Manufacturing - Metal Fabrication
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5 / 10Stock Comparison
ESAB vs LII vs RBC vs AIXI vs GTLS
Revenue, margins, valuation, and 5-year total return — side by side.
Construction
Manufacturing - Tools & Accessories
Software - Application
Industrial - Machinery
ESAB vs LII vs RBC vs AIXI vs GTLS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Manufacturing - Metal Fabrication | Construction | Manufacturing - Tools & Accessories | Software - Application | Industrial - Machinery |
| Market Cap | $6.15B | $18.14B | $19.82B | $6M | $9.93B |
| Revenue (TTM) | $2.91B | $5.26B | $1.79B | $115M | $4.26B |
| Net Income (TTM) | $207M | $783M | $269M | $-53M | $40M |
| Gross Margin | 35.4% | 33.1% | 44.3% | 64.3% | 32.6% |
| Operating Margin | 16.2% | 19.5% | 23.8% | -44.2% | 8.5% |
| Forward P/E | 17.5x | 21.5x | 49.8x | — | 16.4x |
| Total Debt | $1.43B | $2.06B | $1.03B | $46M | $3.74B |
| Cash & Equiv. | $186M | $34M | $37M | $847K | $366M |
ESAB vs LII vs RBC vs AIXI vs GTLS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 23 | May 26 | Return |
|---|---|---|---|
| ESAB Corporation (ESAB) | 100 | 170.9 | +70.9% |
| Lennox Internationa… (LII) | 100 | 207.4 | +107.4% |
| RBC Bearings Incorp… (RBC) | 100 | 260.4 | +160.4% |
| Xiao-I Corporation (AIXI) | 100 | 1.0 | -99.0% |
| Chart Industries, I… (GTLS) | 100 | 165.4 | +65.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ESAB vs LII vs RBC vs AIXI vs GTLS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, ESAB doesn't own a clear edge in any measured category.
LII carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.
- Dividend streak 12 yrs, beta 1.28, yield 0.9%
- PEG 1.12 vs RBC's 5.68
- Better valuation composite
- 0.9% yield, 12-year raise streak, vs ESAB's 0.4%, (1 stock pays no dividend)
RBC is the #2 pick in this set and the best alternative if long-term compounding and sleep-well-at-night is your priority.
- 8.6% 10Y total return vs GTLS's 7.7%
- Lower volatility, beta 1.04, Low D/E 33.9%, current ratio 3.26x
- 15.0% margin vs AIXI's -45.9%
- +73.5% vs AIXI's -83.7%
AIXI ranks third and is worth considering specifically for growth exposure.
- Rev growth 18.8%, EPS growth 52.7%, 3Y rev CAGR 29.3%
- 18.8% revenue growth vs LII's -2.7%
GTLS is the clearest fit if your priority is defensive.
- Beta 0.49, yield 0.3%, current ratio 1.36x
- Beta 0.49 vs LII's 1.28, lower leverage
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.8% revenue growth vs LII's -2.7% | |
| Value | Better valuation composite | |
| Quality / Margins | 15.0% margin vs AIXI's -45.9% | |
| Stability / Safety | Beta 0.49 vs LII's 1.28, lower leverage | |
| Dividends | 0.9% yield, 12-year raise streak, vs ESAB's 0.4%, (1 stock pays no dividend) | |
| Momentum (1Y) | +73.5% vs AIXI's -83.7% | |
| Efficiency (ROA) | 20.1% ROA vs AIXI's -65.3%, ROIC 29.8% vs -34.4% |
ESAB vs LII vs RBC vs AIXI vs GTLS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ESAB vs LII vs RBC vs AIXI vs GTLS — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
RBC leads in 2 of 6 categories
LII leads 2 • GTLS leads 1 • ESAB leads 0 • AIXI leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
RBC leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LII is the larger business by revenue, generating $5.3B annually — 45.9x AIXI's $115M. RBC is the more profitable business, keeping 15.0% of every revenue dollar as net income compared to AIXI's -45.9%. On growth, RBC holds the edge at +17.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2.9B | $5.3B | $1.8B | $115M | $4.3B |
| EBITDAEarnings before interest/tax | $539M | $1.1B | $548M | -$49M | $644M |
| Net IncomeAfter-tax profit | $207M | $783M | $269M | -$53M | $40M |
| Free Cash FlowCash after capex | $218M | $661M | $330M | -$2M | $203M |
| Gross MarginGross profit ÷ Revenue | +35.4% | +33.1% | +44.3% | +64.3% | +32.6% |
| Operating MarginEBIT ÷ Revenue | +16.2% | +19.5% | +23.8% | -44.2% | +8.5% |
| Net MarginNet income ÷ Revenue | +7.1% | +14.9% | +15.0% | -45.9% | +0.9% |
| FCF MarginFCF ÷ Revenue | +7.5% | +12.6% | +18.4% | -2.0% | +4.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.9% | +5.8% | +17.0% | -64.9% | -2.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -29.1% | -0.6% | +17.0% | -29.9% | -36.1% |
Valuation Metrics
Evenly matched — ESAB and LII and AIXI each lead in 2 of 7 comparable metrics.
Valuation Metrics
At 23.5x trailing earnings, LII trades at a 96% valuation discount to GTLS's 628.6x P/E. Adjusting for growth (PEG ratio), LII offers better value at 1.22x vs RBC's 8.98x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $6.1B | $18.1B | $19.8B | $6M | $9.9B |
| Enterprise ValueMkt cap + debt − cash | $7.4B | $20.2B | $20.8B | $51M | $13.3B |
| Trailing P/EPrice ÷ TTM EPS | 27.13x | 23.46x | 78.70x | -0.38x | 628.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.47x | 21.46x | 49.78x | — | 16.40x |
| PEG RatioP/E ÷ EPS growth rate | 3.74x | 1.22x | 8.98x | — | — |
| EV / EBITDAEnterprise value multiple | 12.84x | 18.00x | 42.48x | — | 14.33x |
| Price / SalesMarket cap ÷ Revenue | 2.16x | 3.49x | 12.11x | 0.09x | 2.33x |
| Price / BookPrice ÷ Book value/share | 2.78x | 15.73x | 6.07x | — | 2.79x |
| Price / FCFMarket cap ÷ FCF | 28.81x | 28.40x | 81.28x | — | 48.96x |
Profitability & Efficiency
LII leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
LII delivers a 72.0% return on equity — every $100 of shareholder capital generates $72 in annual profit, vs $1 for GTLS. RBC carries lower financial leverage with a 0.34x debt-to-equity ratio, signaling a more conservative balance sheet compared to LII's 1.77x. On the Piotroski fundamental quality scale (0–9), RBC scores 7/9 vs AIXI's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +9.5% | +72.0% | +8.2% | — | +1.2% |
| ROA (TTM)Return on assets | +4.2% | +20.1% | +5.2% | -65.3% | +0.4% |
| ROICReturn on invested capital | +11.9% | +29.8% | +6.9% | -34.4% | +7.4% |
| ROCEReturn on capital employed | +13.1% | +40.2% | +8.5% | -3.4% | +8.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 | 7 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.65x | 1.77x | 0.34x | — | 1.11x |
| Net DebtTotal debt minus cash | $1.2B | $2.0B | $992M | $45M | $3.4B |
| Cash & Equiv.Liquid assets | $186M | $34M | $37M | $846,593 | $366M |
| Total DebtShort + long-term debt | $1.4B | $2.1B | $1.0B | $46M | $3.7B |
| Interest CoverageEBIT ÷ Interest expense | 3.40x | 20.51x | 7.78x | -14.13x | 1.08x |
Total Returns (Dividends Reinvested)
RBC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in RBC five years ago would be worth $40,986 today (with dividends reinvested), compared to $117 for AIXI. Over the past 12 months, RBC leads with a +73.5% total return vs AIXI's -83.7%. The 3-year compound annual growth rate (CAGR) favors RBC at 39.4% vs AIXI's -77.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -10.2% | +4.7% | +32.1% | +41.9% | +0.6% |
| 1-Year ReturnPast 12 months | -19.5% | -8.7% | +73.5% | -83.7% | +31.8% |
| 3-Year ReturnCumulative with dividends | +73.3% | +89.9% | +171.0% | -98.8% | +62.7% |
| 5-Year ReturnCumulative with dividends | +104.2% | +53.7% | +309.9% | -98.8% | +40.6% |
| 10-Year ReturnCumulative with dividends | +104.2% | +305.3% | +858.0% | -98.8% | +772.7% |
| CAGR (3Y)Annualised 3-year return | +20.1% | +23.8% | +39.4% | -77.2% | +17.6% |
Risk & Volatility
GTLS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GTLS is the less volatile stock with a 0.49 beta — it tends to amplify market swings less than LII's 1.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GTLS currently trades 99.5% from its 52-week high vs AIXI's 15.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.24x | 1.28x | 1.04x | 0.71x | 0.49x |
| 52-Week HighHighest price in past year | $137.42 | $689.44 | $632.00 | $4.02 | $208.51 |
| 52-Week LowLowest price in past year | $89.41 | $434.06 | $344.45 | $0.08 | $140.50 |
| % of 52W HighCurrent price vs 52-week peak | +73.5% | +75.6% | +95.9% | +15.2% | +99.5% |
| RSI (14)Momentum oscillator 0–100 | 52.0 | 57.8 | 60.2 | 48.5 | 43.8 |
| Avg Volume (50D)Average daily shares traded | 616K | 457K | 175K | 60.7M | 1.6M |
Analyst Outlook
LII leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ESAB as "Buy", LII as "Hold", RBC as "Buy", GTLS as "Buy". Consensus price targets imply 39.7% upside for ESAB (target: $141) vs -6.6% for GTLS (target: $194). For income investors, LII offers the higher dividend yield at 0.95% vs GTLS's 0.29%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | — | Buy |
| Price TargetConsensus 12-month target | $141.00 | $553.45 | $572.60 | — | $193.81 |
| # AnalystsCovering analysts | 10 | 30 | 26 | — | 37 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +0.9% | +0.1% | — | +0.3% |
| Dividend StreakConsecutive years of raises | 4 | 12 | 0 | — | 1 |
| Dividend / ShareAnnual DPS | $0.36 | $4.93 | $0.57 | — | $0.60 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.8% | +0.0% | 0.0% | 0.0% |
RBC leads in 2 of 6 categories (Income & Cash Flow, Total Returns). LII leads in 2 (Profitability & Efficiency, Analyst Outlook). 1 tied.
ESAB vs LII vs RBC vs AIXI vs GTLS: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ESAB or LII or RBC or AIXI or GTLS a better buy right now?
For growth investors, Xiao-I Corporation (AIXI) is the stronger pick with 18.
8% revenue growth year-over-year, versus -2. 7% for Lennox International Inc. (LII). Lennox International Inc. (LII) offers the better valuation at 23. 5x trailing P/E (21. 5x forward), making it the more compelling value choice. Analysts rate ESAB Corporation (ESAB) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ESAB or LII or RBC or AIXI or GTLS?
On trailing P/E, Lennox International Inc.
(LII) is the cheapest at 23. 5x versus Chart Industries, Inc. at 628. 6x. On forward P/E, Chart Industries, Inc. is actually cheaper at 16. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Lennox International Inc. wins at 1. 12x versus RBC Bearings Incorporated's 5. 68x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — ESAB or LII or RBC or AIXI or GTLS?
Over the past 5 years, RBC Bearings Incorporated (RBC) delivered a total return of +309.
9%, compared to -98. 8% for Xiao-I Corporation (AIXI). Over 10 years, the gap is even starker: RBC returned +858. 0% versus AIXI's -98. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ESAB or LII or RBC or AIXI or GTLS?
By beta (market sensitivity over 5 years), Chart Industries, Inc.
(GTLS) is the lower-risk stock at 0. 49β versus Lennox International Inc. 's 1. 28β — meaning LII is approximately 159% more volatile than GTLS relative to the S&P 500. On balance sheet safety, RBC Bearings Incorporated (RBC) carries a lower debt/equity ratio of 34% versus 177% for Lennox International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ESAB or LII or RBC or AIXI or GTLS?
By revenue growth (latest reported year), Xiao-I Corporation (AIXI) is pulling ahead at 18.
8% versus -2. 7% for Lennox International Inc. (LII). On earnings-per-share growth, the picture is similar: Xiao-I Corporation grew EPS 52. 7% year-over-year, compared to -92. 0% for Chart Industries, Inc.. Over a 3-year CAGR, GTLS leads at 38. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ESAB or LII or RBC or AIXI or GTLS?
Lennox International Inc.
(LII) is the more profitable company, earning 15. 1% net margin versus -20. 6% for Xiao-I Corporation — meaning it keeps 15. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RBC leads at 22. 6% versus -18. 3% for AIXI. At the gross margin level — before operating expenses — AIXI leads at 68. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ESAB or LII or RBC or AIXI or GTLS more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Lennox International Inc. (LII) is the more undervalued stock at a PEG of 1. 12x versus RBC Bearings Incorporated's 5. 68x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Chart Industries, Inc. (GTLS) trades at 16. 4x forward P/E versus 49. 8x for RBC Bearings Incorporated — 33. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ESAB: 39. 7% to $141. 00.
08Which pays a better dividend — ESAB or LII or RBC or AIXI or GTLS?
In this comparison, LII (0.
9% yield), ESAB (0. 4% yield), GTLS (0. 3% yield) pay a dividend. RBC, AIXI do not pay a meaningful dividend and should not be held primarily for income.
09Is ESAB or LII or RBC or AIXI or GTLS better for a retirement portfolio?
For long-horizon retirement investors, Chart Industries, Inc.
(GTLS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 49), +772. 7% 10Y return). Both have compounded well over 10 years (GTLS: +772. 7%, ESAB: +104. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ESAB and LII and RBC and AIXI and GTLS?
These companies operate in different sectors (ESAB (Industrials) and LII (Industrials) and RBC (Industrials) and AIXI (Technology) and GTLS (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ESAB is a small-cap quality compounder stock; LII is a mid-cap quality compounder stock; RBC is a mid-cap quality compounder stock; AIXI is a small-cap high-growth stock; GTLS is a small-cap quality compounder stock. LII pays a dividend while ESAB, RBC, AIXI, GTLS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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