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ESE · NYSE · STOCK

ESCO Technologies Inc.

Technology Updated August 11, 2026
$295.23
52W $182.85 – $362.15
64/100
$7.65B
24.3
1.10
AI Committee Verdict
Buy
64/100
Conviction: Contested · 67% agreement · 6 analysts
Contested

Is ESE Bullish or Bearish?

Bullish. Innellis AI committee rates ESCO Technologies Inc. (ESE) Buy with a composite score of 64/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.36 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.64 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.13) -- balance sheet can absorb a shock. Technical Analyst remains cautious — rsi at 28 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 20.5% shows genuine earnings power backing the valuation — Value
  • EPS growing 160.1% YoY — Growth
  • Low leverage (debt-to-equity 0.13) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 25.3 is moderate-to-rich — Value
  • RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
  • News sentiment is negative (-0.20 across 5 articles, 14d) — News
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
64/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 20%
of 284 Technology peers
Value Analyst bullish
60 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 20.5% shows genuine earnings power backing the valuation
− P/E of 25.3 is moderate-to-rich
Growth Analyst bullish
75 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 160.1% YoY
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.13) -- balance sheet can absorb a shock
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
51 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
− News sentiment is negative (-0.20 across 5 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
28.1
Oversold
MACD Histogram
-2.435
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$283.62
Resistance
$344.82
Bollinger %B
-0.04
Below Lower Band
Price vs Moving Averages
EMA 9
$311.45 Below
EMA 21
$317.68 Below
EMA 50
$318.43 Below
EMA 200
$279.46 Above

Fundamental Analysis

Valuation
71
Profitability
88
Financial Health
74
Cash Flow
70
Valuation
P/E Ratio 24.3×
P/B Ratio 4.70×
PEG Ratio 0.14
Dividend Yield 0.11%
52W High $362.15
52W Low $182.85
Quality & Growth
ROE 1941.9%
ROA 1241.4%
Gross Margin 4200.8%
Operating Margin 1494.8%
Revenue Growth YoY
Debt / Equity 0.08
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 24.3 (inexpensive relative to a 15-40x range); Price-to-book of 4.7x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 19.4%; Return on assets of 12.4%; Net margin of 24.4%; Gross margin of 42.0%; Current ratio of 1.38 (tight short-term liquidity); Debt-to-equity of 0.08; Free cash flow per share is positive (7.57); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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