COMPARE · Data as of August 21, 2026
ENS vs EROC
Verdict: Side-by-side breakdown using the Bull Rankings model. ENS scored 69.1, EROC scored 72.0 — EROC leads.
Compare another set
ENS
EnerSys
69.1
$189.76 · $6.8B
fundamentals as of
Score gap
2.9
EROC leads
EROC
ERock, Inc.
72
$14.13 · $3.9B
At a glance · who leads each dimension, on the model's own rules
- CheapestENS20.3x
- Fastest growthEROC+42.5%
- Strongest balance sheetEROC0.12
- Highest qualityENS76 / 100
- Largest discount to fair valueENS-29%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ENS
stronger →← stronger
EROC
76
Qualityreturns · margins · balance sheet
58
62
Growthrevenue & earnings expansion
98
69
Valuevaluation vs sector peers
98
EROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ENS
EROC
$717mC+
FCF
—
+3.7%C+
Rev
+42.5%A
0.56B
D/E
0.12A
20.3xB+
P/E
50.5xC
1.03B+
PEG
0.22A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ENS
EROC
29% below
Price vs fair valuelower is cheaper
—
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+35%
1-yr DCF upside
—
+41%
5-yr DCF upside
—
+50%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ENS
Why this score
- Buying back stock
- Raising its dividend
EROC
Why this score
- Short track record
The companies
ENSEnerSys
Why now
Electrical Equipment & Parts · market cap $6.8b. Down 22% from 52-week high of $244.30 — deep drawdown territory. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $252.58 (implying +33% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
EROCERock, Inc.
Why now
Specialty Industrial Machinery · market cap $3.9b. Down 32% from 52-week high of $20.70 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. PEG 0.22 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.88 (implying +62% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 50.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Currently unprofitable (margin -66.7%) — path to GAAP profitability is the core thesis risk. Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ENS and EROC diverge
On the headline score the gap is 2.9 points in favor of EROC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthENS 62.5 · EROC 98.5EROC +36.0
- ValueENS 69.4 · EROC 98.5EROC +29.1
- QualityENS 76.2 · EROC 58.0ENS +18.2
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.