Enersys Stock Beta

ENS Stock

USD 95.52 1.78 1.90%

Enersys fundamentals help investors to digest information that contributes to Enersys' financial success or failures. It also enables traders to predict the movement of Enersys Stock. The fundamental analysis module provides a way to measure Enersys' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Enersys stock.

Total Stockholder Equity Total Assets

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Enersys Company Beta Analysis

Enersys' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

Covariance

Variance

More About Beta | All Equity Analysis

Current Enersys Beta

1.19

Most of Enersys' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Enersys is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Enersys Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Enersys is extremely important. It helps to project a fair market value of Enersys Stock properly, considering its historical fundamentals such as Beta. Since Enersys' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Enersys' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Enersys' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Total Liab	Total Current Assets	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Treasury Stock	Net Tangible Assets	Current Deferred Revenue	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.93	0.87	0.96	0.93	0.8	0.95	0.88	0.92	0.94	0.86	0.6	0.69	0.94	-0.85	-0.41	0.84	0.92	0.8	-0.19	-0.63	-0.71	0.85	0.35	0.42
Total Stockholder Equity	0.93		0.65	0.79	0.92	0.76	0.96	0.65	0.81	0.84	0.68	0.36	0.77	0.92	-0.72	-0.11	0.81	0.74	0.84	-0.19	-0.55	-0.59	0.74	0.38	0.51
Net Debt	0.87	0.65		0.95	0.7	0.68	0.75	0.95	0.81	0.91	0.94	0.81	0.42	0.79	-0.79	-0.73	0.8	0.94	0.68	-0.04	-0.55	-0.83	0.85	0.25	0.29
Total Liab	0.96	0.79	0.95		0.85	0.75	0.85	0.97	0.91	0.93	0.92	0.73	0.57	0.86	-0.87	-0.58	0.8	0.97	0.7	-0.18	-0.64	-0.73	0.84	0.3	0.31
Total Current Assets	0.93	0.92	0.7	0.85		0.77	0.93	0.76	0.93	0.76	0.68	0.29	0.88	0.82	-0.82	-0.2	0.73	0.78	0.68	-0.28	-0.53	-0.52	0.67	0.36	0.34
Retained Earnings	0.8	0.76	0.68	0.75	0.77		0.79	0.7	0.7	0.74	0.62	0.41	0.65	0.79	-0.9	-0.33	0.76	0.8	0.8	-0.42	-0.65	-0.77	0.86	0.49	0.7
Accounts Payable	0.95	0.96	0.75	0.85	0.93	0.79		0.73	0.88	0.86	0.76	0.41	0.74	0.94	-0.77	-0.19	0.88	0.8	0.84	-0.17	-0.56	-0.64	0.82	0.51	0.49
Long Term Debt	0.88	0.65	0.95	0.97	0.76	0.7	0.73		0.83	0.86	0.88	0.77	0.45	0.77	-0.87	-0.66	0.73	0.97	0.6	-0.24	-0.61	-0.71	0.8	0.26	0.24
Net Receivables	0.92	0.81	0.81	0.91	0.93	0.7	0.88	0.83		0.81	0.82	0.45	0.79	0.76	-0.77	-0.43	0.69	0.81	0.62	-0.05	-0.52	-0.59	0.7	0.3	0.24
Good Will	0.94	0.84	0.91	0.93	0.76	0.74	0.86	0.86	0.81		0.94	0.8	0.48	0.92	-0.75	-0.56	0.84	0.91	0.83	-0.02	-0.62	-0.82	0.91	0.29	0.45
Short Term Debt	0.86	0.68	0.94	0.92	0.68	0.62	0.76	0.88	0.82	0.94		0.84	0.4	0.77	-0.67	-0.7	0.71	0.88	0.66	0.11	-0.58	-0.79	0.84	0.21	0.28
Intangible Assets	0.6	0.36	0.81	0.73	0.29	0.41	0.41	0.77	0.45	0.8	0.84		-0.07	0.58	-0.51	-0.77	0.54	0.76	0.5	0.07	-0.54	-0.73	0.72	0.03	0.22
Common Stock	0.69	0.77	0.42	0.57	0.88	0.65	0.74	0.45	0.79	0.48	0.4	-0.07		0.55	-0.59	-0.08	0.44	0.48	0.47	-0.2	-0.29	-0.35	0.4	0.19	0.31
Property Plant Equipment	0.94	0.92	0.79	0.86	0.82	0.79	0.94	0.77	0.76	0.92	0.77	0.58	0.55		-0.79	-0.24	0.92	0.86	0.91	-0.21	-0.59	-0.68	0.89	0.52	0.56
Treasury Stock	-0.85	-0.72	-0.79	-0.87	-0.82	-0.9	-0.77	-0.87	-0.77	-0.75	-0.67	-0.51	-0.59	-0.79		0.39	-0.77	-0.91	-0.67	0.5	0.64	0.69	-0.79	-0.4	-0.42
Net Tangible Assets	-0.41	-0.11	-0.73	-0.58	-0.2	-0.33	-0.19	-0.66	-0.43	-0.56	-0.7	-0.77	-0.08	-0.24	0.39		-0.23	-0.61	-0.2	-0.15	0.28	0.67	-0.5	0.22	-0.1
Current Deferred Revenue	0.84	0.81	0.8	0.8	0.73	0.76	0.88	0.73	0.69	0.84	0.71	0.54	0.44	0.92	-0.77	-0.23		0.81	0.89	-0.18	-0.54	-0.73	0.88	0.64	0.54
Long Term Debt Total	0.92	0.74	0.94	0.97	0.78	0.8	0.8	0.97	0.81	0.91	0.88	0.76	0.48	0.86	-0.91	-0.61	0.81		0.73	-0.29	-0.64	-0.79	0.88	0.33	0.42
Capital Surpluse	0.8	0.84	0.68	0.7	0.68	0.8	0.84	0.6	0.62	0.83	0.66	0.5	0.47	0.91	-0.67	-0.2	0.89	0.73		-0.07	-0.52	-0.73	0.89	0.6	0.76
Deferred Long Term Liab	-0.19	-0.19	-0.04	-0.18	-0.28	-0.42	-0.17	-0.24	-0.05	-0.02	0.11	0.07	-0.2	-0.21	0.5	-0.15	-0.18	-0.29	-0.07		0.36	0.1	-0.16	-0.24	-0.3
Short Long Term Debt	-0.63	-0.55	-0.55	-0.64	-0.53	-0.65	-0.56	-0.61	-0.52	-0.62	-0.58	-0.54	-0.29	-0.59	0.64	0.28	-0.54	-0.64	-0.52	0.36		0.61	-0.67	-0.21	-0.36
Cash And Equivalents	-0.71	-0.59	-0.83	-0.73	-0.52	-0.77	-0.64	-0.71	-0.59	-0.82	-0.79	-0.73	-0.35	-0.68	0.69	0.67	-0.73	-0.79	-0.73	0.1	0.61		-0.86	-0.22	-0.57
Net Invested Capital	0.85	0.74	0.85	0.84	0.67	0.86	0.82	0.8	0.7	0.91	0.84	0.72	0.4	0.89	-0.79	-0.5	0.88	0.88	0.89	-0.16	-0.67	-0.86		0.55	0.67
Net Working Capital	0.35	0.38	0.25	0.3	0.36	0.49	0.51	0.26	0.3	0.29	0.21	0.03	0.19	0.52	-0.4	0.22	0.64	0.33	0.6	-0.24	-0.21	-0.22	0.55		0.61
Capital Stock	0.42	0.51	0.29	0.31	0.34	0.7	0.49	0.24	0.24	0.45	0.28	0.22	0.31	0.56	-0.42	-0.1	0.54	0.42	0.76	-0.3	-0.36	-0.57	0.67	0.61

Click cells to compare fundamentals

In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Competition

Predict Enersys

In accordance with the recently published financial statements, Enersys has a Beta of 1.188. This is 13.28% lower than that of the Electrical Equipment sector and significantly higher than that of the Industrials industry. The beta for all United States stocks is notably lower than that of the firm.

Enersys Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Enersys' direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Enersys could also be used in its relative valuation, which is a method of valuing Enersys by comparing valuation metrics of similar companies.

Enersys is currently under evaluation in beta category among its peers.

Enersys Current Valuation Drivers

We derive many important indicators used in calculating different scores of Enersys from analyzing Enersys' financial statements. These drivers represent accounts that assess Enersys' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Enersys' important valuation drivers and their relationship over time.

	2020	2021	2022	2023	2024	2025 (projected)
Market Cap	2.1B	3.9B	3.1B	3.5B	3.2B	3.4B
Enterprise Value	3.0B	4.4B	4.0B	4.4B	3.9B	4.1B

Enersys ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Enersys' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Enersys' managers, analysts, and investors.

Environmental

Governance

Social

Enersys Institutional Holders

Institutional Holdings refers to the ownership stake in Enersys that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Enersys' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Enersys' value.

		Shares
Ack Asset Management Llc	2024-12-31	671 K
Charles Schwab Investment Management Inc	2024-12-31	609.5 K
Northern Trust Corp	2024-12-31	607.1 K
Aqr Capital Management Llc	2024-12-31	572.7 K
Mirae Asset Global Etfs Holdings Ltd.	2024-12-31	540 K
Newsouth Capital Management Inc	2024-12-31	534.3 K
Norges Bank	2024-12-31	532.5 K
Bank Of America Corp	2024-12-31	526 K
Bank Of New York Mellon Corp	2024-12-31	506.9 K
Blackrock Inc	2024-12-31	5.1 M
Vanguard Group Inc	2024-12-31	4.7 M

As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Enersys will likely underperform.

Enersys Fundamentals

	Return On Equity	0.18
	Return On Asset	0.0734
	Profit Margin	0.09 %
	Operating Margin	0.16 %
	Current Valuation	4.61 B
	Shares Outstanding	39.43 M
	Shares Owned By Insiders	1.50 %
	Shares Owned By Institutions	96.95 %
	Number Of Shares Shorted	806.54 K
	Price To Earning	29.36 X
	Price To Book	2.04 X
	Price To Sales	1.06 X
	Revenue	3.58 B
	Gross Profit	1.05 B
	EBITDA	441.13 M
	Net Income	269.1 M
	Cash And Equivalents	346.67 M
	Cash Per Share	9.43 X
	Total Debt	914.26 M
	Debt To Equity	1.04 %
	Current Ratio	3.07 X
	Book Value Per Share	46.80 X
	Cash Flow From Operations	457.03 M
	Short Ratio	2.51 X
	Earnings Per Share	8.06 X
	Price To Earnings To Growth	0.52 X
	Target Price	115.15
	Number Of Employees	10.8 K
	Beta	1.19
	Market Capitalization	3.77 B
	Total Asset	3.47 B
	Retained Earnings	2.16 B
	Working Capital	1.06 B
	Current Asset	1.3 B
	Current Liabilities	451.17 M
	Annual Yield	0.01 %
	Five Year Return	0.97 %
	Net Asset	3.47 B
	Last Dividend Paid	0.93

About Enersys Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Enersys's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Enersys using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Enersys based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Enersys Stock Analysis

When running Enersys' price analysis, check to measure Enersys' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Enersys is operating at the current time. Most of Enersys' value examination focuses on studying past and present price action to predict the probability of Enersys' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enersys' price. Additionally, you may evaluate how the addition of Enersys to your portfolios can decrease your overall portfolio volatility.

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