WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 137% more annual revenue ($10.61B vs $4.48B). LECO leads profitability with a 12.3% profit margin vs 5.2%. LECO appears more attractively valued with a PEG of 1.45. LECO earns a higher WallStSmart Score of 66/100 (B-).

LECO

Strong Buy

66

out of 100

Grade: B-

Growth: 5.3Profit: 8.0Value: 5.7Quality: 7.0
Piotroski: 4/9Altman Z: 4.00

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

LECO2 concerns · Avg: 4.0/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Price/BookValuation
9.2x4/10

Trading at 9.2x book value

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : LECO

The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 12.0% demonstrates continued momentum. PEG of 1.45 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

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

Bear Case : LECO

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

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.26 — expect wider price swings.

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

OSK generates stronger free cash flow (349M), providing more financial flexibility.

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

Bottom Line

LECO scores higher overall (66/100 vs 52/100) and 12.0% 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.

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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