ESCO Technologies Inc. (ESE) vs Itron, Inc. (ITRI)

ESCO Technologies Inc. and Itron, Inc. are both Scientific & Technical Instruments companies. ESCO Technologies Inc. is the larger, with a market value of $7.0B against $4.0B — 1.7× the size. Itron, Inc. trades at the lower P/E: 14.8× against 22.1×. ESCO Technologies Inc. grew revenue faster over the last twelve months: 34.3% against −5.69%. ESCO Technologies Inc. has the higher net margin (24.4% vs 11.9%) and the higher return on invested capital (7.76% vs 7.70%). Across the 22 metrics below, ESCO Technologies Inc. leads on 12 and Itron, Inc. on 10.

Valuation

Metric ESE ITRI Scientific & Technical Instruments median
P/E 22.09 14.76 35.93
P/S 5.38 1.72 4.46
P/B 4.30 2.42 3.00
Price to free cash flow 35.35 10.29 24.96
EV/EBITDA 22.54 14.05 19.60
EV/Sales 5.39 2.28 4.98
Earnings yield 4.53% 6.77% 0.53%
Free cash flow yield 2.83% 9.72% 1.12%

Profitability

Metric ESE ITRI Scientific & Technical Instruments median
Gross margin 42.01% 39.87% 45.75%
Operating margin 15.66% 13.20% 7.34%
Net margin 24.39% 11.90% 1.56%
Free cash flow margin 15.23% 16.73% 5.84%
Return on equity 21.39% 16.74% 2.87%
Return on assets 12.73% 7.19% 0.99%
Return on invested capital 7.76% 7.70% 3.88%

Growth

Metric ESE ITRI Scientific & Technical Instruments median
Revenue growth (TTM) 34.33% (5.69%) 11.28%
EPS growth (last fiscal year) 193.15% 25.48% —
Revenue growth, 5-year CAGR 8.44% 1.72% 7.89%
Net income growth, 5-year CAGR 24.66% 0.00% 0.00%

Health

Metric ESE ITRI Scientific & Technical Instruments median
Debt to equity 0.05 0.96 0.00
Current ratio 1.38 2.75 2.24
Net debt to EBITDA 0.34 0.62 0.44

Dividend

Metric ESE ITRI Scientific & Technical Instruments median
Dividend yield 0.31% — 0.72%
Payout ratio 0.09 0.00 0.00

Size

Metric ESE ITRI Scientific & Technical Instruments median
Market cap 6.95b 4.01b 483.67m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack