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 6.9% and NOVT reads 1.4%; on p/e, ENS reads 24.1 and NOVT reads 102.6. 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 | $185.98 | $142.64 |
| Market cap | $6.8B | $5.1B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Mature |
| Implied growth (priced in) | +11.4% | — |
| P/E | 24.1 | 102.6 |
| P/B | 3.56 | 3.87 |
| P/S | 1.81 | 5.05 |
| EV/EBITDA | 15.7 | 32.5 |
| Revenue growth | +3.8% | +5.6% |
| Gross margin | 29.4% | 44.1% |
| Operating margin | 12.5% | 10.7% |
| Net margin | 7.8% | 5.3% |
| Return on equity | 15.4% | 4.1% |
| Return on assets | 7.3% | 3.0% |
| Return on invested capital | 11.0% | 4.6% |
| FCF yield | 6.9% | 1.4% |
| Dividend yield | 0.6% | — |
| Debt / equity | 0.58 | 0.18 |
| Current ratio | 2.66 | 3.56 |
| Altman Z (solvency) | 4.35 | 7.25 |
| Piotroski F (quality) | 7 / 9 | 8 / 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.