Bloom Energy
BE · Electrical Components & Equipment
$193.30
11.2%EnerSys
ENS · Electrical Components & Equipment
$166.08
1.5%The short version
- EnerSys is the larger business, with $3.8B of revenue in fiscal 2026 against $2.0B for Bloom Energy, about 1.9 times as much.
- Bloom Energy grew revenue faster (37.3%, against 3.7%).
- EnerSys kept more of each dollar of sales as operating profit (11.4% operating margin, against 3.6% operating margin).
- EnerSys turned more of its sales into free cash flow (12.5% FCF margin, against 2.8% FCF margin).
- EnerSys earned a higher return on the capital invested in it (13.7%, against 5.8%).
- Investors pay more for each dollar of Bloom Energy’s earnings: a P/E of 117.9x against 17.8x for EnerSys.
| Latest fiscal year | BE · FY25 | ENS · FY26 |
|---|---|---|
| Size | ||
| Market cap | $62.7B | $6.2B |
| Revenue | $2.0B | $3.8B |
| Free cash flow | $57.2M | $468M |
| Net income | −$87.1M | $294M |
| Growth | ||
| Revenue growth | 37.3% | 3.7% |
| 5-year growth | 20.6% | 4.7% |
| Share count change | 5.7% | −5.7% |
| Profitability | ||
| Gross margin | 29.0% | 29.3% |
| Operating margin | 3.6% | 11.4% |
| Net margin | −4.3% | 7.8% |
| FCF margin | 2.8% | 12.5% |
| Return on capital | 5.8% | 13.7% |
| Return on equity | −13.1% | 15.4% |
| Balance sheet | ||
| Net debt | $173M | $674M |
| Net debt / EBITDA | 1.4x | 1.3x |
| Dividends and buybacks | $0.9M | $409M |
| Valuation & quality | ||
| P/E | 117.9x | 17.8x |
| Piotroski F-score | 5 | 5 |
FY17
BE $366M
ENS $2.4B
FY18
BE $633M
ENS $2.6B
FY19
BE $785M
ENS $2.8B
FY20
BE $794M
ENS $3.1B
FY21
BE $972M
ENS $3.0B
FY22
BE $1.2B
ENS $3.4B
FY23
BE $1.3B
ENS $3.7B
FY24
BE $1.5B
ENS $3.6B
FY25
BE $2.0B
ENS $3.6B
FY26
BE —
ENS $3.8B
BE
ENS
FY17
BE −42.4%
ENS 10.0%
FY18
BE −26.1%
ENS 10.5%
FY19
BE −29.7%
ENS 7.6%
FY20
BE −10.2%
ENS 6.2%
FY21
BE −11.8%
ENS 7.3%
FY22
BE −21.8%
ENS 6.1%
FY23
BE −15.7%
ENS 7.5%
FY24
BE 1.6%
ENS 9.8%
FY25
BE 3.6%
ENS 12.9%
FY26
BE —
ENS 11.4%
BE
ENS
FY17
BE −$153M
ENS $196M
FY18
BE −$137M
ENS $141M
FY19
BE $113M
ENS $127M
FY20
BE −$137M
ENS $152M
FY21
BE −$110M
ENS $288M
FY22
BE −$309M
ENS −$140M
FY23
BE −$456M
ENS $191M
FY24
BE $33.2M
ENS $371M
FY25
BE $57.2M
ENS $139M
FY26
BE —
ENS $468M
BE
ENS
FY17
BE —
ENS 14.3%
FY18
BE —
ENS 10.9%
FY19
BE −68.2%
ENS 11.4%
FY20
BE −23.2%
ENS 8.6%
FY21
BE −43.4%
ENS 8.6%
FY22
BE −71.5%
ENS 7.6%
FY23
BE −28.7%
ENS 9.9%
FY24
BE 2.1%
ENS 14.1%
FY25
BE 5.8%
ENS 16.8%
FY26
BE —
ENS 13.7%
BE
ENS
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.