EnerSys Valuation

Is ENS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ENS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ENS ($109.56) is trading below our estimate of fair value ($196.06)

Significantly Below Fair Value: ENS is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for ENS?

Other financial metrics that can be useful for relative valuation.

ENS key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue1.4x
Enterprise Value/EBITDA9.6x
PEG Ratio1.1x

Price to Earnings Ratio vs Peers

How does ENS's PE Ratio compare to its peers?

The above table shows the PE ratio for ENS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average34.3x
ATKR Atkore
9.1x0.3%US$5.3b
AYI Acuity Brands
21.3x8.0%US$7.6b
GNRC Generac Holdings
43.2x22.6%US$9.4b
VICR Vicor
63.5x46.0%US$1.6b
ENS EnerSys
16.3x15.5%US$4.3b

Price-To-Earnings vs Peers: ENS is good value based on its Price-To-Earnings Ratio (16.3x) compared to the peer average (34.3x).


Price to Earnings Ratio vs Industry

How does ENS's PE Ratio compare vs other companies in the US Electrical Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a21.3%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a21.3%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: ENS is good value based on its Price-To-Earnings Ratio (16.3x) compared to the US Electrical industry average (20.3x).


Price to Earnings Ratio vs Fair Ratio

What is ENS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ENS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio16.3x
Fair PE Ratio21.5x

Price-To-Earnings vs Fair Ratio: ENS is good value based on its Price-To-Earnings Ratio (16.3x) compared to the estimated Fair Price-To-Earnings Ratio (21.5x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ENS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$109.56
US$117.00
+6.8%
15.4%US$135.00US$99.00n/a2
Jul ’25US$101.62
US$117.00
+15.1%
15.4%US$135.00US$99.00n/a2
Jun ’25US$107.84
US$117.00
+8.5%
15.4%US$135.00US$99.00n/a2
May ’25US$91.12
US$103.67
+13.8%
5.7%US$112.00US$99.00n/a3
Apr ’25US$93.00
US$106.00
+14.0%
6.2%US$113.00US$99.00n/a4
Mar ’25US$91.82
US$107.38
+16.9%
5.0%US$113.00US$100.00n/a4
Feb ’25US$97.56
US$107.38
+10.1%
5.0%US$113.00US$100.00n/a4
Jan ’25US$100.96
US$104.75
+3.8%
9.4%US$116.00US$91.00n/a4
Dec ’24US$91.88
US$103.25
+12.4%
8.1%US$112.00US$91.00n/a4
Nov ’24US$85.93
US$114.00
+32.7%
12.8%US$128.00US$91.00n/a4
Oct ’24US$94.67
US$123.33
+30.3%
3.8%US$128.00US$117.00n/a3
Sep ’24US$104.90
US$123.33
+17.6%
3.8%US$128.00US$117.00n/a3
Aug ’24US$107.88
US$127.00
+17.7%
5.9%US$137.00US$119.00n/a3
Jul ’24US$108.52
US$122.00
+12.4%
2.5%US$125.00US$119.00US$101.622
Jun ’24US$99.31
US$105.00
+5.7%
4.8%US$110.00US$100.00US$107.842
May ’24US$83.53
US$99.50
+19.1%
0.5%US$100.00US$99.00US$91.122
Apr ’24US$86.88
US$99.50
+14.5%
0.5%US$100.00US$99.00US$93.002
Mar ’24US$91.29
US$99.50
+9.0%
0.5%US$100.00US$99.00US$91.822
Feb ’24US$84.61
US$85.50
+1.1%
0.6%US$86.00US$85.00US$97.562
Jan ’24US$73.84
US$85.50
+15.8%
0.6%US$86.00US$85.00US$100.962
Dec ’23US$76.36
US$91.00
+19.2%
8.6%US$102.00US$85.00US$91.883
Nov ’23US$67.28
US$89.67
+33.3%
15.2%US$109.00US$80.00US$85.933
Oct ’23US$58.17
US$89.67
+54.1%
15.2%US$109.00US$80.00US$94.673
Sep ’23US$62.32
US$89.67
+43.9%
15.2%US$109.00US$80.00US$104.903
Aug ’23US$66.93
US$92.33
+38.0%
18.9%US$117.00US$80.00US$107.883
Jul ’23US$59.22
US$92.33
+55.9%
18.9%US$117.00US$80.00US$108.523

Analyst Forecast: Target price is less than 20% higher than the current share price.


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