Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ESAB
SellFallen FavouriteESAB Corporation · Industrials · United States · $4.7B · Avg Vol: $52M/d
COMPANY DESCRIPTION
ESAB Corporation is a global leader in welding and cutting, manufacturing and supplying a comprehensive range of equipment, consumables, and automation solutions for various industrial applications. Its competitive moat is rooted in its strong global brand recognition, extensive patent portfolio, continuous technological innovation, and a vast distribution network serving customers worldwide. The company's integrated offerings provide a one-stop solution for complex fabrication challenges.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.6B | 2.8B | 2.7B | 2.8B | 3.1% | 3.0B | 3.2B | 3.6B | 11.8% |
| EPS | 3.70 | 3.39 | 4.36 | 3.71 | 0.1% | 3.19 | 3.84 | 4.60 | 11.3% |
| Shares | 60.1M | 60.3M | 60.5M | 60.7M | +1.0% | 62.1M | — | — | — |
| Debt | 1.3B | 1.1B | 1.2B | 1.3B | 0.8% | 2.5B | — | — | — |
| Equity | 1.4B | 1.6B | 1.8B | 2.2B | 17.1% | — | — | — | — |
| Op CF | 214.4M | 330.5M | 355.4M | 260.6M | 6.7% | 258.9M | — | — | — |
| Inv CF | -184.4M | -62.2M | -205.7M | -479.9M | — | — | — | — | — |
| Fin CF | 7.6M | -219.7M | 31.7M | 113.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ESAB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ESAB | ESAB Corporation(you) | $4.7B | 26 | Sell |
| GPGI | GPGI, Inc. | $3.8B | 5 | Strong Sell |
| RYZ | Ryerson Holding Corporation | $1.3B | 47 | Hold |
| MEC | Mayville Engineering Company, Inc. | $493M | 18 | Strong Sell |
| WOR | Worthington Enterprises, Inc. | $2.8B | 74 | Buy |
| PRLB | Proto Labs, Inc. | $1.9B | 67 | Buy |
| CMC | Commercial Metals Company | $7.6B | 77 | Buy |
| CRS | Carpenter Technology Corporation | $23.6B | 59 | Hold |
| AP | Ampco-Pittsburgh Corporation | $183M | 21 | Sell |
| IIIN | Insteel Industries Inc. | $590M | 56 | Hold |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.2%