VSEC
VSE CorporationIndustrials · $4.9B market cap
Verdict
Share price
$167.28
close of Oct 3, 2026
Fair value
$86.98
Sticker Price
Payback Price
$34.79
buy price
VSEC is Overpriced: at $167.28 it trades 92% above its fair value of $86.98. Its buy price (Payback Price) is $34.79, 79% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Justified P/B (Financials). It has earned a steady return on its equity for years, and its tangible assets are worth 14% of its share price. For a business like that, book value and the return on it are a sturdier guide than an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold VSEC. In Q2 2026, 1 added and 2 trimmed. Who we track
Henry Ellenbogen
Durable Capital Partners · as of Q2 2026
$224.0M
980,310 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$10.4M
45,422 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$6.8M
29,853 shares
Moves in Q2 2026
Added: First Eagle Investment Management
Trimmed: Polen Capital Management, Henry Ellenbogen
About VSE Corporation
VSE Corporation engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets. It offers its services to global client base of commercial airlines, regional airlines, air cargo transporters, MRO integrators and providers, aviation manufacturers, corporate and private aircraft owners, and fixed-base…
Aerospace & Defense
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works