Enersys Stock Buy Hold or Sell Recommendation
| ENS Stock | USD 95.04 0.78 0.83% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Enersys is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Enersys given historical horizon and risk tolerance towards Enersys. When Macroaxis issues a 'buy' or 'sell' recommendation for Enersys, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Enersys Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Enersys Stock please use our How to Invest in Enersys guide. Note, we conduct extensive research on individual companies such as Enersys and provide practical buy, sell, or hold advice based on investors' constraints. Enersys. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Enersys |
Execute Enersys Buy or Sell Advice
The Enersys recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Enersys. Macroaxis does not own or have any residual interests in Enersys or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Enersys' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Enersys Trading Alerts and Improvement Suggestions
| Enersys generated a negative expected return over the last 90 days | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| On 30th of September 2024 Enersys paid $ 0.24 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Global Alpha Capital Management Ltd. Purchases 6,764 Shares of EnerSys |
Enersys Returns Distribution Density
The distribution of Enersys' historical returns is an attempt to chart the uncertainty of Enersys' future price movements. The chart of the probability distribution of Enersys daily returns describes the distribution of returns around its average expected value. We use Enersys price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Enersys returns is essential to provide solid investment advice for Enersys.
| Mean Return | 0 | Value At Risk | -2.35 | Potential Upside | 2.21 | Standard Deviation | 1.58 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Enersys historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Enersys Stock Institutional Investors
The Enersys' institutional investors refer to entities that pool money to purchase Enersys' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Bank Of New York Mellon Corp | 2024-06-30 | 701.8 K | Hill City Capital, Lp | 2024-09-30 | 657.5 K | Deprince Race & Zollo Inc | 2024-06-30 | 646.4 K | Mirae Asset Global Etfs Holdings Ltd. | 2024-06-30 | 637.2 K | Boston Partners Global Investors, Inc | 2024-06-30 | 626.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 625.8 K | Bank Of America Corp | 2024-06-30 | 617.2 K | Charles Schwab Investment Management Inc | 2024-09-30 | 594.4 K | Northern Trust Corp | 2024-09-30 | 571.4 K | Blackrock Inc | 2024-06-30 | 5.3 M | Vanguard Group Inc | 2024-09-30 | 4.6 M |
Enersys Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 27.8M | 124.8M | (49.3M) | (55.8M) | (13.3M) | (12.7M) | |
| Free Cash Flow | 152.0M | 288.4M | (139.6M) | 191.2M | 370.6M | 389.1M | |
| Other Non Cash Items | 61.0M | 9.1M | 15.3M | 10.1M | 43.7M | 23.9M | |
| Capital Expenditures | 101.4M | 70.0M | 74.0M | 88.8M | 86.4M | 61.4M | |
| Net Income | 137.1M | 143.4M | 143.9M | 175.8M | 269.1M | 282.6M | |
| End Period Cash Flow | 327.0M | 451.8M | 402.5M | 346.7M | 333.3M | 245.3M | |
| Change To Inventory | (9.4M) | 24.2M | (212.8M) | (96.4M) | 75.6M | 79.4M | |
| Depreciation | 87.3M | 94.1M | 95.9M | 91.2M | 92.0M | 64.8M | |
| Dividends Paid | 29.7M | 29.8M | 29.4M | 28.5M | 34.5M | 31.3M | |
| Change Receivables | 26.5M | 8.7M | (129.0M) | 67.6M | 77.7M | 81.6M | |
| Net Borrowings | 131.9M | (162.9M) | 292.0M | (195.2M) | (224.5M) | (213.3M) | |
| Change To Netincome | 60.8M | 19.0M | 40.5M | 20.8M | 23.9M | 33.4M | |
| Investments | (274.8M) | (65.0M) | (69.2M) | (44.8M) | (92.5M) | (97.1M) |
Enersys Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Enersys or Electrical Equipment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Enersys' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Enersys stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.12 | |
β | Beta against Dow Jones | 1.31 | |
σ | Overall volatility | 1.55 | |
Ir | Information ratio | -0.06 |
Enersys Volatility Alert
Enersys has relatively low volatility with skewness of -0.81 and kurtosis of 2.11. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Enersys' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Enersys' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Enersys Fundamentals Vs Peers
Comparing Enersys' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Enersys' direct or indirect competition across all of the common fundamentals between Enersys and the related equities. This way, we can detect undervalued stocks with similar characteristics as Enersys or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Enersys' fundamental indicators could also be used in its relative valuation, which is a method of valuing Enersys by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Enersys to competition |
| Fundamentals | Enersys | Peer Average |
| Return On Equity | 0.17 | -0.31 |
| Return On Asset | 0.0702 | -0.14 |
| Profit Margin | 0.08 % | (1.27) % |
| Operating Margin | 0.12 % | (5.51) % |
| Current Valuation | 4.58 B | 16.62 B |
| Shares Outstanding | 39.82 M | 571.82 M |
| Shares Owned By Insiders | 1.87 % | 10.09 % |
| Shares Owned By Institutions | 95.65 % | 39.21 % |
| Number Of Shares Shorted | 959.7 K | 4.71 M |
| Price To Earning | 29.36 X | 28.72 X |
| Price To Book | 2.04 X | 9.51 X |
| Price To Sales | 1.07 X | 11.42 X |
| Revenue | 3.58 B | 9.43 B |
| Gross Profit | 753.53 M | 27.38 B |
| EBITDA | 441.13 M | 3.9 B |
| Net Income | 269.1 M | 570.98 M |
| Cash And Equivalents | 346.67 M | 2.7 B |
| Cash Per Share | 9.43 X | 5.01 X |
| Total Debt | 914.26 M | 5.32 B |
| Debt To Equity | 1.04 % | 48.70 % |
| Current Ratio | 3.07 X | 2.16 X |
| Book Value Per Share | 46.17 X | 1.93 K |
| Cash Flow From Operations | 457.03 M | 971.22 M |
| Short Ratio | 5.33 X | 4.00 X |
| Earnings Per Share | 7.05 X | 3.12 X |
| Price To Earnings To Growth | 0.60 X | 4.89 X |
| Target Price | 115.2 | |
| Number Of Employees | 10.8 K | 18.84 K |
| Beta | 1.25 | -0.15 |
| Market Capitalization | 3.75 B | 19.03 B |
| Total Asset | 3.47 B | 29.47 B |
| Retained Earnings | 2.16 B | 9.33 B |
| Working Capital | 1.06 B | 1.48 B |
Note: Disposition of 704 shares by Joern Tinnemeyer of Enersys at 94.3 subject to Rule 16b-3 [view details]
Enersys Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Enersys . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Enersys Buy or Sell Advice
When is the right time to buy or sell Enersys? Buying financial instruments such as Enersys Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Enersys in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Defense Thematic Idea Now
Defense
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Defense Theme or any other thematic opportunities.
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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.