Professional
Added to YB: 2024-04-18
Pitch date: 2024-03-31
ESAB [bullish]
ESAB Corporation
+5.57%
current return
Author Info
No bio for this author
Company Info
ESAB Corporation engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment.
Market Cap
$6.8B
Pitch Price
$110.02
Price Target
N/A
Dividend
0.36%
EV/EBITDA
14.28
P/E
25.00
EV/Sales
2.89
Sector
Machinery
Category
growth
Alphyn Capital Management Portfolio Holding: ESAB Corporation
ESAB: Welding equipment co spun off from Colfax. Transformed via Danaher Biz System - simplified products, pricing discipline, manufacturing improvements, new products. Acquired into medical & specialty gas. Targets 50% sales growth, 22% FCF margin (16% now) in 5yrs to double FCF.
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