ESAB Corporation (ESAB)

75.02USD +0.43% (+0.32)

Over 1M: -18.3%

Style
Area Line Line with markers Steps Candles Hollow candles Bars

Candles and bars need the day’s open, high and low, and need room to be drawn in: past about a year of trading a body is thinner than a hairline, so those three offer the longest window that fits instead.

80 90
7 Aug 12 Aug 17 Aug 20 Aug 25 Aug 28 Aug 2 Sep

Financials Quarterly

Figures
Revenue Gross Profit Operating Income Cost of Revenue Operating Cash Flow Free Cash Flow Net Income

A share count and earnings a share are not here: neither is money, so neither can share this axis. Both have their own panel on All charts.

All charts ›
Q4 '25 — Revenue: 727.8M Q4 '25 — Gross Profit: 269.3M Q4 '25 — Revenue: 721M Q4 '25 — Gross Profit: 257.8M Q2 '26 — Revenue: 745.6M Q2 '26 — Gross Profit: 275.1M Q3 '26 — Revenue: 807.6M Q3 '26 — Gross Profit: 307.2M 0 200M 400M 600M 800M 1B
Q4 '25 Q4 '25 Q2 '26 Q3 '26
Revenue Gross Profit

How it scores

For a valuation multiple, the low end is the good end.

Quality

How much of the revenue is really kept — and what did it take to earn it?

4.0
SBC / sales 0.58%
Adj. EBITDA margin 16.0%
Oper. margin 12.1%
OE margin 6.0%
ROIC 6.1%
Accruals -1.3%
Capex / sales 2.1%
EBITDA margin 15.4%
FCF margin 6.5%
Gross margin 37.0%
Profit margin 5.7%
ROA 2.6%
ROCE 6.3%
ROE 6.8%
Asset turnover 0.46×
OCF margin 8.6%
OCF / EBIT 0.71×

5 of 17 counted in the score. The rest are measures this model does not include here, or figures these filings do not carry — switch any of them on and the score changes.

Valuation

What does the price ask for what the company earns, owns and pays out?

6.6
EV/EBIT 18.9×
EV/OE 38.2×
EV/GP 6.2×
EV/Sales 2.3×
FCF yield 4.2%
P/B 1.8×
P/C 21.4×
P/E 27.0×
Div. yield 0.52%
Shareholder yield 0.52%
Fwd P/E —
PEG —

2 of 12 counted in the score. The rest are measures this model does not include here, or figures these filings do not carry — switch any of them on and the score changes.

Durability

How predictable is the revenue, and how much of it is already committed?

5.5
Cash-flow margin stability 2.5 pp
Gross margin stability across years 1.4 pp
Revenue growth in the worst year on record -1.2%
RPO / sales 0.014×
Prepaid revenue growth 62.3%
RPO growth —
Segment HHI —

4 of 7 counted in the score. The rest are measures this model does not include here, or figures these filings do not carry — switch any of them on and the score changes.

Resilience

Can the balance sheet absorb a bad year?

3.7
Current ratio 2.1×
Interest cover 5.4×
ND/EBITDA -0.32
Payout 14.1%
Equity / Assets 38.7%
Quick ratio 1.2×
Cash / Debt 0.091×
Debt / Eq 0.94×
F-score 5.0 pts
Net debt / Eq 0.86×
Debt payback 11.1 yr
Cash runway —

3 of 12 counted in the score. The rest are measures this model does not include here, or figures these filings do not carry — switch any of them on and the score changes.

Growth

Is the business getting bigger, and is it getting more profitable?

2.2
Operating margin trend -0.18
Sales/sh Y/Y +9.4%
Sales CAGR 4Y +4.0%
Most recent margin move -2.5
Div. growth +29.0%
Shares change +0.27%
Sales Q/Q +12.9%
EBIT CAGR +2.8%
EPS CAGR 4Y -1.6%
EPS Y/Y -32.9%
Gross profit Y/Y +1.0%
EBIT Y/Y -16.9%
EPS next Y —

4 of 13 counted in the score. The rest are measures this model does not include here, or figures these filings do not carry — switch any of them on and the score changes.

A measure absent from a block could not be computed from this company's filings. It is left out rather than scored as though it were bad, and the dimension is averaged over what remains. A score is measured against a fixed scale this model states; the bar is measured against the other companies, so the two can disagree — and where they do, that disagreement is the more interesting figure.