ESP
Espey Mfg. & Electronics Corp.
ESP has the edge over RDW overall, supported by lower modeled downside and stronger valuation.
RDW
Redwire Corporation
RDW offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
ESP Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Strong |
ESP's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
ESP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 12x | $46.70 | -2.5% |
| Current | 12x | $47.90 | — |
| Forward | 13x | $47.90 | — |
| Fair | 17x | $65.75 | +37% |
| Expensive | 33x | $127 | +165% |
Historical ranges are pointers, not guarantees.
ESP's PE is in its cheap range at 12x. On analysts' estimates for next year's earnings, today's price would be 13x.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
ESP Forward outlook
| Metric | Outlook |
|---|---|
| Deteriorating | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect ESP's profitability to improve, with its earnings and revenue holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over ESP on the outlook, with more favorable earnings and revenue expectations.
ESP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.61 | -7.2% |
| Q2 2026 | $3.89 | +30% |
| Q1 2026 | $3.79 | +41% |
| Q4 2025 | $3.43 | +40% |
| Q3 2025 | $3.15 | +28% |
| Q2 2025 | $3.00 | +31% |
| Q1 2025 | $2.68 | +40% |
| Q4 2024 | $2.45 | +31% |
| Q3 2024 | $2.46 | +52% |
ESP has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
ESP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $13.5M | +40% |
| Q1 2026 | $11.4M | +11% |
| Q4 2025 | $12.1M | -11% |
| Q3 2025 | $9.1M | -13% |
| Q2 2025 | $9.6M | -17% |
| Q1 2025 | $10.3M | +25% |
| Q4 2024 | $13.6M | +32% |
| Q3 2024 | $10.4M | +22% |
ESP's revenue is growing: $13M last quarter, up 40% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 26% | -1.6 points |
| Q1 2026 | 26% | +9.1 points |
| Q4 2025 | 25% | +10 points |
| Q3 2025 | 23% | +6.3 points |
| Q2 2025 | 27% | +9.1 points |
| Q1 2025 | 17% | +3.8 points |
| Q4 2024 | 15% | -5.4 points |
| Q3 2024 | 16% | +2.2 points |
ESP has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over ESP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
ESP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$914.5K | -200% |
| Q1 2026 | $3.2M | -70% |
| Q4 2025 | -$4.1M | -192% |
| Q3 2025 | $4.4M | +511% |
| Q2 2025 | $915.3K | -65% |
| Q1 2025 | $10.5M | +2667% |
| Q4 2024 | $4.5M | +116% |
| Q3 2024 | $724.8K | +88% |
ESP has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
ESP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -14.5K shares |
| 1 year | +6.5% | +175K shares |
| 3 years | +16% | +400K shares |
| 5 years | +19% | +465K shares |
| Available history | +20% | +475K shares |
ESP has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2020 | — |
| Q1 2020 | — |
| Q4 2019 | $39,658 |
| Q3 2019 | $8,291 |
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
ESP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -1.6x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -1.8x | Net Cash |
| Q3 2025 | -2.5x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.7x | Net Cash |
| Q4 2024 | -1.1x | Net Cash |
| Q3 2024 | -0.6x | Net Cash |
ESP has more cash than debt.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
ESP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.7 | Neutral |
| Stochastic | 11.1 | Oversold |
ESP's weekly RSI is 36 (neutral) and its Stochastic is 11 (oversold).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
ESP PE vs Industrials Sector
| Metric | ESP | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 24x | 49% below |
| PE % | 20 | 58 | 38 pts below |
ESP is trading at 12x earnings, a 49% discount to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
ESP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $55.5 | 14% below |
| 20 week MA | $59.4 | 19% below |
| 50 week MA | $57.8 | 17% below |
| 100 week MA | $47.2 | 1.5% above |
| 200 week MA | $34.1 | 40% above |
ESP has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
ESP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $21.5 | $19.7 | -8.5% |
| 2021 | $19.7 | $13.1 | -34% |
| 2022 | $13.1 | $14.0 | +7.2% |
| 2023 | $14.0 | $18.7 | +33% |
| 2024 | $18.7 | $30.8 | +65% |
| 2025 | $30.8 | $45.4 | +47% |
| 2026 YTD | $45.4 | $47.9 | +5.6% |
ESP has finished higher in four of the last six years. It's up 5.6% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over ESP on returns for 2026, with the stronger performance.