Coherent Corp (COHR)vsESCO Technologies Inc (ESE)
COHR
Coherent Corp
$192.86
+13.58%
TECHNOLOGY · Cap: $41.42B
ESE
ESCO Technologies Inc
$230.24
+1.97%
TECHNOLOGY · Cap: $6.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Coherent Corp generates 451% more annual revenue ($7.12B vs $1.29B). ESE leads profitability with a 24.4% profit margin vs 11.3%. COHR appears more attractively valued with a PEG of 0.92. COHR earns a higher WallStSmart Score of 67/100 (B-).
COHR
Strong Buy67
out of 100
Grade: B-
ESE
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.5%
Fair Value
$164.97
Current Price
$192.86
$27.89 premium
Intrinsic value data unavailable for ESE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.7% year-over-year
Earnings expanding 73.0% YoY
Growing faster than its price suggests
Conservative balance sheet, low leverage
Keeps 24 of every $100 in revenue as profit
Earnings expanding 24.8% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 7.4% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : COHR
The strongest argument for COHR centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 33.7% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : ESE
The strongest argument for ESE centers on Debt/Equity, Profit Margin, EPS Growth. Profitability is solid with margins at 24.4% and operating margin at 14.8%. Revenue growth of 14.4% demonstrates continued momentum.
Bear Case : COHR
The primary concerns for COHR are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 51.0x leaves little room for execution misses.
Bear Case : ESE
The primary concerns for ESE are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.4x leaves little room for execution misses.
Key Dynamics to Monitor
COHR profiles as a growth stock while ESE is a mature play — different risk/reward profiles.
COHR carries more volatility with a beta of 2.11 — expect wider price swings.
COHR is growing revenue faster at 33.7% — sustainability is the question.
ESE generates stronger free cash flow (42M), providing more financial flexibility.
Bottom Line
COHR scores higher overall (67/100 vs 60/100) and 33.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Coherent Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Coherent, Inc. provides lasers, laser-based technologies, and laser-based system solutions for a variety of scientific, commercial, and industrial research applications. The company is headquartered in Santa Clara, California.
ESCO Technologies Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
ESCO Technologies Inc. produces and supplies products and systems designed for the industrial and commercial markets worldwide. The company is headquartered in St. Louis, Missouri.
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