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ESP

NEUTRAL
$68.61 Live
Espey Mfg. & Electronics Corp. · AMEX
Target $64.0 (-6.7%)
$30.0 52W Range $73.5

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026
Market cap
$203.01M
P/E
19.89
ROE
19.6%
Profit margin
23.4%
Debt/Equity
N/A
Dividend yield
1.46%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
ESP presents a dichotomy of strong current profitability and concerning forward-looking indicators. While the Piotroski F-Score of 4/9 indicates stable financial health and margins remain robust, the company is facing a revenue contraction of -10.8% YoY. Most critically, management has explicitly warned in the 10-K that net income per share is expected to decline in fiscal 2026 due to higher costs in the existing backlog. With heavy insider selling and a technical trend score of 10/100, the stock appears overextended relative to its defensive Graham value of $38.77.

Key Strengths

Strong profitability margins (Profit Margin 23.37%, Operating Margin 25.30%)
Healthy liquidity position with a Current Ratio of 2.53 and Quick Ratio of 1.61
Strong Return on Equity (ROE) of 19.61%
Significant historical price appreciation (1Y Change +129.4%)
Positive earnings growth in the short term (+39.4% YoY)

Key Risks

Negative revenue growth (-10.8% YoY and Q/Q)
Management guidance forecasting a decline in EPS for fiscal 2026
Severe supply chain disruptions with component lead times exceeding one year
Aggressive insider selling by the CEO and Directors
Labor market challenges and specialized skill shortages in the local region
AI Fair Value Estimate
Based on comprehensive analysis
$62.5
-8.9% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
48
Moderate
Value
40
Future
30
Past
85
Health
55
Dividend
30
AI Verdict
Cautionary
Key drivers: Revenue contraction, Negative forward EPS guidance, Insider divestment, High valuation relative to Graham Number
Confidence
90%
Value
40/100

Trades at a premium to defensive value; Intrinsic Value is growth-based and may be overly optimistic given revenue trends.

Positives
  • P/E ratio (19.89) is reasonable for the sector
Watchpoints
  • Current price ($68.61) is significantly above Graham Number ($38.77)
  • High Price/Book (3.54) and Price/Sales (4.94)
Future
30/100

Management's own 10-K guidance suggests a profitability squeeze in the coming year.

Positives
  • Expected revenue increase in 2026
Watchpoints
  • Projected decline in net income per share
  • Supply chain lead times > 1 year
  • Negative YoY revenue growth
Past
85/100

Strong historical momentum and operational efficiency.

Positives
  • Exceptional 5-year price growth (+394.5%)
  • Consistent ability to maintain high margins
Watchpoints
  • Inconsistent earnings surprise history over the long term
Health
55/100

Balance sheet is liquid, but F-Score suggests only mediocre operational improvement.

Positives
  • Strong current and quick ratios
  • Piotroski F-Score of 4/9 (Stable)
Watchpoints
  • Altman Z-Score unavailable for bankruptcy risk assessment
Dividend
30/100

Dividend is a minor component of total return.

Positives
  • Sustainable payout ratio (28.99%)
Watchpoints
  • Low dividend yield (1.46%)
  • Low overall dividend strength score (25/100)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$68.61
Analyst Target
$64.0
Upside/Downside
-6.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ESP and closest competitors.

Updated 2026-04-24
ESP
Espey Mfg. & Electronics Corp.
Primary
5Y
+394.5%
3Y
+246.7%
1Y
+129.4%
6M
+77.8%
1M
+20.4%
1W
+0.1%
ALT
Alta Equipment Group Inc.
Peer
5Y
-32.2%
3Y
-58.5%
1Y
-10.7%
6M
-23.1%
1M
+36.8%
1W
-0.6%
PAM
PAMT CORP
Peer
5Y
-37.4%
3Y
-64.0%
1Y
-31.7%
6M
-17.0%
1M
+16.5%
1W
-3.2%
SHI
Shimmick Corporation
Peer
5Y
-17.5%
3Y
-17.5%
1Y
+238.5%
6M
+119.5%
1M
+77.8%
1W
+34.0%
PAL
Proficient Auto Logistics, Inc.
Peer
5Y
-53.7%
3Y
-53.7%
1Y
-6.2%
6M
+14.6%
1M
+8.8%
1W
-2.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
19.89
Forward P/E
18.9
PEG Ratio
N/A
P/B Ratio
3.54
P/S Ratio
4.94
EV/Revenue
3.89
EV/EBITDA
15.99
Market Cap
$203.01M

Profitability

Profit margins and return metrics

Profit Margin 23.37%
Operating Margin 25.3%
Gross Margin 34.4%
ROE 19.61%
ROA 8.19%

Growth

Revenue and earnings growth rates

Revenue Growth -10.8%
Earnings Growth +39.4%
Q/Q Revenue Growth -10.82%
Q/Q Earnings Growth +47.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
2.53
Strong
Quick Ratio
1.61
Excellent
Cash/Share
$14.59

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.0B
Gross Margin
34.7%
Op. Margin
25.3%
Net Margin
23.1%
Total Assets
$0.1B
Liabilities
$0.0B
Equity
$0.1B
Debt/Equity
0.60x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
147%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-12
$N/A
2026-02-10
$0.99
+23.8% surprise
2025-11-12
$0.76
+13.4% surprise
2019-05-14
$0.39
-13.3% surprise

Industrials Sector Comparison

Comparing ESP against 440 companies in the Industrials sector (38 bullish, 157 neutral, 245 bearish)
P/E Ratio
19.89
This Stock
vs
76.16
Sector Avg
-73.9% (Discount)
Return on Equity (ROE)
19.61%
This Stock
vs
-20.46%
Sector Avg
-195.8% (Below Avg)
Profit Margin
23.37%
This Stock
vs
6.47%
Sector Avg
+261.2% (Superior)
Revenue Growth
-10.8%
This Stock
vs
75.3%
Sector Avg
-114.3% (Slower)
Current Ratio
2.53
This Stock
vs
3.13
Sector Avg
-19.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

HELMETAG CARL
Director
Option Exercise
2026-03-02
1,600 shares · $42,000
WOOL MICHAEL W
Director
Option Exercise
2026-02-23
1,842 shares · $50,121
WOOL MICHAEL W
Director
Sell
2026-02-19
1,000 shares · $57,900
CORR PAUL J
Director
Sell
2026-02-18
2,242 shares · $130,562
CORR PAUL J
Director
Option Exercise
2026-02-18
4,642 shares · $113,205
CORR PAUL J
Director
Sell
2026-02-18
2,400 shares · $138,963
O NEIL DAVID A
Chief Executive Officer
Sell
2026-02-13
8,856 shares · $442,800
O NEIL DAVID A
Chief Executive Officer
Option Exercise
2026-02-13
7,675 shares · $190,706
WOOL MICHAEL W
Director
Option Exercise
2026-01-27
2,000 shares · $43,500
O NEIL DAVID A
Chief Executive Officer
Sell
2025-12-29
2,000 shares · $92,540
O NEIL DAVID A
Chief Executive Officer
Sell
2025-12-19
2,000 shares · $87,500
HELMETAG CARL
Director
Sell
2025-12-16
1,000 shares · $44,990
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-Q
10-Q
2026-02-10

ESP filed its quarterly 10-Q report on February 10, 2026. Due to the absence of provided excerpts, specific financial highlights and risk factors are currently unavailable for analysis.

8-K
8-K
2025-12-09
10-Q
10-Q
2025-11-12

ESP filed its quarterly 10-Q report on November 12, 2025. Due to the absence of provided excerpts, specific financial highlights and risk factors are currently unavailable for analysis.

DEF 14A
DEF 14A
2025-10-28

ESP filed a Definitive Proxy Statement on October 28, 2025, providing shareholders with necessary information and voting materials for an upcoming meeting.

8-K
8-K
2025-10-01

ESP filed an 8-K on October 1, 2025, likely to announce its third-quarter financial results.

10-K
10-K
2025-09-16

Espey Mfg. & Electronics Corp. expects revenue growth in fiscal year 2026, although net income per share is projected to decline due to higher costs associated with its current backlog. Primary risks include significant supply chain disruptions with component lead times exceeding one year, part obsolescence, and challenges recruiting specialized labor in a competitive local market.

8-K
8-K
2025-09-09
8-K
8-K
2025-09-08
10-Q
10-Q
2025-05-12

ESP filed its quarterly Form 10-Q on May 12, 2025. Specific financial highlights and risk factors were not provided in the available metadata.

8-K
8-K
2025-04-10

ESP filed an 8-K on April 10, 2025, likely to announce its first-quarter financial results.

8-K
8-K
2025-03-11
8-K
8-K
2025-02-18
10-Q
10-Q
2025-02-12
8-K
8-K
2024-12-09
10-Q
10-Q
2024-11-13
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
1 analysts
Freedom Broker
2026-02-13
Maintains
Buy Buy
Freedom Broker
2026-01-16
Maintains
Buy Buy
Freedom Broker
2025-11-03
init
Buy

Past News Coverage

Recent headlines mentioning ESP from our newsroom.

Newest → oldest
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