ESAB's third-quarter adjusted EPS of $1.32 missed the FactSet consensus estimate by a penny. Management lowered its outlook and now anticipates full-year adjusted EPS of $5.28-$5.33 (down from $5.40-$5.50 previously) and core sales growth of 1.6%-2.0% (down from 2%-4% previously).
On an organic revenue basis, ESAB has outgrown its two main competitors since 2018.
As a result of its M&A-driven growth strategy, ESAB faces acquisition risk, including the possibility of overpaying for acquisitions and challenges integrating acquired companies.
Metric | ESAB | ITT | ITW |
|---|---|---|---|
Price/Earnings (Normalized) | 16.25 | 36.36 | 25.23 |
Price/Book Value | 2.27 | 4.06 | 26.06 |
Price/Sales | 1.73 | 3.63 | 4.98 |
Price/Cash Flow | 20.39 | 23.92 | 22.26 |
Metric | ESAB | ITT | ITW |
|---|---|---|---|
Quick Ratio | 0.95 | 0.78 | 0.85 |
Current Ratio | 1.92 | 1.29 | 1.29 |
Interest Coverage | 3.02 | 5.47 | 14.43 |
Metric | ESAB | ITT | ITW |
|---|---|---|---|
Return on Assets (Normalized) | 4.32% | 8.02% | 20.16% |
Return on Equity (Normalized) | 10.88% | 16.92% | 104.71% |
Return on Invested Capital (Normalized) | 7.69% | 11.43% | 28.15% |
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