EnerSys

ISIN US29275Y1029

 | 

WKN A0B7EH

 

Overview

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.
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Industrials Industrial Manufacturing Electrical Equipment and Power Systems United States

Chart

Financials

Key metrics

Market capitalisation, EUR 3,454.80 m
EPS, EUR 6.12
P/B ratio 2.17
P/E ratio 14.01
Dividend yield 0.86%

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 40 ETFs which contain EnerSys. All of these ETFs are listed in the table below. The ETF with the largest weighting of EnerSys is the L&G Battery Value-Chain UCITS ETF.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y WKN ISIN
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.08%
Equity
United States
Small Cap
1,434 0.14% 28 +24.70% A3DQ08 IE000JNKVS10
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc 0.02%
Equity
United States
Multi-Factor Strategy
1,998 0.28% 8 +24.67% A2DWAC IE00BDGV0746
Rize USA Environmental Impact UCITS ETF USD Acc 1.38%
Equity
United States
Social/Environmental
Climate Change
82 0.45% 96 - A3ENMA IE000PY7F8J9
HSBC Nasdaq Global Climate Tech UCITS ETF USD (Acc) 0.32%
Equity
World
Social/Environmental
Climate Change
134 0.50% - - A3EDC8 IE000XC6EVL9
First Trust Nasdaq Clean Edge Green Energy UCITS ETF Acc 2.03%
Equity
World
Utilities
Clean Energy
63 0.60% 17 -30.35% A2DLPK IE00BDBRT036
L&G Russell 2000 US Small Cap Quality UCITS ETF 0.15%
Equity
United States
Small Cap
1,049 0.30% 84 +19.98% A0Q8H2 IE00B3CNHJ55
Global X Lithium & Battery Tech UCITS ETF USD Accumulating 2.67%
Equity
World
Battery Technology
38 0.60% 31 -24.90% A2QPB3 IE00BLCHJN13
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C 0.29%
Equity
World
Social/Environmental
Clean Energy
122 0.35% 10 -24.84% DBX0SP IE000JZYIUN0
Lyxor MSCI Future Mobility ESG Filtered (DR) UCITS ETF - Acc 0.88%
Equity
World
Technology
Social/Environmental
Future Mobility
88 0.45% 261 +8.12% LYX0ZJ LU2023679090
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.08%
Equity
United States
Small Cap
1,434 0.14% 117 +24.13% A3DQ09 IE0001O84583
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.02%
Equity
United States
Multi-Factor Strategy
1,998 0.25% 28 +27.54% A2DND0 IE00BDGV0308
CIRCA5000 Green Energy & Technology UCITS ETF USD ACC 1.03%
Equity
World
Social/Environmental
Clean Energy
56 0.49% 5 - IE0007RRF713
L&G Global Thematic ESG Exclusions UCITS ETF USD Accumulating 0.78%
Equity
World
Social/Environmental
Innovation
361 0.60% 4 +6.25% A3DHPA IE000VTOHNZ0
Global X Autonomous & Electric Vehicles UCITS ETF USD Accumulating 1.08%
Equity
World
Automobile
Future Mobility
74 0.50% 10 +9.39% A2QPBY IE00BMH5YR69
Amundi MSCI New Energy ESG Screened UCITS ETF Dist 1.23%
Equity
World
Utilities
Social/Environmental
Clean Energy
94 0.60% 745 -23.52% LYX0CB FR0010524777
iShares MSCI World Small Cap UCITS ETF 0.06%
Equity
World
Small Cap
3,365 0.35% 3,414 +18.41% A2DWBY IE00BF4RFH31
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.01%
Equity
World
Fundamental/Quality
591 0.43% 2 +19.85% A3D10A IE0007M3MLF3
SPDR Russell 2000 US Small Cap UCITS ETF 0.17%
Equity
United States
Small Cap
1,773 0.30% 2,609 +20.43% A1XFN1 IE00BJ38QD84
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.01%
Equity
World
Fundamental/Quality
591 0.38% 230 +20.26% A2AG1D IE00BZ56RN96
First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc 0.03%
Equity
World
Infrastructure
98 0.63% 88 +23.23% A3DGK5 IE000J80JTL1
HANetf iClima Global Decarbonisation Enablers UCITS ETF 0.65%
Equity
World
Social/Environmental
Climate Change
158 0.65% 24 -5.46% A2QG4B IE00BNC1F287
WisdomTree Megatrends UCITS ETF USD 0.07%
Equity
World
Social/Environmental
Innovation
582 0.50% 9 - A3EYCN IE0000902GT6
SPDR MSCI ACWI IMI UCITS ETF 0.03%
Equity
World
3,022 0.17% 1,215 +25.11% A1JJTD IE00B3YLTY66
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.02%
Equity
United States
Multi-Factor Strategy
1,998 0.25% 105 +27.65% A2JSD1 IE00BDGV0415
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.01%
Equity
World
Fundamental/Quality
591 0.43% 0 +23.78% A3D88W IE000LRRPK60
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.01%
Equity
World
Fundamental/Quality
591 0.38% 649 +20.23% A2AG1E IE00BZ56SW52
SPDR MSCI World Small Cap UCITS ETF 0.05%
Equity
World
Small Cap
3,388 0.45% 756 +18.15% A1W56P IE00BCBJG560
L&G Battery Value-Chain UCITS ETF 3.88%
Equity
World
Industrials
Battery Technology
31 0.49% 656 +1.89% A2H5GK IE00BF0M2Z96
Global X Autonomous & Electric Vehicles UCITS ETF USD Distributing 1.08%
Equity
World
Automobile
Future Mobility
74 0.50% 1 +9.56% A2QR38 IE00BMH5YS76
Xtrackers Russell 2000 UCITS ETF 1C 0.16%
Equity
United States
Small Cap
1,490 0.30% 1,084 +20.50% A1XEJT IE00BJZ2DD79
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc 0.02%
Equity
United States
Multi-Factor Strategy
1,998 0.28% 24 +23.00% A2DWAB IE00BDGV0C91
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) 0.02%
Equity
United States
Small Cap
1,620 0.43% 1,525 +20.41% A0X8SB IE00B3VWM098
Invesco FTSE RAFI US 1000 UCITS ETF 0.01%
Equity
United States
Fundamental/Quality
1,004 0.39% 456 +26.63% A0M2EA IE00B23D8S39
CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD 0.13%
Equity
United States
Small Cap
723 0.20% 493 +19.35% A2P4U1 IE00BMDX0L03
WisdomTree Battery Solutions UCITS ETF USD Acc 1.22%
Equity
World
Technology
Social/Environmental
Battery Technology
119 0.40% 165 -16.92% A2PUJK IE00BKLF1R75
SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.09%
Equity
United States
Small Cap
1,782 0.30% 451 +25.28% A12HU5 IE00BSPLC413
SPDR S&P 400 US Mid Cap UCITS ETF 0.15%
Equity
United States
Mid Cap
401 0.30% 1,800 +25.09% A1JSHV IE00B4YBJ215
iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) 0.02%
Equity
World
Small Cap
2,032 0.35% 117 +17.39% A3C14G IE000T9EOCL3
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc 0.01%
Equity
World
Islamic Investing
1,778 0.40% - +30.18% A3C6Z0 IE000UOXRAM8
Amundi MSCI New Energy ESG Screened UCITS ETF Acc 1.23%
Equity
World
Utilities
Social/Environmental
Clean Energy
94 0.60% 9 -23.63% LYX02W FR0014002CG3

Performance

Returns overview

YTD -7.78%
1 month +4.68%
3 months -7.89%
6 months -4.07%
1 year +10.94%
3 years +9.65%
5 years -
Since inception (MAX) +30.00%
2023 +32.06%
2022 +4.17%
2021 -2.16%
2020 -

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%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 31.96%
Volatility 3 years 31.28%
Volatility 5 years -
Return per risk 1 year 0.34
Return per risk 3 years 0.10
Return per risk 5 years -
Maximum drawdown 1 year -21.78%
Maximum drawdown 3 years -34.06%
Maximum drawdown 5 years -
Maximum drawdown since inception -44.45%

Rolling 1 year volatility

— 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.