COMP <GO>
LECO vs CAT // EV/EBITDA & P/E VALUATION
Lincoln Electric Holdings Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: LECO 7
— CAT 8
▲ EV/EBITDA & P/E VALUATION LEADER: LECO
LAST: $276.92 (-2.62%) • MKT CAP: $15.40B
valuation
18.5x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
valuation
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LECO VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LECO | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.20% | 82.20% | -46.00 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.50% | 21.15% | +3.35 | LECO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 18.5x | 20.9x | -2.36 | LECO | /valuation <GO> |
| Free Cash Flow Yield | 3.06% | 3.74% | -0.68 | CAT | /fcf-yield <GO> |
| Operating Margin | 17.00% | 17.52% | -0.52 | CAT | /operating-margins <GO> |
| Net Profit Margin | 12.30% | 14.51% | -2.21 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 5.60% | 18.36% | -12.76 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.09% | 1.05% | +0.04 | LECO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.61 | 4.34 | +3.27 | LECO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | LECO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 8.46% | -1.96 | LECO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.8 | 23.6 | +34.22 | LECO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.02 | -0.13 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.5x | 26.0x | +1.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.40B | $286.26B | -$270.86B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LECO REV | CAT REV | LECO GROSS % | CAT GROSS % | LECO FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.23B | $67.59B | 36.2% | 99.9% | $470.7M | $8.92B |
| FY 2024 | $4.01B | $64.81B | 36.7% | 100.0% | $418.6M | $10.05B |
| FY 2023 | $4.19B | $67.06B | 44.0% | 99.8% | $478.9M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LECO // BETA 0.89
CAT // BETA 1.02