Lincoln Electric Holdings Inc (LECO)vsRBC Bearings Incorporated (RBC)
LECO
Lincoln Electric Holdings Inc
$256.56
+0.73%
INDUSTRIALS · Cap: $13.96B
RBC
RBC Bearings Incorporated
$561.66
+1.71%
INDUSTRIALS · Cap: $16.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Lincoln Electric Holdings Inc generates 136% more annual revenue ($4.23B vs $1.79B). RBC leads profitability with a 15.0% profit margin vs 12.3%. RBC appears more attractively valued with a PEG of 1.40. RBC earns a higher WallStSmart Score of 58/100 (C).
LECO
Buy56
out of 100
Grade: C
RBC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-358.9%
Fair Value
$63.31
Current Price
$256.56
$193.25 premium
Margin of Safety
-90.5%
Fair Value
$289.00
Current Price
$561.66
$272.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.4%
17.0% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 9.6x book value
Earnings declined 0.3%
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.
Bull Case : RBC
The strongest argument for RBC centers on Operating Margin, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum. PEG of 1.40 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 : RBC
The primary concerns for RBC are P/E Ratio. A P/E of 62.5x 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 1.50 — expect wider price swings.
RBC is growing revenue faster at 17.0% — sustainability is the question.
RBC generates stronger free cash flow (99M), providing more financial flexibility.
Bottom Line
RBC scores higher overall (58/100 vs 56/100) and 17.0% revenue growth. 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.
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.
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