ESCO Technologies Inc. (ESE) vs MKS Inc. (MKSI)

ESCO Technologies Inc. and MKS Inc. are both Scientific & Technical Instruments companies. MKS Inc. is the larger, with a market value of $15.5B against $7.8B — 2.0× the size. ESCO Technologies Inc. trades at the lower P/E: 20.5× against 32.9×. ESCO Technologies Inc. grew revenue faster over the last twelve months: 34.3% against 16.3%. ESCO Technologies Inc. has the higher net margin (24.4% vs 10.1%) and the higher return on invested capital (7.76% vs 6.74%). Both pay a dividend; MKS Inc. yields more (0.45% vs 0.13%). Across the 23 metrics below, ESCO Technologies Inc. leads on 14 and MKS Inc. on 9.

Valuation

Metric ESE MKSI Scientific & Technical Instruments median
P/E 20.52 32.90 33.25
P/S 5.00 3.34 4.50
P/B 3.99 4.86 2.90
Price to free cash flow 32.83 31.71 24.81
EV/EBITDA 20.94 17.07 17.92
EV/Sales 5.01 4.11 4.71
Earnings yield 4.87% 3.04% 0.60%
Free cash flow yield 3.05% 3.15% 1.27%

Profitability

Metric ESE MKSI Scientific & Technical Instruments median
Gross margin 42.01% 46.96% 45.75%
Operating margin 15.66% 15.69% 7.34%
Net margin 24.39% 10.12% 1.56%
Free cash flow margin 15.23% 10.53% 5.84%
Return on equity 21.39% 15.88% 2.87%
Return on assets 12.73% 4.95% 0.99%
Return on invested capital 7.76% 6.74% 3.88%

Growth

Metric ESE MKSI Scientific & Technical Instruments median
Revenue growth (TTM) 34.33% 16.26% 11.15%
EPS growth (last fiscal year) 193.15% 55.52% 11.47%
Revenue growth, 5-year CAGR 8.44% 11.03% 7.89%
Net income growth, 5-year CAGR 24.66% (3.36%) 0.00%

Health

Metric ESE MKSI Scientific & Technical Instruments median
Debt to equity 0.05 1.32 0.00
Current ratio 1.38 1.14 2.24
Net debt to EBITDA 0.34 3.93 0.44

Dividend

Metric ESE MKSI Scientific & Technical Instruments median
Dividend yield 0.13% 0.45% 0.58%
Payout ratio 0.03 0.15 0.36

Size

Metric ESE MKSI Scientific & Technical Instruments median
Market cap 7.83b 15.45b 444.25m

Compare with another peer

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