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ESCO Technologies Inc. (ESE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US2963151046

CUSIP

296315104

Sector

Technology

IPO Date

Oct 1, 1990

Highlights

Market Cap

$3.56B

EPS (TTM)

$3.94

PE Ratio

34.98

PEG Ratio

1.96

Total Revenue (TTM)

$1.03B

Gross Profit (TTM)

$395.45M

EBITDA (TTM)

$200.95M

Year Range

$96.48 - $154.00

Target Price

$147.75

Short %

1.40%

Short Ratio

2.85

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
ESE vs. VOO ESE vs. VFINX ESE vs. SCHD
Popular comparisons:
ESE vs. VOO ESE vs. VFINX ESE vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in ESCO Technologies Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%JulyAugustSeptemberOctoberNovemberDecember
9,732.15%
1,783.17%
ESE (ESCO Technologies Inc.)
Benchmark (^GSPC)

Returns By Period

ESCO Technologies Inc. had a return of 15.95% year-to-date (YTD) and 17.88% in the last 12 months. Over the past 10 years, ESCO Technologies Inc. had an annualized return of 14.52%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


ESE

YTD

15.95%

1M

-7.95%

6M

30.34%

1Y

17.88%

5Y*

8.53%

10Y*

14.52%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of ESE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-12.89%0.02%5.14%-5.23%7.57%-3.75%17.15%-2.48%7.56%-2.61%18.22%15.95%
202312.55%-5.33%2.51%-1.97%-3.82%15.14%-2.90%6.42%-2.40%-6.84%7.98%11.48%34.13%
2022-11.26%-12.80%0.50%-10.58%5.38%3.89%13.56%5.00%-9.81%17.46%9.10%-6.88%-2.30%
2021-7.89%11.14%3.12%-0.12%-12.98%-0.79%0.60%-4.50%-14.47%9.82%-3.33%10.09%-12.59%
20203.74%-5.25%-16.51%0.62%8.27%2.32%1.76%4.63%-10.32%3.89%18.17%4.45%12.01%
2019-1.15%6.27%-3.12%12.02%-6.81%18.21%1.24%-8.89%4.51%6.31%4.24%5.12%41.00%
20181.63%-3.68%-0.59%-4.48%0.45%2.85%8.03%8.67%0.59%-9.93%14.80%-6.16%10.04%
20172.74%-6.87%7.34%1.29%-2.12%3.70%3.44%-11.75%10.10%-3.21%12.77%-7.80%6.79%
2016-4.73%3.66%9.44%-1.28%4.65%-0.62%6.03%6.54%3.06%-4.03%25.48%1.48%57.89%
2015-2.38%7.00%1.35%-5.85%1.63%0.51%1.76%-5.15%-0.36%3.31%5.77%-7.68%-1.22%
20141.87%2.69%-1.81%-4.81%0.60%3.03%-2.92%7.30%-3.17%9.32%-5.26%2.66%8.68%
201310.29%-1.48%0.74%-11.80%-10.70%0.81%7.21%-11.49%8.42%8.84%-5.60%0.82%-7.38%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ESE is 70, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ESE is 7070
Overall Rank
The Sharpe Ratio Rank of ESE is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of ESE is 6565
Sortino Ratio Rank
The Omega Ratio Rank of ESE is 6363
Omega Ratio Rank
The Calmar Ratio Rank of ESE is 8282
Calmar Ratio Rank
The Martin Ratio Rank of ESE is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for ESCO Technologies Inc. (ESE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for ESE, currently valued at 0.70, compared to the broader market-4.00-2.000.002.000.702.10
The chart of Sortino ratio for ESE, currently valued at 1.13, compared to the broader market-4.00-2.000.002.004.001.132.80
The chart of Omega ratio for ESE, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.39
The chart of Calmar ratio for ESE, currently valued at 1.11, compared to the broader market0.002.004.006.001.113.09
The chart of Martin ratio for ESE, currently valued at 2.12, compared to the broader market-5.000.005.0010.0015.0020.0025.002.1213.49
ESE
^GSPC

The current ESCO Technologies Inc. Sharpe ratio is 0.70. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of ESCO Technologies Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.70
2.10
ESE (ESCO Technologies Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

ESCO Technologies Inc. provided a 0.24% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The company has been increasing its dividends for 2 consecutive years.


0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.32$0.32$0.32$0.24$0.32$0.40$0.32$0.24$0.32$0.32$0.32$0.40

Dividend yield

0.24%0.27%0.37%0.27%0.31%0.43%0.49%0.40%0.56%0.89%0.87%1.17%

Monthly Dividends

The table displays the monthly dividend distributions for ESCO Technologies Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.08$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.32
2023$0.08$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.32
2022$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.32
2021$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.24
2020$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.08$0.32
2019$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.40
2018$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.32
2017$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.00$0.24
2016$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2015$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.32
2014$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.08$0.32
2013$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.2%
ESCO Technologies Inc. has a dividend yield of 0.24%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%7.7%
ESCO Technologies Inc. has a payout ratio of 7.66%, which is below the market average. This means ESCO Technologies Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.62%
-2.62%
ESE (ESCO Technologies Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ESCO Technologies Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ESCO Technologies Inc. was 58.54%, occurring on Dec 17, 1998. Recovery took 512 trading sessions.

The current ESCO Technologies Inc. drawdown is 10.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.54%Jun 12, 1998130Dec 17, 1998512Dec 28, 2000642
-57.14%Aug 17, 20061292Oct 3, 20111290Nov 16, 20162582
-50%Jan 20, 1994227Dec 13, 1994321Mar 21, 1996548
-47.62%Oct 3, 199020Oct 30, 199053Jan 16, 199173
-45.96%Mar 22, 2021287May 9, 2022403Dec 14, 2023690

Volatility

Volatility Chart

The current ESCO Technologies Inc. volatility is 6.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.34%
3.79%
ESE (ESCO Technologies Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of ESCO Technologies Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of ESCO Technologies Inc. compared to its peers in the Scientific & Technical Instruments industry.


PE Ratio
50.0100.0150.0200.035.0
The chart displays the price to earnings (P/E) ratio for ESE in comparison to other companies of the Scientific & Technical Instruments industry. Currently, ESE has a PE value of 35.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-15.0-10.0-5.00.02.0
The chart displays the price to earnings to growth (PEG) ratio for ESE in comparison to other companies of the Scientific & Technical Instruments industry. Currently, ESE has a PEG value of 2.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for ESCO Technologies Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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