COMPARE · Data as of August 21, 2026
ENS vs VRT
Verdict: Side-by-side breakdown using the Bull Rankings model. ENS scored 69.1, VRT scored 74.1 — VRT leads.
Compare another set
ENS
EnerSys
69.1
$189.76 · $6.8B
fundamentals as of
Score gap
5.0
VRT leads
VRT
Vertiv Holdings Co
74.1
$261.95 · $100.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestENS20.3x
- Fastest growthVRT+26.2%
- Strongest balance sheetENS0.56
- Highest qualityVRT86 / 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
VRT
76
Qualityreturns · margins · balance sheet
86
62
Growthrevenue & earnings expansion
91
69
Valuevaluation vs sector peers
52
VRT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ENS
VRT
$717mC+
FCF
$2.9bB
+3.7%C+
Rev
+26.2%A-
0.56B
D/E
0.70B
20.3xB+
P/E
59.1xD
1.03B+
PEG
1.28B
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
VRT
29% below
Price vs fair valuelower is cheaper
156% above
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~42%/yr
+35%
1-yr DCF upside
-70%
+41%
5-yr DCF upside
-61%
+50%
10-yr DCF upside
-45%
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
VRT
Why this score
- Durable high returns
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.
VRTVertiv Holdings Co
Why now
Electrical Equipment & Parts · market cap $100.8b. Down 31% from 52-week high of $379.94 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 26 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $338.15 (implying +29% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 36% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 169% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 59.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.08 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 VRT diverge
On the headline score the gap is 5.0 points in favor of VRT. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthENS 62.5 · VRT 90.8VRT +28.3
- ValueENS 69.4 · VRT 52.0ENS +17.4
- QualityENS 76.2 · VRT 86.1VRT +9.9
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.