Bloom Energy vs Enersys
Enersys is the larger business, with $3.75bn of revenue in fiscal 2026 against $2.02bn for Bloom Energy (1.9 times as much). Bloom Energy grew faster (37.3% against 3.7%). Enersys kept more of each dollar of sales as profit: a net margin of 7.8% against -4.3%. Enersys carries less debt relative to equity (58.2% against 348.5%).
| Latest fiscal year | Bloom EnergyBE, 2025 | EnersysENS, 2026 |
|---|---|---|
| Revenue | $2.02bn | $3.75bn |
| Revenue growth | 37.3% | 3.7% |
| Net income | −$87.1m | $294m |
| Operating margin | 3.6% | 11.4% |
| Net margin | -4.3% | 7.8% |
| Return on equity | -13.1% | 15.4% |
| Free cash flow | $57.2m | $468m |
| Cash | $2.45bn | $439m |
| Total debt | $2.68bn | $1.11bn |
| Debt to equity | 348.5% | 58.2% |
| Dividend per share | — | $1.03 |
| Dividend yield | — | 0.7% |
| Share buybacks | — | $371m |
| Employees | 2,214 | 9,682 |
| Market value | $63.22bn | $6.11bn |
| Price vs our value range | — | Within our value range |
| Moat score | 18 (Weak) | 58 (Moderate) |
| Insider trades, 12 months | 0 buys, 56 sales | 1 buys, 2 sales |