NYSE · ESAB

ESAB Corporation

$84.44 +$0.77 (+0.92%) 1D After hours

Key Metrics

$5.20B
Market cap
25.11×
P/E · TTM
$2.91B
Revenue · TTM
$207.05M
Net income
EPS · TTM $3.38
Dividend yield 0.4%
Free cash flow $218.38M
Beta · 1Y 1.48
EBITDA · TTM $390.58M
Gross margin 36.7%

The Story So Far

LAST 6 MONTHS PRIMARY SOURCES ONLY
  • Jul 16
    Money rotated out of high-beta cohorts market-wide.

    High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

    RECEIPT: ROTATION GAUGE, LIVE
  • Jun 10
    From its Feb 13 high, the share price fell 38%.

    Peak close $134.82 on Feb 13; trough close $82.92 on Jun 10. The drawdown is the fact — the chapters around it are the context.

    RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -38%
  • Apr 17
    The stock moved +10.7% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, Apr 17
  • Apr 8
    The stock moved +8.8% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, Apr 8

The story updates itself as events post · The wolf reports; you decide

Snapshot

Market cap$5.20B
Enterprise value$6.23B
Shares outstanding62.1M
52-wk range$82.19 – $137.42
Avg volume · 20D359.5K
Net cash −$1.03B
Book value / share$35.75
IndustryGeneral Industrial Machinery & Equipment, Nec
ExchangeNYSE
About ESAB Corporation
IPO dateMar 21, 2022
Employees10300

ESAB, spun off from Colfax in 2022, is a leading manufacturer of equipment and consumables used in welding, cutting, and joining applications. Alongside competitors Lincoln Electric and ITW's Miller brand, ESAB is one of the top three players in the welding space. ESAB generated roughly $2.

Wolf Grade COMING SOON

The wolf is in training. Composite grades vs sector — profitability, health, value, momentum — arrive with the percentile engine. Methodology will be public.

Valuation

P/E25.11
P/S1.79
P/FCF23.81
EV/EBITDA15.95
EV/Sales2.14
Graham №$52.13

Profitability

Gross 36.7%
Operating 10.3%
Net 7.1%
FCF 7.5%
ROE / ROIC 10.5% · 7.4%

Financial Health

Current ratio2.97
Quick ratio2.26
Debt / equity0.93
Debt / EBITDA 5.21
Net cash −$1.03B
Working capital$1.44B

Cash Flow · TTM

Operating CF $272.07M
Capex −$53.70M
Free cash flow $218.38M
Buybacks
Dividends paid $23.14M
Shareholder yield 0.4%

Piotroski F-Score

5 / 9
Middling fundamentals · 5 of 9 signals passing

Altman Z-Score

2.1
Grey zone (1.81–2.99) · monitor

Graham Number vs Price

$52.13 vs $84.44
Trades 1.6× above classic defensive value — priced for growth
Fundamentals through 2026-04-03 · computed by TickerWolf from SEC filings