Sat, Sep 20, 2014, 6:27 AM EDT - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

EnerSys Message Board

  • jagad5 jagad5 Aug 8, 2013 12:04 PM Flag

    My analysis of ENS

    The stock has about caught up with the performance of the company. Consider that two years ago the stock was selling for ~$20, a single digit PE, while the company was growing consistently in the 10-12% range.

    Next quarter, expect:
    REV - $590M
    NET - $41M
    EPS - $.86

    The current price reflects a future growth rate of about 2.8%. The company has grown revenues at 4% over the last three years and net income at 24% over the same period. If the economy finally starts to grow, revenues will accelerate. But until then, they can only squeeze their margins so high. I suspect their approaching a peak on profit margin so I wouldn't expect to see income continue to grow so much faster than sales. I've started to put in trailing stop orders to preserve my 150% capital gains. I suggest others do the same.

    The market is a funny thing and if we get into a period of irrational exuberance, I wouldn't be surprised if the price went up another $25 or more over the next 12 months. But I wouldn't bank on it.


    Sentiment: Hold

62.86-0.64(-1.01%)Sep 19 4:02 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.