Kennametal Inc (KMT)vsLincoln Electric Holdings Inc (LECO)
KMT
Kennametal Inc
$36.10
-13.45%
INDUSTRIALS · Cap: $3.18B
LECO
Lincoln Electric Holdings Inc
$271.11
0.00%
INDUSTRIALS · Cap: $14.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Lincoln Electric Holdings Inc generates 104% more annual revenue ($4.35B vs $2.14B). LECO leads profitability with a 12.4% profit margin vs 6.4%. KMT appears more attractively valued with a PEG of 1.25. KMT earns a higher WallStSmart Score of 69/100 (B-).
KMT
Strong Buy69
out of 100
Grade: B-
LECO
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.5%
Fair Value
$40.06
Current Price
$36.10
$3.96 premium
Intrinsic value data unavailable for LECO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 83.5% YoY
Reasonable price relative to book value
Revenue surging 21.8% year-over-year
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
6.4% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Expensive relative to growth rate
Moderate valuation
Trading at 10.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : KMT
The strongest argument for KMT centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 21.8% demonstrates continued momentum. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : KMT
The primary concerns for KMT are P/E Ratio, Profit Margin, Piotroski F-Score.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
KMT profiles as a growth stock while LECO is a value play — different risk/reward profiles.
KMT carries more volatility with a beta of 1.44 — expect wider price swings.
KMT is growing revenue faster at 21.8% — sustainability is the question.
LECO generates stronger free cash flow (63M), providing more financial flexibility.
Bottom Line
KMT scores higher overall (69/100 vs 64/100) and 21.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Kennametal Inc
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Kennametal Inc. develops and applies tungsten carbides, ceramics and super hard materials and solutions for use in extreme wear and metal cutting applications to enable customers to work against corrosion and high temperature conditions around the world. The company is headquartered in Pittsburgh, Pennsylvania.
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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