ESAB Corporation (ESAB) has a MoatMap StockRank of 38/100 based on Quality (62/100), Value (39/100), and Momentum (23/100) factor scores. The current signal is HOLD. ESAB is a premier global manufacturer of welding equipment and cutting consumables. It is a direct beneficiary of the structural reshoring of manufacturing, grid modernization, and infrastructure buildouts. Crucially, over 70% of its revenues come from consumables, creating a highly resilient 'razor-and-blade' business model with strong pricing power. This asset-light compounding profile, combined with structural tailwinds from nearshoring and gigafactory construction, provides a highly asymmetric risk-reward profile.
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.
| Price | $87.79 |
| Market Cap | $5.7B |
| P/E (TTM) | 23.36 |
| P/E (Forward) | 13.57 |
| Price/Book | 2.45 |
| Return on Equity | 11.4% |
| Return on Invested Capital | 10.0% |
| Debt/Equity | 95.72 |
| Gross Margin | 36.7% |
| Operating Margin | 13.5% |
| Revenue Growth | 9.9% |
| Dividend Yield | 0.5% |
| Free Cash Flow | $188M |
ESAB Corporation operates in the Metal Fabrication industry, part of the Industrials sector (United States).