ESCO Technologies Inc (ESE)vsTrimble Inc (TRMB)
ESE
ESCO Technologies Inc
$230.24
+1.97%
TECHNOLOGY · Cap: $6.34B
TRMB
Trimble Inc
$54.11
+0.88%
TECHNOLOGY · Cap: $15.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Trimble Inc generates 193% more annual revenue ($3.78B vs $1.29B). ESE leads profitability with a 24.4% profit margin vs -2.8%. TRMB appears more attractively valued with a PEG of 1.49. ESE earns a higher WallStSmart Score of 60/100 (C).
ESE
Buy60
out of 100
Grade: C
TRMB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ESE.
Margin of Safety
+10.2%
Fair Value
$72.56
Current Price
$54.11
$18.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Keeps 24 of every $100 in revenue as profit
Earnings expanding 24.8% YoY
Earnings expanding 55.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TRMB
The strongest argument for TRMB centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.49 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 45.4x leaves little room for execution misses.
Bear Case : TRMB
The primary concerns for TRMB are Piotroski F-Score, Return on Equity, Profit Margin.
Key Dynamics to Monitor
ESE profiles as a mature stock while TRMB is a turnaround play — different risk/reward profiles.
TRMB carries more volatility with a beta of 1.34 — expect wider price swings.
ESE is growing revenue faster at 14.4% — sustainability is the question.
TRMB generates stronger free cash flow (233M), providing more financial flexibility.
Bottom Line
ESE scores higher overall (60/100 vs 59/100), backed by strong 24.4% margins and 14.4% 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 →Trimble Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Trimble Inc. is a Sunnyvale, California-based hardware, software and services technology company. Trimble services global industries in Agriculture, Building & Construction, Geospatial, Natural Resources and Utilities, Governments, Transportation and others. Trimble also does hardware development of Global Navigation Satellite System (GNSS) receivers, scanners, laser rangefinders, unmanned aerial vehicles (UAVs), inertial navigation systems and software processing tools.
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