A company with growing sales. Institutions are adding.
Going well
Sales up 26% in the latest quarter vs a year ago
Sales up 17% last year
Money moves
No insider buying or selling in the last 30 days
Institutions added 3.5% to their holdings in the quarter ending June 2026 (76 bought, 37 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$9.24-0.5% that day
Company value
$172M
Share price times all shares
Price vs profit (P/E)
15.4x
You pay about $15 for each $1 of yearly profit
Price vs sales
0.37x
Company value is 0.37 times a year of sales
Cash vs value
9%
Cash as a share of company value
Debt vs value
36%
Debt as a share of company value
From ESOA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$130.0M+25% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $467.4M, up 21% from the 12 months before. Over 5 years, sales grew about 28% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of ESOA. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$1.2B
Profit in 5 years$121M
Price these guesses point to$92.72+903% vs $9.24 todayAbout +59% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales could shrink about 24% a year for 5 years and still match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
0/5Weak
MissDebt under half of equityNot relying on borrowed money.1.02x equity
MissProfitable every yearSteady profits, not one good year.5 of 7 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$2.2M
MissShare count not growingNot diluting owners. Falling means buybacks.+2.2% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.9.4%
Revenue
$411.0M
+16.8% vs prior year
5-year growth
+28.1%/yr
revenue, per year
Total debt
$62.0M
1.02x equity
Current ratio
1.44x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, net margin 10%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Reported Aug 10
Revenue
$130.0M
+25.5% YoY
EPS
$0.18
vs $0.12
Op. margin
3.6%
+0.5 pts
Gross margin
11.0%
-0.6 pts
Free cash flow
-$4.8M
Share count
+12.0%
vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trend
No trades to chart yet.
Filing buzz
Last 7 days vs normal
80/ 100
This week
2
Normal week
0.5
vs normal
4.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.5%
Institutions added 3.5% to their holdings. 76 bought, 37 sold. 5 quarters of net buying in a row.
Shares held by institutions9.4M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
+4.1%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
0.5x · $45.3M debt
Shares outstandingLatest reported
19M
Earnings reports
Last 12
Next reportAround Dec 9 (est.)Estimated from the same quarter last year
Results filedAug 10
Results filedMay 11
Results filedFeb 9
Results filedDec 10, 2025
Results filedAug 11, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.