ESAB logo

ESAB Corporation Stock Price

NYSE:ESAB Community·US$4.9b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

ESAB Share Price Performance

US$81.40
-35.74 (-30.51%)
US$131.18
Fair Value
US$81.40
-35.74 (-30.51%)
37.9% undervalued intrinsic discount
US$131.18
Fair Value
Price US$81.40
AnalystConsensusTarget US$131.18

ESAB Community Narratives

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Fair Value US$131.18 37.9% undervalued intrinsic discount

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

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US$131.18
37.9% undervalued intrinsic discount
Revenue
6.95% p.a.
Profit Margin
13.72%
Future PE
22.61x
Price in 2029
US$170.5

Trending Discussion

No trending discussion available.

Updated Narratives

ESAB logo

ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher Earnings Quality

Fair Value: US$131.18 37.9% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with moderate growth potential.

3 Risks
3 Rewards

ESAB Corporation Key Details

US$3.0b

Revenue

US$1.9b

Cost of Revenue

US$1.1b

Gross Profit

US$911.7m

Other Expenses

US$197.7m

Earnings

Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
3.18
36.96%
6.59%
92.8%
View Full Analysis

About ESAB

Founded
1904
Employees
10300
CEO
Shyam Kambeyanda
WebsiteView website
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. 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.

Recent ESAB News & Updates

Seeking Alpha Aug 18

ESAB: Some Cracks In The Welding Play

Summary ESAB's shares have declined from $140 to $85, compressing earnings multiples to 15-16x amid leverage concerns following the $1.45B Eddyfi acquisition. While the Eddyfi deal brings high-margin growth, it is initially dilutive and increases leverage, with pro forma net debt at $2.18B and leverage around 3.3x EBITDA. Full-year adjusted EPS guidance has been cut to $5.40-$5.50, below initial expectations, as organic growth and margins face pressure despite raised EBITDA guidance. Valuation is becoming more attractive; if shares approach $80, a 7% earnings yield could justify gradually initiating a position. Read the full article on Seeking Alpha
Narrative Update Aug 12

ESAB: Eddyfi Acquisition And Industrial Cycle Upside Will Support Higher Earnings Quality

Analysts have adjusted their blended price target and implied fair value for ESAB slightly lower to $131.18 from $135.40. This change reflects updated assumptions for discount rate, revenue growth, profit margins, and future P/E after incorporating recent research around the Eddyfi acquisition and industrial demand outlook.

Recent updates

No updates