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EnerSys (ENS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS29275Y1029
CUSIP29275Y102
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap$3.66B
EPS$6.61
PE Ratio13.69
PEG Ratio0.75
Revenue (TTM)$3.66B
Gross Profit (TTM)$753.53M
EBITDA (TTM)$506.07M
Year Range$79.20 - $112.53
Target Price$107.20
Short %3.47%
Short Ratio4.69

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EnerSys

Popular comparisons: ENS vs. ESP, ENS vs. ENB

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.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
5.47%
21.14%
ENS (EnerSys)
Benchmark (^GSPC)

S&P 500

Returns By Period

EnerSys had a return of -10.26% year-to-date (YTD) and 12.30% in the last 12 months. Over the past 10 years, EnerSys had an annualized return of 4.06%, while the S&P 500 had an annualized return of 10.55%, indicating that EnerSys did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.26%6.33%
1 month-2.44%-2.81%
6 months5.47%21.13%
1 year12.30%24.56%
5 years (annualized)6.56%11.55%
10 years (annualized)4.06%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.34%-3.86%3.06%
2023-9.61%-9.60%3.39%14.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ENS is 59, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of ENS is 5959
EnerSys(ENS)
The Sharpe Ratio Rank of ENS is 6060Sharpe Ratio Rank
The Sortino Ratio Rank of ENS is 5555Sortino Ratio Rank
The Omega Ratio Rank of ENS is 5555Omega Ratio Rank
The Calmar Ratio Rank of ENS is 6666Calmar Ratio Rank
The Martin Ratio Rank of ENS is 5757Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for EnerSys (ENS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ENS
Sharpe ratio
The chart of Sharpe ratio for ENS, currently valued at 0.30, compared to the broader market-2.00-1.000.001.002.003.000.30
Sortino ratio
The chart of Sortino ratio for ENS, currently valued at 0.67, compared to the broader market-4.00-2.000.002.004.006.000.67
Omega ratio
The chart of Omega ratio for ENS, currently valued at 1.09, compared to the broader market0.501.001.501.09
Calmar ratio
The chart of Calmar ratio for ENS, currently valued at 0.38, compared to the broader market0.002.004.006.000.38
Martin ratio
The chart of Martin ratio for ENS, currently valued at 0.66, compared to the broader market0.0010.0020.0030.000.66
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.002.004.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current EnerSys Sharpe ratio is 0.30. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.30
1.91
ENS (EnerSys)
Benchmark (^GSPC)

Dividends

Dividend History

EnerSys granted a 0.94% dividend yield in the last twelve months. The annual payout for that period amounted to $0.85 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.85$0.80$0.70$0.70$0.70$0.70$0.70$0.70$0.70$0.70$0.65$0.38

Dividend yield

0.94%0.79%0.95%0.89%0.84%0.94%0.90%1.01%0.90%1.25%1.05%0.54%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.23
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
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
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
2020$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2019$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2018$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2017$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2016$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2015$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2014$0.00$0.00$0.13$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2013$0.13$0.00$0.00$0.13$0.00$0.00$0.13

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.9%
EnerSys has a dividend yield of 0.94%, 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
20.0%40.0%60.0%80.0%100.0%120.0%10.5%
EnerSys has a payout ratio of 10.48%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-19.43%
-3.48%
ENS (EnerSys)
Benchmark (^GSPC)

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 19.43%.


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 current EnerSys volatility is 4.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2024FebruaryMarchApril
4.90%
3.59%
ENS (EnerSys)
Benchmark (^GSPC)

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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

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Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items