WallStSmart

ESAB Corp (ESAB)vsRyerson Holding Corporation (RYZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ryerson Holding Corporation generates 72% more annual revenue ($5.00B vs $2.91B). ESAB leads profitability with a 7.1% profit margin vs -0.9%. ESAB earns a higher WallStSmart Score of 55/100 (C).

ESAB

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 1.78

RYZ

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 3.0Value: 5.0Quality: 6.5
Piotroski: 4/9Altman Z: 2.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ESAB1 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

RYZ2 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
37.9%10/10

Revenue surging 37.9% year-over-year

Areas to Watch

ESAB4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Profit MarginProfitability
7.1%3/10

7.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-28.9%2/10

Earnings declined 28.9%

RYZ4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.48B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.1%3/10

Operating margin of 2.1%

Debt/EquityHealth
1.013/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ESAB

The strongest argument for ESAB centers on Price/Book. PEG of 1.24 suggests the stock is reasonably priced for its growth.

Bull Case : RYZ

The strongest argument for RYZ centers on Price/Book, Revenue Growth. Revenue growth of 37.9% demonstrates continued momentum.

Bear Case : ESAB

The primary concerns for ESAB are Altman Z-Score, Profit Margin, Piotroski F-Score.

Bear Case : RYZ

The primary concerns for RYZ are EPS Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

ESAB profiles as a value stock while RYZ is a hypergrowth play — different risk/reward profiles.

RYZ carries more volatility with a beta of 1.66 — expect wider price swings.

RYZ is growing revenue faster at 37.9% — sustainability is the question.

ESAB generates stronger free cash flow (33M), providing more financial flexibility.

Bottom Line

ESAB scores higher overall (55/100 vs 47/100). Both earn "Buy" and "Hold" 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.

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Ryerson Holding Corporation

INDUSTRIALS · METAL FABRICATION · USA

Ryerson Holding Corporation, processes and distributes industrial metals in the United States and internationally. The company is headquartered in Chicago, Illinois.

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