Allegheny Technologies Incorporated (ATI)vsESAB Corp (ESAB)
ATI
Allegheny Technologies Incorporated
$158.39
-2.63%
INDUSTRIALS · Cap: $22.20B
ESAB
ESAB Corp
$100.94
-1.42%
INDUSTRIALS · Cap: $6.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Allegheny Technologies Incorporated generates 62% more annual revenue ($4.59B vs $2.84B). ATI leads profitability with a 9.3% profit margin vs 8.0%. ESAB appears more attractively valued with a PEG of 1.00. ATI earns a higher WallStSmart Score of 59/100 (C).
ATI
Buy59
out of 100
Grade: C
ESAB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATI.
Margin of Safety
-27.8%
Fair Value
$105.27
Current Price
$100.94
$4.33 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 23 in profit
Earnings expanding 26.9% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 12.2x book value
0.6% revenue growth
Premium valuation, high expectations priced in
Distress zone — elevated risk
8.0% margin — thin
Weak financial health signals
Earnings declined 31.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : ATI
The strongest argument for ATI centers on Return on Equity, EPS Growth. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : ATI
The primary concerns for ATI are Price/Book, Revenue Growth, P/E Ratio. A P/E of 53.7x leaves little room for execution misses.
Bear Case : ESAB
The primary concerns for ESAB are Altman Z-Score, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ESAB carries more volatility with a beta of 1.20 — expect wider price swings.
ESAB is growing revenue faster at 7.5% — sustainability is the question.
ATI generates stronger free cash flow (73M), providing more financial flexibility.
Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ATI scores higher overall (59/100 vs 55/100). Both earn "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.
Allegheny Technologies Incorporated
INDUSTRIALS · METAL FABRICATION · USA
Allegheny Technologies Incorporated manufactures and sells specialty materials and components worldwide. The company is headquartered in Pittsburgh, Pennsylvania.
Visit Website →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 →Compare with Other METAL FABRICATION Stocks
Want to dig deeper into these stocks?