ESAB increased first-quarter total sales by 10% and adjusted EBITDA by 6% from the prior-year period. Adjusted EBITDA margin compressed by 80 basis points year over year to 19%.
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
|
LECO
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.25 | 26.41 | 25.63 |
Price/Book Value | 2.44 | 3.61 | 9.50 |
Price/Sales | 1.85 | 3.68 | 3.35 |
Price/Cash Flow | 18.65 | 22.29 | 18.81 |
|
Metric
|
ESAB
|
ITT
|
LECO
|
|---|---|---|---|
Quick Ratio | 2.05 | 0.91 | 0.88 |
Current Ratio | 2.97 | 1.53 | 1.83 |
Interest Coverage | 4.24 | 10.71 | 14.17 |
|
Metric
|
ESAB
|
ITT
|
LECO
|
|---|---|---|---|
Return on Assets (Normalized) | 5.80% | 9.15% | 15.07% |
Return on Equity (Normalized) | 13.26% | 17.60% | 39.91% |
Return on Invested Capital (Normalized) | 9.77% | 12.60% | 22.60% |
|
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United States