ESCO Technologies Inc (ESE) Fair Value & Analysis
Technology · US · Market cap $8.3B
ESCO Technologies Inc
ESE · US
Fair value as of: Jul 20, 2026
From 25 valuation models · updated 21 days ago
Fair value updated Jul 20, 2026, revised from $106.95 to $107.56 (+0.6%) since Jul 17, 2026. Share price −7.9% over the past month.
A solid business, but screening 65% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($150.67). 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 ($73.25 to $150.67) 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 Jul 20, 2026.
How to read this chart
60‑month range $60.43 – $354.82 · fair‑value band $73.25 – $150.67 · the $305.72 price screens above the $107.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.
Analysis
ESCO Technologies Inc (ESE) currently trades at $305.72, while our model-based Fair Value estimate is $107.56, implying the stock looks roughly 64.8% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: 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 Jul 20, 2026
Our scenario range runs from $73.25 (bear case) to $150.67 (bull case); at $305.72, 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 12% below its 52-week high and 75% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -45% fair-value upside, at -65%, ESE screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 25 models by family
Widest divergence: Growth Earnings ($198.60) versus Dividend Discount ($4.13). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 70
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.
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.
ESE screens 65% overvalued. Compare with Keysight Technologies, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- ESCO Technologies Inc (ESE) (Q3 2026) Earnings Call Highlights: Record Backlog and Raised ...
- Esco Technologies (ESE) Q3 Earnings and Revenues Surpass Estimates
- ESCO (NYSE:ESE) Misses Q2 CY2026 Revenue Estimates
- ESCO Reports Third Quarter Fiscal 2026 Results
Peer Group
Scientific & Technical Instruments · 161 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Scientific & Technical Instruments stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Keysight Technologies, Inc KEYS | $315.90 | $84.16 | -73% |
| Garmin Ltd GRMN | $241.76 | $146.67 | -39% |
| Teledyne Technologies Incorporated TDY | $635.52 | $367.58 | -42% |
| Chroma ATE Inc 2360 | 1,905 TWD | 286.15 TWD | -85% |
| Hexagon AB HEXAB | kr 80.10 | kr 52.93 | -34% |
| MKS Inc MKSI | $324.69 | $77.46 | -76% |
| AVIC Chengdu Aircraft Company 302132 | ¥52.91 | ¥34.47 | -35% |
| Fortive Corporation FTV | $61.78 | $33.84 | -45% |
| Trimble Inc TRMB | $52.72 | $24.47 | -54% |
| Cognex Corporation CGNX | $64.07 | $13.75 | -79% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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