Bloom Energy Corp (BE)vsEspey Mfg & Electronics Corp (ESP)
BE
Bloom Energy Corp
$150.22
+2.98%
INDUSTRIALS · Cap: $40.93B
ESP
Espey Mfg & Electronics Corp
$56.70
+2.16%
INDUSTRIALS · Cap: $158.33M
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 4821% more annual revenue ($2.02B vs $41.13M). ESP leads profitability with a 23.4% profit margin vs -4.4%. ESP earns a higher WallStSmart Score of 55/100 (C).
BE
Hold35
out of 100
Grade: F
ESP
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
+65.0%
Fair Value
$161.46
Current Price
$56.70
$104.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.3%
Earnings expanding 39.4% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 54.6x book value
ROE of -12.7% — below average capital efficiency
Smaller company, higher risk/reward
Revenue declined 10.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.
Bull Case : ESP
The strongest argument for ESP centers on Profit Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 23.4% and operating margin at 25.3%.
Bear Case : BE
The primary concerns for BE are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : ESP
The primary concerns for ESP are Market Cap, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while ESP is a declining play — different risk/reward profiles.
BE carries more volatility with a beta of 3.18 — expect wider price swings.
BE is growing revenue faster at 35.9% — sustainability is the question.
BE generates stronger free cash flow (398M), providing more financial flexibility.
Bottom Line
ESP scores higher overall (55/100 vs 35/100), backed by strong 23.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
Espey Mfg & Electronics Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Espey Mfg. The company is headquartered in Saratoga Springs, New York.
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