Bloom Energy Corp (BE) is overvalued and Enersys (ENS) is slightly overvalued.
Both trade above our estimate of their intrinsic value. ENS is the closer of the two: -7%, against -1484% for BE.
Values as of the 19 Oct 2026 close.
Discounting its cash flows at 12.2% (average of 2 methods) values the shares at $14.29; the price of $226.22 is 1484% above that value.
Leak Score 46/100 on 10 of 12 signals
Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $157.87; the price of $169.05 is 7% above that value, and 73% of that value comes from beyond year five.
Leak Score 71/100 on 12 of 12 signals
| Metric | BE | ENS |
|---|---|---|
| Verdict | Overvalued | Slightly overvalued |
| Price | $226.22 | $169.05 |
| Intrinsic value | $14.29 | $157.87 |
| Margin of safety | -1484% | -7% |
| Leak Score | 46/100 (10/12) | 71/100 (12/12) |
| Market cap | $66.6B | $6.1B |
| Revenue growth, 5 years | 20.6% | 4.7% |
| Operating margin | 11.2% | 14.5% |
| Net margin | 7.9% | 9.3% |
| Return on equity | 22.2% | 18.4% |
| Debt to equity | 1.74 | 0.53 |
| P/E | 308.2x | 18.1x |
| Forward P/E | 44.9x | 11.6x |
| P/B | 41.2x | 3.1x |
| Dividend yield | — | 0.7% |