ESE — Stock Film
STOCK FILMSCENE 1/11ESE · $270
Stock Expert AI presents
ESE
ESCO Technologies Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
ESCO Technologies Inc. What it actually does.

Design and manufacture engineered products for aerospace and defense applications. Provide diagnostic testing solutions for electric power grid operators. Now — the numbers.

on the stock market since 1990
3,392 employees
$7B market value
WHERE DOES THE MONEY COME FROM?
44%Aerospace and Defense
Aerospace and DefenseUtility Solutions 35%R F Shielding and Test 22%
44% of all revenue comes from a single line: Aerospace and Defense.

Revenue is spread across several lines; no single product carries the company.

Revenue last year:
$1.1B
The net profit left over:
$299.2M
Out of every $100 in sales, $27 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 27%

This is an established company with proven profits.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 11% a year over the last 4 years. Every year shown ended in profit.

$715.4M
2021
2022
2023
2024
$1.1B
2025
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
23.4×

The market pays 23.4× for every dollar of annual profit — around what a business like this usually costs.

Against companies in its own sector, it looks cheaper than 42% of them.

Analysts' average target sits 53% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
69
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
73
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
42
weak

Clearly below the class average.

GROWTH
90
very strong

Sales are growing strongly for its sector.

PRICE MOMENTUM
64
average

The price is looking for direction — no strong breakout, no collapse.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 24% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 27% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 4 years, sales grew about 11% a year on average.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/1
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 42/100.

FINALE · THE GRADE
A
72 / 100 · MoonshotScore

On our five-subject report card, ESE sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: ESE is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

Analysts’ average target sits above today’s price, yet the valuation grade (42/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film