Lincoln Electric Holdings Inc (LECO)vsPACCAR Inc (PCAR)
LECO
Lincoln Electric Holdings Inc
$262.99
+1.81%
INDUSTRIALS · Cap: $14.08B
PCAR
PACCAR Inc
$112.09
-1.59%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 521% more annual revenue ($27.82B vs $4.48B). LECO leads profitability with a 12.3% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. LECO earns a higher WallStSmart Score of 66/100 (B-).
LECO
Strong Buy66
out of 100
Grade: B-
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LECO.
Margin of Safety
-36.8%
Fair Value
$85.78
Current Price
$112.09
$26.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 9.2x book value
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : LECO
The primary concerns for LECO are P/E Ratio, Price/Book.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LECO carries more volatility with a beta of 1.22 — expect wider price swings.
LECO is growing revenue faster at 12.0% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LECO scores higher overall (66/100 vs 54/100) 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.
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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