Enersys (ENS) vs Vertiv Holdings Co. (VRT)

Enersys and Vertiv Holdings Co. are both Electrical Equipment & Parts companies. Vertiv Holdings Co. is the larger, with a market value of $82.7B against $6.2B — 13.3× the size. Enersys trades at the lower P/E: 17.6× against 45.8×. Vertiv Holdings Co. grew revenue faster over the last twelve months: 26.2% against 3.73%. Vertiv Holdings Co. has the higher net margin (15.1% vs 9.29%) and the higher return on invested capital (29.6% vs 12.4%). Both pay a dividend; Enersys yields more (0.64% vs 0.12%). Across the 23 metrics below, Enersys leads on 12 and Vertiv Holdings Co. on 11.

Valuation

Metric ENS VRT Electrical Equipment & Parts median
P/E 17.61 45.77 31.20
P/S 1.62 6.91 2.28
P/B 3.12 16.68 3.19
Price to free cash flow 8.57 27.15 27.15
EV/EBITDA 10.95 30.88 15.80
EV/Sales 1.76 6.90 2.38
Earnings yield 5.68% 2.18% (5.87%)
Free cash flow yield 11.67% 3.68% 0.00%

Profitability

Metric ENS VRT Electrical Equipment & Parts median
Gross margin 30.51% 38.04% 25.38%
Operating margin 12.95% 18.94% 0.00%
Net margin 9.29% 15.09% 0.00%
Free cash flow margin 18.93% 25.47% 0.00%
Return on equity 18.36% 43.94% 0.14%
Return on assets 8.74% 13.17% (1.50%)
Return on invested capital 12.37% 29.63% 0.00%

Growth

Metric ENS VRT Electrical Equipment & Parts median
Revenue growth (TTM) 3.73% 26.23% 7.92%
EPS growth (last fiscal year) (14.35%) 166.41% 27.37%
Revenue growth, 5-year CAGR 4.73% 18.54% 9.92%
Net income growth, 5-year CAGR 15.41% 0.00% 0.00%

Health

Metric ENS VRT Electrical Equipment & Parts median
Debt to equity 0.53 0.62 0.16
Current ratio 2.80 1.38 2.31
Net debt to EBITDA 1.25 0.51 0.26

Dividend

Metric ENS VRT Electrical Equipment & Parts median
Dividend yield 0.64% 0.12% 0.48%
Payout ratio 0.12 0.06 0.10

Size

Metric ENS VRT Electrical Equipment & Parts median
Market cap 6.23b 82.68b 157.22m

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