According to @stocktalkweekly, EnerSys (ENS) trades around 1x sales and roughly 11x P/E while delivering profitable growth and direct exposure to the U.S. domestic battery supply chain theme (source: @stocktalkweekly). According to @stocktalkweekly, ENS operates two divisions—Energy Systems (UPS, telecom/broadband power, switchgear and electrical control systems for utilities, thermally managed enclosures, large-scale energy storage) and New Ventures (utility backup, demand-charge reduction, dynamic fast charging)—with products mapped to current demand in data centers, utilities, telecom, and defense (source: @stocktalkweekly). According to @stocktalkweekly, key product lines include PowerSafe/DataSafe for switchgear/substations and UPS/data centers, Alpha DC Power Systems with Cordex rectifiers and CXC HP controllers for high-capacity DC plants and outdoor enclosures, and defense-grade lithium packs strengthened by the July 2024 Bren-Tronics acquisition for $208M with about $100M 2023 sales, which the source believes warrants a rerating amid rising military battery needs (source: @stocktalkweekly). According to @stocktalkweekly, EnerSys was selected in September 2024 to enter award negotiations for a $199 million U.S. DOE grant under the BIL Battery Materials/Manufacturing program, with the contract finalized on January 17, 2025 to build a 500,000 sq ft lithium-ion cell facility in Greenville, SC to supply industrial, commercial, and defense applications exclusively for EnerSys products supporting DoD domestic sourcing requirements (source: @stocktalkweekly). According to @stocktalkweekly, the award remains under administrative review but aligns with current policy focus on domestic lithium/battery supply, and the source believes reversal risk is low (source: @stocktalkweekly). According to @stocktalkweekly, EnerSys recognized $184.6M of Section 45X credits in FY’25 as a COGS reduction, improving U.S. cost position where domestic content is required (source: @stocktalkweekly). According to @stocktalkweekly, peer enthusiasm across battery names such as GWH, EOSE, ABAT, FLNC, MVST, and QS underscores multiple expansion potential, and the source views ENS as mispriced relative to its fundamentals and as a complement to PLPC in a Power Grid basket (source: @stocktalkweekly). According to @stocktalkweekly, traders can monitor catalysts including DOE grant execution, Greenville plant build-out milestones, defense-order momentum via Bren-Tronics, Section 45X credit accrual and margin impact, and any valuation catch-up versus thematic battery peers (source: @stocktalkweekly).