COMP <GO>
ESAB vs MIR // FREE CASH FLOW YIELD
ESAB Corporation (NYSE) VS. Mirion Technologies Inc. (NYSE) • 15-METRIC TALLY: ESAB 8
— MIR 6
▲ FREE CASH FLOW YIELD LEADER: ESAB
LAST: $76.30 (+9.38%) • MKT CAP: $4.34B
fcf-yield
4.63%
LAST: $18.68 (+1.69%) • MKT CAP: $4.51B
fcf-yield
2.33%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ESAB VS. MIR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ESAB | MIR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.90% | 47.40% | -10.50 | MIR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.10% | 2.10% | +8.00 | ESAB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.5x | 56.0x | -43.50 | ESAB | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.63% | 2.33% | +2.30 | ESAB | /fcf-yield <GO> |
| Operating Margin | 14.50% | 5.60% | +8.90 | ESAB | /operating-margins <GO> |
| Net Profit Margin | 8.00% | 3.10% | +4.90 | ESAB | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 7.50% | -3.80 | MIR | /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 | 1.94 | +0.41 | ESAB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | MIR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.5 | 66.6 | -16.10 | MIR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 0.98 | -0.09 | MIR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.9x | 140.0x | -121.10 | ESAB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.34B | $4.51B | -$172.9M | MIR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ESAB REV | MIR REV | ESAB GROSS % | MIR GROSS % | ESAB FCF | MIR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.84B | $925.4M | 36.9% | 47.4% | $213.3M | $106.9M |
| FY 2024 | $2.74B | $860.8M | 37.9% | 46.4% | $303.6M | $50.3M |
| FY 2023 | $2.77B | $800.9M | — | — | $205.6M | $59.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ESAB // BETA 0.89
MIR // BETA 0.98