Enersys Stock Fundamentals
| ENS Stock | USD 104.29 1.99 1.87% |
Enersys fundamentals help investors to digest information that contributes to Enersys' financial success or failures. It also enables traders to predict the movement of Enersys Stock. The fundamental analysis module provides a way to measure Enersys' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Enersys stock.
At this time, Enersys' Operating Income is comparatively stable compared to the past year. EBIT is likely to gain to about 427.8 M in 2024, whereas Interest Expense is likely to drop slightly above 36.4 M in 2024. Enersys | Select Account or Indicator |
Enersys Company Operating Margin Analysis
Enersys' Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Enersys Operating Margin | 0.11 % |
Most of Enersys' fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Enersys is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Enersys Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Enersys has an Operating Margin of 0.1061%. This is 98.03% lower than that of the Electrical Equipment sector and significantly higher than that of the Industrials industry. The operating margin for all United States stocks is 101.93% lower than that of the firm.
Enersys Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Enersys's current stock value. Our valuation model uses many indicators to compare Enersys value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Enersys competition to find correlations between indicators driving Enersys's intrinsic value. More Info.Enersys is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.45 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Enersys is roughly 2.20 . At this time, Enersys' Return On Equity is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Enersys by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Enersys Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Enersys' direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Enersys could also be used in its relative valuation, which is a method of valuing Enersys by comparing valuation metrics of similar companies.Enersys is currently under evaluation in operating margin category among its peers.
Enersys Current Valuation Drivers
We derive many important indicators used in calculating different scores of Enersys from analyzing Enersys' financial statements. These drivers represent accounts that assess Enersys' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Enersys' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 2.1B | 3.9B | 3.1B | 3.5B | 3.2B | 3.4B | |
| Enterprise Value | 3.0B | 4.4B | 4.0B | 4.4B | 3.9B | 4.1B |
Enersys ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Enersys' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Enersys' managers, analysts, and investors.Environmental | Governance | Social |
Enersys Fundamentals
| Return On Equity | 0.16 | |||
| Return On Asset | 0.0727 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.11 % | |||
| Current Valuation | 4.91 B | |||
| Shares Outstanding | 40.15 M | |||
| Shares Owned By Insiders | 1.75 % | |||
| Shares Owned By Institutions | 96.15 % | |||
| Number Of Shares Shorted | 1.21 M | |||
| Price To Earning | 29.36 X | |||
| Price To Book | 2.13 X | |||
| Price To Sales | 1.00 X | |||
| Revenue | 3.58 B | |||
| Gross Profit | 753.53 M | |||
| EBITDA | 499.49 M | |||
| Net Income | 269.1 M | |||
| Cash And Equivalents | 346.67 M | |||
| Cash Per Share | 9.43 X | |||
| Total Debt | 914.26 M | |||
| Debt To Equity | 1.04 % | |||
| Current Ratio | 3.07 X | |||
| Book Value Per Share | 43.55 X | |||
| Cash Flow From Operations | 457.03 M | |||
| Short Ratio | 5.37 X | |||
| Earnings Per Share | 6.50 X | |||
| Price To Earnings To Growth | 0.75 X | |||
| Target Price | 120.0 | |||
| Number Of Employees | 10.8 K | |||
| Beta | 1.34 | |||
| Market Capitalization | 4.31 B | |||
| Total Asset | 3.47 B | |||
| Retained Earnings | 2.16 B | |||
| Working Capital | 1.06 B | |||
| Current Asset | 1.3 B | |||
| Current Liabilities | 451.17 M | |||
| Annual Yield | 0.01 % | |||
| Five Year Return | 0.97 % | |||
| Net Asset | 3.47 B | |||
| Last Dividend Paid | 0.85 |
About Enersys Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Enersys's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Enersys using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Enersys based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 27.6 M | 17.2 M | |
| Total Revenue | 3.6 B | 2.4 B | |
| Cost Of Revenue | 2.6 B | 1.8 B | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Capex To Revenue | (0.02) | (0.03) | |
| Revenue Per Share | 88.07 | 44.48 | |
| Ebit Per Revenue | 0.11 | 0.12 |
Pair Trading with Enersys
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Enersys position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Enersys will appreciate offsetting losses from the drop in the long position's value.Moving together with Enersys Stock
| 0.9 | BE | Bloom Energy Corp | PairCorr |
| 0.75 | KE | Kimball Electronics Fiscal Year End 21st of August 2024 | PairCorr |
| 0.64 | ROBOF | RoboGroup TEK | PairCorr |
| 0.79 | ENVX | Enovix Corp Earnings Call This Week | PairCorr |
Moving against Enersys Stock
| 0.78 | FLUX | Flux Power Holdings Fiscal Year End 19th of September 2024 | PairCorr |
| 0.61 | ESP | Espey Mfg Electronics | PairCorr |
| 0.55 | ELVA | Electrovaya Common Shares Earnings Call This Week | PairCorr |
| 0.55 | EPOW | Sunrise New Energy | PairCorr |
| 0.54 | EOSE | Eos Energy Enterprises Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Enersys could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Enersys when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Enersys - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Enersys to buy it.
The correlation of Enersys is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Enersys moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Enersys moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Enersys can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Enersys Stock Analysis
When running Enersys' price analysis, check to measure Enersys' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Enersys is operating at the current time. Most of Enersys' value examination focuses on studying past and present price action to predict the probability of Enersys' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enersys' price. Additionally, you may evaluate how the addition of Enersys to your portfolios can decrease your overall portfolio volatility.