ESCO Technologies Inc (ESE)vsFortive Corp (FTV)
ESE
ESCO Technologies Inc
$303.11
-8.91%
TECHNOLOGY · Cap: $8.62B
FTV
Fortive Corp
$60.43
-0.77%
TECHNOLOGY · Cap: $18.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortive Corp generates 262% more annual revenue ($4.24B vs $1.17B). ESE leads profitability with a 26.0% profit margin vs 12.8%. FTV appears more attractively valued with a PEG of 1.29. ESE earns a higher WallStSmart Score of 61/100 (C+).
ESE
Buy61
out of 100
Grade: C+
FTV
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ESE.
Margin of Safety
+8.7%
Fair Value
$64.32
Current Price
$60.43
$3.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.0% year-over-year
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Earnings expanding 21.9% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Earnings declined 12.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ESE
The strongest argument for ESE centers on Revenue Growth, Profit Margin, Debt/Equity. Profitability is solid with margins at 26.0% and operating margin at 13.3%. Revenue growth of 35.0% demonstrates continued momentum.
Bull Case : FTV
PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : ESE
The primary concerns for ESE are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 68.9x leaves little room for execution misses.
Bear Case : FTV
The primary concerns for FTV are P/E Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ESE profiles as a growth stock while FTV is a value play — different risk/reward profiles.
ESE carries more volatility with a beta of 1.18 — expect wider price swings.
ESE is growing revenue faster at 35.0% — sustainability is the question.
FTV generates stronger free cash flow (208M), providing more financial flexibility.
Bottom Line
ESE scores higher overall (61/100 vs 51/100), backed by strong 26.0% margins and 35.0% revenue growth. Both earn "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.
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.
Visit Website →Fortive Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Fortive is an American diversified industrial technology conglomerate company headquartered in Everett, Washington.
Visit Website →Compare with Other SCIENTIFIC & TECHNICAL INSTRUMENTS Stocks
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