CNH Industrial N.V. (CNH)vsLincoln Electric Holdings Inc (LECO)
CNH
CNH Industrial N.V.
$10.75
-0.92%
INDUSTRIALS · Cap: $13.32B
LECO
Lincoln Electric Holdings Inc
$262.13
-0.65%
INDUSTRIALS · Cap: $14.15B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 316% more annual revenue ($18.09B vs $4.35B). LECO leads profitability with a 12.4% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.61. LECO earns a higher WallStSmart Score of 64/100 (C+).
CNH
Buy51
out of 100
Grade: C-
LECO
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 5.0% — below average capital efficiency
2.1% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 9.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : CNH
The primary concerns for CNH are P/E Ratio, Altman Z-Score, Return on Equity. Debt-to-equity of 3.37 is elevated, increasing financial risk. Thin 2.1% margins leave little buffer for downturns.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CNH 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 FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LECO scores higher overall (64/100 vs 51/100) 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.
CNH Industrial N.V.
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
CNH Industrial N.V., an equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific. The company is headquartered in Basildon, the United Kingdom.
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.
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