EnerSys vs NOVANTA INC., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ENS and NOVT diverge most: on fcf yield, ENS reads 11.1% and NOVT reads 2.1%; on p/e, ENS reads 19.2 and NOVT reads 90.1. The rest of the comparable metrics sit closer together. What ENS's price implies is a bet that sits within the historical range (whole-company basis). What NOVT's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ENS | NOVT |
|---|---|---|
| Price | $179.53 | $141.48 |
| Market cap | $6.5B | $5.4B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Mature |
| Implied growth (priced in) | +12.5% | — |
| P/E | 19.2 | 90.1 |
| P/B | 3.28 | 3.31 |
| P/S | 1.71 | 5.20 |
| EV/EBITDA | 11.5 | 31.6 |
| Revenue growth | +3.8% | +7.7% |
| Gross margin | 33.5% | 45.5% |
| Operating margin | 16.2% | 6.8% |
| Net margin | 9.3% | 6.0% |
| Return on equity | 17.9% | 3.8% |
| Return on assets | 8.9% | 2.9% |
| Return on invested capital | 15.7% | 3.9% |
| FCF yield | 11.1% | 2.1% |
| Dividend yield | 0.6% | — |
| Debt / equity | 0.53 | 0.14 |
| Current ratio | 2.80 | 4.57 |
| Altman Z (solvency) | 4.47 | 7.23 |
| Piotroski F (quality) | 7 / 9 | 6 / 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.