Howmet Aerospace Inc (HWM)vsLincoln Electric Holdings Inc (LECO)
HWM
Howmet Aerospace Inc
$288.20
+0.65%
INDUSTRIALS · Cap: $111.63B
LECO
Lincoln Electric Holdings Inc
$277.64
+3.68%
INDUSTRIALS · Cap: $14.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 92% more annual revenue ($8.62B vs $4.48B). HWM leads profitability with a 20.2% profit margin vs 12.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
HWM
Strong Buy73
out of 100
Grade: B
LECO
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Earnings expanding 71.4% YoY
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.2%
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.9x book value
Expensive relative to growth rate
Moderate valuation
Trading at 10.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HWM
The strongest argument for HWM centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 20.2% and operating margin at 28.2%. Revenue growth of 19.1% demonstrates continued momentum.
Bull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
HWM profiles as a growth stock while LECO is a value play — different risk/reward profiles.
LECO carries more volatility with a beta of 1.21 — expect wider price swings.
HWM is growing revenue faster at 19.1% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 64/100), backed by strong 20.2% margins and 19.1% revenue growth. Both earn "Strong 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.
Howmet Aerospace Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.
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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