ENS RSI Chart
Last 7 days
5.2%
Last 30 days
4.4%
Last 90 days
-2.9%
Trailing 12 Months
12.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 3.7B | 3.7B | 3.7B | 3.7B |
2022 | 3.4B | 3.4B | 3.5B | 3.6B |
2021 | 3.0B | 3.1B | 3.2B | 3.3B |
2020 | 3.1B | 3.0B | 3.0B | 2.9B |
2019 | 2.8B | 2.9B | 3.0B | 3.1B |
2018 | 2.6B | 2.6B | 2.7B | 2.7B |
2017 | 2.4B | 2.4B | 2.4B | 2.5B |
2016 | 2.3B | 2.4B | 2.4B | 2.4B |
2015 | 2.3B | 2.3B | 2.3B | 2.3B |
2014 | 2.5B | 2.5B | 2.4B | 2.4B |
2013 | 2.3B | 2.3B | 2.4B | 2.4B |
2012 | 2.3B | 2.3B | 2.3B | 2.3B |
2011 | 2.0B | 2.1B | 2.2B | 2.2B |
2010 | 1.6B | 1.7B | 1.8B | 1.9B |
2009 | 2.0B | 1.9B | 1.8B | 1.7B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 26, 2024 | wynter rudolph w. | acquired | 33,773 | 76.0667 | 444 | - |
Apr 26, 2024 | fludder steven m | acquired | 30,031 | 76.0282 | 395 | - |
Apr 26, 2024 | morytko tamara | acquired | 25,467 | 76.0213 | 335 | - |
Apr 26, 2024 | katsaros arthur t | acquired | 41,258 | 76.1228 | 542 | - |
Apr 26, 2024 | tufano paul j | acquired | 29,209 | 76.0667 | 384 | - |
Apr 26, 2024 | vargo ronald p | acquired | 8,762 | 76.199 | 115 | - |
Apr 08, 2024 | shaffer david m | acquired | 450,952 | 69.85 | 6,456 | president & ceo |
Apr 08, 2024 | shaffer david m | sold (taxes) | -511,301 | 91.32 | -5,599 | president & ceo |
Mar 29, 2024 | tinnemeyer joern | acquired | - | - | 30.7929 | sr. vp & cto |
Mar 29, 2024 | vargo ronald p | acquired | - | - | 71.435 | - |
Which funds bought or sold ENS recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | DiNuzzo Private Wealth, Inc. | unchanged | - | -65.00 | 945 | -% |
May 06, 2024 | Parallel Advisors, LLC | reduced | -6.75 | -3,245 | 22,216 | -% |
May 06, 2024 | Envestnet Portfolio Solutions, Inc. | added | 2.9 | -16,376 | 422,335 | -% |
May 06, 2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | reduced | -3.4 | -38,590 | 362,726 | -% |
May 06, 2024 | Advisory Services Network, LLC | sold off | -100 | -3,433 | - | -% |
May 06, 2024 | TEACHER RETIREMENT SYSTEM OF TEXAS | reduced | -19.16 | -575,000 | 1,787,000 | 0.01% |
May 06, 2024 | HighTower Advisors, LLC | reduced | -15.44 | -114,000 | 419,000 | -% |
May 06, 2024 | Jefferies Financial Group Inc. | unchanged | - | 54,094 | 868,256 | 0.01% |
May 06, 2024 | Quantbot Technologies LP | added | 867 | 1,084,800 | 1,219,480 | 0.07% |
May 06, 2024 | SG Americas Securities, LLC | reduced | -90.54 | -1,941,000 | 189,000 | -% |
Unveiling EnerSys's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to EnerSys)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CARR | 57.9B | 23.0B | 43.16 | 2.52 | ||||
HUBB | 21.1B | 5.5B | 29.09 | 3.85 | ||||
BLDR | 19.9B | 17.1B | 13.55 | 1.16 | ||||
CSL | 19.3B | 4.8B | 22.52 | 3.94 | ||||
LECO | 13.0B | - | 23.83 | 3.13 | ||||
MID-CAP | ||||||||
AYI | 8.0B | 3.9B | 21.25 | 2.08 | ||||
AAON | 6.5B | 1.2B | 35.87 | 5.54 | ||||
ATKR | 5.6B | 3.4B | 9.09 | 1.66 | ||||
AEIS | 3.8B | 1.6B | 29.61 | 2.44 | ||||
PLUG | 1.8B | 891.3M | -1.31 | 2.02 | ||||
SMALL-CAP | ||||||||
APOG | 1.4B | 1.4B | 14.42 | 1.01 | ||||
ACTG | 520.5M | 130.3M | 7.76 | 3.99 | ||||
ACCO | 469.6M | 1.8B | -19.25 | 0.26 | ||||
FCEL | 357.0M | 103.0M | -3.91 | 3.47 | ||||
APT | 70.1M | 61.2M | 16.75 | 1.15 |
EnerSys News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -4.4% | 862 | 901 | 909 | 990 | 920 | 899 | 899 | 907 | 844 | 791 | 815 | 814 | 751 | 708 | 705 | 782 | 764 | 762 | 780 | 797 | 680 |
Gross Profit | 3.8% | 249 | 240 | 240 | 246 | 214 | 195 | 186 | 195 | 184 | 178 | 193 | 197 | 189 | 178 | 175 | 201 | 185 | 197 | 202 | 202 | 165 |
Operating Expenses | 0.1% | 144 | 144 | 145 | - | 134 | 137 | 127 | - | 131 | 125 | 124 | - | 118 | 119 | 120 | 134 | 133 | 132 | 131 | 134 | 112 |
EBITDA Margin | 5.4% | 0.12* | 0.11* | 0.10* | 0.09* | 0.09* | 0.08* | 0.08* | 0.09* | 0.10* | 0.10* | 0.10* | 0.10* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -4.1% | 12.00 | 12.00 | 15.00 | 4.00 | 18.00 | 15.00 | 12.00 | 1.00 | 10.00 | 10.00 | 9.00 | 9.00 | 9.00 | 10.00 | 10.00 | 12.00 | 11.00 | 10.00 | 11.00 | 11.00 | 7.00 |
Income Taxes | -69.5% | 3.00 | 8.00 | 7.00 | 10.00 | 13.00 | 6.00 | 6.00 | 11.00 | 7.00 | 4.00 | 8.00 | 9.00 | 5.00 | 6.00 | 6.00 | 9.00 | 5.00 | -14.28 | 10.00 | 5.00 | -5.69 |
Earnings Before Taxes | 7.1% | 79.00 | 73.00 | 74.00 | 76.00 | 58.00 | 40.00 | 37.00 | 39.00 | 43.00 | 40.00 | 52.00 | 43.00 | 44.00 | 41.00 | 42.00 | 7.00 | 33.00 | 48.00 | 59.00 | 24.00 | 43.00 |
EBT Margin | 9.1% | 0.08* | 0.08* | 0.07* | 0.06* | 0.05* | 0.04* | 0.05* | 0.05* | 0.05* | 0.06* | 0.06* | 0.06* | - | - | - | - | - | - | - | - | - |
Net Income | 16.8% | 76.00 | 65.00 | 67.00 | 66.00 | 44.00 | 34.00 | 31.00 | 28.00 | 36.00 | 36.00 | 44.00 | 34.00 | 39.00 | 36.00 | 35.00 | -1.52 | 27.00 | 63.00 | 49.00 | 19.00 | 48.00 |
Net Income Margin | 14.9% | 0.07* | 0.07* | 0.06* | 0.05* | 0.04* | 0.04* | 0.04* | 0.04* | 0.05* | 0.05* | 0.05* | 0.05* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 22.4% | 111 | 91.00 | 59.00 | 113 | 188 | -15.05 | -94.90 | -9.24 | -30.19 | -35.61 | -64.58 | 70.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 0.3% | 3,503 | 3,493 | 3,481 | 3,617 | 3,568 | 3,624 | 3,722 | 3,737 | 3,591 | 3,517 | 3,472 | 3,463 | 3,475 | 3,333 | 3,285 | 3,302 | 3,341 | 3,291 | 3,182 | 3,118 | 3,218 |
Current Assets | -0.8% | 1,772 | 1,786 | 1,753 | 1,896 | 1,870 | 1,961 | 2,012 | 1,993 | 1,843 | 1,769 | 1,700 | 1,691 | 1,684 | 1,564 | 1,525 | 1,563 | 1,522 | 1,640 | 1,520 | 1,537 | 1,605 |
Cash Equivalents | 1.5% | 333 | 328 | 258 | 347 | 298 | 294 | 383 | 402 | 397 | 408 | 406 | 452 | 489 | 414 | 384 | 327 | 273 | 425 | 262 | 299 | 397 |
Inventory | -2.7% | 755 | 777 | 809 | 798 | 835 | 812 | 778 | 716 | 671 | 641 | 564 | 518 | 515 | 517 | 511 | 519 | 558 | 507 | 520 | 504 | 501 |
Net PPE | 2.6% | 524 | 511 | 513 | 513 | 496 | 482 | 489 | 503 | 502 | 500 | 499 | 497 | 508 | 499 | 493 | 480 | 473 | 411 | 415 | 409 | 422 |
Goodwill | 2.0% | 691 | 677 | 688 | 677 | 674 | 658 | 682 | 701 | 701 | 703 | 713 | 706 | 707 | 77.00 | 677 | 664 | 679 | 77.00 | 656 | 656 | 673 |
Liabilities | -3.1% | 1,773 | 1,830 | 1,798 | 2,013 | 2,037 | 2,210 | 2,283 | 2,243 | 2,083 | 1,944 | 1,905 | 1,919 | 1,944 | 1,898 | 1,920 | 1,998 | 1,972 | 1,972 | 1,886 | 1,832 | 1,904 |
Current Liabilities | -0.4% | 663 | 665 | 636 | 718 | 670 | 672 | 655 | 738 | 622 | 605 | 605 | 677 | 606 | 567 | 543 | 600 | 594 | 566 | 599 | 613 | 551 |
Short Term Borrowings | 1.3% | 31.00 | 31.00 | 31.00 | 31.00 | 32.00 | 35.00 | 46.00 | 55.00 | 34.00 | 36.00 | 40.00 | 34.00 | 40.00 | 32.00 | 47.00 | 47.00 | 37.00 | 34.00 | 35.00 | 54.00 | 4.00 |
Long Term Debt | -7.3% | 881 | 950 | 908 | 1,042 | 1,105 | 1,296 | 1,377 | 1,243 | 1,191 | 1,076 | 1,020 | 970 | 1,054 | 1,039 | 1,081 | 1,105 | 1,088 | 1,118 | 979 | 972 | 1,087 |
LT Debt, Non Current | -7.3% | 881 | 950 | 908 | 1,042 | 1,105 | 1,296 | 1,377 | 1,243 | 1,191 | 1,076 | 1,020 | 970 | 1,054 | 1,039 | 1,081 | 1,105 | 1,088 | 1,118 | 979 | 972 | 1,087 |
Shareholder's Equity | 3.8% | 1,727 | 1,663 | 1,683 | 1,600 | 1,531 | 1,414 | 1,439 | 1,493 | 1,508 | 1,574 | 1,567 | 1,544 | 1,531 | 1,435 | 1,365 | 1,304 | 1,370 | 1,319 | 1,297 | 1,286 | 1,314 |
Retained Earnings | 3.3% | 2,112 | 2,045 | 1,990 | 1,930 | 1,872 | 1,834 | 1,807 | 1,784 | 1,763 | 1,734 | 1,706 | 1,670 | 1,644 | 1,613 | 1,585 | 1,557 | 1,566 | 1,546 | 1,491 | 1,450 | 1,439 |
Additional Paid-In Capital | 1.3% | 620 | 612 | 612 | 596 | 585 | 578 | 576 | 571 | 563 | 556 | 554 | 554 | 546 | 537 | 532 | 529 | 522 | 516 | 511 | 513 | 511 |
Shares Outstanding | -0.9% | 40.00 | 41.00 | 41.00 | 41.00 | 41.00 | 41.00 | 41.00 | 41.00 | 42.00 | 43.00 | 43.00 | 43.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | 2.9% | 3.00 | 3.00 | 3.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 5.00 |
Float | - | - | - | - | - | - | 2,375 | - | - | - | 3,243 | - | - | - | 2,908 | - | - | - | 2,642 | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 21.4% | 134,524 | 110,777 | 74,946 | 144,095 | 206,144 | 1,590 | -71,891 | 12,445 | -12,459 | -17,428 | -48,143 | 86,276 | 54,826 | 100,709 | 116,564 | 77,566 | 70,770 | 74,678 | 30,384 | 31,431 | 82,392 |
Share Based Compensation | 90.8% | 9,817 | 5,144 | 7,933 | 7,601 | 6,906 | 6,534 | 5,330 | 8,472 | 6,393 | 5,765 | 3,659 | 2,835 | 6,396 | 5,533 | 5,053 | 6,021 | 5,891 | 4,994 | 3,874 | 8,021 | 5,458 |
Cashflow From Investing | -29.9% | -23,121 | -17,798 | -24,319 | -31,126 | -17,783 | 26,982 | -22,875 | -21,583 | -16,429 | -18,103 | -13,118 | -16,247 | -8,973 | -13,544 | -26,280 | -40,456 | -193,630 | -23,462 | -17,271 | -21,760 | -666,812 |
Cashflow From Financing | -572.2% | -117,756 | -17,519 | -135,949 | -67,654 | -201,905 | -98,428 | 97,537 | 22,091 | 22,439 | 42,989 | 10,915 | -96,150 | 13,225 | -66,337 | -39,462 | 29,248 | -35,378 | 120,555 | -51,742 | -104,638 | 444,406 |
Dividend Payments | -0.9% | 9,082 | 9,168 | 7,173 | 7,151 | 7,140 | 7,138 | 7,108 | 7,166 | 7,296 | 7,456 | 7,435 | 7,474 | 7,459 | 7,451 | 7,428 | 7,406 | 7,401 | 7,399 | 7,499 | 7,463 | 7,533 |
Buy Backs | -26.1% | 34,991 | 47,340 | - | - | - | - | 22,907 | 10,320 | 114,534 | 31,512 | 31,512 | - | - | - | - | -28,795 | 34,561 | 34,561 | 23,029 | 31,436 | 25,000 |
Consolidated Condensed Statements of Income (Unaudited) - USD ($) $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Dec. 31, 2023 | Jan. 01, 2023 | Dec. 31, 2023 | Jan. 01, 2023 | |
Net sales | $ 861,548 | $ 920,227 | $ 2,671,150 | $ 2,718,635 |
Inventory adjustment relating to exit activities | 16,067 | (863) | 19,165 | 681 |
Gross profit | 248,648 | 213,648 | 728,573 | 594,074 |
Operating expenses | 143,961 | 134,317 | 432,284 | 398,752 |
Restructuring and other exit charges | 6,070 | 801 | 19,613 | 12,394 |
Operating earnings | 92,597 | 78,530 | 270,656 | 182,928 |
Interest expense | 11,718 | 17,502 | 39,179 | 44,560 |
Other expense (income), net | 2,221 | 3,180 | 5,868 | 3,507 |
Earnings before income taxes | 78,658 | 57,848 | 225,609 | 134,861 |
Income tax expense | 2,500 | 13,438 | 17,425 | 25,001 |
Net earnings attributable to EnerSys stockholders | $ 76,158 | $ 44,410 | $ 208,184 | $ 109,860 |
Net earnings per common share attributable to EnerSys stockholders: | ||||
Basic (in dollars per share) | $ 1.88 | $ 1.09 | $ 5.11 | $ 2.69 |
Diluted (in dollars per share) | 1.86 | 1.08 | 5.02 | 2.66 |
Dividends per common share (in dollars per share) | $ 0.225 | $ 0.175 | $ 0.625 | $ 0.525 |
Weighted average shares of common stock outstanding: | ||||
Basic (in shares) | 40,451,279 | 40,835,636 | 40,770,524 | 40,787,654 |
Diluted (in shares) | 41,047,893 | 41,281,693 | 41,476,950 | 41,267,320 |
Impairment of indefinite-lived intangibles | $ 6,020 | $ 0 | $ 6,020 | $ 0 |
Product | ||||
Net sales | 751,856 | 819,457 | 2,348,815 | 2,417,051 |
Cost of goods sold | 511,014 | 624,697 | 1,672,360 | 1,883,401 |
Service | ||||
Net sales | 109,692 | 100,770 | 322,335 | 301,584 |
Cost of goods sold | $ 85,819 | $ 82,745 | $ 251,052 | $ 240,479 |
Consolidated Condensed Balance Sheets (Unaudited) - USD ($) $ in Thousands | Dec. 31, 2023 | Mar. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 332,714 | $ 346,665 |
Accounts receivable, net of allowance for doubtful accounts: December 31, 2023 - $10,312; March 31, 2023 - $8,775 | 498,499 | 637,817 |
Inventories, net | 755,163 | 797,798 |
Prepaid and other current assets | 185,901 | 113,601 |
Total current assets | 1,772,277 | 1,895,881 |
Property, plant, and equipment, net | 523,558 | 513,283 |
Goodwill | 691,172 | 676,715 |
Other intangible assets, net | 334,972 | 360,412 |
Deferred taxes | 53,406 | 49,152 |
Other assets | 127,253 | 121,231 |
Total assets | 3,502,638 | 3,616,674 |
Current liabilities: | ||
Short-term debt | 30,937 | 30,642 |
Accounts payable | 342,066 | 378,641 |
Accrued expenses | 289,892 | 309,037 |
Total current liabilities | 662,895 | 718,320 |
Long-term debt, net of unamortized debt issuance costs | 880,833 | 1,041,989 |
Deferred taxes | 60,065 | 61,118 |
Other liabilities | 168,818 | 191,366 |
Total liabilities | 1,772,611 | 2,012,793 |
Commitments and contingencies | ||
Equity: | ||
Preferred Stock, $0.01 par value, 1,000,000 shares authorized, no shares issued or outstanding at December 31, 2023 and at March 31, 2023 | 0 | 0 |
Common Stock, $0.01 par value per share, 135,000,000 shares authorized, 56,347,317 shares issued and 40,399,131 shares outstanding at December 31, 2023; 56,004,613 shares issued and 40,901,059 shares outstanding at March 31, 2023 | 563 | 560 |
Additional paid-in capital | 620,408 | 596,464 |
Treasury stock at cost, 15,948,186 shares held as of December 31, 2023 and 15,103,554 shares held as of March 31, 2023 | (822,658) | (740,956) |
Retained earnings | 2,112,259 | 1,930,148 |
Contra equity - indemnification receivable | (1,988) | (2,463) |
Accumulated other comprehensive loss | (182,050) | (183,474) |
Total EnerSys stockholders’ equity | 1,726,534 | 1,600,279 |
Nonredeemable noncontrolling interests | 3,493 | 3,602 |
Total equity | 1,730,027 | 1,603,881 |
Total liabilities and equity | $ 3,502,638 | $ 3,616,674 |