Forum talk counts mentions of ESEA in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
5/6Strong
PassReturn on equity 15%+Earns a lot on the money owners have in the business.33.1%
PassDebt under half of equityNot relying on borrowed money.0.47x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.60.1%
MissProfitable every yearSteady profits, not one good year.6 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$141.1M
PassShare count not growingNot diluting owners. Falling means buybacks.-0.9% in 3 years
Revenue
$227.9M
+7.0% vs prior year
5-year growth
+33.7%/yr
revenue, per year
Total debt
$216.8M
0.47x equity
Current ratio
4.89x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Dec 31, 2021
Revenue
$38.3M
+217.9% YoY
EPS
$3.24
vs $0.06
Op. margin
62.6%
+46.7 pts
Free cash flow
$25.9M
Share count
+8.7%
vs a year ago
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
42Mixed
1 insider bought $75K
2 insiders sold $451K (not pre-planned)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
68/ 100
This week
2
Normal week
0.9
vs normal
2.1x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-12.8%
Institutions cut 12.8% from their holdings. 28 bought, 25 sold.
Shares held by institutions632K
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-0.3%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
0.4x · $206.5M debt
Shares outstandingLatest reported
7M
Earnings reports
Last 0
Next reportNot enough history
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days