Lincoln Electric Holdings Inc (LECO)vsTimken Company (TKR)
LECO
Lincoln Electric Holdings Inc
$256.56
+0.73%
INDUSTRIALS · Cap: $13.96B
TKR
Timken Company
$101.90
+0.86%
INDUSTRIALS · Cap: $7.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Timken Company generates 8% more annual revenue ($4.58B vs $4.23B). LECO leads profitability with a 12.3% profit margin vs 6.3%. TKR appears more attractively valued with a PEG of 1.36. LECO earns a higher WallStSmart Score of 56/100 (C).
LECO
Buy56
out of 100
Grade: C
TKR
Buy53
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
-289.3%
Fair Value
$27.95
Current Price
$101.90
$73.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 9.6x book value
Earnings declined 0.3%
3.5% revenue growth
6.3% margin — thin
Weak financial health signals
Earnings declined 11.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score.
Bull Case : TKR
The strongest argument for TKR centers on Price/Book. PEG of 1.36 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 : TKR
The primary concerns for TKR are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
LECO carries more volatility with a beta of 1.26 — expect wider price swings.
LECO is growing revenue faster at 5.5% — sustainability is the question.
TKR generates stronger free cash flow (141M), providing more financial flexibility.
Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LECO scores higher overall (56/100 vs 53/100). 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.
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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