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

Correlation

The correlation between ENS and ESP is 0.13, 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. ESP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EnerSys (ENS) and Espey Mfg. & Electronics Corp. (ESP). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ENS:

0.09

ESP:

0.65

Sortino Ratio

ENS:

0.42

ESP:

1.50

Omega Ratio

ENS:

1.05

ESP:

1.17

Calmar Ratio

ENS:

0.14

ESP:

1.42

Martin Ratio

ENS:

0.34

ESP:

2.76

Ulcer Index

ENS:

11.97%

ESP:

12.21%

Daily Std Dev

ENS:

32.40%

ESP:

44.92%

Max Drawdown

ENS:

-83.95%

ESP:

-54.43%

Current Drawdown

ENS:

-11.14%

ESP:

-1.75%

Fundamentals

Market Cap

ENS:

$3.89B

ESP:

$88.49M

EPS

ENS:

$8.06

ESP:

$2.45

PE Ratio

ENS:

12.25

ESP:

12.91

PEG Ratio

ENS:

0.51

ESP:

0.00

PS Ratio

ENS:

1.10

ESP:

2.01

PB Ratio

ENS:

1.93

ESP:

1.95

Total Revenue (TTM)

ENS:

$2.64B

ESP:

$35.66M

Gross Profit (TTM)

ENS:

$790.13M

ESP:

$9.17M

EBITDA (TTM)

ENS:

$380.59M

ESP:

$6.09M

Returns By Period

In the year-to-date period, ENS achieves a 7.08% return, which is significantly higher than ESP's 5.94% return. Over the past 10 years, ENS has underperformed ESP with an annualized return of 4.64%, while ESP has yielded a comparatively higher 5.66% annualized return.


ENS

YTD

7.08%

1M

19.63%

6M

-0.89%

1Y

2.93%

5Y*

13.50%

10Y*

4.64%

ESP

YTD

5.94%

1M

11.53%

6M

1.18%

1Y

28.81%

5Y*

15.32%

10Y*

5.66%

*Annualized

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Risk-Adjusted Performance

ENS vs. ESP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ENS
The Risk-Adjusted Performance Rank of ENS is 5252
Overall Rank
The Sharpe Ratio Rank of ENS is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of ENS is 4848
Sortino Ratio Rank
The Omega Ratio Rank of ENS is 4747
Omega Ratio Rank
The Calmar Ratio Rank of ENS is 5757
Calmar Ratio Rank
The Martin Ratio Rank of ENS is 5555
Martin Ratio Rank

ESP
The Risk-Adjusted Performance Rank of ESP is 7878
Overall Rank
The Sharpe Ratio Rank of ESP is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of ESP is 7777
Sortino Ratio Rank
The Omega Ratio Rank of ESP is 7272
Omega Ratio Rank
The Calmar Ratio Rank of ESP is 8989
Calmar Ratio Rank
The Martin Ratio Rank of ESP is 7777
Martin 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.

ENS vs. ESP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for EnerSys (ENS) and Espey Mfg. & Electronics Corp. (ESP). 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.


The current ENS Sharpe Ratio is 0.09, which is lower than the ESP Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of ENS and ESP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ENS vs. ESP - Dividend Comparison

ENS's dividend yield for the trailing twelve months is around 0.96%, less than ESP's 3.00% yield.


TTM20242023202220212020201920182017201620152014
ENS
EnerSys
0.96%1.01%0.79%0.95%0.89%0.84%0.94%0.90%1.01%0.90%1.25%1.05%
ESP
Espey Mfg. & Electronics Corp.
3.00%2.90%2.67%0.00%0.00%5.29%4.63%8.03%4.17%3.84%3.88%4.20%

Drawdowns

ENS vs. ESP - Drawdown Comparison

The maximum ENS drawdown since its inception was -83.95%, which is greater than ESP's maximum drawdown of -54.43%. Use the drawdown chart below to compare losses from any high point for ENS and ESP. For additional features, visit the drawdowns tool.


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Volatility

ENS vs. ESP - Volatility Comparison

The current volatility for EnerSys (ENS) is 9.05%, while Espey Mfg. & Electronics Corp. (ESP) has a volatility of 13.59%. This indicates that ENS experiences smaller price fluctuations and is considered to be less risky than ESP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ENS vs. ESP - Financials Comparison

This section allows you to compare key financial metrics between EnerSys and Espey Mfg. & Electronics Corp.. 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


0.00200.00M400.00M600.00M800.00M1.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
906.15M
13.61M
(ENS) Total Revenue
(ESP) Total Revenue
Values in USD except per share items

ENS vs. ESP - Profitability Comparison

The chart below illustrates the profitability comparison between EnerSys and Espey Mfg. & Electronics Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
32.9%
23.3%
(ENS) Gross Margin
(ESP) Gross Margin
ENS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, EnerSys reported a gross profit of 298.18M and revenue of 906.15M. Therefore, the gross margin over that period was 32.9%.

ESP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Espey Mfg. & Electronics Corp. reported a gross profit of 3.16M and revenue of 13.61M. Therefore, the gross margin over that period was 23.3%.

ENS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, EnerSys reported an operating income of 142.65M and revenue of 906.15M, resulting in an operating margin of 15.7%.

ESP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Espey Mfg. & Electronics Corp. reported an operating income of 2.02M and revenue of 13.61M, resulting in an operating margin of 14.9%.

ENS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, EnerSys reported a net income of 114.81M and revenue of 906.15M, resulting in a net margin of 12.7%.

ESP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Espey Mfg. & Electronics Corp. reported a net income of 1.91M and revenue of 13.61M, resulting in a net margin of 14.0%.