Lincoln Electric Holdings Inc (LECO)vsRBC Bearings Incorporated (RBC)
LECO
Lincoln Electric Holdings Inc
$271.11
0.00%
INDUSTRIALS · Cap: $14.85B
RBC
RBC Bearings Incorporated
$611.54
-1.87%
INDUSTRIALS · Cap: $18.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Lincoln Electric Holdings Inc generates 143% more annual revenue ($4.35B vs $1.79B). RBC leads profitability with a 15.0% profit margin vs 12.4%. RBC appears more attractively valued with a PEG of 1.40. LECO earns a higher WallStSmart Score of 64/100 (C+).
LECO
Buy64
out of 100
Grade: C+
RBC
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.4%
17.0% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 10.1x book value
Premium valuation, high expectations priced in
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 : RBC
The strongest argument for RBC centers on Operating Margin, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum. PEG of 1.40 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 : RBC
The primary concerns for RBC are P/E Ratio. A P/E of 69.9x leaves little room for execution misses.
Key Dynamics to Monitor
LECO profiles as a value stock while RBC is a growth play — different risk/reward profiles.
RBC carries more volatility with a beta of 1.49 — expect wider price swings.
RBC is growing revenue faster at 17.0% — sustainability is the question.
RBC generates stronger free cash flow (99M), providing more financial flexibility.
Bottom Line
LECO scores higher overall (64/100 vs 58/100) 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.
RBC Bearings Incorporated
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.
Compare with Other TOOLS & ACCESSORIES Stocks
Want to dig deeper into these stocks?