EnerSys Common Stock (ENS)

FairStock Score: 44/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I start with the business. EnerSys sells stored energy solutions for industrial applications, including telecom, data center, and electric forklift customers. That is an essential niche, but demand is tied to industrial capital spending. The latest filed quarter, fiscal Q1 2027 ended 2026-07-05, was strong: revenue $935.6M, net income $116.5M, diluted EPS $3.09. Compare that with fiscal Q1 2026 ended 2025-06-29: revenue $893.0M, net income $57.5M, diluted EPS $1.46. Yet full-year fiscal 2026 ended 2026-03-31 showed net income of $293.6M and diluted EPS of $7.70, down from $363.7M and $8.99 in fiscal 2025. So the trend is uneven. FairStock's Lynch category is STALWART, based on 15.4% annual profit growth over five years and 4.7% revenue growth, but recent profit growth is negative. The balance sheet gives comfort: debt-to-equity 0.56, Altman Z 3.73, Piotroski 8/9. Cash generation is excellent: trailing free cash flow $717.3M and a FairStock-calculated 11.2% FCF yield on the $6.4B market cap. Returns are mixed: FairStock-calculated ROE 18.36%, but ROCE only 7.84%. At the 2026-10-13 close of $177.40, FairStock calculations show P/E 19.01, P/B 3.27, EV/EBITDA 11.83, and a Graham Number of $106.72, leaving a negative 66.23% margin of safety. The FairStock score is 44/100. I see a decent industrial stalwart with strong cash flow, but not a Graham bargain at this price.

In plain English: EnerSys makes and services stored energy systems, mainly batteries, for industrial uses such as telecom networks, data centers, and electric forklifts. The business looks mixed: the latest filed quarter showed much higher profit than a year earlier, but full-year profit fell and the stock price looks expensive compared with its earnings and conservative value measures. Its strong cash generation is a bright spot.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-07-05) · fiscal Q3 2026 10-Q (period ended 2025-12-28) · fiscal Q2 2026 10-Q (period ended 2025-09-28) · fiscal Q1 2026 10-Q (period ended 2025-06-29) · FY2026 10-K (period ended 2026-03-31) · FY2025 10-K (period ended 2025-03-31) · FY2024 10-K (period ended 2024-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer