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Electro-Sensors, Inc.

ELSE · Healthcare · $26.9M mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

43

2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $8.6M to $10.1M, increasing; diluted EPS 0.12 to 0.09, decreasing.

88

Median gross margin 53.2% over 10y, very stable.

0

Median ROIC -0.3%, above the 12% hurdle in 0% of years.

100

Net cash position — no leverage risk.

16

Owner earnings changed -4.7%/yr over up to the ten most recent annual observations.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
633% above value if growth stopped today
$330000
$1.05
$1.05
$7.72
633% above value if growth stopped today

What today’s price assumes: owner earnings growing ~49%/yr over 5 years. The zero-growth estimate assumes owner earnings stay flat (0% growth).

How to read this

We solve for the constant annual change in owner earnings that would make the five-year zero-growth estimate equal today’s price. This keeps the existing model inputs and calculation unchanged; it is an expectations lens, not a forecast.

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. Flag status unavailable — four adjacent recent FY revenue observations are required.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

Fundamentals

We couldn't reach the fundamentals service just now, so we won't show a stale or guessed series for ELSE. Try again shortly.

Flagship explainer

How Electro-Sensors, Inc. makes its money

Start with a dollar of revenue and follow what the filing says remains.

revenueBranching filed flows with values and percentages directly labeled. Missing filing concepts are omitted rather than estimated.Revenue$10.1M · 100%Cost of revenue$5M · 49%Gross profit$5.2M · 51%Operating income$2000 · 0%Income before tax$347000 · 3%Income tax$41000 · 0%Net income$306000 · 3%As of 2025-12-31 · 1 SEC filing sourceBuy Like Buffett · buylikebuffett.com

Honest partial: the filing did not provide a normalized tag for Research and development, Selling, general and administrative; those components are omitted, not plugged.

Table alternative
Filed lineValue% of revenueSource
$10.1M100%
Cost of revenue$5M49%
$5.2M51%
$20000%
Income before tax$3470003%
Income tax$410000%
$3060003%
Source: · event Dec 31, 2025 · retrieved Jul 26, 2026 · annual-row source set
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Flagship explainer

What Electro-Sensors, Inc. owns — and owes

Electro-Sensors, Inc.'s filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$15.7M100%
Cash and equivalents$10.5M67%
Stockholders’ equity$14.8M94%
Source: · event Dec 31, 2025 · retrieved Jul 26, 2026 · annual-row source set

Flagship explainer

What drives Electro-Sensors, Inc.’s return on equity?

ROE is five filed business factors multiplied together.

DuPont return on equity factor treeReturn on equity branches into tax burden, interest burden, operating margin, asset turnover, and the equity multiplier.Return on equity2%Tax burden88%net income ÷ pretax incomeInterest burden17350%pretax ÷ operating incomeOperating margin0%operating income ÷ revenueAsset turnover0.66×revenue ÷ average assetsEquity multiplier1.05×average assets ÷ average equityAs of 2025-12-31 · 2 SEC filing sourcesBuy Like Buffett · buylikebuffett.com
DuPont source inputs
InputValueFiscal yearSource
$306000FY2025
Income before tax$347000FY2025
Operating income$2000FY2025
$10.1MFY2025
Ending assets$15.7MFY2025
Beginning assets$14.9MFY2024
$14.8MFY2025
$14.3MFY2024
Source:
  • SEC filingFiling detailsAccession 0000897101-25-000160
  • SEC filingFiling detailsAccession 0001554855-26-000455
· event Dec 31, 2025 · retrieved Jul 26, 2026 · annual-row source set
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Flagship explainer

Where Electro-Sensors, Inc.'s cash went

Electro-Sensors, Inc.’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations$662000100%
Depreciation and amortization$8900013%
Source: · event Dec 31, 2025 · retrieved Jul 26, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding Electro-Sensors, Inc.

Delayed public 13F reports for 2026-Q1—not live positions, trades, or recommendations.

0 holding0 exited0 not holding0/19 resolved19 unavailable

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Abrams CapitalUnavailableComparison unavailableFiling unavailable
Akre CapitalUnavailableComparison unavailableFiling unavailable
Baupost GroupUnavailableComparison unavailableFiling unavailable
Berkshire HathawayUnavailableComparison unavailableFiling unavailable
Brave Warrior AdvisorsUnavailableComparison unavailableFiling unavailable
Dodge & CoxUnavailableComparison unavailableFiling unavailable
First EagleUnavailableComparison unavailableFiling unavailable
FundsmithUnavailableComparison unavailableFiling unavailable
Gardner Russo & QuinnUnavailableComparison unavailableFiling unavailable
Gates Foundation TrustUnavailableComparison unavailableFiling unavailable
Mairs & PowerUnavailableComparison unavailableFiling unavailable
Markel / Markel-GaynerUnavailableComparison unavailableFiling unavailable
Oakmark / Harris AssociatesUnavailableComparison unavailableFiling unavailable
Pershing SquareUnavailableComparison unavailableFiling unavailable
Polen CapitalUnavailableComparison unavailableFiling unavailable
Sequoia / Ruane CunniffUnavailableComparison unavailableFiling unavailable
Southeastern Asset ManagementUnavailableComparison unavailableFiling unavailable
Tweedy, BrowneUnavailableComparison unavailableFiling unavailable
Yacktman Asset ManagementUnavailableComparison unavailableFiling unavailable

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source: Filing source unavailable · event Mar 31, 2026 · retrieved Jul 26, 2026

Flagship explainer

What Electro-Sensors, Inc. insiders reported

Insider activity is unavailable from the source; no zero-activity claim is shown.

Unavailable: Form 4 activity could not be retrieved for this rendering.

Moat Score history

15 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale49.6 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Jul 26, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)moat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0moat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0moat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for ELSE.

Healthcare context

#193 of 728 scored Healthcare companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #191SHC Sotera Health Co49.8Shallow moat
  2. #192GEHC GE HEALTHCARE TECHNOLOGIES INC.49.7Shallow moat
  3. #194MIR Mirion Technologies, Inc.49.5Shallow moat
  4. #195KEQU Kewaunee Scientific Corporation49.4Shallow moat

Compare ELSE with its nearest peers →All Healthcare companies on the Index →

Common questions about ELSE

Does Electro-Sensors, Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Electro-Sensors, Inc. (ELSE) 49.6 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 43, pricing power 88, returns on capital 0, balance-sheet safety 100, capital allocation 16.
Is ELSE trading below the conservative owner-earnings estimate?
The value if growth stopped today — a zero-growth baseline — is $1.05 per share. It capitalizes normalized owner earnings at a 9% rate and assumes 0% growth. Versus a recent price of $7.72, that is 633% above value if growth stopped today. The model also publishes a capped-growth comparison, but the zero-growth estimate is the cautious baseline. It assumes trailing owner earnings persist and is unreliable for declining businesses. This is an educational estimate from primary SEC filings, not intrinsic value as a fact or investment advice.
How has ELSE's Moat Score changed over time?
The record logs 15 readings since Jul 17, 2026; the latest reads 49.6 out of 100 (shallow moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ELSE. See the disclaimer.