ESCO Technologies Inc (ESE) Fair Value & Analysis
Technology · US · Market cap $8.3B · ISIN US2963151046
What is ESCO Technologies Inc really worth?
ESCO Technologies Inc
ESE · US
A solid business, but trading 159% above our fair value of $105.78.
Strengths
Risks
For context
Fair value as of: Aug 28, 2026
From 25 valuation models · updated 8 days ago
Share price −16.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($137.03). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($72.16 to $137.03) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 28, 2026.
How to read this chart
60‑month range $60.43 – $354.82 · fair‑value band $72.16 – $137.03 · the $273.87 price screens above the $105.78 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 28, 2026.
Analysis
ESCO Technologies Inc (ESE) currently trades at $273.87, while our model-based Fair Value estimate is $105.78, implying the stock looks roughly 158.9% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of $198.60 per share, and 0 of the 25 models we run sit above the $273.87 price. Bear case: the Asset-Based group reads lowest at $39.85, and 25 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, ESCO Technologies Inc generated revenue of $1.2B at a net margin of 24.7%. Revenue grew 33.5% year over year. It earns a return on equity of 9.2%. Net debt stands at $129M. Fundamentals as of Aug 28, 2026
Our scenario range runs from $72.16 (bear case) to $137.03 (bull case); at $273.87, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 21% below its 52-week high and 57% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −55% fair-value upside, at −61%, ESE screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 11 months have passed since. In that time the company retained roughly $4.42 per share, which is 4.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: Growth Earnings ($198.60) versus Dividend Discount ($4.13). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 58
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers.
Full company description
ESCO Technologies Inc. provides engineered components and systems for aviation, navy, defense, and industrial customers. The Aerospace & Defense segment designs and manufactures specialty filtration products, including hydraulic filter elements and fluid control devices used in commercial and defense aerospace applications; miniature electro-explosive devices for military aircraft ejection seats and missile arming devices; manufactures and sells mission-critical bushings, pins, sleeves, and precision-tolerance machined components for landing gear, rotor heads, engine mounts, flight controls, and actuation systems for the aerospace and defense industries; designs, develops and manufactures elastomeric-based signature reduction solutions for U.S. naval vessels; and provides mission-critical signature and power management solutions. The Utility Solutions Group segment develops, manufactures, and delivers diagnostic testing solutions; and designs and manufactures decision support tools for the renewable energy industry, primarily wind and solar. The RF Test & Measurement segment designs and manufactures products and systems to measure and control RF energy for research and development, regulatory compliance, and medical and security applications; and turnkey systems, such as RF test facilities and measurement systems, acoustic test enclosures, RF and magnetically shielded rooms, and secure communication facilities. This segment also supplies RF absorptive materials, filters, antennas, field probes, test cells, proprietary measurement software, and other test accessories; and offers calibration and product tests, feedthrough capacitors, high current power, telephone, data and control line filters, and high-altitude electromagnetic protection filters. It distributes its products through distributors, sales representatives, direct sales teams, and in-house sales personnel. The company was incorporated in 1990 and is based in Saint Louis, Missouri.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ESCO Technologies Inc reported revenue of $1.1B in FY2025 versus $715M in FY2021, a compound +11.2%/yr. Reported net income was $299M in FY2025, compounding +47.3%/yr from FY2021.
of which total revenue +6.4 % · buybacks/dilution +0.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
ESE screens 159% overvalued. Compare with Keysight Technologies, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Engineered Components and Systems Stocks Q2 Recap: Benchmarking ESCO (NYSE:ESE)
- 5 Insightful Analyst Questions From ESCO’s Q2 Earnings Call
- ESCO (ESE) Stock May Be Overvalued After Raised 2026 Guidance
- ESCO Technologies (ESE) Is Down 8.3% After Raising 2026 Sales Guidance And Affirming Dividend – What's Changed
Peer Group
Scientific & Technical Instruments · 164 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Scientific & Technical Instruments median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Scientific & Technical Instruments stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Keysight Technologies, Inc KEYS | $316.13 | $107.22 | −66% |
| Garmin Ltd GRMN | $309.98 | $139.44 | −55% |
| Teledyne Technologies Incorporated TDY | $607.87 | $488.95 | −20% |
| Chroma ATE Inc 2360 | 2,195 TWD | 322.57 TWD | −85% |
| Hexagon AB HEXAB | kr 99.00 | kr 74.09 | −25% |
| MKS Inc MKSI | $281.60 | $76.00 | −73% |
| AVIC Chengdu Aircraft Company 302132 | ¥60.00 | ¥24.39 | −59% |
| Fortive Corporation FTV | $61.54 | $33.48 | −46% |
| Trimble Inc TRMB | $56.99 | $34.12 | −40% |
| Cognex Corporation CGNX | $60.79 | $19.25 | −68% |
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