ESCO Technologies Inc (ESE)vsTeledyne Technologies Incorporated (TDY)
ESE
ESCO Technologies Inc
$292.64
+0.23%
TECHNOLOGY · Cap: $8.13B
TDY
Teledyne Technologies Incorporated
$613.16
-2.64%
TECHNOLOGY · Cap: $29.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Teledyne Technologies Incorporated generates 399% more annual revenue ($6.23B vs $1.25B). ESE leads profitability with a 24.7% profit margin vs 15.0%. TDY appears more attractively valued with a PEG of 1.40. TDY earns a higher WallStSmart Score of 64/100 (C+).
ESE
Buy61
out of 100
Grade: C+
TDY
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.5% year-over-year
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 21.6% YoY
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESE
The strongest argument for ESE centers on Revenue Growth, Profit Margin, Debt/Equity. Profitability is solid with margins at 24.7% and operating margin at 15.5%. Revenue growth of 33.5% demonstrates continued momentum.
Bull Case : TDY
The strongest argument for TDY centers on Debt/Equity, Price/Book, EPS Growth. PEG of 1.40 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 61.8x leaves little room for execution misses.
Bear Case : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
ESE profiles as a growth stock while TDY is a value play — different risk/reward profiles.
ESE carries more volatility with a beta of 1.13 — expect wider price swings.
ESE is growing revenue faster at 33.5% — sustainability is the question.
TDY generates stronger free cash flow (204M), providing more financial flexibility.
Bottom Line
TDY scores higher overall (64/100 vs 61/100). 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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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