LECO vs WMS
Lincoln Electric vs Advanced Drainage Systems — AI-powered side-by-side comparison
LECO
Lincoln Electric
68
Buy
VS
WMS
Advanced Drainage Systems
67
Buy
| Metric | LECO | WMS |
|---|
| AI Score |
68
|
67
|
| Price |
$282.06
|
$144.02
|
| P/E Ratio |
27.92×
|
24.69×
|
| ROE |
35.4%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
36.0%
|
37.6%
|
| Debt / Equity |
0.74×
|
24.57×
|
| Dividend Yield |
1.1%
|
0.5%
|
| RSI (14) |
73.3
|
47.4
|
| Beta |
1.211
|
1.262
|
| Expected Upside |
+9.9%
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for LECO versus WMS.
LECO leads by 1 points.
LECO scores 68/100 (Buy) versus WMS at 67/100 (Buy).
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
WMS Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is price-to-book of 5.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 5.5x prices in significant intangible value — Value