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ENS vs. ENB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


ENSENB
YTD Return-7.38%2.93%
1Y Return15.86%-0.32%
3Y Return (Ann)2.55%4.53%
5Y Return (Ann)6.64%6.83%
10Y Return (Ann)4.57%2.68%
Sharpe Ratio0.440.04
Daily Std Dev32.11%18.31%
Max Drawdown-83.95%-46.35%
Current Drawdown-16.85%-13.65%

Fundamentals


ENSENB
Market Cap$3.77B$77.34B
EPS$6.61$2.07
PE Ratio14.1117.56
PEG Ratio0.751.71
Revenue (TTM)$3.66B$43.65B
Gross Profit (TTM)$753.53M$20.72B
EBITDA (TTM)$506.07M$13.82B

Correlation

-0.50.00.51.00.3

The correlation between ENS and ENB is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ENS vs. ENB - Performance Comparison

In the year-to-date period, ENS achieves a -7.38% return, which is significantly lower than ENB's 2.93% return. Over the past 10 years, ENS has outperformed ENB with an annualized return of 4.57%, while ENB has yielded a comparatively lower 2.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


650.00%700.00%750.00%800.00%December2024FebruaryMarchAprilMay
731.05%
820.07%
ENS
ENB

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EnerSys

Enbridge Inc.

Risk-Adjusted Performance

ENS vs. ENB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for EnerSys (ENS) and Enbridge Inc. (ENB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ENS
Sharpe ratio
The chart of Sharpe ratio for ENS, currently valued at 0.44, compared to the broader market-2.00-1.000.001.002.003.004.000.44
Sortino ratio
The chart of Sortino ratio for ENS, currently valued at 0.87, compared to the broader market-4.00-2.000.002.004.006.000.87
Omega ratio
The chart of Omega ratio for ENS, currently valued at 1.12, compared to the broader market0.501.001.501.12
Calmar ratio
The chart of Calmar ratio for ENS, currently valued at 0.56, compared to the broader market0.002.004.006.000.56
Martin ratio
The chart of Martin ratio for ENS, currently valued at 0.96, compared to the broader market-10.000.0010.0020.0030.000.96
ENB
Sharpe ratio
The chart of Sharpe ratio for ENB, currently valued at 0.04, compared to the broader market-2.00-1.000.001.002.003.004.000.04
Sortino ratio
The chart of Sortino ratio for ENB, currently valued at 0.18, compared to the broader market-4.00-2.000.002.004.006.000.18
Omega ratio
The chart of Omega ratio for ENB, currently valued at 1.02, compared to the broader market0.501.001.501.02
Calmar ratio
The chart of Calmar ratio for ENB, currently valued at 0.03, compared to the broader market0.002.004.006.000.03
Martin ratio
The chart of Martin ratio for ENB, currently valued at 0.08, compared to the broader market-10.000.0010.0020.0030.000.08

ENS vs. ENB - Sharpe Ratio Comparison

The current ENS Sharpe Ratio is 0.44, which is higher than the ENB Sharpe Ratio of 0.04. The chart below compares the 12-month rolling Sharpe Ratio of ENS and ENB.


Rolling 12-month Sharpe Ratio-0.500.000.501.00December2024FebruaryMarchAprilMay
0.44
0.04
ENS
ENB

Dividends

ENS vs. ENB - Dividend Comparison

ENS's dividend yield for the trailing twelve months is around 0.91%, less than ENB's 7.27% yield.


TTM20232022202120202019201820172016201520142013
ENS
EnerSys
0.91%0.79%0.95%0.89%0.84%0.94%0.90%1.01%0.90%1.25%1.05%0.54%
ENB
Enbridge Inc.
7.27%7.29%6.78%6.86%7.54%5.57%6.69%4.73%3.78%4.41%2.47%2.82%

Drawdowns

ENS vs. ENB - Drawdown Comparison

The maximum ENS drawdown since its inception was -83.95%, which is greater than ENB's maximum drawdown of -46.35%. Use the drawdown chart below to compare losses from any high point for ENS and ENB. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%December2024FebruaryMarchAprilMay
-16.85%
-13.65%
ENS
ENB

Volatility

ENS vs. ENB - Volatility Comparison

The current volatility for EnerSys (ENS) is 4.21%, while Enbridge Inc. (ENB) has a volatility of 6.43%. This indicates that ENS experiences smaller price fluctuations and is considered to be less risky than ENB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
4.21%
6.43%
ENS
ENB

Financials

ENS vs. ENB - Financials Comparison

This section allows you to compare key financial metrics between EnerSys and Enbridge Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items