Lincoln Electric Holdings Inc (LECO)vsTimken Company (TKR)
LECO
Lincoln Electric Holdings Inc
$274.75
-0.65%
INDUSTRIALS · Cap: $14.15B
TKR
Timken Company
$137.60
-1.37%
INDUSTRIALS · Cap: $9.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Timken Company generates 7% more annual revenue ($4.67B vs $4.35B). LECO leads profitability with a 12.4% profit margin vs 6.6%. LECO appears more attractively valued with a PEG of 1.70. LECO earns a higher WallStSmart Score of 64/100 (C+).
LECO
Buy64
out of 100
Grade: C+
TKR
Buy59
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
Reasonable price relative to book value
Earnings expanding 26.1% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 10.0x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.6% margin — thin
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 11.7% demonstrates continued momentum.
Bull Case : TKR
The strongest argument for TKR centers on Price/Book, EPS Growth.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TKR
The primary concerns for TKR are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
TKR carries more volatility with a beta of 1.23 — expect wider price swings.
LECO is growing revenue faster at 11.7% — sustainability is the question.
LECO generates stronger free cash flow (63M), providing more financial flexibility.
Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LECO scores higher overall (64/100 vs 59/100) and 11.7% 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.
Timken Company
INDUSTRIALS · TOOLS & ACCESSORIES · USA
The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.
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