ESAB Corp (ESAB)vsMueller Industries Inc (MLI)
ESAB
ESAB Corp
$100.94
-1.42%
INDUSTRIALS · Cap: $6.18B
MLI
Mueller Industries Inc
$140.83
+2.23%
INDUSTRIALS · Cap: $15.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Mueller Industries Inc generates 54% more annual revenue ($4.37B vs $2.84B). MLI leads profitability with a 19.4% profit margin vs 8.0%. ESAB appears more attractively valued with a PEG of 1.00. MLI earns a higher WallStSmart Score of 71/100 (B).
ESAB
Buy55
out of 100
Grade: C-
MLI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.8%
Fair Value
$105.27
Current Price
$100.94
$4.33 premium
Margin of Safety
-51.6%
Fair Value
$79.53
Current Price
$140.83
$61.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 55.4% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.0%
19.3% revenue growth
Areas to Watch
Distress zone — elevated risk
8.0% margin — thin
Weak financial health signals
Earnings declined 31.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ESAB
The strongest argument for ESAB centers on PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : MLI
The strongest argument for MLI centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 23.0%. Revenue growth of 19.3% demonstrates continued momentum.
Bear Case : ESAB
The primary concerns for ESAB are Altman Z-Score, Profit Margin, Piotroski F-Score.
Bear Case : MLI
The primary concerns for MLI are PEG Ratio.
Key Dynamics to Monitor
ESAB profiles as a value stock while MLI is a growth play — different risk/reward profiles.
ESAB carries more volatility with a beta of 1.20 — expect wider price swings.
MLI is growing revenue faster at 19.3% — sustainability is the question.
MLI generates stronger free cash flow (63M), providing more financial flexibility.
Bottom Line
MLI scores higher overall (71/100 vs 55/100), backed by strong 19.4% margins and 19.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ESAB Corp
INDUSTRIALS · METAL FABRICATION · USA
ESAB Corporation formulates, develops, manufactures and supplies consumable products and equipment for use in automated cutting, joining and welding, as well as gas control equipment. The company is headquartered in Wilmington, Delaware.
Visit Website →Mueller Industries Inc
INDUSTRIALS · METAL FABRICATION · USA
Mueller Industries, Inc. manufactures and sells copper, brass, aluminum, and plastic products in the United States, United Kingdom, Canada, South Korea, the Middle East, China, and Mexico. The company is headquartered in Collierville, Tennessee.
Visit Website →Compare with Other METAL FABRICATION Stocks
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