EnerSys

ISIN US29275Y1029

 | 

WKN A0B7EH

Market cap (in EUR)
4,134 m
Country
United States
Sector
Industrials
Dividend yield
0.76%
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Capital at risk. Execution-only service.
 

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 4,134 m
EPS, EUR 7.75
P/B ratio 2.6
P/E ratio 15.1
Dividend yield 0.76%

Income statement (2024)

Revenue, EUR 3,371 m
Net income, EUR 339 m
Profit margin 10.05%
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Capital at risk

What ETF is EnerSys in?

There are 46 ETFs which contain EnerSys. All of these ETFs are listed in the table below. The ETF with the largest weighting of EnerSys is the Global X Lithium & Battery Tech UCITS ETF USD Accumulating.
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.07%
Equity
United States
Small Cap
54
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.03%
Equity
World
Small Cap
Climate Change
-
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.01%
Equity
United States
Multi-Factor Strategy
9
Rize USA Environmental Impact UCITS ETF USD Acc 1.13%
Equity
United States
Social/Environmental
Climate Change
9
HSBC NASDAQ Global Climate Tech UCITS ETF USD (Acc) 0.26%
Equity
World
Social/Environmental
Climate Change
108
Xtrackers MSCI World Small Cap UCITS ETF 1D Distribution 0.08%
Equity
World
Small Cap
2
First Trust Nasdaq Clean Edge Green Energy UCITS ETF Acc 2.52%
Equity
World
Utilities
Clean Energy
8
L&G Russell 2000 US Small Cap Quality UCITS ETF 0.11%
Equity
United States
Small Cap
168
Global X Lithium & Battery Tech UCITS ETF USD Accumulating 3.54%
Equity
World
Battery Technology
60
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.07%
Equity
United States
Small Cap
175
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.01%
Equity
United States
Multi-Factor Strategy
29
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
122
Global X Autonomous & Electric Vehicles UCITS ETF USD Accumulating 1.20%
Equity
World
Automobile
Future Mobility
6
iShares MSCI World Small Cap UCITS ETF 0.05%
Equity
World
Small Cap
5,802
SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.05%
Equity
World
Small Cap
23
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
North America
Social/Environmental
336
SPDR Russell 2000 US Small Cap UCITS ETF 0.14%
Equity
United States
Small Cap
4,223
First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc 0.02%
Equity
World
Infrastructure
877
First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation 0.85%
Equity
United States
Dividend
218
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C Capitalisation 0.06%
Equity
World
Small Cap
8
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.05%
Equity
World
3,689
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.06%
Equity
United States
Small Cap
25
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.01%
Equity
United States
Multi-Factor Strategy
90
SPDR MSCI World Small Cap UCITS ETF 0.05%
Equity
World
Small Cap
1,334
L&G Battery Value-Chain UCITS ETF 2.43%
Equity
World
Industrials
Battery Technology
537
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.01%
Equity
World
Social/Environmental
488
Global X Autonomous & Electric Vehicles UCITS ETF USD Distributing 1.20%
Equity
World
Automobile
Future Mobility
1
Xtrackers Russell 2000 UCITS ETF 1C 0.15%
Equity
United States
Small Cap
1,798
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.05%
Equity
World
61
iShares AI Adopters & Applications UCITS ETF USD (Acc) 0.12%
Equity
World
Social/Environmental
Artificial Intelligence
239
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.01%
Equity
United States
Multi-Factor Strategy
31
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.02%
Equity
United States
Small Cap
1,954
Xtrackers MSCI World Small Cap UCITS ETF 1C Capitalisation 0.08%
Equity
World
Small Cap
58
Invesco FTSE RAFI US 1000 UCITS ETF 0.01%
Equity
United States
Fundamental/Quality
556
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
736
WisdomTree Battery Solutions UCITS ETF USD Acc 2.61%
Equity
World
Technology
Social/Environmental
Battery Technology
172
SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.07%
Equity
United States
Small Cap
699
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist) 0.13%
Equity
United States
Mid Cap
18
SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist) 0.13%
Equity
United States
Mid Cap
6
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc) 0.13%
Equity
United States
Mid Cap
3,560
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.01%
Equity
World
Small Cap
153
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.01%
Equity
North America
Social/Environmental
26
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc 0.01%
Equity
World
Islamic Investing
942
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.01%
Equity
World
Social/Environmental
699
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.06%
Equity
United States
Small Cap
24
iShares Energy Storage & Hydrogen UCITS ETF USD (Acc) 2.60%
Equity
World
Social/Environmental
Hydrogen
10

Performance

Returns overview

YTD +34.94%
1 month +18.89%
3 months +43.44%
6 months +47.14%
1 year +35.85%
3 years +71.62%
5 years +75.19%
Since inception (MAX) +74.76%
2024 -8.13%
2023 +32.06%
2022 +4.17%
2021 -2.16%

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 35.35%
Volatility 3 years 32.78%
Volatility 5 years 31.85%
Return per risk 1 year 1.01
Return per risk 3 years 0.60
Return per risk 5 years 0.37
Maximum drawdown 1 year -27.39%
Maximum drawdown 3 years -32.49%
Maximum drawdown 5 years -35.09%
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.