ESAB Corp

ESAB: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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ESAB Earnings: Despite Macroeconomic Headwinds, We Are Encouraged by Above-Market Growth

Krzysztof Smalec

Aug 2, 2024

Following narrow-moat-rated ESAB's second-quarter earnings release, we've raised our fair value estimate to $96 per share from $93, driven by our slightly more optimistic operating margin assumptions and time value of money, partially offset by reduced near-term revenue growth expectations.

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ESAB Corp

ESAB Earnings: Despite Macroeconomic Headwinds, We Are Encouraged by Above-Market Growth

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