WallStSmart

Lincoln Electric Holdings Inc (LECO)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 556% more annual revenue ($27.78B vs $4.23B). LECO leads profitability with a 12.3% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.18. 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

PCAR

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LECO.

PCARSignificantly Overvalued (-24.7%)

Margin of Safety

-24.7%

Fair Value

$103.83

Current Price

$118.14

$14.31 premium

UndervaluedFair: $103.83Overvalued

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

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$62.52B9/10

Large-cap with strong market position

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%

PCAR3 concerns · Avg: 3.0/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : LECO

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

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bear Case : LECO

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

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

LECO carries more volatility with a beta of 1.29 — expect wider price swings.

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

PCAR generates stronger free cash flow (778M), providing more financial flexibility.

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

Bottom Line

LECO scores higher overall (56/100 vs 52/100). Both earn "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.

PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

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