Atkore Inc. vs ENERSYS, two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ATKR and ENS diverge most: on revenue growth, ATKR reads -3.0% and ENS reads +3.8%; on net margin, ATKR reads -4.2% and ENS reads 7.8%. The rest of the comparable metrics sit closer together. On valuation, today's ATKR price has a different growth bar priced in than ENS (+0.9% implied for ATKR vs +11.4% for ENS); the higher figure is the steeper assumption to clear, not a better or worse stock. What ATKR's price implies is a bet that sits within the historical range (whole-company basis). What ENS's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ATKR | ENS |
|---|---|---|
| Price | $72.95 | $185.98 |
| Market cap | $2.5B | $6.8B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.9% | +11.4% |
| P/E | — | 24.1 |
| P/B | 1.93 | 3.56 |
| P/S | 0.86 | 1.81 |
| EV/EBITDA | 16.2 | 15.7 |
| Revenue growth | -3.0% | +3.8% |
| Gross margin | 18.6% | 29.4% |
| Operating margin | 1.4% | 12.5% |
| Net margin | -4.2% | 7.8% |
| Return on equity | -9.4% | 15.4% |
| Return on assets | -4.2% | 7.3% |
| Return on invested capital | 1.4% | 11.0% |
| FCF yield | 5.8% | 6.9% |
| Dividend yield | — | 0.6% |
| Debt / equity | 0.60 | 0.58 |
| Current ratio | 2.64 | 2.66 |
| Altman Z (solvency) | 2.79 | 4.35 |
| Piotroski F (quality) | 4 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.