WallStSmart

Lincoln Electric Holdings Inc (LECO)vsToro Co (TTC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Toro Co generates 8% more annual revenue ($4.55B vs $4.23B). LECO leads profitability with a 12.3% profit margin vs 7.3%. TTC appears more attractively valued with a PEG of 1.46. TTC earns a higher WallStSmart Score of 58/100 (C).

LECO

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 7.3Quality: 6.8
Piotroski: 4/9Altman Z: 4.10

TTC

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 10.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LECOSignificantly Overvalued (-358.9%)

Margin of Safety

-358.9%

Fair Value

$63.31

Current Price

$256.56

$193.25 premium

UndervaluedFair: $63.31Overvalued
TTCUndervalued (+36.2%)

Margin of Safety

+36.2%

Fair Value

$156.31

Current Price

$95.66

$60.65 discount

UndervaluedFair: $156.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LECO2 strengths · Avg: 10.0/10
Return on EquityProfitability
37.2%10/10

Every $100 of equity generates 37 in profit

Altman Z-ScoreHealth
4.1010/10

Safe zone — low bankruptcy risk

TTC2 strengths · Avg: 8.5/10
Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

EPS GrowthGrowth
32.7%8/10

Earnings expanding 32.7% YoY

Areas to Watch

LECO4 concerns · Avg: 3.5/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

P/E RatioValuation
27.4x4/10

Moderate valuation

Price/BookValuation
9.6x4/10

Trading at 9.6x book value

EPS GrowthGrowth
-0.3%2/10

Earnings declined 0.3%

TTC3 concerns · Avg: 3.7/10
P/E RatioValuation
28.5x4/10

Moderate valuation

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : LECO

The strongest argument for LECO centers on Return on Equity, Altman Z-Score.

Bull Case : TTC

The strongest argument for TTC centers on Return on Equity, EPS Growth. PEG of 1.46 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 : TTC

The primary concerns for TTC are P/E Ratio, Revenue Growth, Profit Margin.

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.

LECO generates stronger free cash flow (52M), providing more financial flexibility.

Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TTC scores higher overall (58/100 vs 56/100). 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.

Toro Co

INDUSTRIALS · TOOLS & ACCESSORIES · USA

The Toro Company designs, manufactures and markets professional and residential equipment worldwide. The company is headquartered in Bloomington, Minnesota.

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