Espey Mfg. & Electronics Corp. Common Stock (ESP)

FairStock Score: 65/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Espey is a 144-employee maker of power supplies, converters, filters, transformers, UPS systems, and antennas for military and industrial use. I cannot see a wide moat from the data; at best it is a small niche supplier whose products may be specialized, but scale and customer concentration are limits. The profitability is real: in fiscal Q4 2026 (quarter ended 2026-06-30), filed revenue was $13.5M, net income $3.3M, and diluted EPS $1.15; in fiscal Q3 2026 (quarter ended 2026-03-31), filed revenue was $11.4M, net income $2.9M, and diluted EPS $0.99. The latest quarter cited shows a 25.08% net margin. FairStock calculations show ROE 20.07%, ROCE 8.22%, Piotroski 7/9, and Altman Z-Score 4.36, decent but not fortress-like. Free cash flow is $4.4M, a 2.5% FCF yield against a $178M market cap. At the 2026-10-13 close of $58.61, FairStock shows P/E 15.07, P/B 2.75, EV/EBITDA 14.10, and a Graham Number of $42.13, about 39% below the price. PEG of 0.22 looks cheap only if high profit growth persists; the Lynch category is STALWART, with profit growing 72.4% a year over four years but revenue down 32.2%. The filed annual revenue figures are also hard to reconcile with net income and quarterly data. A respectable business, but the price already assumes much goes right.

In plain English: Espey makes specialized electrical equipment, mainly power supplies and related gear for military and industrial use. The business looks profitable and financially solid, with strong recent quarterly profits. At the recent price of $58.61, however, the shares look expensive against conservative earnings-and-assets checks, so this is not an obvious bargain.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q4 2026 10-K (period ended 2026-06-30) · fiscal Q3 2026 10-K (period ended 2026-03-31) · fiscal Q2 2026 10-K (period ended 2025-12-31) · fiscal Q1 2026 10-K (period ended 2025-09-30) · FY2026 10-K (period ended 2026-06-30) · FY2025 10-K (period ended 2025-06-30) · FY2024 10-K (period ended 2024-06-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer