ESAB vs Regal Rexnord
ESAB and RRX side by side, both in general industrial machinery and equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ESAB and RRX compare
Regal Rexnord is the larger company, worth 2.4 times as much as ESAB ($10.5B against $4.3B).
On earnings, ESAB is cheaper: it trades at 23.3× trailing earnings, against 32.4× for Regal Rexnord.
ESAB grew revenue faster over the last twelve months (9.7% versus 3.5% for Regal Rexnord).
ESAB keeps more of each dollar of sales as profit, with a net margin of 5.7% compared with 5.4% at Regal Rexnord.
Both pay dividends: ESAB yields 0.63% and Regal Rexnord 0.89%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ESAB | RRX |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $10.5B |
| Share price | $69.76 | $157.24 |
| Change, 1 year | −39.0% | 4.4% |
| Change, 5 years | – | −4.4% |
| Beta (5Y) | 1.20 | 1.13 |
| Employees | 10K | 29K |
| StockData Score | ||
| Total score | 10 | 10 |
| Valuation score | 4 (better) | 2 |
| Growth score | 1 | 2 (better) |
| Performance score | 1 | 2 (better) |
| Health score | 1 | 1 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 23.3× (better) | 32.4× |
| P/S | 1.4× (better) | 1.7× |
| P/B | 1.7× | 1.5× (better) |
| EV/EBITDA | 14.2× (better) | 20.7× |
| P/FCF | 22.1× (better) | 22.5× |
| FCF yield | 4.5% (better) | 4.5% |
| Fair value | $81.10 | $145.09 |
| Margin of safety | 14.0% (better) | −8.4% |
| Growth | ||
| Revenue growth (TTM) | 9.7% (better) | 3.5% |
| Revenue growth, 5Y average | 7.8% | 15.3% (better) |
| Net income growth (TTM) | −32.7% | 29.4% (better) |
| EPS growth (TTM) | −33.3% | 29.0% (better) |
| EPS growth, 5Y average | 7.0% (better) | −1.8% |
| Profitability | ||
| Gross margin | 37.0% | 37.8% (better) |
| Operating margin | 12.1% (better) | 11.7% |
| Net margin | 5.7% (better) | 5.4% |
| FCF margin | 6.5% | 7.7% (better) |
| Return on equity | 7.5% (better) | 4.8% |
| Return on invested capital | 7.5% (better) | 5.2% |
| Financial health | ||
| Debt / equity | 0.94 | 0.67 (better) |
| Net debt / EBITDA | 4.72 (better) | 5.90 |
| Interest coverage | – | 2.1× |
| Current ratio | 1.96 | 2.28 (better) |
| Altman Z-score | 1.62 | 1.91 (better) |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.63% | 0.89% (better) |
| Payout ratio | 14.1% | 28.7% |
| Years of dividend growth | 3 (better) | 0 |
| Dividend growth, 5Y average | – | 3.1% |
| Shareholder yield | 0.63% | 0.89% (better) |
| Ownership | ||
| Held by institutions | 105% | 108% |
| Held by insiders | 7.7% | 0.56% |
| Insider net buying, 12 months | −$8.9M (better) | −$27.7M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 9.0% | 5.6% |
Go deeper
- ESAB stock overview
- ESAB income statement
- ESAB valuation and score
- RRX stock overview
- RRX income statement
- RRX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.