Added to YB: 2026-05-15
Pitch date: 2026-05-13
ESMC [bullish]
Escalon Medical Corp.
Author Info
Easy Value writes about obvious mispricings in overlooked stocks. Sign up for the newsletter.
Company Info
Escalon Medical Corp. engages in the development, manufacturing, marketing, and distribution of medical devices and pharmaceuticals for ophthalmic applications in the United States and internationally.
Market Cap
$1.3M
Pitch Price
N/A
Price Target
0.61
Dividend
N/A
EV/EBITDA
32.66
P/E
-4.09
EV/Sales
0.19
Sector
Health Care Equipment and Supplies
Category
special_situation
Microcap Selling Loss-Making Subsidiary For More Than Enterprise Value - Escalon Medical Corp.
ESMC: Sold loss-making Axis software (7% rev, -$400K EBIT drag) for $3M ($1M already received, $2M in 2mo) to Nikon's Optos. Post-sale: neg EV, 4x EBIT on $400K normalized earnings, $29.5M NOLs. Core Sonomed ultrasound (75% rev) & Trek surgical (17% rev) profitable. 5x EBIT + net cash = $0.61 PT vs $0.17 now (250%+ upside). Risks: deal completion, profitability assumptions, 78% insider control, illiquid.
Read full article (5 min)