Análisis Argos
ESE
ESECara1 señal de riesgo
ESCO Technologies Inc. · Technology
US$ 332.78
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
40/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (7.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 194% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Piotroski F-Score débil (3/9)
VALOR1/6FUTURO3/6PASADO2/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO2/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos40de 100Cara
Ingresos▲20%
US$ 1.1 B
Margen operativo▼2%
15.8%
Flujo de caja libre▲111%
US$ 0.2 B
Deuda neta
US$ 0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.6B
P/E28.8x
EV/EBITDA35.3x
FCF yield2.2%
ROIC7.9%
Margen operativo15.8%
Crecim. ingresos+19.2%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 19 jun
ESCO Technologies: Multiple Growth Drivers Make The Premium Worth Paying
ESCO Technologies (ESE) earns a buy rating, driven by robust growth in Aerospace & Defense (A&D) and Utility Solutions Group (USG) segments. A&D segment benefits from commercial aircraft production recovery and long-cycle naval programs, with Q2 2026 orders up ~90% y/y and backlog up ~34%. USG, led by Doble and soon Megger, capitalizes on grid reliability trends, with Doble orders growing 20% and the Megger acquisition enhancing ESE's value proposition.
gurufocus.com · 15 jun
ESCO Technologies Inc (ESE) Stock Up 4.5% but GF Value Says Overvalued -- GF Score: 89/100
On June 15, 2026, ESCO Technologies Inc (ESE) shares rose 4.5% to a current price of $327.80. This movement comes amid a 52-week range of $174.92 to $346.20, re
gurufocus.com · 9 jun
Is ESCO Technologies Inc (ESE) Overvalued After 3.1% Rally? GF Value Says Overvalued
On June 09, 2026, ESCO Technologies Inc (ESE) shares rose 3.1%, bringing the current price to $304.52. The stock has seen notable price performance, ranging fro
marketbeat.com · 10 may
ESCO Technologies Q2 Earnings Call Highlights
ESCO Technologies NYSE: ESE reported strong fiscal second-quarter results and raised its full-year earnings outlook, citing broad-based order momentum, record backlog and gains from its ESCO Maritime acquisition.
seekingalpha.com · 8 may
ESCO Technologies Inc. (ESE) Q2 2026 Earnings Call Transcript
ESCO Technologies Inc. (ESE) Q2 2026 Earnings Call Transcript
zacks.com · 7 may
Esco Technologies (ESE) Surpasses Q2 Earnings and Revenue Estimates
Esco Technologies (ESE) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $1.35 per share a year ago.
globenewswire.com · 7 may
ESCO Reports Second Quarter Fiscal 2026 Results
St. Louis, May 07, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE: ESE) (ESCO, or the Company) today reported its operating results for the second quarter ended March 31, 2026 (Q2 2026).     Operating Highlights Q2 2026 Sales increased $78 million (33.5 percent) to $309 million compared to $232 million in Q2 2025.
zacks.com · 30 abr
Esco Technologies (ESE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Esco Technologies (ESE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.