ESE
ESCO Technologies Inc.
ESE has lower modeled downside risk, despite its lower overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over ESE overall, supported by stronger fundamentals and stronger valuation.
ESE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
ESE's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
ESE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 19x | $235 | — |
| Cheap | 22x | $268 | +14% |
| Forward | 25x | $235 | — |
| Fair | 29x | $357 | +52% |
| Expensive | 42x | $511 | +117% |
Historical ranges are pointers, not guarantees.
ESE's PE is in its cheap range at 19x. On analysts' estimates for next year's earnings, today's price would be 25x.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over ESE in the historical PE scenario, which offers more potential upside but is not a forecast.
ESE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Growth | |
| Strong growth | |
| Weakening | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for ESE, but weaker profitability. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over ESE on the outlook, with more favorable valuation and profitability expectations.
ESE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.32 | -23% |
| Q2 2026 | $12.14 | +173% |
| Q1 2026 | $11.89 | +161% |
| Q4 2025 | $11.75 | +176% |
| Q3 2025 | $11.55 | +193% |
| Q2 2025 | $4.44 | +15% |
| Q1 2025 | $4.56 | +20% |
| Q4 2024 | $4.26 | +18% |
| Q3 2024 | $3.94 | +10% |
ESE's earnings per share have climbed steadily: $12.14 over the past year, up 173% from the year before, and higher year over year for 19 quarters in a row.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over ESE on earnings, with stronger typical year-over-year growth.
ESE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $339M | +14% |
| Q1 2026 | $309.3M | +17% |
| Q4 2025 | $289.7M | +17% |
| Q3 2025 | $352.7M | +18% |
| Q2 2025 | $296.3M | +14% |
| Q1 2025 | $265.5M | +6.6% |
| Q4 2024 | $247M | +13% |
| Q3 2024 | $298.5M | +9.5% |
ESE's revenue has grown year over year for 19 quarters in a row: $339M last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 12% | +0.9 points |
| Q1 2026 | 14% | -1.1 points |
| Q4 2025 | 13% | +1.1 points |
| Q3 2025 | 17% | +2.1 points |
| Q2 2025 | 11% | -3.1 points |
| Q1 2025 | 15% | +3.5 points |
| Q4 2024 | 12% | +3.2 points |
| Q3 2024 | 15% | -0.4 points |
ESE's operating margin was 12% last quarter, up 0.9 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over ESE on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over ESE on profitability, with a higher operating margin.
ESE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $47.3M | -27% |
| Q1 2026 | -$811K | -106% |
| Q4 2025 | $63M | +117% |
| Q3 2025 | $97.8M | +61% |
| Q2 2025 | $64.9M | +135% |
| Q1 2025 | $14M | +585% |
| Q4 2024 | $29M | +3126% |
| Q3 2024 | $60.9M | +44% |
ESE generated $207M in free cash flow over the past year, up 23% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over ESE on cash flow, with more consistent year-over-year improvement.
ESE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +42K shares |
| 1 year | +0.2% | +62K shares |
| 3 years | +0.6% | +153K shares |
| 5 years | -0.9% | -234K shares |
| Available history | -0.4% | -117K shares |
ESE has 26M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2024 | — |
| Q2 2024 | $809,000 |
| Q1 2024 | $5.1M |
| Q4 2023 | $2.1M |
| Q3 2023 | — |
| Q2 2023 | $184,000 |
| Q1 2023 | $8.1M |
| Q4 2022 | $4.1M |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over ESE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
ESE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.4x | Very low |
| Q2 2025 | 2.1x | Moderate |
| Q1 2025 | 0.2x | Very low |
| Q4 2024 | 0.2x | Very low |
| Q3 2024 | 0.3x | Very low |
ESE's net debt is less than a year of its operating earnings (EBITDA), down from 2.1 years a year ago.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has the edge over ESE on leverage, with a lower net debt burden relative to earnings.
ESE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.5 | Neutral |
| Stochastic | 9.4 | Oversold |
ESE's weekly RSI is 34 (neutral) and its Stochastic is 9 (oversold).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
ESE PE vs Technology Sector
| Metric | ESE | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 28x | 30% below |
| PE % | 15 | 35 | 20 pts below |
ESE has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
ESE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $248.2 | 5.2% below |
| 20 week MA | $279.8 | 16% below |
| 50 week MA | $273.0 | 14% below |
| 100 week MA | $226.1 | 4.1% above |
| 200 week MA | $166.7 | 41% above |
ESE has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 41% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over ESE on trend strength, trading above more of its moving averages.
ESE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $91.7 | $101.4 | +11% |
| 2021 | $101.4 | $86.7 | -15% |
| 2022 | $86.7 | $88.0 | +1.5% |
| 2023 | $88.0 | $117.0 | +33% |
| 2024 | $117.0 | $134.6 | +15% |
| 2025 | $134.6 | $200.5 | +49% |
| 2026 YTD | $200.5 | $235.3 | +17% |
ESE has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.