ESAB: Momentum In India And Middle East Will Drive Share Price Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

15 Dec 25

Views

48

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-6.6%

7D

-0.05%

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1Y

-6.6%

7D

-0.05%

You can edit this narrative until Dec 16 7:05 PM. Then, changes will post as Updates.

Author's Valuation

US$141.5519.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

ESAB: Shares Will Rise As Earnings Guidance Improves For Coming Year

Analysts have nudged their price target for ESAB modestly higher to approximately $141.55 per share, reflecting slightly lower perceived risk and steady expectations for long term revenue growth, profit margins, and valuation multiples. What's in the News ESAB raised its 2025 earnings guidance, lifting expectations for total core sales growth to a range of 4.5% to 5.5%, and nudging its core organic sales growth outlook to 0.0% to 2.0% after previously guiding 1.5% to 3.5% total core sales growth and 1.0% core organic growth (Key Developments).

Shared on 01 Dec 25

Fair value Decreased 0.26%

ESAB: Shares Will Climb On Accelerating Growth In Emerging Markets

Analysts have lowered their price target for ESAB slightly from $141.91 to $141.55. They cite short-term market pressure on shares while highlighting the company's advantageous exposure to rapidly growing emerging markets and a favorable competitive position.

Shared on 17 Nov 25

Fair value Increased 0.32%

ESAB: Shares Will Recover As Emerging Market Strength Drives Turnaround

Analysts have raised their fair value estimate for ESAB to $141.91 from $141.45 per share, citing improving growth prospects in emerging markets and what they perceive as an overreaction to recent earnings concerns. Analyst Commentary Recent research commentary on ESAB reflects a broadly optimistic outlook among market watchers, with updated ratings and price targets highlighting the company’s exposure to fast-growing markets and its resilience in the face of recent share price volatility.

Shared on 01 Nov 25

Fair value Increased 1.47%

ESAB's analyst price target has increased modestly from $139.40 to $141.45. Analysts cite stronger expected revenue growth, resilient profit margins, and improving international market momentum as supporting factors for the upward revision.

Shared on 18 Oct 25

Fair value Increased 0.94%

Analysts have modestly raised ESAB's fair value estimate from $138.10 to $139.40. They cite ongoing market share gains in emerging markets and expectations for margin improvement, despite near-term revenue pressures.

Shared on 04 Oct 25

Fair value Increased 2.07%

ESAB’s analyst price target has been revised upward from $135.30 to $138.10 per share, as analysts highlight the company’s strong positioning in faster-growing emerging markets and anticipate sales growth and margin improvements, despite recent share volatility. Analyst Commentary Recent Street research offers a nuanced view of ESAB, with bullish analysts noting the company’s resilient positioning and potential for upside, while some remain mindful of valuation risks and execution headwinds.

Shared on 07 May 25

Fair value Increased 4.60%

Shared on 30 Apr 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.07%

AnalystConsensusTarget has decreased revenue growth from 1.5% to 1.0%.

Shared on 09 Apr 25

Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.89%

AnalystConsensusTarget has increased revenue growth from 1.2% to 1.5%.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 2.20%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 1.2%.

AnalystConsensusTarget Fair Value

US$141.55

19.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.61%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.83%

Calculation

US$443.16m

Earnings '28

x

25.12x

PE Ratio '28

=

US$11.13b

Market Cap '28

US$11.13b

Market Cap '28

/

61.26m

No. shares '28

=

US$181.70

Share Price '28

US$181.70 Share Price '28

Discounted to 2025 @ 8.83% p.a.

=

US$140.95

Fair Value '25