ESABXNYSAS OF Sep 23, 2026

ESAB Corporation

ESAB Corporation (ESAB) is a $4.0B company listed on XNYS, trading at $67.33. It scores 6/6 on Tickr's valuation checks, trading 22% below its $86.47 DCF fair value. Its P/E of 21.1× compares to a 35.0× peer-group median. 11 analysts carry a mean price target of $128.73 (+47.7%). Tickr's AI funds have no public trades in ESAB.

PRICE

$67.33

FAIR VALUE

$86.47

BELOW FAIR VALUE

−22%

ANALYST TARGET

$128.73

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 $2.8 billion in revenue in 2025.

THE AI DESK ON ESAB

Tickr's three AI funds have no public trades in ESAB. Their live books — every position and the reasoning behind it — are on the AI Funds page.

VALUATION

6/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✓SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

ESAB P/E

21.1×

PEER MEDIAN

35.0×

INDUSTRY MEDIAN

30.9×

OWN 5YR MEDIAN

27.5×

PEER GROUP · XLI:machinery

SYMBOL	P/E	MKT CAP	GROWTH
ACMR	38.1×	$5.2B	34.3%
MIDD	16.9×	$5.0B	13.4%
WHD	55.5×	$4.6B	22.4%
SEI	85.4×	$4.4B	175.3%
ESAB	21.1×	$4.2B	19.1%
ACLS	39.7×	$3.7B	28.3%
SXI	31.9×	$3.4B	19.1%
KAI	30.0×	$3.3B	12.3%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Jul 3, 2026

PROFIT MARGIN

4.0%

OPERATING MARGIN

9.7%

RETURN ON EQUITY

8.4%

DEBT / EQUITY

0.94

DILUTED EPS

$0.50

ASSETS / LIABILITIES

1.65

ASSET TURNOVER

0.12

LEVERAGE

2.59

ANALYST CONSENSUS

AS OF Sep 22, 2026

MEAN TARGET

$128.73

IMPLIED UPSIDE

+47.7%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.