Enersys (ENS) is slightly overvalued and Vertiv Holdings Co (VRT) is overvalued.
Both trade above our estimate of their intrinsic value. ENS is the closer of the two: -7%, against -154% for VRT.
Values as of the 19 Oct 2026 close.
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
Discounting its cash flows at 13.6% (average of 3 methods) values the shares at $80.98; the price of $206.08 is 154% above that value, and 63% of that value comes from beyond year five.
Leak Score 63/100 on 12 of 12 signals
| Metric | ENS | VRT |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $169.05 | $206.08 |
| Intrinsic value | $157.87 | $80.98 |
| Margin of safety | -7% | -154% |
| Leak Score | 71/100 (12/12) | 63/100 (12/12) |
| Market cap | $6.1B | $79.3B |
| Revenue growth, 5 years | 4.7% | 18.5% |
| Operating margin | 14.5% | 19.8% |
| Net margin | 9.3% | 15.1% |
| Return on equity | 18.4% | 43.9% |
| Debt to equity | 0.53 | 0.70 |
| P/E | 18.1x | 46.6x |
| Forward P/E | 11.6x | 22.4x |
| P/B | 3.1x | 16.7x |
| Dividend yield | 0.7% | 0.1% |