ESAB (ESAB) Stock Price, News & Analysis

Company Overview

ESAB Corporation (NYSE: ESAB) is a global provider of welding and cutting technologies. The company develops and manufactures equipment, consumable products and related solutions used to join, cut and protect metals in industrial, construction, infrastructure, transportation and other applications.

Its product portfolio includes welding systems, cutting machines, welding electrodes and wires, gas-control equipment, automation technologies, protective equipment and accessories. ESAB markets its products under brands that include ESAB, Victor, Tweco, Stoody and Thermal Dynamics, serving customers through direct sales, distributors and other channels.

The company traces its origins to 1904, when Swedish inventor Oscar Kjellberg developed a coated welding electrode. ESAB became an independent publicly traded company in 2022 following its separation from Colfax Corporation. It serves customers across North America, Europe, Asia-Pacific and other international markets, with manufacturing and distribution operations supporting its global business.

Key Stats

• Today's Range: $67.75 to $70.20
• 50-Day Range: $64.89 to $95.03
• 52-Week Range: $64.83 to $137.42
• Volume: 943,130 shs
• Average Volume: 929,893 shs
• Market Capitalization: $4.35 billion
• P/E Ratio: 25.10
• Dividend Yield: 0.69%
• Price Target: $135.57
• Consensus Rating: Moderate Buy

ESAB Stock Analysis - MarketRank™

ESAB scored higher than 96% of companies evaluated by MarketBeat, and ranked 40th out of 653 stocks in the industrials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.2 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

ESAB has received a consensus rating of Moderate Buy. The company's average rating score is 2.88, and is based on no strong buy ratings, 7 buy ratings, 1 hold rating, and no sell ratings.

Upside Potential

ESAB has a consensus price target of $135.57, representing about 93.6% upside from its current price of $70.03.

Amount of Analyst Coverage

ESAB has only been the subject of 4 research reports in the past 90 days.

Earnings and Valuation

• Score: 3.1 / 5
• Proj. Earnings Growth: 18.68%

Earnings Growth

Earnings for ESAB are expected to grow by 18.68% in the coming year, from $5.46 to $6.48 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of ESAB is 25.10, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.65.

Price to Earnings Ratio vs. Sector

The P/E ratio of ESAB is 25.10, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 26.69.

Price to Earnings Growth Ratio

ESAB has a PEG Ratio of 1.10. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

ESAB has a P/B Ratio of 1.92. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

8.19% of the float of ESAB has been sold short.

Short Interest Ratio / Days to Cover

ESAB has a short interest ratio ("days to cover") of 5.61.

Change versus previous month

Short interest in ESAB has recently decreased by 8.82%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

ESAB has a dividend yield of 0.69%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

ESAB has only been increasing its dividend for 3 years.

Dividend Coverage

The dividend payout ratio of ESAB is 17.20%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, ESAB will have a dividend payout ratio of 7.41% next year. This indicates that ESAB will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.7 / 5
• News Sentiment: 0.26

News Sentiment

ESAB has a news sentiment score of 0.26. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.51 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 4 news articles for ESAB this week, compared to 3 articles on an average week.

MarketBeat Follows

1 people have added ESAB to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, ESAB insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $95,000.00 in company stock.

Percentage Held by Insiders

7.20% of the stock of ESAB is held by insiders.

Percentage Held by Institutions

91.13% of the stock of ESAB is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Ex-Dividend for 7/17 Dividend: 7/02/2026
• Record date for 7/17 Dividend: 7/03/2026
• Dividend Payable: 7/17/2026
• Last Earnings: 8/06/2026
• Record date for 10/16 Dividend: 10/02/2026
• Ex-Dividend for 10/16 Dividend: 10/02/2026
• Today: 10/04/2026
• Dividend Payable: 10/16/2026
• Next Earnings (Estimated): 11/04/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Industrials
• Industry: Machinery
• Sub-Industry: Industrial Machinery & Supplies & Components
• Current Symbol: NYSE:ESAB
• CIK: 1877322
• Web: www.esabcorporation.com
• Phone: (302) 252-9160
• Fax: N/A
• Employees: 10,300
• Year Founded: 1904

Price Target and Rating

• Average Price Target for ESAB: $135.57
• High Price Target: $149.00
• Low Price Target: $130.00
• Potential Upside/Downside: +93.6%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.88
• Research Coverage: 8 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.79
• Trailing P/E Ratio: 25.10
• Forward P/E Ratio: 12.83
• P/E Growth: 1.1
• Net Income: $226.77 million
• Net Margins: 5.75%
• Pretax Margin: 8.66%
• Return on Equity: 14.48%
• Return on Assets: 5.99%

Debt

• Debt-to-Equity Ratio: 0.99
• Current Ratio: 1.96
• Quick Ratio: 1.22

Sales & Book Value

• Annual Sales: $2.84 billion
• Price / Sales: 1.53
• Cash Flow: $6.74 per share
• Price / Cash Flow: 10.39
• Book Value: $36.43 per share
• Price / Book: 1.92

Miscellaneous

• Outstanding Shares: 62,170,000
• Free Float: 57,692,000
• Market Cap: $4.35 billion
• Optionable: Optionable
• Beta: 1.19