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

Correlation

The correlation between ENS and ESP is 0.11, 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.


-0.50.00.51.00.1

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.

-10.00%0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
4.44%
27.50%
ENS
ESP

Key characteristics

Sharpe Ratio

ENS:

0.44

ESP:

0.31

Sortino Ratio

ENS:

0.83

ESP:

0.85

Omega Ratio

ENS:

1.10

ESP:

1.10

Calmar Ratio

ENS:

0.57

ESP:

0.55

Martin Ratio

ENS:

1.31

ESP:

1.16

Ulcer Index

ENS:

8.88%

ESP:

11.20%

Daily Std Dev

ENS:

26.38%

ESP:

42.58%

Max Drawdown

ENS:

-83.95%

ESP:

-54.43%

Current Drawdown

ENS:

-8.82%

ESP:

-12.82%

Fundamentals

Market Cap

ENS:

$3.98B

ESP:

$82.75M

EPS

ENS:

$8.06

ESP:

$2.46

PE Ratio

ENS:

12.52

ESP:

12.05

PEG Ratio

ENS:

0.54

ESP:

0.00

Total Revenue (TTM)

ENS:

$3.55B

ESP:

$43.92M

Gross Profit (TTM)

ENS:

$1.04B

ESP:

$11.23M

EBITDA (TTM)

ENS:

$485.72M

ESP:

$7.19M

Returns By Period

In the year-to-date period, ENS achieves a 9.88% return, which is significantly higher than ESP's -6.00% return. Over the past 10 years, ENS has outperformed ESP with an annualized return of 5.70%, while ESP has yielded a comparatively lower 2.83% annualized return.


ENS

YTD

9.88%

1M

3.36%

6M

4.44%

1Y

12.85%

5Y*

7.31%

10Y*

5.70%

ESP

YTD

-6.00%

1M

-3.61%

6M

27.50%

1Y

16.51%

5Y*

7.13%

10Y*

2.83%

*Annualized

Compare stocks, funds, or ETFs

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


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 5959
Overall Rank
The Sharpe Ratio Rank of ENS is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of ENS is 5454
Sortino Ratio Rank
The Omega Ratio Rank of ENS is 5252
Omega Ratio Rank
The Calmar Ratio Rank of ENS is 6969
Calmar Ratio Rank
The Martin Ratio Rank of ENS is 6161
Martin Ratio Rank

ESP
The Risk-Adjusted Performance Rank of ESP is 5858
Overall Rank
The Sharpe Ratio Rank of ESP is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of ESP is 5454
Sortino Ratio Rank
The Omega Ratio Rank of ESP is 5151
Omega Ratio Rank
The Calmar Ratio Rank of ESP is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ESP is 5959
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.


Sharpe ratio
The chart of Sharpe ratio for ENS, currently valued at 0.44, compared to the broader market-2.000.002.004.000.440.31
The chart of Sortino ratio for ENS, currently valued at 0.83, compared to the broader market-4.00-2.000.002.004.006.000.830.85
The chart of Omega ratio for ENS, currently valued at 1.10, compared to the broader market0.501.001.502.001.101.10
The chart of Calmar ratio for ENS, currently valued at 0.57, compared to the broader market0.002.004.006.000.570.55
The chart of Martin ratio for ENS, currently valued at 1.31, compared to the broader market0.0010.0020.0030.001.311.16
ENS
ESP

The current ENS Sharpe Ratio is 0.44, which is higher than the ESP Sharpe Ratio of 0.31. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.44
0.31
ENS
ESP

Dividends

ENS vs. ESP - Dividend Comparison

ENS's dividend yield for the trailing twelve months is around 0.92%, less than ESP's 3.09% yield.


TTM20242023202220212020201920182017201620152014
ENS
EnerSys
0.92%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.
3.09%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.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-8.82%
-12.82%
ENS
ESP

Volatility

ENS vs. ESP - Volatility Comparison

The current volatility for EnerSys (ENS) is 8.08%, while Espey Mfg. & Electronics Corp. (ESP) has a volatility of 12.04%. 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.


5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
8.08%
12.04%
ENS
ESP

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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