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VSEC · NASDAQ · STOCK

VSE Corporation

Industrials Updated August 11, 2026
$241.90
52W $154.67 – $242.53
63/100
$6.78B
87.9
1.23
AI Committee Verdict
Buy
63/100
Conviction: Moderate · 67% agreement · 6 analysts
Moderate

Is VSEC Bullish or Bearish?

Bullish. Innellis AI committee rates VSE Corporation (VSEC) Buy with a composite score of 63/100 , 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 — +11.71 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 — -8.29 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 primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 81.6 is expensive by classic value standards. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • EPS growing 174.8% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.20) -- balance sheet can absorb a shock — Risk
Bear Case
  • P/E of 81.6 is expensive by classic value standards — Value
  • ROE of only 3.7% -- cheap may mean cheap for a reason — Value
  • RSI at 77 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Bollinger bandwidth of 26.6% signals elevated volatility — Risk
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
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 29%
of 223 Industrials peers
Value Analyst neutral
44 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 81.6 is expensive by classic value standards
Growth Analyst bullish
75 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 174.8% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 77 is in overbought territory
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.20) -- balance sheet can absorb a shock
− Bollinger bandwidth of 26.6% signals elevated volatility
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 bullish
65 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.22 across 9 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)
77.4
Overbought
MACD Histogram
4.013
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
1.18
Above Upper Band
Price vs Moving Averages
EMA 9
$218.24 Above
EMA 21
$210.90 Above
EMA 50
$205.14 Above
EMA 200
$189.72 Above

Fundamental Analysis

Valuation
58
Profitability
18
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio 87.9×
P/B Ratio 2.55×
PEG Ratio 1.22
Dividend Yield 0.17%
52W High $242.53
52W Low $154.67
Quality & Growth
ROE 371.8%
ROA 263.7%
Gross Margin 1397.0%
Operating Margin 1116.4%
Revenue Growth YoY
Debt / Equity 0.35
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 87.9 (rich relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 1.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 3.7%; Return on assets of 2.6%; Net margin of 5.5%; Gross margin of 14.0%; Current ratio of 3.77 (healthy short-term liquidity); Debt-to-equity of 0.35; Free cash flow per share is negative (-0.04); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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