WallStSmart

Kennametal Inc (KMT)vsLincoln Electric Holdings Inc (LECO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lincoln Electric Holdings Inc generates 108% more annual revenue ($4.23B vs $2.03B). LECO leads profitability with a 12.3% profit margin vs 5.4%. KMT appears more attractively valued with a PEG of 1.25. KMT earns a higher WallStSmart Score of 66/100 (B-).

KMT

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 5.5Value: 10.0Quality: 7.5
Piotroski: 3/9Altman Z: 2.58

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

KMTUndervalued (+39.8%)

Margin of Safety

+39.8%

Fair Value

$66.92

Current Price

$36.37

$30.55 discount

UndervaluedFair: $66.92Overvalued
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

KMT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
91.3%10/10

Earnings expanding 91.3% YoY

Price/BookValuation
2.1x8/10

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

KMT2 concerns · Avg: 3.0/10
Profit MarginProfitability
5.4%3/10

5.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : KMT

The strongest argument for KMT centers on EPS Growth, Price/Book. 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.

Bear Case : KMT

The primary concerns for KMT are Profit Margin, Piotroski F-Score.

Bear Case : LECO

The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

KMT carries more volatility with a beta of 1.46 — expect wider price swings.

KMT is growing revenue faster at 9.8% — 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

KMT scores higher overall (66/100 vs 56/100). 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.

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.

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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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