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 0.05 and FN reads 0.00; on fcf yield, ESE reads 3.1% and FN reads 0.0%. 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 | $257.79 | $486.34 |
| Market cap | $6.7B | $17.7B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 21.2 | 37.3 |
| P/B | 4.14 | 7.19 |
| P/S | 5.47 | 3.80 |
| EV/EBITDA | 48.3 | 36.2 |
| Revenue growth | +28.6% | +35.4% |
| Gross margin | — | 12.0% |
| Operating margin | — | 10.2% |
| Net margin | 25.7% | 10.2% |
| Return on equity | 19.5% | 19.3% |
| Return on assets | 13.0% | 12.1% |
| Return on invested capital | 1.8% | 13.2% |
| FCF yield | 3.1% | 0.0% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.05 | 0.00 |
| Current ratio | 1.38 | 2.25 |
| Altman Z (solvency) | 6.46 | 8.76 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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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.