Obermatt

ESCO

NYQ:ESE · US2963151046
MachineryLarge

360

87
EV / EBIT5
Price / Owner Earnings54
Owner Earnings Yield76
Dividend Yield51
Price/Sales13
EV / Gross Profit2
Price/Book31
Return on Capital38
Cash Return on Capital94
Return on Equity29
EBIT Margin73
Gross Profitability25
Cash Conversion6
Accruals7
Owner Earnings Margin100
Sales growth83
Profit Growth49
Long-Term EPS Growth86
Owner Earnings Growth100
Reinvestment47
Price momentum85
Debt load79
Refinancing13
Debt Payback67
Liquidity67
Analyst ratings85
Opinion Changes50
Price Target Upside61
Market mood51
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

ESCO generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryMachinery
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1990
Employees80
ISINUS2963151046
Last UpdateApr 2, 2026
Index & Theme
Industrial AutomationPower GridDetectors, Sensors and MemsClean EnergySensorsDefenseTechIndustrial Manufacturing

Description

ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers. An industry leader in designing and manufacturing radio frequency (RF) test and measurement products and systems; and A provide…

Analysis

Hope premium

ESCO Technologies Inc. carries what we call a hope premium: an average business trading at an ambitious price.

The price is fair. You pay 21.7× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 7% yearly growth; analysts expect 16%. The price, in other words, assumes less than the experts do.

The trajectory is solid and accelerating and the balance sheet is sturdy. The company scores 14/20 on our value-creation score: strong value creator. Analysts lean positive.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
80
2023202420252026

All-time high

93

Jan 2025

All-time low

80

Jun 2026

Average rank

88

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
13
37
36
39
Price/Earnings
14
24
15
22
Price/Book
31
44
58
78
Dividend Yield
51
33
34
35
Value (overall)
17
31
26
53

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →