WallStSmart

Lincoln Electric Holdings Inc (LECO)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 146% more annual revenue ($10.42B vs $4.23B). LECO leads profitability with a 12.3% profit margin vs 6.2%. LECO appears more attractively valued with a PEG of 1.72. LECO earns a higher WallStSmart Score of 56/100 (C).

LECO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 5.0Quality: 6.8
Piotroski: 4/9Altman Z: 4.10

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LECO.

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LECO2 strengths · Avg: 10.0/10
Return on EquityProfitability
37.2%10/10

Every $100 of equity generates 37 in profit

Altman Z-ScoreHealth
4.1010/10

Safe zone — low bankruptcy risk

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

LECO4 concerns · Avg: 3.5/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

P/E RatioValuation
27.6x4/10

Moderate valuation

Price/BookValuation
9.6x4/10

Trading at 9.6x book value

EPS GrowthGrowth
-0.3%2/10

Earnings declined 0.3%

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : LECO

The strongest argument for LECO centers on Return on Equity, Altman Z-Score.

Bull Case : OSK

The strongest argument for OSK centers on P/E Ratio, Price/Book.

Bear Case : LECO

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

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

LECO is growing revenue faster at 5.5% — sustainability is the question.

OSK generates stronger free cash flow (526M), 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). OSK offers better value entry with a 32.8% margin of safety. 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.

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.

Oshkosh Corporation

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.

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