Análisis Argos
ESE
ESECara1 señal de riesgo
ESCO Technologies Inc. · Technology
US$ 315.69
precio al 2026-07-28
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
Ingresos20%
US$ 1.1 B
Margen operativo2%
15.8%
Flujo de caja libre111%
US$ 0.2 B
Deuda neta
US$ 0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.2B
P/E27.3x
EV/EBITDA33.5x
FCF yield2.3%
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

zacks.com · 15 jul
Will Esco Technologies (ESE) Beat Estimates Again in Its Next Earnings Report?
Esco Technologies (ESE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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.

* 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.