Added to YB: 2025-02-12
Pitch date: 2025-02-10
ENS [bullish]
EnerSys
+48.61%
current return
Author Info
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Company Info
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures.
Market Cap
$3.2B
Pitch Price
$99.09
Price Target
115.00 (-22%)
Dividend
1.19%
EV/EBITDA
6.86
P/E
10.05
EV/Sales
1.13
Sector
Electrical Equipment
Category
value
EnerSys: A Deep Value Energy Transition Play
ENS: Shifting from lead-acid to lithium-ion & stored energy solutions. Q3 organic growth 13% YoY ex-IRA. 45X credits boost EPS 39%. Margins expanding. $665M DoE-backed gigafactory. Diverse end markets (data, telecom, defense). 8.2% FCF yield. Risks: IRA dependence, raw material costs. 9.8x P/E, 15% upside potential.
Read full article (11 min)