ESAB Corp (ESAB)vsMueller Industries Inc (MLI)
ESAB
ESAB Corp
$94.21
-4.20%
INDUSTRIALS · Cap: $6.09B
MLI
Mueller Industries Inc
$107.76
-1.98%
INDUSTRIALS · Cap: $12.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Mueller Industries Inc generates 47% more annual revenue ($4.18B vs $2.84B). MLI leads profitability with a 18.3% profit margin vs 8.0%. ESAB appears more attractively valued with a PEG of 1.03. MLI earns a higher WallStSmart Score of 61/100 (C+).
ESAB
Buy55
out of 100
Grade: C-
MLI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-380.1%
Fair Value
$28.02
Current Price
$94.21
$66.19 premium
Margin of Safety
+39.6%
Fair Value
$199.50
Current Price
$107.76
$91.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Areas to Watch
Distress zone — elevated risk
8.0% margin — thin
Weak financial health signals
Earnings declined 31.6%
4.2% revenue growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ESAB
The strongest argument for ESAB centers on Price/Book. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : MLI
The strongest argument for MLI centers on Debt/Equity, Return on Equity, P/E Ratio. Profitability is solid with margins at 18.3% and operating margin at 17.5%.
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 Revenue Growth, PEG Ratio.
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.
MLI generates stronger free cash flow (121M), providing more financial flexibility.
Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MLI scores higher overall (61/100 vs 55/100), backed by strong 18.3% margins. 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.
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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