Lincoln Electric Holdings Inc (LECO)vsRBC Bearings Incorporated (RBC)
LECO
Lincoln Electric Holdings Inc
$262.99
+1.81%
INDUSTRIALS · Cap: $14.08B
RBC
RBC Bearings Incorporated
$500.26
+0.08%
INDUSTRIALS · Cap: $15.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Lincoln Electric Holdings Inc generates 129% more annual revenue ($4.48B vs $1.95B). RBC leads profitability with a 16.4% profit margin vs 12.3%. LECO appears more attractively valued with a PEG of 1.45. LECO earns a higher WallStSmart Score of 66/100 (B-).
LECO
Strong Buy66
out of 100
Grade: B-
RBC
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 27.2%
19.2% revenue growth
Earnings expanding 47.5% YoY
Areas to Watch
Moderate valuation
Trading at 9.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : RBC
The strongest argument for RBC centers on Debt/Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 27.2%. Revenue growth of 19.2% demonstrates continued momentum.
Bear Case : LECO
The primary concerns for LECO are P/E Ratio, Price/Book.
Bear Case : RBC
The primary concerns for RBC are PEG Ratio, P/E Ratio. A P/E of 48.1x leaves little room for execution misses.
Key Dynamics to Monitor
LECO profiles as a value stock while RBC is a growth play — different risk/reward profiles.
RBC carries more volatility with a beta of 1.40 — expect wider price swings.
RBC is growing revenue faster at 19.2% — sustainability is the question.
LECO generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
LECO scores higher overall (66/100 vs 63/100) 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.
RBC Bearings Incorporated
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.
Compare with Other TOOLS & ACCESSORIES Stocks
Want to dig deeper into these stocks?