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Company Analysis

ESAB Corporation ESAB

A comprehensive view of key metrics, scores, and financial health for ESAB Corporation

Overview of ESAB Corporation

ESAB NYQ
Industrials Metal Fabrication Mid Cap
ESAB Corporation (ESAB), is a Mid Cap company, in the Metal Fabrication industry, last closed at $97.93, about 21.5% overvalued vs fair value, -19.6% 1Y return, ranked 218/656 in sector.
$97.93
-5.47%
As of March 13, 2026
Previous close • Vol 90d: 36.0%
Market Cap
$6.07B
Enterprise Value
$7.32B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.esabcorporation.co...
HQ North Bethesda, MD
Employees 10,300
Fiscal year Dec 31

Next Events

Dividend Apr 17 Ex-div: Apr 2
Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$68
$77
$86
Current: $97.93 -22% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$2.8B
3.7%%
Gross Profit
$1.0B
-2.6%%
Operating Income
$491.8M
7.5%%
Net Income
$226.8M
-14.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
133.9%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$25.3M
8.3% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
1/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating ESAB Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
78
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
84
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing ESAB's balance between Growth (21.1%), Profitability (43.0%), and Safety (35.9%). Growth 21% Safety 36% Profitability 43%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

35th percentile vs peers
36
Key Signals
Revenue CAGR 3Y 3.1% 45p Rev Growth YoY 3.7% 30p EPS CAGR 3Y 3.2% 42p EPS Growth YoY 27.4% 31p TSR -6.6% 30p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Ebit Margin in top 20% of peers (14.3%, 85th percentile)
  • Cash Flow To Debt Ratio in top 20% of peers (9.59, 94th percentile)
Risks
  • Growth below peer median (percentile: 35)

Profitability

73th percentile vs peers
73
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
61
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for ESAB Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$76.87
- - -
-21.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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