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Upturn AI SWOT - About
ESAB 
ESAB Corp (ESAB)
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Upturn Advisory Summary
09/17/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $135.3
1 Year Target Price $135.3
| 5 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.25% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.61B USD | Price to earnings Ratio 23.81 | 1Y Target Price 135.3 |
Price to earnings Ratio 23.81 | 1Y Target Price 135.3 | ||
Volume (30-day avg) 11 | Beta 1.22 | 52 Weeks Range 100.08 - 135.84 | Updated Date 09/17/2025 |
52 Weeks Range 100.08 - 135.84 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.31% | Basic EPS (TTM) 4.57 |
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 9.36% | Operating Margin (TTM) 15.44% |
Management Effectiveness
Return on Assets (TTM) 6.74% | Return on Equity (TTM) 14.87% |
Valuation
Trailing PE 23.81 | Forward PE 18.32 | Enterprise Value 7513827622 | Price to Sales(TTM) 2.41 |
Enterprise Value 7513827622 | Price to Sales(TTM) 2.41 | ||
Enterprise Value to Revenue 2.75 | Enterprise Value to EBITDA 14.85 | Shares Outstanding 60698700 | Shares Floating 56675600 |
Shares Outstanding 60698700 | Shares Floating 56675600 | ||
Percent Insiders 6.39 | Percent Institutions 96.94 |
Upturn AI SWOT
ESAB Corp
Company Overview
History and Background
ESAB Corp was founded in 1904 as Elektro-Svetsnings-Aktiebolaget (ESAB) in Sweden. Originally focused on welding and cutting solutions, it has grown through acquisitions and innovation into a global leader. ESAB was previously part of Colfax Corporation (now Enovis) and spun off as an independent publicly traded company on April 3, 2022.
Core Business Areas
- Fabrication Technology: Offers a range of welding and cutting equipment, consumables, and automation solutions for fabrication applications.
- Gas Control Equipment: Supplies gas regulators, flowmeters, and related equipment used in various industrial processes.
Leadership and Structure
Shyam P. Yadav serves as the Chief Executive Officer. The company operates with a functional organizational structure, divided into business segments.
Top Products and Market Share
Key Offerings
- Welding Equipment: ESAB offers a comprehensive range of welding machines (MIG, TIG, Stick), including power sources, wire feeders, and torches. Market share is estimated to be around 10-15% globally in the welding equipment market. Competitors include Lincoln Electric, Miller Electric (Illinois Tool Works), and Hypertherm. Revenue attributed to Welding Equipment can be estimated to be in the range of $800 million to $1 Billion annually.
- Cutting Equipment: ESAB provides plasma cutting systems, oxy-fuel cutting equipment, and automated cutting solutions. Competitors include Hypertherm, Koike, and Messer Cutting Systems. Market share can be estimated around 15%, contributing approximately $300 million - $400 million in revenue.
- Welding Consumables: ESAB provides welding consumables such as welding rods, flux-cored wires, and solid wires. Competitors include Lincoln Electric and ITW. Market share is roughly 15%, generating revenue between $400 million - $500 million annually.
Market Dynamics
Industry Overview
The welding and cutting industry is driven by demand from manufacturing, construction, energy, and infrastructure sectors. Key trends include automation, digitalization, and a focus on productivity and sustainability.
Positioning
ESAB Corp is positioned as a global leader in welding and cutting, offering a broad portfolio of products and solutions with a strong brand reputation and extensive distribution network.
Total Addressable Market (TAM)
The TAM for the global welding, cutting, and joining equipment market is estimated at $25-30 billion. ESAB Corp is well-positioned to capture a significant share of this market with its product offerings.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Global Distribution Network
- Comprehensive Product Portfolio
- Technological Innovation
- Experienced Management Team
Weaknesses
- Dependence on Cyclical Industries
- Exposure to Fluctuations in Raw Material Prices
- Integration Risks from Acquisitions
Opportunities
- Growing Demand for Automation
- Expansion into Emerging Markets
- Development of Sustainable Solutions
- Acquisitions of Complementary Businesses
Threats
- Intense Competition
- Economic Downturns
- Technological Disruptions
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- LIN
- ITW
- HYPR
Competitive Landscape
ESAB Corp competes with larger and smaller players in the welding and cutting market. Its competitive advantages include a strong brand, a broad product portfolio, and a global distribution network. Disadvantages include high debt and intense competition.
Major Acquisitions
Thermacut
- Year: 2024
- Acquisition Price (USD millions): 90
- Strategic Rationale: Expansion in plasma cutting consumables and strengthens aftermarket presence.
Gas Control Equipment Business of GCE Group
- Year: 2023
- Acquisition Price (USD millions): 356
- Strategic Rationale: Expand Gas Control product portfolio and global reach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data as an independent entity is unavailable.
Future Projections: Analysts project moderate revenue growth driven by demand for automation and expansion into new markets. EBITDA margins are expected to improve as the company realizes cost synergies from its restructuring initiatives.
Recent Initiatives: ESAB Corp is focusing on product innovation, strategic acquisitions, and operational excellence to drive growth. They are also investing in digital technologies and sustainable solutions.
Summary
ESAB Corp is a global leader in welding and cutting with a strong brand and comprehensive product range, despite having a high level of debt. Its strengths lie in its global reach, experienced management, and product portfolio. It should look to capitalize on the increased demand for automation and mitigate risks from cyclical industries and raw material prices and reduce the high debt level.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ESAB Corp Investor Relations
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and is subject to change. It is not financial advice. Market share estimates are approximate.
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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