ESAB Corporation (ESAB) Fair Value & Analysis
Industrials · US · Market cap $5.5B
ESAB Corporation
ESAB · US
Fair value as of: Jul 18, 2026
From 25 valuation models · updated 22 days ago
Fair value updated Jul 18, 2026, revised from $53.74 to $53.09 (−1.2%) since Jul 15, 2026. Share price +6.1% over the past month.
A solid business, but screening 42% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($79.01). The favourable scenario is already priced in.
- The model range is unusually wide ($30.11 to $79.01). 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 Jul 18, 2026.
How to read this chart
52‑month range $32.18 – $134.51 · fair‑value band $30.11 – $79.01 · the $91.86 price screens above the $53.09 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
ESAB Corporation (ESAB) currently trades at $91.86, while our model-based Fair Value estimate is $53.09, implying the stock looks roughly 42.2% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, ESAB Corporation 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 Jul 18, 2026
Our scenario range runs from $30.11 (bear case) to $79.01 (bull case); at $91.86, the current price sits above 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 33% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -72% fair-value upside, at -42%, ESAB screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 25 models by family
Widest divergence: Multiples ($65.50) versus Dividend Discount ($4.59). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 51 · Market factors (momentum, volatility) 22
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.
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 Corporation 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 42% overvalued. Compare with Carpenter Technology Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- ESAB Corp (ESAB) (Q2 2026) Earnings Call Highlights: Record Sales and Strategic Edify ...
- ESAB’s (NYSE:ESAB) Q2 CY2026 Sales Beat Estimates
- Esab (ESAB) Q2 Earnings Lag Estimates
- ESAB Corporation Announces Second Quarter 2026 Results
Peer Group
Metal Fabrication · 243 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
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: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Metal Fabrication stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Carpenter Technology Corporation CRS | $577.10 | $103.31 | -82% |
| ATI Inc ATI | $186.17 | $36.51 | -80% |
| Mueller Industries, Inc MLI | $59.13 | $60.24 | +2% |
| China International Marine Containers (Group) Co 000039 | ¥7.45 | ¥1.15 | -85% |
| JL Mag Rare-Earth Co 300748 | ¥31.69 | ¥8.74 | -72% |
| Western Superconducting Technologies Co 688122 | ¥56.73 | ¥24.43 | -57% |
| Ningbo Zhenyu Technology Co 300953 | ¥131.65 | ¥44.23 | -66% |
| Anhui Yingliu Electromechanical Co 603308 | ¥48.52 | ¥8.07 | -83% |
| Baoding Technology Co 002552 | ¥43.95 | ¥5.44 | -88% |
| Xiamen Voke Mold & Plastic Engineering Co 301196 | ¥110.08 | ¥42.71 | -61% |
Compare ESAB Corporation with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is ESAB Corporation (ESAB) overvalued or undervalued?
What is the fair value of ESAB?
What is the quality score of ESAB?
What is the revenue of ESAB Corporation (ESAB)?
What is the net profit margin of ESAB?
Does ESAB Corporation pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track ESAB Corporation and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.