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EnerSysNYSE:ENS Aktierapport

Marknadsvärde US$8.5b
Aktiekurs
US$243.34
US$199.89
21.7% övervärderad intrinsisk rabatt
1Y189.2%
7D11.9%
1D
Portföljens värde
Utsikt

EnerSys

NYSE:ENS Aktierapport

Börsvärde: US$8.5b

EnerSys (ENS) Aktievy

EnerSys tillhandahåller lösningar för lagrad energi för industriella tillämpningar över hela världen. Mer information

ENS fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt4/6
Tidigare resultat2/6
Finansiell hälsa6/6
Utdelningar0/6

ENS Community Fair Values

Create Narrative

See what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.

EnerSys Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för EnerSys
Historiska aktiekurser
Aktuell aktiekursUS$243.34
52 veckors högstaUS$244.30
52 veckors lägstaUS$80.82
Beta1.18
1 månads förändring16.26%
3 månaders förändring43.22%
1 års förändring189.21%
3 års förändring143.39%
5 års förändring151.64%
Förändring sedan börsintroduktionen1,846.72%

Senaste nyheter och uppdateringar

Ny berättelse May 24

AI Infrastructure And Defense Electrification Will Drive Stronger Long Term Outcomes

Catalysts About EnerSys EnerSys supplies stored energy solutions for motive power, energy systems, and specialty applications including aerospace and defense. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 05

EnerSys: The Battery Company Sitting Right In The Middle Of The AI Boom

Summary EnerSys is positioned as a critical supplier to AI data centers, yet trades at a significant valuation discount to peers. ENS delivered 50% EPS growth on 1% revenue growth, driven by cost discipline and margin expansion, with a clean balance sheet and aggressive capital returns. The company holds over 50% of the U.S. lead-acid battery share but has 0% lithium share; a lithium product launch is imminent, representing a major re-rating catalyst. I initiate a 'Strong Buy' on ENS with a $245 price target, expecting lithium-driven upside and recommending entry before the May 20 Q4 earnings. Read the full article on Seeking Alpha

Recent updates

Ny berättelse May 24

AI Infrastructure And Defense Electrification Will Drive Stronger Long Term Outcomes

Catalysts About EnerSys EnerSys supplies stored energy solutions for motive power, energy systems, and specialty applications including aerospace and defense. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 05

EnerSys: The Battery Company Sitting Right In The Middle Of The AI Boom

Summary EnerSys is positioned as a critical supplier to AI data centers, yet trades at a significant valuation discount to peers. ENS delivered 50% EPS growth on 1% revenue growth, driven by cost discipline and margin expansion, with a clean balance sheet and aggressive capital returns. The company holds over 50% of the U.S. lead-acid battery share but has 0% lithium share; a lithium product launch is imminent, representing a major re-rating catalyst. I initiate a 'Strong Buy' on ENS with a $245 price target, expecting lithium-driven upside and recommending entry before the May 20 Q4 earnings. Read the full article on Seeking Alpha
Uppdatering av berättelse Apr 24

ENS: Realignment And Buybacks Will Support A Measured Long Term Outlook

Analysts now set a higher price target of $199.89 for EnerSys, up from $189.09. This reflects updated assumptions for slightly higher revenue growth, modestly stronger profit margins, a marginally higher discount rate, and a higher future P/E multiple.
Uppdatering av berättelse Apr 10

ENS: Realignment And Buybacks Will Support Steady Outlook For Now

Analysts now maintain a price target around $189.09 for EnerSys, with the latest update reflecting only minor tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions rather than a shift in the overall view on the shares. What's in the News EnerSys plans an Analyst and Investor Day, giving you a chance to hear management discuss the business and capital allocation plans in more detail (Key Developments).
Uppdatering av berättelse Mar 27

ENS: Manufacturing Realignment And Buybacks Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for EnerSys to about $189.09 from $188.10, attributing the change to updated assumptions regarding revenue growth, profit margins, and a slightly revised forward P/E outlook. What's in the News EnerSys announced a manufacturing realignment that will close its legacy lead-acid battery facility in Tijuana, Mexico and shift most production to its Thin Plate Pure Lead (TPPL) plant in Springfield, Missouri, using existing investments to expand U.S. capacity (Key Developments).
Uppdatering av berättelse Mar 12

ENS: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have maintained their $188.10 price target for EnerSys, citing largely unchanged assumptions around discount rate, revenue growth, profit margins and future P/E. Taken together, these reflect a consistent view of the company’s valuation inputs.
Uppdatering av berättelse Feb 26

ENS: Share Repurchases And Stable Margins Will Support Future Cash Returns

Analysts have kept their fair value estimate for EnerSys steady at $188.10 per share, with only modest tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E, supporting an unchanged price target view. What's in the News EnerSys reported that, from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for a total of US$85.89 million under its existing buyback program (Key Developments).
Uppdatering av berättelse Feb 11

ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook

Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).
Analysartikel Feb 04

EnerSys (NYSE:ENS) Looks Just Right With A 26% Price Jump

Despite an already strong run, EnerSys ( NYSE:ENS ) shares have been powering on, with a gain of 26% in the last thirty...
Uppdatering av berättelse Jan 28

ENS: Buybacks And M&A Will Shape Cash Returns And Fairly Balanced Outlook

Analysts have raised their price target on EnerSys from US$159.00 to US$174.60, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change. What's in the News EnerSys is actively exploring mergers and acquisitions, with executives highlighting plans to reserve capital for potential deals they view as compelling, alongside internal investments and share repurchases (company remarks).
Uppdatering av berättelse Jan 09

ENS: Buybacks And M&A Will Guide A Balanced Forward Outlook

Analysts have maintained their fair value estimate for EnerSys at US$159.00, with only very small tweaks to the discount rate, revenue growth, profit margin, and future P/E inputs. This suggests their price target view is essentially unchanged based on the latest assumptions.
Analysartikel Jan 05

Is Now The Time To Look At Buying EnerSys (NYSE:ENS)?

EnerSys ( NYSE:ENS ), might not be a large cap stock, but it saw a significant share price rise of 38% in the past...
Uppdatering av berättelse Dec 22

ENS: Share Repurchases And M&A Will Shape A Measured Forward Outlook

Analysts have raised their price target on EnerSys from 144 dollars to 159 dollars, citing modestly stronger long term revenue growth expectations, slightly higher projected profit margins, and an uptick in anticipated future valuation multiples. What's in the News EnerSys executives highlighted that mergers and acquisitions remain a core pillar of the company growth strategy, with a pipeline of opportunities under review and a focus on high quality investments that enhance free cash flow margins and return on invested capital (company commentary).
Uppdatering av berättelse Dec 08

ENS: Share Repurchases And Disciplined M&A Will Shape A Balanced Outlook

Analysts have nudged their price target on EnerSys slightly higher to approximately $144.00 per share, citing modest adjustments to the discount rate and forward valuation assumptions while leaving fair value and growth expectations largely unchanged. What's in the News Management reiterated that mergers and acquisitions remain a core growth pillar, highlighting a pipeline of compelling targets and an intention to deploy capital only into high quality, high return on invested capital opportunities (Key Developments).
Uppdatering av berättelse Nov 24

ENS: Share Buybacks And Margin Expansion Will Support A Balanced Outlook

Analysts have maintained their price target for EnerSys at $144.00. Recent rationale highlights modestly improved revenue growth and profit margin projections, while adjustments to the discount rate and future price-to-earnings expectations have had minimal net impact on the valuation.
Analysartikel Nov 12

EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market

EnerSys ( NYSE:ENS ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking back...
Uppdatering av berättelse Nov 08

ENS: Higher Margins And Sales Will Support Fair Valuation Ahead

Analysts have raised their fair value estimate for EnerSys from $120 to $144.00. This change reflects improved expectations for growth and profitability.
Uppdatering av berättelse Sep 06

US Communications And Data Centers Will Fuel Storage Demand

The upward revision in EnerSys' price target reflects improvements in profitability, as seen in the slight increase in net profit margin, alongside a modestly higher future P/E, resulting in a new consensus fair value of $120.00. What's in the News EnerSys is actively seeking bolt-on acquisition opportunities that align with its strategic and financial criteria to strengthen customer relationships and expand market share.
Uppdatering av berättelse Aug 08

US Communications And Data Centers Will Fuel Storage Demand

Despite declines in both revenue growth and net profit margin forecasts, the consensus analyst price target for EnerSys has increased to $111.69, suggesting expectations for improved valuation drivers beyond these top-line and bottom-line metrics. What's in the News EnerSys increased its quarterly cash dividend by 9% to $0.2625 per share, marking the third consecutive annual raise.
Seeking Alpha Mar 28

EnerSys: Strong Market Position, Strategic Growth Opportunities And Robust Financial Outlook

Summary EnerSys is a leading US-based industrial battery manufacturer, benefiting from structural growth trends like electrification, automation, and data center expansion, making it resilient to economic shocks. Tax credits from the IRA, declining lithium prices, and ongoing innovation investments are enhancing operating margins and profitability, with a DCF analysis indicating a potential upside of over 50%. The company’s diversified revenue streams across sectors like defense, telecom, and transportation, coupled with strategic acquisitions, position it for sustained growth and profitability. With strong fundamentals, positive cash flow, and attractive valuation metrics, EnerSys is well-positioned for future growth, warranting a "strong buy" rating. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

EnerSys: A Well-Rounded Undervalued Business

Summary EnerSys, a leader in stored energy solutions, benefits from a diversified business mix and strong strategic positioning, enhancing revenue stability and growth potential. The company demonstrates robust financial health with a 5.24% revenue CAGR, expanding margins, low leverage, and a solid liquidity position, enabling strategic investments. Positive secular trends in clean energy and electrification of industrial applications present significant growth opportunities for EnerSys, particularly in its Motive Power segment. Despite potential supply chain disruptions and competitive pressures, EnerSys's commitment to innovation and strategic focus on high-value solutions position it well for future success. Read the full article on Seeking Alpha
User avatar
Ny berättelse Sep 03

Lithium Innovations And Tactical Acquisitions Position The Company For Sustainable Growth

Launch of sustainable products and strategic acquisitions align with market demand, enhancing revenue and product development capabilities.
Seeking Alpha Aug 29

EnerSys Rides To Higher Earnings By Holding Prices And Disciplined Cost Cutting

Summary EnerSys (ENS) is undervalued with a one-year price target of $119.24, representing a 20.97% increase from the current price. The company has strong earnings growth, quality systems, and competitive advantages despite operating in a highly competitive industrial energy storage market. Fiscal 2025 is expected to see mid-single digit revenue growth and high single-digit earnings growth, driven by acquisitions and new innovations. Risks include competitive pressures, technological advancements, geopolitical factors, and environmental liabilities. Read the full article on Seeking Alpha

Aktieägarnas avkastning

ENSUS ElectricalUS Marknad
7D11.9%7.5%2.5%
1Y189.2%86.1%26.4%

Avkastning vs industri: ENS översteg US Electrical branschen som gav 86.1 % under det senaste året.

Avkastning vs Marknaden: ENS översteg US marknaden som gav 26.4 % under det senaste året.

Prisvolatilitet

Is ENS's price volatile compared to industry and market?
ENS volatility
ENS Average Weekly Movement6.2%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: ENS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: ENS s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19919,682n/awww.enersys.com

EnerSys tillhandahåller lösningar för lagrad energi för industriella tillämpningar över hela världen. Verksamheten bedrivs genom fyra segment: Energy Systems, Motive Power, Specialty och New Ventures. Segmentet Energy Systems erbjuder avbrottsfria kraftsystem (UPS) för datorer och datorstyrda system samt telekommunikationssystem; ställverk och elektriska styrsystem som används i industrianläggningar och elbolag, storskalig energilagring och energipipelines; integrerade kraftlösningar och tjänster till bredbands-, telekom-, datacenter- och industrikunder; samt termiskt hanterade skåp och kapslingar för elektronisk utrustning och batterier.

EnerSys Sammanfattning av grunderna

Hur förhåller sig EnerSys:s resultat och omsättning till dess börsvärde?
ENS grundläggande statistik
BörsvärdeUS$8.48b
Vinst(TTM)US$293.56m
Intäkter(TTM)US$3.75b
30.3x
P/E-förhållande
2.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
ENS resultaträkning (TTM)
IntäkterUS$3.75b
Kostnad för intäkterUS$2.65b
BruttovinstUS$1.10b
Övriga kostnaderUS$806.27m
IntäkterUS$293.56m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)8.04
Bruttomarginal29.32%
Nettovinstmarginal7.83%
Skuld/egenkapitalförhållande58.1%

Hur har ENS utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

0.4%
Aktuell utdelningsavkastning
13%
Utbetalningskvot

Ger ENS en tillförlitlig utdelning?

Se ENS utdelningshistorik och jämförelsetal
När behöver man köpa ENS för att få en kommande utdelning?
EnerSys datum för utdelning
Ex utdelningsdagJun 18 2026
Utbetalningsdag för utdelningJul 02 2026
Dagar till Ex-utdelning22 days
Dagar till utdelningsdag36 days

Ger ENS en tillförlitlig utdelning?

Se ENS utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 07:10
Aktiekurs vid dagens slut2026/05/26 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

EnerSys bevakas av 18 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Gregory LewisBTIG
Thomas HayesCL King & Associates, Inc.
Abhishek RaiCrispIdea