>
Switch to:

EnerSys ROE %

: 11.32% (As of Jun. 2021)
View and export this data going back to 2004. Start your Free Trial

ROE % is calculated as Net Income attributable to Common Stockholders (Net Income minus dividends to participating security holders) divided by its average Total Stockholders Equity over a certain period of time. EnerSys's annualized net income attributable to common stockholders for the quarter that ended in Jun. 2021 was $176 Mil. EnerSys's average Total Stockholders Equity over the quarter that ended in Jun. 2021 was $1,552 Mil. Therefore, EnerSys's annualized ROE % for the quarter that ended in Jun. 2021 was 11.32%.

The historical rank and industry rank for EnerSys's ROE % or its related term are showing as below:

NYSE:ENS' s ROE % Range Over the Past 10 Years
Min: 10.1   Med: 13.1   Max: 15.78
Current: 10.25

10.1
15.78

During the past 13 years, EnerSys's highest ROE % was 15.78%. The lowest was 10.10%. And the median was 13.10%.

NYSE:ENS's ROE % is ranked lower than
52% of the 250 Companies
in the Industrial Products industry.

( Industry Median: 7.02 vs. NYSE:ENS: 10.25 )

EnerSys ROE % Historical Data

The historical data trend for EnerSys's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

EnerSys Annual Data
Trend Mar12 Mar13 Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21
ROE %
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.14 10.40 12.93 10.62 10.10

EnerSys Quarterly Data
Sep16 Dec16 Mar17 Jun17 Sep17 Dec17 Mar18 Jun18 Sep18 Dec18 Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21
ROE % Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 10.57 10.23 10.44 8.82 11.32

Competitive Comparison

For the Electrical Equipment & Parts subindustry, EnerSys's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

   

EnerSys ROE % Distribution

For the Industrial Products industry and Industrials sector, EnerSys's ROE % distribution charts can be found below:

* The bar in red indicates where EnerSys's ROE % falls into.



EnerSys ROE % Calculation

EnerSys's annualized ROE % for the fiscal year that ended in Mar. 2021 is calculated as

ROE %=Net Income attributable to Common Stockholders (A: Mar. 2021 )/( (Total Stockholders Equity (A: Mar. 2020 )+Total Stockholders Equity (A: Mar. 2021 ))/ count )
=143.374/( (1300.525+1539.755)/ 2 )
=143.374/1420.14
=10.10 %

EnerSys's annualized ROE % for the quarter that ended in Jun. 2021 is calculated as

ROE %=Net Income attributable to Common Stockholders (Q: Jun. 2021 )/( (Total Stockholders Equity (Q: Mar. 2021 )+Total Stockholders Equity (Q: Jun. 2021 ))/ count )
=175.716/( (1539.755+1563.603)/ 2 )
=175.716/1551.679
=11.32 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income attributable to common stockholders of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income attributable to common stockholders data used here is four times the quarterly (Jun. 2021) net income attributable to common stockholders data. ROE % is displayed in the 30-year financial page.


EnerSys  (NYSE:ENS) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %**(Q: Jun. 2021 )
=Net Income/Total Stockholders Equity
=175.716/1551.679
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(175.716 / 3259.572)*(3259.572 / 3467.621)*(3467.621 / 1551.679)
=Net Margin %*Asset Turnover*Equity Multiplier
=5.39 %*0.94*2.2348
=ROA %*Equity Multiplier
=5.07 %*2.2348
=11.32 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %**(Q: Jun. 2021 )
=Net Income/Total Stockholders Equity
=175.716/1551.679
=(Net Income /Pre-Tax Income) * (Pre-Tax Income/Operating Income) * (Operating Income/Revenue) * (Revenue/Total Assets) * (Total Assets/Total Stockholders Equity)
= (175.716 / 209.156) * (209.156 / 274.928) * (274.928 / 3259.572) * (3259.572 / 3467.621) * (3467.621 / 1551.679)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8401 * 0.7608 * 8.43 % * 0.94 * 2.2348
=11.32 %

Note: The net income attributable to common stockholders data used here is four times the quarterly (Jun. 2021) net income attributable to common stockholders data. The Revenue data used here is four times the quarterly (Jun. 2021) revenue data. The same rule applies to Pre-Tax Income and Operating Income.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** The ROE % used above is for Du Pont Analysis only. It is different from the defined ROE % page on our website, as here it uses Net Income instead of Net Income attributable to Common Stockholders in the calculation.


Be Aware

Net income attributable to common stockholders is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


EnerSys ROE % Related Terms

Thank you for viewing the detailed overview of EnerSys's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


EnerSys Business Description

EnerSys logo
Industry
Industrials » Industrial Products NAICS : 335911 SIC : 5063
Traded in Other Exchanges
Address
2366 Bernville Road, Reading, PA, USA, 19605
EnerSys provides stored energy solutions for industrial applications. It also manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosure solutions to customers worldwide. Energy Systems which combine enclosures, power conversion, power distribution and energy storage are used in the telecommunication and broadband, utility industries, uninterruptible power supplies, and numerous applications requiring stored energy solutions. Its segments include Energy Systems, Motive Power, and Specialty.
Executives
Katsaros Arthur T director 7201 HAMILTON BLVD ALLENTOWN PA 181951501
Tufano Paul J director C/O SOLECTRON CORPORATION 847 GIBRALTAR DR. MILPITAS CA 95035
Vargo Ronald P director 41 UNIVERSITY DRIVE, SUITE 202 NEWTOWN PA 18940
Kane Kerry M officer: VP, Corporate Controller & PAO 2366 BERNVILLE ROAD READING PA 19605
Magnus Robert director 2366 BERNVILLE ROAD READING PA 19605
Connors Nelda J director BOSTON SCIENTIFIC CORPORATION 300 BOSTON SCIENTIFIC WAY MARLBOROUGH MA 01752-1234
Chung Hwan-yoon director METALMARK CAPITAL LLC 1177 AVENUE OF THE AMERICAS, 40TH FLOOR NEW YORK NY 10036
Schmidtlein Michael J officer: Executive Vice President & CFO 2366 BERNVILLE ROAD READING PA 19605
Hoffen Howard I director 1585 BROADWAY NEW YORK NY 10036
Fludder Steven M director 264 NANTASKET ROAD HULL MA 02045
Shaffer David M director, officer: President & CEO C/O ENERSYS 2366 BERNVILLE ROAD READING PA 19605
Zogby Andrew M. officer: Pres. Energy Systems Global 2366 BERNVILLE ROAD READING PA 19605
Chan Caroline director 2366 BERNVILLE ROAD READING PA 19605
Lehman John F director 450 PARK AVENUE 6TH FLOOR NEW YORK NY 10022
Marlo Dennis S director 1130 BERKSHIRE BOULEVARD WYOMISSING PA 19610

EnerSys Headlines

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)