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71

LECO

🏭 Industrials

Lincoln Electric Holdings, Inc.

Conservative #89Aggressive #339Low RiskLow 33ML↑ 34pt
$287.42+0.86%
Day High$288.00
Day Low$279.87
Volume0.3M
Mkt Cap$15.8B
52W Low $16152W High $310
Market Cap
$16.2B
P/E Ratio
31.5
Sector avg: 64.5
Rev Growth
-4.4%
Sector avg: 19.0%
Earnings Growth
-14.5%
Profit Margin
11.6%
Sector avg: -48.2%
Debt/Equity
0.95

Why This Score

LECO scores 70.9 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 35.1% exceeds the 15% quality threshold.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Minor adjustments (-1.1 points) applied. LECO's rank of #89 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score70.9
Fundamental Score63.5
ML Score86.0

Score by Horizon

3 Month
83.9
6 Month
93.8
Primary
1 Year
98.7

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
59
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
83
Grade A
Base
68.0
SHAP
+2.7
Factors
+1.3
Divergence
-1.1
Final
70.9
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

60AVG
Value55
Quality70
Growth45
Stability60
Investment70

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)53.0
Technical (Momentum, Weinstein, Volatility)88.0
External (Sentiment, Analyst, Macro)77.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+7.7% to +13.3%
Medium-term
+11.2% to +19.6%
Long-term
+18.7% to +30.3%

ML Model Core Features100 trained inputs → ML Score: 86

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+8.8%
Coverage0 analysts
Market Sentiment
Sentiment Score58.6/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.4%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+22.3%
Momentum ConsistencyModerate (0.49)
Relative Strength vs Sector+32.4%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.412
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
21%
Moderate — watch growth
Sector RevGr Rank
P16
Revenue growth vs Industrials peers
Sector PE Rank
P40
Valuation vs Industrials peers
Sector FCF Rank
P62
Free cash flow vs Industrials peers
Growth Deviation
-0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 64 relative to sector peers64/100
Machine learning model ranks this stock at the 98th percentileP98
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.8pt (features align with model priorities)—
Blend: 91% fund (63.9) + 9% ML (97.5) + SHAP(+3.8) = 70.7—
Factor quality: +1.9pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 7.6%Low
Market cap adjustment: +2.0 points ($16.2B market cap)+2.0 pts
Conviction penalty: -1.6pt (conviction=33)—
Divergence penalty: -3.5pt (ML 34pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Industrials — Rank #8 of 135 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
LECO70.931.5-4.4%11.6%$16.2B
FER83.712.27.4%35.3%$51.9B
NDSN76.335.13.8%17.4%$16.6B
OMAB76.120.14.3%32.7%$6.2B
ODFL75.839.8-0.9%20.4%$40.6B
FAST72.742.68.7%15.3%$53.3B
WWD70.947.87.3%12.4%$22.8B
CSX70.926.5-3.1%20.5%$76.0B
CTAS70.441.97.7%17.5%$77.7B
PCAR70.428.2-4.2%12.4%$66.7B
RYAAY69.713.03.8%11.6%$34.3B
CPRT69.123.09.7%33.4%$36.3B
FELE68.535.5-2.1%8.9%$4.8B
AEIS67.881.221.4%8.3%$11.9B
IESC67.730.916.9%9.1%$10.3B
GLDD65.614.329.4%9.7%$1.2B
Sector Average45.264.519.0%-48.2%—

Market Sentimentvia FMP

Analyst Consensus
Hold22 analysts
Buy: 8Hold: 13Sell: 1
Price Target
$305consensus
Low $240Median $310High $340
+6.2% to consensus target

Company Overviewvia FMP

Lincoln Electric Holdings, Inc., through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers welding products, including arc welding power sources, plasma cutters, wire feeding systems, robotic welding packages, integrated automation systems, fume extraction equipment, consumable electrodes, fluxes and welding accessories, and specialty welding consumables and fabrication products. The company's product offering also includes computer numeric controlled plasma and oxy-fuel cutting systems, and regulators and torches used in oxy-fuel welding, cutting, and brazing; and consumables used in the brazing and soldering alloys market. In addition, it is involved in the retail business in the United States. Further, the company manufactures copper and aluminum headers, distributor assemblies, and manifolds for the heating, ventilation, and air conditioning sector in the United States and Mexico. The company serves general fabrication, energy and process, automotive and transportation, and construction and infrastructure industries, as well as heavy fabrication, ship building, and maintenance and repair markets. It sells its products directly to users of welding products, as well as through industrial distributors, retailers, and agents. The company was founded in 1895 and is headquartered in Cleveland, Ohio.

CEO
Steven Hedlund
Employees
12,000
Beta
1.27
Industry
Manufacturing - Tools & Accessories
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
51.5
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-7.3%
High: $310
From 52W Low
+78.4%
Low: $161.11
Moving Averages
10-Day
$288.40
Below
20-Day
$283.70
Above
50-Day
$263.40
Above
200-Day
$235.60
Above
60-Day Support
$234.05
60-Day Resistance
$310
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 84/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+22%
200 SMA Slope (60d)
+9.62%
Rising
Volume Ratio
1.23x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$1.1B$1.1B$1.1B$1.0B
Gross Profit$376M$389M$406M$365M
Operating Income$194M$177M$192M$165M
Net Income$136M$123M$143M$118M
EPS (Diluted)$2.45$2.21$2.56$2.10
Gross Margin34.9%36.7%37.3%36.4%
Operating Margin18.0%16.6%17.6%16.4%
Net Margin12.6%11.6%13.2%11.8%

Why This Stock

IndustrialsProfit margin 11.6%Earnings quality grade A

Tradability FilterGrade A — 83/100Score impact: -2.1pt

Volume
66
355K avg/day
Dollar Vol
100
$100M/day
Float
82
54M shares
Mkt Cap
83
$16.2B
Range
100
92% spread
Composite Liquidity Score83/100
FDCBA

Multi-Year Range Analysis

Sideways: 14/100
YearLowHighRangeStatus
2021$113.92$148.5426.4%Moderate
2022$118.17$150.6824.2%Narrow
2023$143.76$221.1442.4%Wide
2024$169.51$261.1342.6%Wide
2025$161.11$252.0044%Wide
3-Year Range
58%
Narrow Years
2 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
slight revenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
97.8%
Outstanding Shares
55M
Bid-Ask Spread
92.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.