Hillman Solutions Corp (HLMN)vsLincoln Electric Holdings Inc (LECO)
HLMN
Hillman Solutions Corp
$8.42
+0.60%
INDUSTRIALS · Cap: $1.66B
LECO
Lincoln Electric Holdings Inc
$256.56
+0.73%
INDUSTRIALS · Cap: $13.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Lincoln Electric Holdings Inc generates 173% more annual revenue ($4.23B vs $1.55B). LECO leads profitability with a 12.3% profit margin vs 2.6%. LECO trades at a lower P/E of 27.4x. LECO earns a higher WallStSmart Score of 56/100 (C).
HLMN
Hold48
out of 100
Grade: D+
LECO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.0%
Fair Value
$9.36
Current Price
$8.42
$0.94 premium
Margin of Safety
-358.9%
Fair Value
$63.31
Current Price
$256.56
$193.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 209.7% YoY
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Areas to Watch
4.5% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Trading at 9.6x book value
Earnings declined 0.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : HLMN
The strongest argument for HLMN centers on Price/Book, EPS Growth.
Bull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score.
Bear Case : HLMN
The primary concerns for HLMN are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 42.1x leaves little room for execution misses. Thin 2.6% 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 1.70 — expect wider price swings.
LECO is growing revenue faster at 5.5% — sustainability is the question.
LECO generates stronger free cash flow (52M), providing more financial flexibility.
Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LECO scores higher overall (56/100 vs 48/100). 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, focusing on fasteners, keys, plumbing products, and identification systems for both professional and retail markets. The company leverages advanced technology and an extensive distribution network to enhance operational efficiency and customer satisfaction. Hillman's dedication to continuous product innovation and strategic acquisitions positions it for long-term growth in an evolving competitive landscape. As consumer demand for convenience and accessibility rises, Hillman Solutions Corp is well-prepared to adapt and generate significant shareholder value.
Visit Website →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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