ESAB vs Nordson
ESAB and NDSN 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 NDSN compare
Nordson is the larger company, worth 3.5 times as much as ESAB ($18.1B against $5.2B).
On earnings, ESAB is cheaper: it trades at 28.9× trailing earnings, against 32.8× for Nordson.
ESAB grew revenue faster over the last twelve months (11.0% versus 7.0% for Nordson).
Nordson keeps more of each dollar of sales as profit, with a net margin of 18.6% compared with 5.1% at ESAB.
Both pay dividends: ESAB yields 0.53% and Nordson 1.0%.
Nordson scores higher on the StockData Score (18 against 7 for ESAB), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ESAB | NDSN |
|---|---|---|
| Size and price | ||
| Market cap | $5.2B | $18.1B |
| Share price | $83.25 | $324.74 |
| Change, 1 year | −26.4% | 37.5% |
| Change, 5 years | – | 21.6% |
| Beta (5Y) | 1.13 | 1.02 |
| Employees | 10K | 8,000 |
| StockData Score | ||
| Total score | 7 | 18 (better) |
| Valuation score | 1 (better) | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 1 | 6 (better) |
| Health score | 1 | 5 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 28.9× (better) | 32.8× |
| P/S | 1.7× (better) | 6.1× |
| P/B | 2.0× (better) | 5.5× |
| EV/EBITDA | 15.8× (better) | 22.5× |
| P/FCF | 28.6× | 25.0× (better) |
| FCF yield | 3.5% | 4.0% (better) |
| Fair value | $78.17 | $242.13 |
| Margin of safety | −6.5% (better) | −34.1% |
| Growth | ||
| Revenue growth (TTM) | 11.0% (better) | 7.0% |
| Revenue growth, 5Y average | 7.8% (better) | 5.6% |
| Net income growth (TTM) | −35.5% | 22.0% (better) |
| EPS growth (TTM) | −32.6% | 24.2% (better) |
| EPS growth, 5Y average | 7.0% | 14.8% (better) |
| Profitability | ||
| Gross margin | 37.6% | 55.3% (better) |
| Operating margin | 11.2% | 26.9% (better) |
| Net margin | 5.1% | 18.6% (better) |
| FCF margin | 5.8% | 24.3% (better) |
| Return on equity | 6.7% | 17.8% (better) |
| Return on invested capital | 6.9% | 13.4% (better) |
| Financial health | ||
| Debt / equity | 0.91 | 0.53 (better) |
| Net debt / EBITDA | 4.59 | 1.84 (better) |
| Interest coverage | – | 8.8× |
| Current ratio | 1.92 (better) | 1.82 |
| Altman Z-score | 1.78 | 6.26 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.53% | 1.0% (better) |
| Payout ratio | 16.5% | 33.0% |
| Years of dividend growth | 3 | 16 (better) |
| Dividend growth, 5Y average | – | 15.6% |
| Buyback yield | – | 1.1% |
| Shareholder yield | 0.53% | 2.1% (better) |
| Ownership | ||
| Held by institutions | 105% | 76.5% |
| Held by insiders | 7.7% | 0.55% |
| Insider net buying, 12 months | −$8.8M (better) | −$23.5M |
| Short interest, % of float | 8.8% | 2.2% |
Go deeper
- ESAB stock overview
- ESAB income statement
- ESAB valuation and score
- NDSN stock overview
- NDSN income statement
- NDSN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.