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Enersys(ENS)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$168.72
10/16/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
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  • SELL Advisory (Loss)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for ENS

10/16/2026: ENS (2-star) is currently NOT-A-BUY. Pass it for now.

EnerSys is a prominent industrial equipment company providing batteries, chargers, and integrated power solutions for critical infrastructure and logistics applications. The company maintains a strong position in both motive power for forklifts and backup power for data centers. Its primary growth story revolves around the secular shift toward electrification and the increasing necessity for reliable, mission-critical energy storage. Key risks include industrial cycle sensitivity, commodity price volatility, and the challenge of successfully pivoting toward newer battery chemistries. The stock may suit value-oriented investors seeking stable dividends, though it remains sensitive to broader economic fluctuations and the pace of technological change.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company provides steady, mature growth linked to industrial electrification rather than high-growth tech-style expansion.
Momentum investorMixed fitMomentum is conditional on positive industrial demand signals and favorable quarterly earnings surprises.
Value investorStrong fitEnerSys often trades at valuation multiples that reflect its status as a foundational industrial player with stable cash flows.
Dividend investorStrong fitThe company provides a consistent, reliable dividend payout suitable for income-focused portfolios.
Low-risk investorMixed fitWhile established and stable, the stock remains sensitive to industrial cycle volatility and commodity price fluctuations.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumThe stock price is subject to industrial cyclicality and broader market sentiment regarding energy storage.
Valuation riskMediumChanges in market sentiment toward industrial equipment providers can lead to multiple compression or expansion.
Competition risk (battery technology)Medium / highThe rapid pace of battery innovation could threaten legacy lead-acid business models if EnerSys fails to pivot quickly.
Business qualityStrongEnerSys maintains a strong reputation as a reliable supplier for critical industrial infrastructure applications.
Dividend incomeMediumDividends are reliable, though growth may be tempered by the company's requirement for capital-intensive R&D.
Execution riskMediumSuccessfully transitioning manufacturing to new lithium technologies requires high operational execution.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 29.33%
Avg. Invested days 45
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/16/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
ENS receives a 4-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
ENS has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2026 versus FY2025, solid cash generation (FCF margin 12.5%) is partially offset by negative earnings growth (-19.3%), moderate revenue growth (+3.7%), soft profitability (net margin 7.8%).

Financial Health Rating

★★★★★
ENS's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 33.4%). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is ENS's strongest growth driver at +235.7% FY2026 versus FY2025 (strong, 5 stars). By comparison, while revenue growth (+3.7%, moderate) and earnings growth (-19.3%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 104.7% and approximately 99.4% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 1.29% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 14.48%
Vanguard Portfolio Management, LLC 6.51%
Vanguard Capital Management, LLC 4.57%
State Street Corp 4.20%
Dimensional Fund Advisors, Inc. 3.42%

Unit Economics (Per $1K Revenue)

★★★★★
ENS generates approximately $293 of gross profit, $127 of operating income, and $125 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Moderate margins and solid cash conversion support a 3-star rating, while capital efficiency is moderate.

Economic Dimensions

★★★★★
Effective Tax Rate: 15.50%

Quantitative Style Profile

★★★★★
ENS has a high-quality, liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedQuality TiltSmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.08B USD
Price to earnings Ratio 18.06
1Y Target Price 249.48
Price to earnings Ratio 18.06
1Y Target Price 249.48
Volume (30-day avg) 552.3K shares
Beta 1.19
52 Weeks Range 116.15 - 243.62
Updated Date 10/18/2026
52 Weeks Range 116.15 - 243.62
Updated Date 10/18/2026
Dividends yield (FY) 0.61%
Basic EPS (TTM) 9.34

How Company Makes Money

Business areaWhat it includesRetail investor read
Energy SystemsUPS, telecommunications power, and grid-scale storage solutions.Revenue from protecting mission-critical equipment like data centers and power grids.
Motive PowerBatteries and chargers for forklifts and electric industrial trucks.Revenue linked to the health of global logistics and material handling activity.
SpecialtyHigh-performance batteries for defense, aerospace, and medical markets.High-margin, niche revenue from specialized, high-reliability applications.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 18.06
Forward PE 14.18
Enterprise Value 6.98B
Price to Sales(TTM) 1.6
Enterprise Value 6.98B
Price to Sales(TTM) 1.6
Enterprise Value to Revenue 1.84
Enterprise Value to EBITDA 11.96
Shares Outstanding 36.07M
Shares Floating 35.86M
Shares Outstanding 36.07M
Shares Floating 35.86M
Percent Insiders 1.29
Percent Institutions 104.66

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.