EnerSys
ISIN US29275Y1029
|WKN A0B7EH
Overview
Quote
Description
EnerSys engages in the provision of stored energy solutions for industrial applications. It operates through the following business segments: Energy Systems, Motive Power, and Specialty. The Energy Systems segment combines enclosures, power conversion, power distribution, and energy storage used in the telecommunication, broadband, and utility industries. The Motive Power segment includes batteries and chargers that are utilized in electric forklift trucks and other industrial electric powered vehicles. The Specialty segment, used in aerospace and defense applications, includes large over-the-road trucks, automotive, medical, and security systems applications. The company was founded in October 2000 and is headquartered in Reading, PA.
Industrials Industrial Manufacturing Electrical Equipment and Power Systems United States of America
Chart
Financials
Key metrics
| Market capitalisation, EUR | 3,357.80 m |
| EPS, EUR | 5.47 |
| P/B ratio | 2.21 |
| P/E ratio | 15.44 |
| Dividend yield | 0.83% |
Income statement (2022)
| Revenue, EUR | 3,564.65 m |
| Net income, EUR | 168.99 m |
| Profit margin | 4.74% |
What ETF is EnerSys in?
There are 34 ETFs which contain ENERSYS ORD. All of these ETFs are listed in the table below. The ETF with the largest weighting of ENERSYS ORD is the L&G Battery Value-Chain UCITS ETF.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y |
|---|---|---|---|---|---|---|
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.09% | Equity United States Small Cap | 1,487.00 | 0.14% | 6 | +4.93% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 0.02% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.30% | 8 | +5.00% |
| Rize USA Environmental Impact UCITS ETF USD Acc | 1.37% | Equity United States Social/Environmental Climate Change | 77.00 | 0.45% | 90 | - |
| Xtrackers Portfolio UCITS ETF 1C | 0.01% | Equity World Multi-Asset Strategy | 12,511.00 | 0.70% | 535 | +5.40% |
| First Trust Nasdaq Clean Edge Green Energy UCITS ETF Acc | 1.90% | Equity World Utilities Clean Energy | 64.00 | 0.60% | 14 | -32.39% |
| L&G Russell 2000 US Small Cap Quality UCITS ETF | 0.19% | Equity United States Small Cap | 1,063.00 | 0.30% | 55 | +3.90% |
| Global X Lithium & Battery Tech UCITS ETF USD Accumulating | 1.63% | Equity World Battery Technology | 39.00 | 0.60% | 25 | -30.25% |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0.09% | Equity United States Small Cap | 1,487.00 | 0.14% | 16 | +4.50% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 0.02% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.25% | 28 | +6.06% |
| CIRCA5000 Green Energy & Technology UCITS ETF USD ACC | 1.04% | Equity World Social/Environmental Clean Energy | 56.00 | 0.49% | 5 | - |
| L&G Global Thematic ESG Exclusions UCITS ETF USD Accumulating | 0.66% | Equity World Social/Environmental Innovation | 363.00 | 0.60% | 4 | +0.21% |
| Global X Autonomous & Electric Vehicles UCITS ETF USD Accumulating | 1.05% | Equity World Automobile Future Mobility | 74.00 | 0.50% | 10 | +4.04% |
| iShares MSCI World Small Cap UCITS ETF | 0.06% | Equity World Small Cap | 3,390.00 | 0.35% | 2,949 | +4.13% |
| WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc | 0.01% | Equity World Fundamental/Quality | 593.00 | 0.43% | 1 | - |
| SPDR Russell 2000 US Small Cap UCITS ETF | 0.18% | Equity United States Small Cap | 1,790.00 | 0.30% | 1,846 | +2.04% |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD | 0.01% | Equity World Fundamental/Quality | 593.00 | 0.38% | 121 | +8.24% |
| First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc | 0.03% | Equity World Infrastructure | 99.00 | 0.63% | 80 | +5.95% |
| HANetf iClima Global Decarbonisation Enablers UCITS ETF | 0.63% | Equity World Social/Environmental Climate Change | 159.00 | 0.65% | 27 | -11.72% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 0.02% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.25% | 105 | +6.15% |
| WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist | 0.01% | Equity World Fundamental/Quality | 593.00 | 0.43% | 0 | - |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc | 0.01% | Equity World Fundamental/Quality | 593.00 | 0.38% | 628 | +8.01% |
| SPDR MSCI World Small Cap UCITS ETF | 0.05% | Equity World Small Cap | 3,445.00 | 0.45% | 716 | +4.00% |
| L&G Battery Value-Chain UCITS ETF | 4.53% | Equity World Industrials Battery Technology | 32.00 | 0.49% | 714 | -8.24% |
| Global X Autonomous & Electric Vehicles UCITS ETF USD Distributing | 1.05% | Equity World Automobile Future Mobility | 74.00 | 0.50% | 1 | +3.22% |
| Xtrackers Russell 2000 UCITS ETF 1C | 0.17% | Equity United States Small Cap | 1,494.00 | 0.30% | 848 | +2.17% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 0.02% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.30% | 24 | +7.54% |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 0.02% | Equity United States Small Cap | 1,673.00 | 0.43% | 1,221 | +2.63% |
| Invesco FTSE RAFI US 1000 UCITS ETF | 0.01% | Equity United States Fundamental/Quality | 1,008.00 | 0.39% | 413 | +5.61% |
| CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 0.13% | Equity United States Small Cap | 723.00 | 0.20% | 402 | +2.10% |
| WisdomTree Battery Solutions UCITS ETF USD Acc | 1.30% | Equity World Technology Social/Environmental Battery Technology | 130.00 | 0.40% | 221 | -18.17% |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.09% | Equity United States Small Cap | 1,815.00 | 0.30% | 373 | +6.09% |
| SPDR S&P 400 US Mid Cap UCITS ETF | 0.17% | Equity United States Mid Cap | 401.00 | 0.30% | 1,739 | +4.45% |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.02% | Equity World Small Cap | 2,077.00 | 0.35% | 49 | +2.99% |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.01% | Equity World Islamic Investing | 1,796.00 | 0.40% | - | +16.85% |
Performance
Returns overview
| YTD | +21.38% |
| 1 month | +3.72% |
| 3 months | -9.95% |
| 6 months | -13.66% |
| 1 year | +17.96% |
| 3 years | +22.14% |
| 5 years | - |
| Since inception (MAX) | +21.46% |
| 2022 | -1.43% |
| 2021 | +5.26% |
| 2020 | - |
| 2019 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 33.86% |
| Volatility 3 years | 31.81% |
| Volatility 5 years | - |
| Return per risk 1 year | 0.53 |
| Return per risk 3 years | 0.22 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -22.03% |
| Maximum drawdown 3 years | -35.67% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -49.47% |
Rolling 1 year volatility
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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.