EnerSys vs Sensata Technologies
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The short version
- EnerSys is the larger business, with $3.8B of revenue in fiscal 2026 against $3.7B for Sensata Technologies.
- EnerSys grew revenue faster (3.7%, against −5.8%).
- EnerSys kept more of each dollar of sales as operating profit (11.4% operating margin, against 6.4%).
- Sensata Technologies turned more of its sales into free cash flow (13.2% FCF margin, against 12.5%).
- EnerSys earned a higher return on the capital invested in it (13.7%, against 2.2%).
- Investors pay more for each dollar of Sensata Technologies’s earnings: a P/E of 67.3x against 17.8x for EnerSys.
| Latest fiscal year | ENS · FY26 | ST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.2B | $5.9B |
| Revenue | $3.8B | $3.7B |
| Free cash flow | $468M | $490M |
| Net income | $294M | $31.3M |
| Growth | ||
| Revenue growth | 3.7% | −5.8% |
| 5-year growth | 4.7% | 4.0% |
| Share count change | −5.7% | −2.4% |
| Profitability | ||
| Gross margin | 29.3% | 29.3% |
| Operating margin | 11.4% | 6.4% |
| Net margin | 7.8% | 0.8% |
| FCF margin | 12.5% | 13.2% |
| Return on capital | 13.7% | 2.2% |
| Return on equity | 15.4% | 1.1% |
| Balance sheet | ||
| Net debt | $674M | $2.3B |
| Net debt / EBITDA | 1.3x | 4.7x |
| Dividends and buybacks | $409M | $191M |
| Valuation & quality | ||
| P/E | 17.8x | 67.3x |
| Piotroski F-score | 5 | 6 |
Revenue
FY17
ENS $2.4B
ST $3.3B
FY18
ENS $2.6B
ST $3.5B
FY19
ENS $2.8B
ST $3.5B
FY20
ENS $3.1B
ST $3.0B
FY21
ENS $3.0B
ST $3.8B
FY22
ENS $3.4B
ST $4.0B
FY23
ENS $3.7B
ST $4.1B
FY24
ENS $3.6B
ST $3.9B
FY25
ENS $3.6B
ST $3.7B
FY26
ENS $3.8B
ST —
ENS
ST
Operating margin
FY17
ENS 10.0%
ST 16.8%
FY18
ENS 10.5%
ST 20.2%
FY19
ENS 7.6%
ST 16.1%
FY20
ENS 6.2%
ST 11.1%
FY21
ENS 7.3%
ST 16.6%
FY22
ENS 6.1%
ST 16.6%
FY23
ENS 7.5%
ST 4.5%
FY24
ENS 9.8%
ST 3.8%
FY25
ENS 12.9%
ST 6.4%
FY26
ENS 11.4%
ST —
ENS
ST
Free cash flow
FY17
ENS $196M
ST $413M
FY18
ENS $141M
ST $461M
FY19
ENS $127M
ST $458M
FY20
ENS $152M
ST $453M
FY21
ENS $288M
ST $410M
FY22
ENS −$140M
ST $311M
FY23
ENS $191M
ST $272M
FY24
ENS $371M
ST $393M
FY25
ENS $139M
ST $490M
FY26
ENS $468M
ST —
ENS
ST
Return on capital
FY17
ENS 14.3%
ST 11.5%
FY18
ENS 10.9%
ST 14.3%
FY19
ENS 11.4%
ST 7.9%
FY20
ENS 8.6%
ST 6.8%
FY21
ENS 8.6%
ST 10.6%
FY22
ENS 7.6%
ST 8.9%
FY23
ENS 9.9%
ST 1.5%
FY24
ENS 14.1%
ST 2.1%
FY25
ENS 16.8%
ST 2.2%
FY26
ENS 13.7%
ST —
ENS
ST
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.