Lincoln Electric Holdings Inc (LECO)vsPACCAR Inc (PCAR)
LECO
Lincoln Electric Holdings Inc
$262.13
-0.65%
INDUSTRIALS · Cap: $14.15B
PCAR
PACCAR Inc
$118.07
+0.80%
INDUSTRIALS · Cap: $59.41B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 539% more annual revenue ($27.78B vs $4.35B). LECO leads profitability with a 12.4% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.12. LECO earns a higher WallStSmart Score of 64/100 (C+).
LECO
Buy64
out of 100
Grade: C+
PCAR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LECO.
Margin of Safety
-37.6%
Fair Value
$84.77
Current Price
$118.06
$33.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 9.5x book value
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 11.7% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
LECO carries more volatility with a beta of 1.22 — expect wider price swings.
LECO is growing revenue faster at 11.7% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LECO scores higher overall (64/100 vs 56/100) 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.
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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
Compare with Other TOOLS & ACCESSORIES Stocks
Want to dig deeper into these stocks?