COMPARE · Data as of October 9, 2026

ESE vs TDY

Verdict: Side-by-side breakdown using the Bull Rankings model. ESE scored 72.9, TDY scored 53.9 — ESE leads.
Compare another set
ESE
ESCO Technologies Inc.
Scientific & Technical Instruments · Quality-Growth
72.9
$257.83 · $6.7B
fundamentals as of
Score gap
19.0
ESE leads
TDY
Teledyne Technologies Incorporated
Scientific & Technical Instruments · Quality-Growth
53.9
$613.66 · $28.4B
fundamentals as of
  • CheapestTDY29.7x
  • Fastest growthESE+27.0%
  • Strongest balance sheetESE0.09
  • Highest qualityESE68 / 100
THE BULL RANKINGS SCORECARD72.9/ 100 · BULL SCOREPEER MEDIANQUALITY67.5GROWTH85.4VALUE67.1
THE BULL RANKINGS SCORECARD53.9/ 100 · BULL SCOREPEER MEDIANQUALITY62.9GROWTH68.2VALUE36.6
ESETDYQuality67.562.9Growth85.468.2Value67.136.6
cheap & fastrevenue growth →← cheaper (lower multiple)-2%37%25x53xESETDY

Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.

FCFESE$207mTDY$1.1b
RevESE+27.0%TDY+7.9%
D/EESE0.09TDY0.19
P/EESE47.8xTDY29.7x
PEGESE1.67TDY1.40
ESE
stronger →← stronger
TDY
68
Qualityreturns · margins · balance sheet
63
85
Growthrevenue & earnings expansion
68
67
Valuevaluation vs sector peers
37
ESE is stronger on 3 of 3 pillars.
ESE
TDY
$207mC
FCF
$1.1bC+
+27.0%A-
Rev
+7.9%B
0.09B+
D/E
0.19B
47.8xC+
P/E
29.7xB
1.67C+
PEG
1.40B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
ESE
TDY
95% above
Price vs fair valuelower is cheaper
39% above
~25%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~14%/yr
-53%
1-yr DCF upside
-32%
-49%
5-yr DCF upside
-28%
-42%
10-yr DCF upside
-22%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
ESEESCO Technologies Inc.
Scientific & Technical Instruments · $257.83 · beta 1.05
Why now
Scientific & Technical Instruments · market cap $6.7b. Down 29% from 52-week high of $362.15 — deep drawdown territory. Revenue growing +27% — in hypergrowth territory. 4 sell-side analysts publish a mean 1-yr target of $390.75 (implying +52% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 19% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trailing P/E 48x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
TDYTeledyne Technologies Incorporated
Scientific & Technical Instruments · $613.66 · beta 0.90
Why now
Scientific & Technical Instruments · market cap $28.4b. 12% off the 52-week high of $697.67. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $758.08 (implying +24% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 117% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

Where ESE and TDY diverge

On the headline score the gap is 19.0 points in favor of ESE. The widest single difference is Value, where ESE leads by 30.5 points.

Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.

Common questions

Is ESE or TDY the better stock?

ESE scores higher: ESE 72.9, TDY 53.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.

Where do ESE and TDY differ most?

The widest gap is value, where ESE leads by 31 points on the 0–100 pillar scale. ESE leads all three pillars, so the gap is broad rather than a single-measure difference.

How are ESE and TDY scored?

Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.

How current is this comparison?

The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.