0.58yr | no data | no data | |
| Independent Director | 3.5yrs | US$230.00k | 0% $ 0 | |
| Independent Director | 12.58yrs | US$245.00k | 0% $ 0 | |
| Independent Director | 0.58yr | no data | no data |
4.8yrs
Average Tenure
58.5yo
Average Age
Experienced Board: ENS's board of directors are considered experienced (4.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
EnerSys's company bio, employee growth, exchange listings and data sources
Key Information
- Name: EnerSys
- Ticker: ENS
- Exchange: NYSE
- Founded: 2000
- Industry: Electrical Components and Equipment
- Sector: Capital Goods
- Market Cap: US$3.854b
- Shares outstanding: 42.69m
- Website: https://www.enersys.com
Number of Employees
Location
- EnerSys
- 2366 Bernville Road
- Reading
- Pennsylvania
- 19605
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| ENS | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Jul 2004 |
| FDN | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jul 2004 |
Biography
EnerSys provides various stored energy solutions for industrial applications worldwide. The company offers energy systems, which combine enclosures, power conversion, power distribution, and energy storage...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/03/01 00:06 |
| End of Day Share Price | 2021/02/26 00:00 |
| Earnings | 2021/01/03 |
| Annual Earnings | 2020/03/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.