Escalade, Inc. (ESCA)
NASDAQConsumer DiscretionaryLeisureSnapshot 2026-09-04
$20.87+2.81%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryLeisureSnapshot 2026-09-04
Intact: The reason to own it still holds.
Escalade pays a steady quarterly dividend of $0.1525 per share. The company trades at a low PE of 16.36 versus peers at 20.41. Recent acquisitions like AllCornhole add growth potential. Analysts expect revenue near $246 million in 2026 despite a mild decline.
Revenue is expected to decline about 6% next year, signaling weak demand. Earnings per share estimates fell from $0.42 to $0.35 for the current quarter. The sector faces headwinds, and Escalade's momentum has dropped 25 points recently.
The price sits about 7% below our fair value near $20. Analysts expect about -6% revenue growth, which the market has priced in. Our view aligns with this cautious outlook given sector headwinds.
Breaks if: quarterly dividend falls below $0.15 per share
The Board has approved an increase in the quarterly dividend to $0.1525 per share.
Breaks if: EPS falls below $1.08 in FY26
Breaks if: revenue decline exceeds -6% YoY in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on top-line growth and margin improvement. The current thesis state is intact, driven by recent earnings performance and strategic priorities.
The market appears to have a neutral valuation for ESCA, with expectations slightly below its peers. There is a low level of fragility in the current pricing, suggesting that the stock is justified in its current valuation.
Management is on track with priorities like driving sales growth and maintaining gross margins. Recent financial results show strong performance, but there is a watch on gross margin sustainability due to potential risks.
The long-term thesis hinges on management's ability to continue delivering on growth targets and the performance of sector bellwethers. Additionally, any changes in guidance or economic conditions, such as inflation, could impact future performance.
Overall, ESCA's fundamentals appear solid, but there are risks to monitor in the coming months. Not investment advice.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.