COMP <GO>

ESAB vs BRK-A // NET PROFIT MARGIN

ESAB Corporation (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: ESAB 7 — BRK-A 8

▲ NET PROFIT MARGIN LEADER: BRK-A

LAST: $69.76 (-5.90%) • MKT CAP: $4.61B

net-margins

8.00%

LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T

net-margins

27.10%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ESAB VS. BRK-A) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	ESAB	BRK-A	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	36.90%	41.00%	-4.10	BRK-A	/gross-margins <GO>
Return on Invested Capital (ROIC)	10.10%	8.30%	+1.80	ESAB	/roic <GO>
EV/EBITDA & P/E Valuation	12.5x	12.7x	-0.20	ESAB	/valuation <GO>
Free Cash Flow Yield	4.63%	2.08%	+2.55	ESAB	/fcf-yield <GO>
Operating Margin	14.50%	33.00%	-18.50	BRK-A	/operating-margins <GO>
Net Profit Margin ACTIVE	8.00%	27.10%	-19.10	BRK-A	/net-margins <GO>
Revenue Growth (YoY)	3.70%	-1.00%	+4.70	ESAB	/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	3.02	-0.67	BRK-A	/balance-sheet <GO>
Piotroski F-Score Quality	7/9	6/9	+1.00	ESAB	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	6.50%	7.30%	-0.80	ESAB	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	52.3	67.2	-14.89	BRK-A	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	0.89	1.13	-0.24	BRK-A	/macro-sensitivity <GO>
Forward P/E Multiple	18.9x	16.7x	+2.20	BRK-A	/forward-pe <GO>
Enterprise Scale & Market Cap	$4.61B	$1.20T	-$1.20T	BRK-A	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	ESAB REV	BRK-A REV	ESAB GROSS %	BRK-A GROSS %	ESAB FCF	BRK-A FCF
FY 2025	$2.84B	$247.24B	36.9%	44.0%	$213.3M	$25.04B
FY 2024	$2.74B	$249.71B	37.9%	44.0%	$303.6M	$11.62B
FY 2023	$2.77B	$254.91B	44.0%	44.0%	$205.6M	$37.73B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

ESAB // BETA 0.89

BRK-A // BETA 1.13