WallStSmart

Hillman Solutions Corp (HLMN)vsLincoln Electric Holdings Inc (LECO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lincoln Electric Holdings Inc generates 173% more annual revenue ($4.23B vs $1.55B). LECO leads profitability with a 12.3% profit margin vs 2.6%. LECO trades at a lower P/E of 27.4x. LECO earns a higher WallStSmart Score of 56/100 (C).

HLMN

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 5.0Value: 6.3Quality: 7.5
Piotroski: 4/9Altman Z: 1.57

LECO

Buy

56

out of 100

Grade: C

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLMNOvervalued (-10.0%)

Margin of Safety

-10.0%

Fair Value

$9.36

Current Price

$8.42

$0.94 premium

UndervaluedFair: $9.36Overvalued
LECOSignificantly Overvalued (-358.9%)

Margin of Safety

-358.9%

Fair Value

$63.31

Current Price

$256.56

$193.25 premium

UndervaluedFair: $63.31Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLMN1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

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

Areas to Watch

HLMN4 concerns · Avg: 4.0/10
P/E RatioValuation
38.8x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLMN

The strongest argument for HLMN centers on Price/Book.

Bull Case : LECO

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

Bear Case : HLMN

The primary concerns for HLMN are P/E Ratio, Revenue Growth, EPS Growth. Thin 2.6% 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

HLMN carries more volatility with a beta of 1.70 — 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

LECO scores higher overall (56/100 vs 51/100). 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.

Hillman Solutions Corp

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Hillman Solutions Corp (HLMN) is a leading provider of innovative hardware and home improvement solutions, focusing on fasteners, keys, plumbing products, and identification systems for both professional and retail markets. The company leverages advanced technology and an extensive distribution network to enhance operational efficiency and customer satisfaction. Hillman's dedication to continuous product innovation and strategic acquisitions positions it for long-term growth in an evolving competitive landscape. As consumer demand for convenience and accessibility rises, Hillman Solutions Corp is well-prepared to adapt and generate significant shareholder value.

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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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