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Upturn AI SWOT - About
ESAB Corp (ESAB)
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Upturn Advisory Summary
06/30/2025: ESAB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
11 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $132.89
1 Year Target Price $132.89
| 5 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 15.47% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.32B USD | Price to earnings Ratio 25.04 | 1Y Target Price 132.89 |
Price to earnings Ratio 25.04 | 1Y Target Price 132.89 | ||
Volume (30-day avg) 11 | Beta 1.27 | 52 Weeks Range 88.35 - 135.78 | Updated Date 06/29/2025 |
52 Weeks Range 88.35 - 135.78 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 0.33% | Basic EPS (TTM) 4.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.98% | Operating Margin (TTM) 16.86% |
Management Effectiveness
Return on Assets (TTM) 7.25% | Return on Equity (TTM) 16.67% |
Valuation
Trailing PE 25.04 | Forward PE 23.15 | Enterprise Value 8183418064 | Price to Sales(TTM) 2.68 |
Enterprise Value 8183418064 | Price to Sales(TTM) 2.68 | ||
Enterprise Value to Revenue 3 | Enterprise Value to EBITDA 15.9 | Shares Outstanding 60622900 | Shares Floating 56628910 |
Shares Outstanding 60622900 | Shares Floating 56628910 | ||
Percent Insiders 6.39 | Percent Institutions 98.74 |
Analyst Ratings
Rating 4 | Target Price 132.89 | Buy 2 | Strong Buy 5 |
Buy 2 | Strong Buy 5 | ||
Hold 3 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
ESAB Corp
Company Overview
History and Background
ESAB Corp, formerly Colfax Corporation, completed its separation and began operating as an independent company in April 2022. The roots of ESAB go back much further with a legacy of welding and cutting innovation. They focus on developing advanced fabrication technologies, including welding equipment, consumables, and automation.
Core Business Areas
- Fabrication Technology: Provides welding and cutting equipment, consumables, and automated solutions used in various industries, including general fabrication, transportation, infrastructure, and energy. This is the main core area.
Leadership and Structure
ESAB Corp is led by Shyam P. Kambeyanda (President and CEO). The organizational structure includes various functional departments such as sales, marketing, engineering, operations, and finance.
Top Products and Market Share
Key Offerings
- Welding Equipment: ESAB offers a range of welding machines, including MIG, TIG, and stick welders. Revenue data is difficult to obtain specifically for this product line. Competitors include Lincoln Electric and Miller Electric.
- Welding Consumables: Includes welding rods, wires, and fluxes. Revenue data is difficult to obtain specifically for this product line. Competitors include Lincoln Electric and Illinois Tool Works.
- Cutting Equipment: ESAB manufactures plasma cutting and oxy-fuel cutting systems. Revenue data is difficult to obtain specifically for this product line. Competitors include Hypertherm and Messer Cutting Systems.
- Automation: ESAB's automation offerings include robotic welding systems and automated cutting solutions. Revenue data is difficult to obtain specifically for this product line. Competitors include FANUC and ABB.
Market Dynamics
Industry Overview
The welding and cutting industry is driven by infrastructure development, manufacturing growth, and technological advancements. Demand is increasing due to automation and labor shortages in some areas. The industry is highly competitive.
Positioning
ESAB Corp holds a strong position in the welding and cutting market due to its broad product portfolio, global presence, and technological expertise. They compete on innovation and brand recognition.
Total Addressable Market (TAM)
The global welding market is estimated to be about $25 billion. ESAB Corp is positioned to capture a significant share through innovation and automation solutions.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Broad product portfolio
- Global distribution network
- Technological expertise in welding and cutting
- Focus on automation solutions
Weaknesses
- Dependence on cyclical industries
- Exposure to raw material price fluctuations
- Integration risks from acquisitions
- Geographic concentration of manufacturing facilities
- High debt load from separation from Colfax
Opportunities
- Growth in emerging markets
- Increasing adoption of automation
- Rising demand for welding consumables
- Expansion into new applications
- Development of innovative welding technologies
Threats
- Intense competition
- Economic downturns
- Fluctuations in raw material prices
- Technological disruptions
- Changing regulatory requirements
Competitors and Market Share
Key Competitors
- LIN
- ITW
- HYPR
Competitive Landscape
ESAB Corp competes on a global scale with established players and smaller regional competitors. Their advantages include a broad product range and strong brand recognition, however, other companies have larger capitalizations.
Major Acquisitions
TurboFil Packaging Machines LLC
- Year: 2023
- Acquisition Price (USD millions): 35
- Strategic Rationale: Expands automation solutions to the pharmaceutical and nutraceutical sectors.
Growth Trajectory and Initiatives
Historical Growth: Limited historical data available as an independent company.
Future Projections: Analysts project continued growth driven by automation and expansion into new markets. Growth rates depend on economic conditions and industry trends.
Recent Initiatives: Focus on automation, digitalization, and expansion into new markets.
Summary
ESAB Corp is a strong company with a leading position in the welding and cutting industry. Its focus on automation and expansion into new markets presents growth opportunities. Potential challenges include intense competition and cyclical industry trends. ESAB's acquisition strategy strengthens its position in niche markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ESAB Corp Investor Relations
- Third-party market research reports
- Financial news articles
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ESAB Corp
Exchange NYSE | Headquaters North Bethesda, MD, United States | ||
IPO Launch date 2022-04-05 | President, CEO & Director Mr. Shyam P. Kambeyanda | ||
Sector Industrials | Industry Metal Fabrication | Full time employees 8000 | Website https://www.esabcorporation.com |
Full time employees 8000 | Website https://www.esabcorporation.com | ||
ESAB Corporation engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment. Its comprehensive range of welding consumables includes electrodes, cored and solid wires, and fluxes using a range of specialty and other materials; and cutting consumables comprising electrodes, nozzles, shields, and tips. The company's equipment ranges from portable welding machines to large customized automated cutting and welding systems. It also offers a range of software and digital solutions to help its customers increase their productivity, remotely monitor their welding operations, and digitize their documentation. The company sells its products under the ESAB brand to various end markets, such as general industry, infrastructure, renewable energy, medical and life sciences, transportation, construction, and energy. It offers its products through independent distributors and direct salespeople. It operates in North America, South America, Europe, the Middle East, India, Africa, and the Asia Pacific. ESAB Corporation was founded in 1904 and is headquartered in North Bethesda, Maryland.
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