Esab Corp. (ESAB) intrinsic value & 10-year financials
Esab Corp. (ESAB) has a Graham intrinsic value of $77.57 per share. At $65.35 on Oct 17, 2026, the stock trades 16% below that value. Over the last 7 fiscal years revenue grew 7.8% a year to $2.8B, with an average return on invested capital of 9.9%.
- Graham intrinsic value
- $77.57
- Share price (Oct 17, 2026)
- $65.35
- Price vs Graham value
- 16% below
- Market cap
- $4.0B
- Revenue (FY2025)
- $2.8B
- Revenue growth (7-yr CAGR)
- 7.8%
- ROIC (10-yr avg)
- 9.9%
- Free cash flow (FY2025)
- $213.3M
ESAB 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $2.8B | $226.8M | $3.67 | $213.3M | 14.5% | 10.6% |
| FY2024 | $2.7B | $264.8M | $4.31 | $303.6M | 16.3% | 13.2% |
| FY2023 | $2.8B | $205.3M | $3.36 | $282.3M | 14.6% | 10.7% |
| FY2022 | $2.6B | $223.7M | $3.69 | $174.1M | 12.7% | 9.9% |
| FY2021 | $2.4B | $235.1M | $0.00 | $215.2M | 12.6% | 9.1% |
| FY2020 | $2.0B | $157.4M | $0.00 | $269.0M | 10.4% | 6.0% |
| FY2019 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
ESAB Corp revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
ESAB Corp returns on capital have been average, hovering around 10.7% ROIC over the decade.
ESAB Corp capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, ESAB Corp is modeled at 8.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $77.57 per share.