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EnerSys (ENS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US29275Y1029
CUSIP
29275Y102
IPO Date
Aug 2, 2004

Highlights

Market Cap
$6.54B
Enterprise Value
$6.15B
EPS (TTM)
$8.16
PE Ratio
21.28
PEG Ratio
0.71
Total Revenue (TTM)
$3.74B
Gross Profit (TTM)
$1.11B
EBITDA (TTM)
$508.08M
Year Range
$76.57 - $194.77
Target Price
$189.67
ROA (TTM)
7.73%
ROE (TTM)
16.54%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in EnerSys, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

EnerSys (ENS) has returned 18.57% so far this year and 91.32% over the past 12 months. Looking at the last ten years, ENS has achieved an annualized return of 13.12%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


EnerSys

1D
4.09%
1M
4.73%
YTD
18.57%
6M
54.31%
1Y
91.32%
3Y*
27.12%
5Y*
14.17%
10Y*
13.12%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 2, 2004, ENS's average daily return is +0.08%, while the average monthly return is +1.63%. At this rate, your investment would double in approximately 3.6 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jun 2006 with a return of +48.8%, while the worst month was Nov 2008 at -35.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ENS closed higher 51% of trading days. The best single day was Dec 2, 2008 with a return of +20.2%, while the worst single day was Dec 1, 2008 at -17.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202622.79%-7.79%4.73%18.57%
20255.02%4.55%-9.53%-5.44%-3.43%2.84%7.69%11.13%10.31%11.69%13.44%2.72%60.28%
2024-5.34%-3.86%3.06%-4.25%19.23%-3.80%6.19%-7.82%0.96%-5.09%-0.21%-4.13%-7.57%
202312.43%9.24%-3.99%-4.50%17.24%11.75%-0.18%-3.08%-9.61%-9.60%3.39%14.37%37.90%
2022-5.22%-2.94%2.78%-12.22%3.45%-12.69%11.79%-5.37%-6.48%13.96%14.01%-2.09%-5.64%
2021-1.00%9.79%0.76%0.86%2.90%3.89%0.95%-14.26%-11.81%7.52%-7.43%6.96%-4.04%

Benchmark Metrics

EnerSys has an annualized alpha of 8.45%, beta of 1.32, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since August 03, 2004.

  • This stock captured 151.48% of S&P 500 Index gains and 123.57% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.37 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
8.45%
Beta
1.32
0.37
Upside Capture
151.48%
Downside Capture
123.57%

Return for Risk

Risk / Return Rank

ENS ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


ENS Risk / Return Rank: 9090
Overall Rank
ENS Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ENS Sortino Ratio Rank: 8686
Sortino Ratio Rank
ENS Omega Ratio Rank: 9090
Omega Ratio Rank
ENS Calmar Ratio Rank: 9292
Calmar Ratio Rank
ENS Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for EnerSys (ENS) and compare them to a chosen benchmark (S&P 500 Index).


ENSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.28

0.90

+1.39

Sortino ratio

Return per unit of downside risk

2.49

1.39

+1.11

Omega ratio

Gain probability vs. loss probability

1.41

1.21

+0.20

Calmar ratio

Return relative to maximum drawdown

4.39

1.40

+2.99

Martin ratio

Return relative to average drawdown

10.88

6.61

+4.27

Explore ENS risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

EnerSys provided a 0.59% dividend yield over the last twelve months, with an annual payout of $1.03 per share. The company has been increasing its dividends for 12 consecutive years.


0.70%0.80%0.90%1.00%1.10%1.20%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.03$1.01$0.93$0.80$0.70$0.70$0.70$0.70$0.70$0.70$0.70$0.70

Dividend yield

0.59%0.68%1.01%0.79%0.95%0.89%0.84%0.94%0.90%1.01%0.90%1.25%

Monthly Dividends

The table displays the monthly dividend distributions for EnerSys. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.26$0.26
2025$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.26$0.00$0.00$0.26$1.01
2024$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.24$0.93
2023$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.23$0.00$0.00$0.23$0.80
2022$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.70
2021$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.70

Dividend Yield & Payout


Dividend Yield

EnerSys has a dividend yield of 0.59%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

EnerSys has a payout ratio of 12.14%, which is below the market average. This means EnerSys returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the EnerSys. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the EnerSys was 83.95%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.

The current EnerSys drawdown is 8.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.95%Jun 20, 2008108Nov 20, 2008560Feb 11, 2011668
-56.27%Feb 7, 2019280Mar 18, 2020203Jan 6, 2021483
-55.24%Apr 4, 2011127Oct 3, 2011323Jan 16, 2013450
-43.51%Mar 18, 2021334Jul 14, 2022223Jun 2, 2023557
-41.85%Dec 23, 200491May 4, 2005280Jun 14, 2006371

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of EnerSys over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how EnerSys is priced in the market compared to other companies in the Electrical Equipment & Parts industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ENS, comparing it with other companies in the Electrical Equipment & Parts industry. Currently, ENS has a P/E ratio of 21.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ENS compared to other companies in the Electrical Equipment & Parts industry. ENS currently has a PEG ratio of 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ENS relative to other companies in the Electrical Equipment & Parts industry. Currently, ENS has a P/S ratio of 1.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ENS in comparison with other companies in the Electrical Equipment & Parts industry. Currently, ENS has a P/B value of 3.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items