EnerSys (ENS)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-10-29
$171.36-0.05%
Close 2026-10-29 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put ENS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $12.0 in fiscal 2027: Comparison needs review.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 13%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskEnerSys’s thesis rests on strong recent performance and profitable growth supported by portfolio expansion. Revenue growth accelerated from 1% to 5% year over year, while latest quarterly EPS beat consensus. ENS trades at 14× P/E versus a 35× peer median. The price reflects less growth than our forecast, despite the peer multiple gap. The specific risk is weak execution quality, alongside a 27% next-quarter miss probability. The fiscal 2027 EPS comparison needs review, so that pillar remains unverified. Peer multiples imply a price about 54% above where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-29. ENS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering ENS (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare ENS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ENS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ENS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Reported cash acquisition expands EnerSys’s portfolio and scale, supporting profitable growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported cash acquisition expands EnerSys’s portfolio and scale, supporting profitable growth.
Advances: Execute EnerGize strategic framework for profitable growth
Focus on growth and defense aligns with strategic framework.
Advances: Execute EnerGize strategic framework for profitable growth
Record EPS and cash flow support profitable growth strategy.
Advances: Develop defense-focused lithium cell manufacturing facility
Defense plant plan supports lithium manufacturing objective.
Advances: Segment Realignment
Segment overhaul aligns with management's realignment objective.
Advances: Segment Realignment
Forecast and savings target support segment realignment.