Lincoln Electric vs Valmont Industries
LECO and VMI side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LECO and VMI compare
Lincoln Electric is the larger company, worth 1.9 times as much as Valmont Industries ($15.3B against $8.1B).
On earnings, Valmont Industries is cheaper: it trades at 15.6× trailing earnings, against 27.1× for Lincoln Electric.
Lincoln Electric grew revenue faster over the last twelve months (11.1% versus 4.6% for Valmont Industries).
Lincoln Electric keeps more of each dollar of sales as profit, with a net margin of 12.4% compared with 12.1% at Valmont Industries.
Both pay dividends: Lincoln Electric yields 1.1% and Valmont Industries 0.71%.
Valmont Industries scores higher on the StockData Score (19 against 16 for Lincoln Electric), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LECO | VMI |
|---|---|---|
| Size and price | ||
| Market cap | $15.3B | $8.1B |
| Share price | $282.86 | $420.92 |
| Change, 1 year | 19.7% | 2.6% |
| Change, 5 years | 93.7% | 64.5% |
| Beta (5Y) | 0.97 | 0.96 |
| Employees | 66 | 6,294 |
| StockData Score | ||
| Total score | 16 | 19 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 1 | 1 |
| Performance score | 6 (better) | 5 |
| Health score | 5 | 5 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 27.1× | 15.6× (better) |
| P/S | 3.3× | 1.9× (better) |
| P/B | 9.9× | 4.6× (better) |
| EV/EBITDA | 17.9× | 12.3× (better) |
| P/FCF | 29.9× | 26.3× (better) |
| PEG | 5.37 | 1.20 (better) |
| FCF yield | 3.3% | 3.8% (better) |
| Fair value | $237.80 | $502.77 |
| Margin of safety | −18.9% | 16.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.1% (better) | 4.6% |
| Revenue growth, 5Y average | 9.8% (better) | 7.2% |
| Net income growth (TTM) | 9.6% | 98.9% (better) |
| EPS growth (TTM) | 11.7% | 132% (better) |
| EPS growth, 5Y average | 22.2% (better) | 20.6% |
| Profitability | ||
| Gross margin | 35.5% (better) | 30.3% |
| Operating margin | 17.3% (better) | 14.2% |
| Net margin | 12.4% (better) | 12.1% |
| FCF margin | 11.0% (better) | 7.1% |
| Return on equity | 38.7% (better) | 30.8% |
| Return on invested capital | 25.6% (better) | 24.3% |
| Financial health | ||
| Debt / equity | 0.74 | 0.43 (better) |
| Net debt / EBITDA | 0.96 | 0.90 (better) |
| Interest coverage | 14.3× | 16.0× (better) |
| Current ratio | 1.91 | 2.41 (better) |
| Altman Z-score | 7.74 (better) | 6.24 |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.1% (better) | 0.71% |
| Payout ratio | 30.0% | 10.9% |
| Years of dividend growth | 16 (better) | 1 |
| Dividend growth, 5Y average | 9.0% (better) | 8.6% |
| Buyback yield | 1.9% | 3.4% (better) |
| Shareholder yield | 3.0% | 4.1% (better) |
| Ownership | ||
| Held by institutions | 82.2% | 95.9% |
| Held by insiders | 0.53% | 1.5% |
| Insider net buying, 12 months | −$12.4M | −$9.3M (better) |
| Short interest, % of float | 1.7% | 2.3% |
Go deeper
- LECO stock overview
- LECO income statement
- LECO valuation and score
- VMI stock overview
- VMI income statement
- VMI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.