Electro-Sensors, Inc.
ELSE · Healthcare · $26.8M mkt cap · FY2025 filings · Shallow moat ·
Doesn't clear the bar
The four filters
Median gross margin 53.2% over 10y, very stable.
Median ROIC -0.3%, above the 9% hurdle in 0% of years.
Net cash position — no leverage risk.
Owner earnings -4.7%/yr, share count growing (dilution).
Margin of safety
- Owner earnings (normalized)
- $330000
- Est. intrinsic value / share
- $1.05
- Recent price
- $7.70
- Discount to value
- 631% above value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Fundamentals
There's no normalized fundamentals series for ELSE yet — it appears once ingest has processed its filings.
Moat Score history
Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.
Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars
None yet — ELSE has read Shallow moat for every logged capture since Jul 17, 2026.
Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.
Healthcare context
#114 of 440 scored Healthcare companies, ranked by Moat Score.
Nearest peers by Moat Score
- #112AUPH Aurinia Pharmaceuticals Inc.50.0 out of 100, Shallow moatShallow moat
- #113AKBA AKEBIA THERAPEUTICS, INC.49.8 out of 100, Shallow moatShallow moat
- #115OBIO Orchestra BioMed Holdings, Inc.49.7 out of 100, Shallow moatShallow moat
- #116COO The Cooper Companies, Inc.49.5 out of 100, Shallow moatShallow 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) 49.7 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 88, returns on capital 0, balance-sheet safety 100, capital discipline 16.
- Is ELSE stock trading below its intrinsic value?
- Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $1.05 per share versus a recent price of $7.70 — 631% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
- How has ELSE's Moat Score changed over time?
- The record logs 2 readings since Jul 17, 2026; the latest reads 49.7 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.