ENS vs IR
EnerSys vs Ingersoll Rand — AI-powered side-by-side comparison
| Metric | ENS | IR |
|---|
| AI Score |
67
|
69
|
| Price |
$186.38
|
$85.02
|
| P/E Ratio |
23.75×
|
34.70×
|
| ROE |
15.4%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
29.3%
|
37.9%
|
| Debt / Equity |
0.62×
|
0.47×
|
| Dividend Yield |
0.6%
|
0.1%
|
| RSI (14) |
41.7
|
54.1
|
| Beta |
1.225
|
1.168
|
| Expected Upside |
+4.0%
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for ENS versus IR.
IR leads by 2 points.
IR scores 69/100 (Buy) versus ENS at 67/100 (Buy).
ENS Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is eps declining -14.4% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 15.6% shows genuine earnings power backing the valuation — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- EPS declining -14.4% YoY despite any revenue growth — Growth
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value