COMP <GO>
MIR vs ESAB // NET PROFIT MARGIN
Mirion Technologies Inc. (NYSE) VS. ESAB Corporation (NYSE) • 15-METRIC TALLY: MIR 6
— ESAB 8
▲ NET PROFIT MARGIN LEADER: ESAB
LAST: $18.68 (+1.69%) • MKT CAP: $4.51B
net-margins
3.10%
LAST: $76.30 (+9.38%) • MKT CAP: $4.34B
net-margins
8.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MIR VS. ESAB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MIR | ESAB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 47.40% | 36.90% | +10.50 | MIR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.10% | 10.10% | -8.00 | ESAB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 56.0x | 12.5x | +43.50 | ESAB | /valuation <GO> |
| Free Cash Flow Yield | 2.33% | 4.63% | -2.30 | ESAB | /fcf-yield <GO> |
| Operating Margin | 5.60% | 14.50% | -8.90 | ESAB | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 3.10% | 8.00% | -4.90 | ESAB | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 3.70% | +3.80 | MIR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.48% | -0.48 | ESAB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.94 | 2.35 | -0.41 | ESAB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | MIR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.6 | 50.5 | +16.10 | MIR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 0.89 | +0.09 | MIR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 18.9x | +121.10 | ESAB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.51B | $4.34B | $172.9M | MIR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MIR REV | ESAB REV | MIR GROSS % | ESAB GROSS % | MIR FCF | ESAB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $925.4M | $2.84B | 47.4% | 36.9% | $106.9M | $213.3M |
| FY 2024 | $860.8M | $2.74B | 46.4% | 37.9% | $50.3M | $303.6M |
| FY 2023 | $800.9M | $2.77B | — | — | $59.2M | $205.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MIR // BETA 0.98
ESAB // BETA 0.89