ESCO Technologies
Market Cap
US$2.1b
Last Updated
2019/09/18 23:34 UTC
Data Sources
Company Financials +
Executive Summary
ESCO Technologies Inc. produces and supplies engineered products and systems for utility, industrial, aerospace, and commercial users worldwide.
Snowflake
Fundamentals
Excellent balance sheet with limited growth.
Risks
- ESCO Technologies is covered by less than 3 analysts.
Similar Companies
Share Price & News
How has ESCO Technologies's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
-0.5%
NYSE:ESE
-1.0%
US Machinery
-0.02%
US Market
1 Year Return
21.6%
NYSE:ESE
-5.4%
US Machinery
1.6%
US Market
ESE outperformed the Machinery industry which returned -4.3% over the past year.
ESE outperformed the Market in United States of America which returned 1.9% over the past year.
Share holder returns
| ESE | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.5% | -1.0% | -0.02% |
| 30 Day | 5.3% | 7.1% | 2.7% |
| 90 Day | 3.4% | -1.0% | 1.4% |
| 1 Year | 22.1%21.6% | -3.4%-5.4% | 3.8%1.6% |
| 3 Year | 74.8%72.0% | 49.2%39.5% | 45.2%35.8% |
| 5 Year | 136.3%128.6% | 55.3%36.1% | 61.8%44.1% |
Price Volatility Vs. Market
How volatile is ESCO Technologies's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Should We Be Cautious About ESCO Technologies Inc.'s (NYSE:ESE) ROE Of 10%?2 weeks ago | Simply Wall St
Evaluating ESCO Technologies Inc.’s (NYSE:ESE) Investments In Its Business4 weeks ago | Simply Wall St
Can You Imagine How Chuffed ESCO Technologies's (NYSE:ESE) Shareholders Feel About Its 114% Share Price Gain?Valuation
Is ESCO Technologies undervalued based on future cash flows and its price relative to the stock market?
24.68x
Price to Earnings (PE) ratio
Intrinsic Value Based on Future Cash Flows
ESCO Technologies's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).
ESCO Technologies's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).
Price Based on Earnings
ESCO Technologies is overvalued based on earnings compared to the US Machinery industry average.
ESCO Technologies is overvalued based on earnings compared to the United States of America market.
Price Based on Expected Growth
ESCO Technologies is poor value based on expected growth next year.
Price Based on Value of Assets
ESCO Technologies is overvalued based on assets compared to the US Machinery industry average.
Next Steps
Future Growth
How is ESCO Technologies expected to perform in the next 1 to 3 years based on estimates from 2 analysts?
9.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Estimates
Future Annual Growth Analysis
ESCO Technologies's revenue is expected to grow by 8.4% yearly, however this is not considered high growth (20% yearly).
ESCO Technologies's earnings are expected to grow by 9.1% yearly, however this is not considered high growth (20% yearly).
ESCO Technologies's revenue growth is expected to exceed the United States of America market average.
ESCO Technologies's earnings growth is positive but not above the United States of America market average.
ESCO Technologies's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Earnings per Share Growth Estimates
Future Return on Equity
Unable to establish if ESCO Technologies will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
Next Steps
Past Performance
How has ESCO Technologies performed over the past 5 years?
18.2%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
ESCO Technologies's year on year earnings growth rate has been positive over the past 5 years.
ESCO Technologies's 1-year earnings growth is less than its 5-year average (2.1% vs 18.2%)
ESCO Technologies's earnings growth has not exceeded the US Machinery industry average in the past year (2.1% vs 18.7%).
Return on Equity
ESCO Technologies has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
Return on Assets
ESCO Technologies used its assets less efficiently than the US Machinery industry average last year based on Return on Assets.
Return on Capital Employed
ESCO Technologies has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
Next Steps
Financial Health
How is ESCO Technologies's financial position?
Financial Position Analysis
ESCO Technologies is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
ESCO Technologies's cash and other short term assets cover its long term commitments.
Debt to Equity History and Analysis
ESCO Technologies's level of debt (24.7%) compared to net worth is satisfactory (less than 40%).
The level of debt compared to net worth has increased over the past 5 years (8.2% vs 24.7% today).
Debt is well covered by operating cash flow (38%, greater than 20% of total debt).
Interest payments on debt are well covered by earnings (EBIT is 14.4x coverage).
Balance Sheet
High level of physical assets or inventory.
Debt is covered by short term assets, assets are 2.2x debt.
Next Steps
Dividend
What is ESCO Technologies's current dividend yield, its reliability and sustainability?
0.40%
Expected Dividend Yield
Upcoming Dividend Payment
Purchase ESCO Technologies before the 'Buy Limit' to receive their next dividend payment.
Dividend Yield and Payments Analysis
ESCO Technologies's pays a lower dividend yield than the bottom 25% of dividend payers in United States of America (1.44%).
ESCO Technologies's dividend is below the markets top 25% of dividend payers in United States of America (3.69%).
ESCO Technologies is not paying a notable dividend for United States of America, therefore no need to check if the payments are stable.
ESCO Technologies is not paying a notable dividend for United States of America, therefore no need to check if the payments are increasing.
Current Payout to Shareholders
No need to calculate the sustainability of ESCO Technologies's dividends as it is not paying a notable one for United States of America.
Future Payout to Shareholders
No need to calculate the sustainability of ESCO Technologies's dividends in 3 years as they are not expected to pay a notable one for United States of America.
Next Steps
Management
What is the CEO of ESCO Technologies's salary, the management and board of directors tenure and is there insider trading?
9.1yrs
Average management tenure
CEO
Vic Richey (62yo)
16.4yrs
Tenure
US$3,765,361
Compensation
Mr. Victor L. Richey, Jr., also known as Vic, has been the Chief Executive Officer and President at ESCO Technologies Inc. since April 2003 and October 2006 respectively. Mr. Richey serves as the President ...
CEO Compensation Analysis
Vic's remuneration is about average for companies of similar size in United States of America.
Vic's compensation has been consistent with company performance over the past year, both up more than 20%.
Management Age and Tenure
9.1yrs
Average Tenure
59.5yo
Average Age
The average tenure for the ESCO Technologies management team is over 5 years, this suggests they are a seasoned and experienced team.
Board Age and Tenure
5.3yrs
Average Tenure
64.5yo
Average Age
The tenure for the ESCO Technologies board of directors is about average.
Insider Trading
No 3 month open market individual insider trading information.
Recent Insider Transactions
| Entity | Individual |
| Role | Member of the Board of Directors Executive VP |
| Shares | 3,903 |
| Max Price | US$73.00 |
| Entity | Individual |
| Role | Member of the Board of Directors Executive VP |
| Shares | 6,097 |
| Max Price | US$74.00 |
| Entity | Individual |
| Role | Member of the Board of Directors Director |
| Shares | 4,177 |
| Max Price | US$69.36 |
Ownership Breakdown
Management Team
Alyson Barclay (60yo)
Senior VP
- Tenure: 19.9yrs
- Compensation: US$1.10m
Vic Richey (62yo)
Chairman
- Tenure: 16.4yrs
- Compensation: US$3.77m
Gary Muenster (59yo)
Executive VP
- Tenure: 8.6yrs
- Compensation: US$2.06m
Bruce Butler (59yo)
President of ETS-Lindgren Inc.
- Tenure: 1.8yrs
Tony Gonzalez
President of VACCO Industries
- Tenure: 0yrs
Sam Chapetta
Filtration Group President
- Tenure: 1.8yrs
Kate Lowrey
Director of Investor Relations
- Tenure: 0yrs
Randall Loga
Technical Packaging Group VP & President of Thermoform Engineered Quality LLC
- Tenure: 0yrs
Bryan Sayler
Utility Solutions Group President & President of Doble Engineering Company
- Tenure: 1.8yrs
Board Members
Bob Phillippy (59yo)
Independent Director
- Tenure: 5.3yrs
- Compensation: US$285.02k
Vic Richey (62yo)
Chairman
- Tenure: 16.4yrs
- Compensation: US$3.77m
Vinod Khilnani (67yo)
Director
- Tenure: 5.1yrs
- Compensation: US$290.02k
Jim Stolze (76yo)
Lead Director
- Tenure: 2.8yrs
- Compensation: US$317.02k
Larry Solley (77yo)
Director
- Tenure: 20.7yrs
- Compensation: US$290.02k
Lee Olivier (71yo)
Independent Director
- Tenure: 5.3yrs
- Compensation: US$285.02k
Gary Muenster (59yo)
Executive VP
- Tenure: 8.6yrs
- Compensation: US$2.06m
Pat Dewar (59yo)
Independent Director
- Tenure: 1.8yrs
- Compensation: US$294.87k
Company Information
ESCO Technologies Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: ESCO Technologies Inc.
- Ticker: ESE
- Exchange: NYSE
- Founded: 1990
- Industry: Industrial Machinery
- Sector: Capital Goods
- Market Cap: US$2.093b
- Shares outstanding: 25.98m
- Website: https://www.escotechnologies.com
Number of Employees
Location
- ESCO Technologies Inc.
- 9900A Clayton Road
- St. Louis
- Missouri
- 63124
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| ESE | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Oct 1990 |
| ET7 | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Oct 1990 |
Biography
ESCO Technologies Inc. produces and supplies engineered products and systems for utility, industrial, aerospace, and commercial users worldwide. The company operates in four segments: Filtration/Fluid Flow ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/09/18 23:34 |
| End of Day Share Price | 2019/09/18 00:00 |
| Earnings | 2019/06/30 |
| Annual Earnings | 2018/09/30 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.