EnerSys (ENS) Fair Value & Analysis
Industrials · US · Market cap $7.2B
EnerSys
ENS · US
Fair value as of: Jul 19, 2026
From 25 valuation models · updated 19 days ago
Fair value updated Jul 19, 2026, revised from $161.16 to $161.54 (+0.2%) since Jul 17, 2026. Share price −4.4% over the past month.
A solid business, but screening 14% overvalued on our models.
What matters now
- Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($102.92 to $211.37) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range $55.27 – $243.06 · fair‑value band $102.92 – $211.37 · the $187.45 price screens above the $161.54 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
EnerSys (ENS) currently trades at $187.45, while our model-based Fair Value estimate is $161.54, implying the stock looks roughly 13.8% overvalued today. We read business quality at 67/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, EnerSys generated revenue of $3.8B at a net margin of 7.8%. Revenue grew 1.3% year over year. It earns a return on equity of 15.3%. Net debt stands at $751M. Fundamentals as of Jul 19, 2026
Our scenario range runs from $102.92 (bear case) to $211.37 (bull case); at $187.45, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 23% below its 52-week high and 133% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -14%, ENS screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: Growth DCF ($165.75) versus Dividend Discount ($13.95). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 61
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates through three segments: Network & Infrastructure Solutions, Industrial Mobility Solutions, and Precision Power Solutions.
Full company description
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates through three segments: Network & Infrastructure Solutions, Industrial Mobility Solutions, and Precision Power Solutions. The Network & Infrastructure Solutions segment provides power solutions and services to broadband, telecommunications, data center, and industrial utility customers. The Industrial Mobility Solutions segment provides power for electric industrial forklifts and other material handling equipment as well as transportation applications, primarily Class 8 trucks. The Precision Power Solutions segment provides energy solutions primarily for military vehicles, advanced defense programs, soldier powering and autonomous systems. It sells its products through a network of distributors, independent representatives, and internal sales forces. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001. EnerSys was founded in 1991 and is headquartered in Reading, Pennsylvania.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
EnerSys reported revenue of $3.8B in FY2026 versus $3.4B in FY2022, a compound +2.8%/yr. Reported net income was $294M in FY2026, compounding +19.5%/yr from FY2022.
ENS screens 14% overvalued. Compare with Contemporary Amperex Technology Co →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- EnerSys awarded revised $150M DoE grant for lithium cell manufacturing plant
- EnerSys Refines Plans for Defense‑Focused Lithium Cell Manufacturing Facility with DOE Support
- EnerSys Announces Date of First Quarter Fiscal 2027 Financial Results Release and Conference Call
Peer Group
Electrical Equipment & Parts · 519 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$675.50 | HK$391.44 | -42% |
| ABB Ltd ABBN | CHF 83.82 | CHF 35.46 | -58% |
| Delta Electronics (Thailand) Public Company TDED | 12.39 SGD | 1.48 SGD | -88% |
| LG Energy Solution, Ltd 373220 | 334,000 KRW | 201,455 KRW | -40% |
| WEG S.A WEGE3 | 13,210 ARS | 7,948 ARS | -40% |
| Sungrow Power Supply Co 300274 | ¥114.79 | ¥123.83 | +8% |
| Shenzhen Inovance Technology Co 300124 | ¥63.43 | ¥33.04 | -48% |
| HD Hyundai Electric Co 267260 | 823,000 KRW | 371,133 KRW | -55% |
| LS ELECTRIC Co 010120 | 190,000 KRW | 31,517 KRW | -83% |
| Sieyuan Electric Co 002028 | ¥151.73 | ¥71.69 | -53% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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