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ESAB 
ESAB Corp (ESAB)
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Upturn Advisory Summary
11/05/2025: ESAB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $141.91
1 Year Target Price $141.91
| 5 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.48% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.78B USD | Price to earnings Ratio 24.92 | 1Y Target Price 141.91 |
Price to earnings Ratio 24.92 | 1Y Target Price 141.91 | ||
Volume (30-day avg) 11 | Beta 1.2 | 52 Weeks Range 100.00 - 135.72 | Updated Date 11/5/2025 |
52 Weeks Range 100.00 - 135.72 | Updated Date 11/5/2025 | ||
Dividends yield (FY) 0.31% | Basic EPS (TTM) 4.48 |
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 2025-10-27 | When Before Market | Estimate 1.25 | Actual 1.32 |
Profitability
Profit Margin 8.7% | Operating Margin (TTM) 15.38% |
Management Effectiveness
Return on Assets (TTM) 6.51% | Return on Equity (TTM) 13.93% |
Valuation
Trailing PE 24.92 | Forward PE 18.87 | Enterprise Value 7738412849 | Price to Sales(TTM) 2.43 |
Enterprise Value 7738412849 | Price to Sales(TTM) 2.43 | ||
Enterprise Value to Revenue 2.83 | Enterprise Value to EBITDA 15.26 | Shares Outstanding 60710966 | Shares Floating 56688257 |
Shares Outstanding 60710966 | Shares Floating 56688257 | ||
Percent Insiders 6.39 | Percent Institutions 97.82 |
Upturn AI SWOT
ESAB Corp
Company Overview
History and Background
ESAB Corp was founded in Sweden in 1904 as Elektriska Svetsnings-Aktiebolaget (ESAB). It has grown through organic expansion and acquisitions to become a global leader in welding and cutting equipment and consumables. Spun off from Colfax Corporation in April 2022, becoming an independent publicly traded company.
Core Business Areas
- Fabrication Technology Solutions: Provides welding and cutting equipment, including manual welding, automated welding, and cutting systems.
- Gas Control Equipment: Offers gas regulators, torches, and other gas control equipment for welding and cutting applications.
- Welding and Cutting Consumables: Manufactures welding consumables such as electrodes, wires, and fluxes; and cutting consumables such as nozzles and electrodes.
Leadership and Structure
ESAB Corp is led by a CEO and a senior management team. It operates with a global structure, with regional teams focused on specific markets.
Top Products and Market Share
Key Offerings
- Welding Equipment (Arc Welders, MIG Welders, TIG Welders): Offers a comprehensive range of welding equipment suitable for various applications. Competitors: Lincoln Electric (LECO), Miller Electric (ITW). Revenue derived from this would represent a large portion of overall revenue.
- Cutting Equipment (Plasma Cutters, Oxy-Fuel Cutters): Includes plasma cutting systems for precise and efficient cutting of various materials. Competitors: Hypertherm, Messer Cutting Systems. Revenue derived from this would represent a material portion of overall revenue.
- Welding Consumables (Electrodes, Wires, Fluxes): A wide variety of consumables that match the machines. Competitors: Lincoln Electric (LECO), Illinois Tool Works (ITW). Revenue derived from this would represent a material portion of overall revenue.
Market Dynamics
Industry Overview
The welding and cutting industry is influenced by factors such as economic growth, infrastructure development, manufacturing activity, and technological advancements. There is a trend towards automation and digitalization.
Positioning
ESAB Corp holds a leading position in the global welding and cutting market due to its extensive product portfolio, global presence, strong brand recognition, and technological innovation.
Total Addressable Market (TAM)
The TAM for the welding and cutting equipment and consumables market is estimated to be significant, potentially tens of billions of dollars globally. ESAB holds a considerable position and can grow within this TAM.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Wide product portfolio
- Strong distribution network
- Technological expertise
- Experienced management team
Weaknesses
- Exposure to cyclical industries
- Dependence on raw material prices
- Integration risks from acquisitions
- Potential impact from tariffs and trade barriers
Opportunities
- Growth in emerging markets
- Adoption of automation and robotics
- Increasing demand for specialized welding solutions
- Expansion into new applications
- Acquisitions to expand market share or product line
Threats
- Intense competition
- Economic downturns
- Fluctuations in currency exchange rates
- Changes in regulations
- Disruptive technologies
Competitors and Market Share
Key Competitors
- LECO
- ITW
- HYPR
Competitive Landscape
ESAB Corp is a significant player in the welding and cutting industry, competing with other large corporations. Key competitive factors include product innovation, price, customer service, and geographical presence.
Major Acquisitions
Turbo Torch
- Year: 2014
- Acquisition Price (USD millions): 105
- Strategic Rationale: Expand ESABs brazing and soldering product offerings.
Growth Trajectory and Initiatives
Historical Growth: Detailed information required to assess historical growth trends.
Future Projections: Obtain future growth projections from analyst reports and company guidance.
Recent Initiatives: Highlight recent strategic initiatives such as new product launches or market expansions. Detailed research needs to be undertaken for this.
Summary
ESAB Corp is a major global provider in welding and cutting solutions, supported by its wide range of products and strong distribution networks. Cyclical end markets and raw material price sensitivity pose risks. Automation, growth in new markets, and strategic acquisitions are key avenues for future expansion. Overall the company seems financially sound with a solid market position but faces challenges from economic factors and competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, market research reports, analyst reports, press releases
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data are estimates and may vary based on source and methodology.
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. In addition, it produces and supplies wire, strip, and welding powder. 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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