EnerSys (NYSE:ENS)

EnerSys ENS

Industrials - Electrical Equipment & Parts - NYSE - US

Watchlist

$ 96.13

-1.19 %

$ 3.83 B

Market Cap

13.64

P/E

1. INTRINSIC VALUE

EnerSys provides various stored energy solutions for industrial applications worldwide. It operates in three segments: Energy Systems, Motive Power, and Specialty. The company offers uninterruptible power systems applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, renewable, and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. It also provides motive power products that are used to provide power for electric industrial forklifts used in manufacturing, warehousing, and other material handling applications.[ Read More ]

The intrinsic value of one ENS stock under the base case scenario is HIDDEN Compared to the current market price of 96.1 USD, EnerSys is HIDDEN

ENS Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart ENS

FINANCIALS

Annual
Quarterly

3.58 B REVENUE

Growth Rates

1Year -3.42%

3Years 6.35%

5Years 4.99%

7Years 6.10%

10Years 3.77%

352 M OPERATING INCOME

Growth Rates

1Year 18.92%

3Years 17.56%

5Years 10.59%

7Years 5.87%

10Years 6.10%

269 M NET INCOME

Growth Rates

1Year 53.06%

3Years 23.35%

5Years 10.87%

7Years 7.88%

10Years 6.25%

457 M OPERATING CASH FLOW

Growth Rates

1Year 63.26%

3Years 8.44%

5Years 18.23%

7Years 9.25%

10Years 8.97%

-92.5 M INVESTING CASH FLOW

Growth Rates

1Year -106.42%

3Years -12.45%

5Years 33.74%

7Years -5.92%

10Years 8.79%

-371 M FINANCING CASH FLOW

Growth Rates

1Year -37.02%

3Years -25.22%

5Years -15.65%

7Years -28.94%

10Years -33.65%

884 M REVENUE

Growth Rates

1Year -3.42%

3Years 6.35%

5Years 4.99%

7Years 6.10%

10Years 3.77%

99.4 M OPERATING INCOME

Growth Rates

1Year 18.92%

3Years 17.56%

5Years 10.59%

7Years 5.87%

10Years 6.10%

82.3 M NET INCOME

Growth Rates

1Year 53.06%

3Years 23.35%

5Years 10.87%

7Years 7.88%

10Years 6.25%

33.6 M OPERATING CASH FLOW

Growth Rates

1Year 63.26%

3Years 8.44%

5Years 18.23%

7Years 9.25%

10Years 8.97%

-236 M INVESTING CASH FLOW

Growth Rates

1Year -106.42%

3Years -12.45%

5Years 33.74%

7Years -5.92%

10Years 8.79%

254 M FINANCING CASH FLOW

Growth Rates

1Year -37.02%

3Years -25.22%

5Years -15.65%

7Years -28.94%

10Years -33.65%

Balance Sheet Decomposition EnerSys

3.47 B ASSETS
1.71 B LIABILITIES

Current Assets	1.78 B
Cash & Short-Term Investments	333 M
Receivables	584 M
Other Current Assets	865 M
Non-Current Assets	1.68 B
Long-Term Investments	2.7 M
PP&E	609 M
Other Non-Current Assets	1.07 B

Current Liabilities	724 M
Accounts Payable	369 M
Short-Term Debt	50 M
Other Current Liabilities	304 M
Non-Current Liabilities	985 M
Long-Term Debt	864 M
Other Non-Current Liabilities	121 M

EFFICIENCY

Earnings Waterfall EnerSys

Revenue	3.58 B
Cost Of Revenue	2.59 B
Gross Profit	997 M
Operating Expenses	589 M
Operating Income	352 M
Other Expenses	82.5 M
Net Income	269 M

RATIOS

27.83% GROSS MARGIN

Averages

1Year 27.83%

3Years 24.28%

5Years 24.62%

7Years 24.74%

10Years 25.27%

9.82% OPERATING MARGIN

Averages

1Year 9.82%

3Years 7.98%

5Years 6.91%

7Years 7.50%

10Years 8.21%

7.51% NET MARGIN

Averages

1Year 7.51%

3Years 5.51%

5Years 5.16%

7Years 5.16%

10Years 5.60%

15.34% ROE

Averages

1Year 15.34%

3Years 12.00%

5Years 11.17%

7Years 11.19%

10Years 12.37%

7.76% ROA

Averages

1Year 7.76%

3Years 5.49%

5Years 4.95%

7Years 4.96%

10Years 5.62%

12.52% ROIC

Averages

1Year 12.52%

3Years 9.29%

5Years 7.79%

7Years 7.80%

10Years 8.65%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis EnerSys

Net Income	269 M
Depreciation & Amortization	92 M
Capital Expenditures	-86.4 M
Stock-Based Compensation	30.6 M
Change in Working Capital	51 M
Others	-74.5 M
Free Cash Flow	371 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets EnerSys

Wall Street analysts predict an average 1-year price target for ENS of $112 , with forecasts ranging from a low of $80 to a high of $120 .

ENS Lowest Price Target Wall Street Target

80 USD -16.78%

ENS Average Price Target Wall Street Target

112 USD 16.34%

ENS Highest Price Target Wall Street Target

120 USD 24.83%

4. DIVIDEND ANALYSIS

0.23% DIVIDEND YIELD

0.24 USD DIVIDEND PER SHARE

5. COMPETITION

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Overvalued 29.86%

6. Ownership

Insider Ownership EnerSys

Summary
Transactions

Sold

0-3 MONTHS

2.27 M USD 3

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

0 USD 0

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price
2 months ago Aug 30, 2024	Sell 50.4 K USD	Uplinger Chad C Pres., Motive Power Global	- 500	100.87 USD
2 months ago Aug 29, 2024	Sell 1.76 M USD	Shaffer David M President & CEO	- 17600	100.08 USD
2 months ago Aug 26, 2024	Sell 220 K USD	Tinnemeyer Joern Sr. VP & CTO	- 2200	100 USD
2 months ago Aug 26, 2024	Sell 240 K USD	Shaffer David M President & CEO	- 2400	100 USD
1 year ago Jun 08, 2023	Sell 974 K USD	Zogby Andrew M. Pres. Energy Systems Global	- 9351	104.15 USD
1 year ago Jun 08, 2023	Sell 124 K USD	Zogby Andrew M. Pres. Energy Systems Global	- 1186	104.7 USD

7. News

EnerSys (ENS) Q2 2025 Earnings Call Transcript EnerSys (NYSE:ENS ) Q2 2025 Earnings Conference Call November 7, 2024 9:00 AM ET Company Participants Lisa Hartman - Vice President, Investor Relations David Shaffer - Chief Executive Officer Shawn O'Connell - President & Chief Operating Officer Andrea Funk - Executive Vice President & Chief Financial Officer Conference Call Participants Brian Drab - William Blair Chip Moore - ROTH Capital Partners Greg Lewis - BTIG Noah Kaye - Oppenheimer and Co. Greg Wasikowski - Webber Research & Advisory LLC Operator Good day and thank you for standing by. Welcome to the Quarter Two 2025 EnerSys Earnings Conference Call. seekingalpha.com - 1 week ago

Enersys' Q2 Earnings Surpass Estimates, Sales Decline Year Over Year ENS' fiscal Q2 net sales decline 1.9% due to the lackluster performance of the Energy Systems segment. zacks.com - 1 week ago

EnerSys (ENS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for EnerSys (ENS) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 week ago

EnerSys (ENS) Q2 Earnings Beat Estimates EnerSys (ENS) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $2.07 per share. This compares to earnings of $1.84 per share a year ago. zacks.com - 1 week ago

EnerSys Announces Dividend of $0.24 Per Share for the Third Quarter of Fiscal Year 2025 READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), the global leader in stored energy solutions for industrial applications, announced today that its Board of Directors has declared a quarterly cash dividend of $0.24 per share of common stock payable on December 27, 2024, to holders of record as of December 13, 2024. About EnerSys EnerSys is the global leader in stored energy solutions for industrial applications and designs, manufactures, and distributes energy systems solutions and motive po. businesswire.com - 1 week ago

EnerSys Reports Second Quarter Fiscal 2025 Results READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), the global leader in stored energy solutions for industrial applications, announced today results for its second quarter of fiscal 2025, which ended on September 29, 2024. Message from the CEO In the second quarter, EnerSys delivered revenue and EPS which were in line with our guidance ranges and demonstrated our ability to generate strong and accelerating financial results in an uncertain market environment through our balanced business portf. businesswire.com - 1 week ago

EnerSys Announces Planned Executive Succession READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, today announced that David Shaffer has notified the Board of Directors of his intention to retire as President and Chief Executive Officer effective May 2025. As part of a planned succession, including a comprehensive search process, the Board has named Shawn O'Connell, President, Energy Systems Global, as successor and appointed him President and Chief Operating Officer e. businesswire.com - 1 week ago

Gear Up for EnerSys (ENS) Q2 Earnings: Wall Street Estimates for Key Metrics Besides Wall Street's top -and-bottom-line estimates for EnerSys (ENS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2024. zacks.com - 1 week ago

EnerSys (ENS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release EnerSys (ENS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 weeks ago

EnerSys Recognized in TIME World's Best Companies 2024 and Forbes Best Employers for New Grads 2024 READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), the global leader in stored energy solutions for industrial applications, is proud to announce its inclusion in two prestigious rankings: the TIME World's Best Companies 2024 and the Forbes Best Employers for New Grads 2024. These honors are presented by TIME, Forbes, and Statista, a world-leading statistics portal and industry ranking provider. The TIME World's Best Companies 2024 ranking is a comprehensive analysis designed to identify the t. businesswire.com - 1 month ago

EnerSys Announces Date of Second Quarter Fiscal 2025 Financial Results Release and Conference Call READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS) the global leader in stored energy solutions for industrial applications today announced the Company will release its second quarter fiscal 2025 financial results for the period ended September 29, 2024, after the market close on Wednesday, November 6, 2024. The press release and slide presentation will be available in the Investor Relations section of the Company's website at www.investor.enersys.com. The Company will host a conference call th. businesswire.com - 1 month ago

Will EnerSys (ENS) Beat Estimates Again in Its Next Earnings Report? EnerSys (ENS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. zacks.com - 1 month ago

8. Profile Summary

EnerSys ENS

COUNTRY US

INDUSTRY Electrical Equipment & Parts

MARKET CAP $ 3.83 B

Dividend Yield 0.23%

Description EnerSys provides various stored energy solutions for industrial applications worldwide. It operates in three segments: Energy Systems, Motive Power, and Specialty. The company offers uninterruptible power systems applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, renewable, and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. It also provides motive power products that are used to provide power for electric industrial forklifts used in manufacturing, warehousing, and other material handling applications. In addition, the company offers mining equipment, diesel locomotive starting, and other rail equipment. Further, it provides specialty batteries for starting, lighting, and ignition applications in transportation; and energy solutions for satellites, military aircraft, submarines, ships, and other tactical vehicles, as well as medical and security systems. Additionally, the company offers battery chargers, power equipment, battery accessories, and outdoor cabinet enclosures, as well as related after-market and customer-support services for industrial batteries. The company sells its products through a network of distributors, independent representatives, and internal sales forces. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001. EnerSys was incorporated in 2000 and is headquartered in Reading, Pennsylvania.

Contact 2366 Bernville Road, Reading, PA, 19605 https://www.enersys.com

IPO Date Aug. 2, 2004

Employees 10797

Officers Mr. Jamie Gebbia Vice President of Corporate & Business Development Mr. Chad C. Uplinger President of Motive Power Global Mr. Philipp Michalsky Senior Vice President & Chief Information Officer Mr. Joseph G. Lewis Senior Vice President, General Counsel, Chief Legal, Chief Compliance Officer & Secretary Mr. Shawn M. O'Connell President, Chief Operating Officer & President of Energy Systems Global Ms. Shannon Thomas Chief Human Resources Officer Mr. Patrice Baumann Chief Integrated Supply Chain Officer Mr. Kerry M. Kane Senior Vice President & Corporate Controller Ms. Andrea J. Funk Executive Vice President & Chief Financial Officer Mr. Joern Tinnemeyer Senior Vice President & Chief Technology Officer

Price Chart ENS

EnerSys ENS

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