WallStSmart

Hillman Solutions Corp (HLMN)vsLincoln Electric Holdings Inc (LECO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lincoln Electric Holdings Inc generates 187% more annual revenue ($4.48B vs $1.56B). LECO leads profitability with a 12.3% profit margin vs 2.3%. LECO trades at a lower P/E of 26.1x. LECO earns a higher WallStSmart Score of 64/100 (C+).

HLMN

Hold

50

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 4.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.56

LECO

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 4.00

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLMN2 strengths · Avg: 9.0/10
EPS GrowthGrowth
209.7%10/10

Earnings expanding 209.7% YoY

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

LECO2 strengths · Avg: 10.0/10
Return on EquityProfitability
35.6%10/10

Every $100 of equity generates 36 in profit

Altman Z-ScoreHealth
4.0010/10

Safe zone — low bankruptcy risk

Areas to Watch

HLMN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Altman Z-ScoreHealth
1.564/10

Distress zone — elevated risk

Market CapQuality
$1.54B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

LECO3 concerns · Avg: 4.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

P/E RatioValuation
26.1x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : HLMN

The strongest argument for HLMN centers on EPS Growth, Price/Book.

Bull Case : LECO

The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 12.0% demonstrates continued momentum.

Bear Case : HLMN

The primary concerns for HLMN are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 43.7x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.

Bear Case : LECO

The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

HLMN carries more volatility with a beta of 1.38 — expect wider price swings.

LECO is growing revenue faster at 12.0% — sustainability is the question.

LECO generates stronger free cash flow (63M), providing more financial flexibility.

Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LECO scores higher overall (64/100 vs 50/100) and 12.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Hillman Solutions Corp

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Hillman Solutions Corp (HLMN) is a leading provider of innovative hardware and home improvement solutions, specializing in fasteners, keys, plumbing products, and identification systems for both professional and retail markets. The company boasts a robust distribution network and emphasizes advanced technology to enhance operational efficiency and customer satisfaction. With a strategic focus on continuous product innovation and targeted acquisitions, Hillman is well-positioned for sustainable growth in a competitive landscape driven by increasing consumer demand for convenience. This adaptability, paired with a strong operational framework, positions Hillman to deliver significant shareholder value over the long term.

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Lincoln Electric Holdings Inc

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Lincoln Electric Holdings, Inc. designs, develops, manufactures and sells welding, cutting and brazing products worldwide. The company is headquartered in Cleveland, Ohio.

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