ESP vs. ENS
Compare and contrast key facts about Espey Mfg. & Electronics Corp. (ESP) and EnerSys (ENS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESP or ENS.
Key characteristics
| ESP | ENS | |
|---|---|---|
| YTD Return | 65.29% | -2.96% |
| 1Y Return | 71.27% | 8.01% |
| 3Y Return (Ann) | 28.16% | 6.62% |
| 5Y Return (Ann) | 9.35% | 8.31% |
| 10Y Return (Ann) | 7.04% | 6.02% |
| Sharpe Ratio | 1.59 | 0.19 |
| Sortino Ratio | 2.58 | 0.47 |
| Omega Ratio | 1.32 | 1.06 |
| Calmar Ratio | 1.82 | 0.25 |
| Martin Ratio | 6.21 | 0.62 |
| Ulcer Index | 11.19% | 8.66% |
| Daily Std Dev | 43.85% | 27.57% |
| Max Drawdown | -54.43% | -83.95% |
| Current Drawdown | -8.11% | -12.87% |
Fundamentals
| ESP | ENS | |
|---|---|---|
| Market Cap | $86.35M | $3.94B |
| EPS | $2.29 | $7.05 |
| PE Ratio | 13.52 | 14.04 |
| PEG Ratio | 0.00 | 0.62 |
| Total Revenue (TTM) | $30.17M | $3.51B |
| Gross Profit (TTM) | $8.41M | $995.13M |
| EBITDA (TTM) | $5.65M | $468.13M |
Correlation
The correlation between ESP and ENS 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.
Performance
ESP vs. ENS - Performance Comparison
In the year-to-date period, ESP achieves a 65.29% return, which is significantly higher than ENS's -2.96% return. Over the past 10 years, ESP has outperformed ENS with an annualized return of 7.04%, while ENS has yielded a comparatively lower 6.02% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ESP vs. ENS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Espey Mfg. & Electronics Corp. (ESP) and EnerSys (ENS). 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.
Dividends
ESP vs. ENS - Dividend Comparison
ESP's dividend yield for the trailing twelve months is around 2.57%, more than ENS's 0.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESP Espey Mfg. & Electronics Corp. | 2.57% | 2.67% | 0.00% | 0.00% | 5.29% | 4.63% | 8.03% | 4.17% | 3.84% | 3.88% | 4.20% | 6.13% |
ENS EnerSys | 0.94% | 0.79% | 0.95% | 0.89% | 0.84% | 0.94% | 0.90% | 1.01% | 0.90% | 1.25% | 1.05% | 0.54% |
Drawdowns
ESP vs. ENS - Drawdown Comparison
The maximum ESP drawdown since its inception was -54.43%, smaller than the maximum ENS drawdown of -83.95%. Use the drawdown chart below to compare losses from any high point for ESP and ENS. For additional features, visit the drawdowns tool.
Volatility
ESP vs. ENS - Volatility Comparison
The current volatility for Espey Mfg. & Electronics Corp. (ESP) is 8.42%, while EnerSys (ENS) has a volatility of 9.02%. This indicates that ESP experiences smaller price fluctuations and is considered to be less risky than ENS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ESP vs. ENS - Financials Comparison
This section allows you to compare key financial metrics between Espey Mfg. & Electronics Corp. and EnerSys. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities