Kennametal Inc (KMT)vsLincoln Electric Holdings Inc (LECO)
KMT
Kennametal Inc
$29.94
+1.15%
INDUSTRIALS · Cap: $2.26B
LECO
Lincoln Electric Holdings Inc
$262.99
+1.81%
INDUSTRIALS · Cap: $14.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Lincoln Electric Holdings Inc generates 90% more annual revenue ($4.48B vs $2.36B). KMT leads profitability with a 14.5% profit margin vs 12.3%. KMT appears more attractively valued with a PEG of 1.25. KMT earns a higher WallStSmart Score of 88/100 (A).
KMT
Exceptional Buy88
out of 100
Grade: A
LECO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.4%
Fair Value
$32.62
Current Price
$29.94
$2.68 premium
Intrinsic value data unavailable for LECO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 41.2%
Revenue surging 42.6% year-over-year
Earnings expanding 929.0% YoY
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Negative free cash flow — burning cash
Moderate valuation
Trading at 9.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : KMT
The strongest argument for KMT centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 42.6% demonstrates continued momentum. PEG of 1.25 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 12.0% demonstrates continued momentum. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bear Case : KMT
The primary concerns for KMT are Free Cash Flow.
Bear Case : LECO
The primary concerns for LECO are P/E Ratio, Price/Book.
Key Dynamics to Monitor
KMT profiles as a growth stock while LECO is a value play — different risk/reward profiles.
KMT carries more volatility with a beta of 1.33 — expect wider price swings.
KMT is growing revenue faster at 42.6% — sustainability is the question.
LECO generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
KMT scores higher overall (88/100 vs 66/100) and 42.6% revenue growth. Both earn "Exceptional Buy" and "Strong 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.
Kennametal Inc
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Kennametal Inc. develops and applies tungsten carbides, ceramics and super hard materials and solutions for use in extreme wear and metal cutting applications to enable customers to work against corrosion and high temperature conditions around the world. The company is headquartered in Pittsburgh, Pennsylvania.
Visit Website →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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