ESAB Corp (ESAB) Fair Value & Analysis
Industrials · US · Market cap $5.5B · ISIN US29605J1060
What is ESAB Corp really worth?
ESAB Corp
ESAB · US
A solid business, but trading 43% above our fair value of $52.40.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 25 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $53.09 to $52.40 (−1.3%) since Jul 18, 2026. Share price −21.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide ($29.88 to $78.04). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
53‑month range $32.18 – $134.51 · fair‑value band $29.88 – $78.04 · the $74.70 price screens above the $52.40 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
ESAB Corp (ESAB) currently trades at $74.70, while our model-based Fair Value estimate is $52.40, implying the stock looks roughly 42.6% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. Bull case: the Multiples group reads highest at a median of $65.50 per share, and 4 of the 25 models we run sit above the $74.70 price. Bear case: the Asset-Based group reads lowest at $23.36, and 21 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, ESAB Corp generated revenue of $2.9B at a net margin of 7.1%. Revenue grew 9.9% year over year. It earns a return on equity of 11.4%. Net debt stands at $1.2B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $29.88 (bear case) to $78.04 (bull case); at $74.70, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 46% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −58% fair-value upside, at −30%, ESAB screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $2.30 per share, which is 4.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 25 models by family
Widest divergence: Multiples ($65.50) versus Dividend Discount ($4.59). Highest evidence: FCF DCF (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 51 · Market factors (momentum, volatility) 20
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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. It offers its products through independent distributors and direct salespeople. It operates in Europe, Asia Pacific, South America, and the Middle East.
Full company description
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. It offers its products through independent distributors and direct salespeople. It operates in Europe, Asia Pacific, South America, and the Middle East. ESAB Corporation was founded in 1904 and is headquartered in North Bethesda, Maryland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
ESAB Corp reported revenue of $2.8B in FY2025 versus $2.4B in FY2021, a compound +4.0%/yr. Reported net income was $227M in FY2025, compounding −0.9%/yr from FY2021.
ESAB screens 43% overvalued. Compare with Carpenter Technology Corporation →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Spotting Winners: ESAB (NYSE:ESAB) And Professional Tools and Equipment Stocks In Q2
- 5 Revealing Analyst Questions From ESAB’s Q2 Earnings Call
- ESAB (ESAB) Q2 2026 Earnings Call Transcript
- ESAB Q2 Deep Dive: Equipment Strength and Eddyfi Integration Drive Strategic Shift
Peer Group
Metal Fabrication · 251 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Metal Fabrication median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Metal Fabrication stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Carpenter Technology Corporation CRS | $490.58 | $101.35 | −79% |
| ATI Inc ATI | $210.76 | $35.74 | −83% |
| Mueller Industries, Inc MLI | $62.80 | $59.33 | −6% |
| Aurubis AG NDA | €178.90 | €223.43 | +25% |
| China International Marine Containers (Group) Co 000039 | ¥8.87 | ¥3.39 | −62% |
| Commercial Metals Company CMC | $68.16 | $13.01 | −81% |
| JL Mag Rare-Earth Co 300748 | ¥27.08 | ¥8.34 | −69% |
| Viohalco S.A VIO | €16.46 | €14.98 | −9% |
| Ningbo Zhenyu Technology Co 300953 | ¥104.36 | ¥44.23 | −58% |
| Western Superconducting Technologies Co 688122 | ¥48.83 | ¥24.43 | −50% |
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