ESCO Technologies Inc (ESE)vsFortive Corp (FTV)
ESE
ESCO Technologies Inc
$288.77
+4.31%
TECHNOLOGY · Cap: $7.17B
FTV
Fortive Corp
$54.78
-0.22%
TECHNOLOGY · Cap: $17.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortive Corp generates 255% more annual revenue ($4.16B vs $1.17B). ESE leads profitability with a 26.0% profit margin vs 13.9%. FTV appears more attractively valued with a PEG of 1.29. FTV earns a higher WallStSmart Score of 54/100 (C-).
ESE
Hold48
out of 100
Grade: D+
FTV
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-763.9%
Fair Value
$32.78
Current Price
$288.77
$255.99 premium
Margin of Safety
-443.1%
Fair Value
$10.81
Current Price
$54.78
$43.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 20.1%
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 10.0%
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 6.4% — below average capital efficiency
Earnings declined 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : ESE
The strongest argument for ESE centers on Profit Margin, Debt/Equity. Profitability is solid with margins at 26.0% and operating margin at 8.8%.
Bull Case : FTV
The strongest argument for FTV centers on Price/Book, Operating Margin. 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 57.4x leaves little room for execution misses.
Bear Case : FTV
The primary concerns for FTV are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
ESE profiles as a mature 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 8.8% — sustainability is the question.
FTV generates stronger free cash flow (336M), providing more financial flexibility.
Bottom Line
FTV scores higher overall (54/100 vs 48/100). 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.
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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