CAE INC. vs EnerSys, two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CAE and ENS diverge most: on current ratio, CAE reads 0.80 and ENS reads 2.80; on revenue growth, CAE reads +12.2% and ENS reads +3.8%. The rest of the comparable metrics sit closer together. On valuation, today's CAE price has a different growth bar priced in than ENS (+10.6% implied for CAE vs +12.5% for ENS); the higher figure is the steeper assumption to clear, not a better or worse stock. What CAE'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 | CAE | ENS |
|---|---|---|
| Price | $23.74 | $179.53 |
| Market cap | $7.6B | $6.5B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Growth | Mature |
| Implied growth (priced in) | +10.6% | +12.5% |
| P/E | — | 19.2 |
| P/B | 2.07 | 3.28 |
| P/S | 2.19 | 1.71 |
| EV/EBITDA | 11.8 | 11.5 |
| Revenue growth | +12.2% | +3.8% |
| Gross margin | 27.6% | 33.5% |
| Operating margin | 15.5% | 16.2% |
| Net margin | 8.8% | 9.3% |
| Return on equity | 8.3% | 17.9% |
| Return on assets | 3.7% | 8.9% |
| Return on invested capital | 7.0% | 15.7% |
| FCF yield | 5.2% | 11.1% |
| Dividend yield | — | 0.6% |
| Debt / equity | 0.70 | 0.53 |
| Current ratio | 0.80 | 2.80 |
| Altman Z (solvency) | 1.83 | 4.47 |
| Piotroski F (quality) | 6 / 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.