EnerSys (ENS)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$181.91+1.07%
Close 2026-09-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · ENS
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $182 ENS trades at 15× p/e, below its 34× p/e peer median. Our $325 fair value sits well above the price. We hold it with low confidence: our number sits above the analyst range and the peer anchor overstates how cheap it looks. Analysts target $250–$280. Note: our $325 fair value sits above the entire analyst range ($250–$280). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $257.50 | — | — | Analyst | high |
| Peer EV/EBITDA | 12M | $338.91 | 23.5 | 13.88 | TTM | high |
| Peer P/FCF | 12M | $726.90 | 38.1 | 19.06 | TTM | high |
| Peer P/E | 12M | $413.07 | 33.9 | 12.18 | TTM | high |
| Peer P/S |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$250.00 – $280.00 (median $257.50) · 4 analysts · as of 2026-06-12
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 50% over what the business is worth with no growth; closing that gap needs roughly 59.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $8.74/sh owner earnings.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $364.12 |
| 3.6 |
| 100.83 |
| TTM |
| high |
| PEG | 12M | $375.39 | 30.8 | 12.18 | TTM | high |
| triangulated | 12M | $409.72 | 33.9 | 12.08 | Triangulated | high |
| Peer P/FCF | 3Y | $1105.53 | 38.1 | 28.99 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $422.96 | 3.6 | 117.13 | Analyst | medium |
| Peer P/FCF | 5Y | $1462.06 | 38.1 | 38.34 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $466.27 | 3.6 | 129.12 | Analyst | medium |