COMP <GO>
ESAB vs ALH // NET PROFIT MARGIN
ESAB Corporation (NYSE) VS. Alliance Laundry Holdings Inc. (NYSE) • 15-METRIC TALLY: ESAB 5
— ALH 8
▲ NET PROFIT MARGIN LEADER: ESAB
LAST: $76.30 (+9.38%) • MKT CAP: $4.34B
net-margins
8.00%
LAST: $22.51 (+2.41%) • MKT CAP: $4.37B
net-margins
5.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ESAB VS. ALH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ESAB | ALH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.90% | 37.60% | -0.70 | ALH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.10% | 85.00% | -74.90 | ALH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.5x | 11.9x | +0.60 | ALH | /valuation <GO> |
| Free Cash Flow Yield | 4.63% | 3.55% | +1.08 | ESAB | /fcf-yield <GO> |
| Operating Margin | 14.50% | 18.60% | -4.10 | ALH | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 8.00% | 5.80% | +2.20 | ESAB | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 13.30% | -9.60 | ALH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.48% | 0.00% | +0.48 | ESAB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.35 | 2.02 | +0.33 | ESAB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | ALH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.5 | 55.8 | -5.30 | ALH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.9x | 37.9x | -19.00 | ESAB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.34B | $4.37B | -$32.6M | ALH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ESAB REV | ALH REV | ESAB GROSS % | ALH GROSS % | ESAB FCF | ALH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.84B | $1.71B | 36.9% | 37.6% | $213.3M | $158.0M |
| FY 2024 | $2.74B | $1.51B | 37.9% | 36.5% | $303.6M | $102.0M |
| FY 2023 | $2.77B | $1.37B | — | — | $205.6M | $208.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ESAB // BETA 0.89
ALH // BETA —