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ESAB vs FLY

ESAB
ESAB Corporation
NEUTRAL
Price
$101.28
Market Cap
$6.17B
Sector
Industrials
AI Confidence
85%
FLY
Firefly Aerospace Inc.
BEARISH
Price
$37.57
Market Cap
$6.01B
Sector
Industrials
AI Confidence
90%

Valuation

P/E Ratio
ESAB
24.7
FLY
--
Forward P/E
ESAB
15.79
FLY
-34.02
P/B Ratio
ESAB
2.84
FLY
5.03
P/S Ratio
ESAB
2.17
FLY
37.59
EV/EBITDA
ESAB
13.35
FLY
-27.26

Profitability

Gross Margin
ESAB
36.88%
FLY
19.18%
Operating Margin
ESAB
16.8%
FLY
-98.2%
Profit Margin
ESAB
7.98%
FLY
-208.92%
ROE
ESAB
12.89%
FLY
-56.51%
ROA
ESAB
6.63%
FLY
-12.44%

Growth

Revenue Growth
ESAB
7.5%
FLY
538.4%
Earnings Growth
ESAB
-31.6%
FLY
--

Financial Health

Debt/Equity
ESAB
0.61
FLY
0.26
Current Ratio
ESAB
1.9
FLY
4.51
Quick Ratio
ESAB
0.96
FLY
4.4

Dividends

Dividend Yield
ESAB
0.39%
FLY
--
Payout Ratio
ESAB
9.27%
FLY
0.0%

AI Verdict

ESAB NEUTRAL

ESAB exhibits strong operational health with a Piotroski F-Score of 7/9 and a healthy balance sheet (Debt/Equity 0.61), yet it faces a significant valuation disconnect. While the company has a remarkable track record of beating earnings estimates for 16 consecutive quarters, the current price of $101.28 trades at a substantial premium to its Graham Number ($57.36) and Intrinsic Value ($28.70). The outlook is conflicted: analysts maintain a 'strong_buy' with a target of $136.56, but technical trends are bearish (0/100) and YoY earnings growth has plummeted by 31.6%.

Strengths
Strong Piotroski F-Score (7/9) indicating high financial health
Exceptional earnings track record with 16 consecutive quarters of beats
Conservative leverage with a Debt/Equity ratio of 0.61 and Current Ratio of 1.90
Risks
Severe valuation premium relative to Graham and Intrinsic value formulas
Sharp decline in YoY earnings growth (-31.60%)
High exposure to cyclical industrial capital spending in developed markets
FLY BEARISH

The company exhibits critical financial instability, evidenced by a Piotroski F-Score of 1/9, indicating severe weakness in fundamental health. While revenue growth is explosive at 538.40% YoY, this is offset by a catastrophic profit margin of -208.92% and an unsustainable Price/Sales ratio of 37.59. Despite strong short-term liquidity (Current Ratio 4.51), the massive earnings misses and lack of a path to profitability suggest the current valuation is driven by speculation rather than fundamentals.

Strengths
Hyper-growth in revenue (538.40% YoY)
Strong short-term liquidity with a Current Ratio of 4.51
Low leverage with a Debt/Equity ratio of 0.26
Risks
Extreme valuation (Price/Sales of 37.59 is well above industry norms)
Severe operational losses (Operating Margin -98.20%)
Poor earnings track record with an average surprise of -455.67%

Compare Another Pair

ESAB vs FLY: Head-to-Head Comparison

This page compares ESAB Corporation (ESAB) and Firefly Aerospace Inc. (FLY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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