ESCO TECHNOLOGIES INC. vs FABRINET, two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ESE and FN diverge most: on debt / equity, ESE reads 0.10 and FN reads 0.00; on return on invested capital, ESE reads 1.7% and FN reads 16.9%. The rest of the comparable metrics sit closer together. What FN's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ESE | FN |
|---|---|---|
| Price | $315.26 | $435.69 |
| Market cap | $8.2B | $15.8B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 26.5 | 37.5 |
| P/B | 5.16 | 6.86 |
| P/S | 6.92 | 3.73 |
| EV/EBITDA | 90.0 | 35.7 |
| Revenue growth | +31.7% | +29.4% |
| Gross margin | — | 11.9% |
| Operating margin | — | 9.9% |
| Net margin | 26.1% | 9.9% |
| Return on equity | 19.4% | 18.3% |
| Return on assets | 12.8% | 12.0% |
| Return on invested capital | 1.7% | 16.9% |
| FCF yield | 2.7% | 0.3% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.10 | 0.00 |
| Current ratio | 1.45 | 2.55 |
| Altman Z (solvency) | 7.42 | 8.90 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.