AME vs LECO
Ametek vs Lincoln Electric — AI-powered side-by-side comparison
VS
LECO
Lincoln Electric
68
Buy
| Metric | AME | LECO |
|---|
| AI Score |
67
|
68
|
| Price |
$253.84
|
$282.06
|
| P/E Ratio |
36.92×
|
27.92×
|
| ROE |
13.9%
|
35.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
36.6%
|
36.0%
|
| Debt / Equity |
0.21×
|
0.74×
|
| Dividend Yield |
0.5%
|
1.1%
|
| RSI (14) |
70.8
|
73.3
|
| Beta |
0.99
|
1.211
|
| Expected Upside |
—
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for AME versus LECO.
LECO leads by 1 points.
LECO scores 68/100 (Buy) versus AME at 67/100 (Buy).
AME Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.21) -- balance sheet can absorb a shock. The main limiting factor is p/e of 36.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 36.9 is moderate-to-rich — Value
- Price-to-book of 4.4x prices in significant intangible value — Value
- RSI at 71 is in overbought territory — Technical
LECO Committee View
80% agreement
5 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is bollinger bandwidth of 18.0% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- RSI at 73 is in overbought territory — Technical
- Bollinger bandwidth of 18.0% signals elevated volatility — Risk