Análisis Argos
LECO
LECOCara
Lincoln Electric Holdings, Inc. · Industrials
US$ 267.25
precio al 2026-07-28
Valor justo Argos*
US$ 142–178
vs. su valor justo
68% por encima
Score Argos
59/100
LA RESPUESTA
El mercado le pide crezca 19.1% al año — más de lo que ha demostrado (8.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 12% el último año.
Retorno sobre el capital alto (23%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR2/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos59de 100Cara
Ingresos5%
US$ 4.2 B
Margen operativo6%
16.9%
Flujo de caja libre10%
US$ 0.5 B
Deuda neta
US$ 1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 14.6B
P/E28.1x
EV/EBITDA19.2x
FCF yield3.6%
ROIC22.5%
Margen operativo16.9%
Crecim. ingresos+5.5%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 8 jul
Top 50 High-Quality Dividend Growth Stocks For July 2026
I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.
businesswire.com · 7 jul
Lincoln Electric Schedules Webcast for Second Quarter 2026 Results
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc., (the “Company”) (Nasdaq: LECO) announced today that it will release its second quarter 2026 results on Thursday, July 30, 2026, prior to market open. An investor conference call and webcast will take place at 10:00 a.m. (ET) later that day. The event is available via webcast in listen-only mode and can be accessed here and on the Company's Investor Relations home page at https://ir.lincolnelectric.com. To participate via telephone, pl.
zacks.com · 6 jul
CNM vs. LECO: Which Stock Should Value Investors Buy Now?
Investors interested in Manufacturing - Tools & Related Products stocks are likely familiar with Core & Main (CNM) and Lincoln Electric Holdings (LECO). But which of these two companies is the best option for those looking for undervalued stocks?
zacks.com · 18 jun
CNM or LECO: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Manufacturing - Tools & Related Products sector might want to consider either Core & Main (CNM) or Lincoln Electric Holdings (LECO). But which of these two companies is the best option for those looking for undervalued stocks?
gurufocus.com · 12 jun
Graco Inc. Appoints Steven B. Hedlund to the Board of Directors
Graco Inc. (NYSE: GGG) announced today that Steven B. Hedlund has been appointed as a member of the company's Board of Directors, effective September 10, 2026.
businesswire.com · 12 jun
Graco Inc. Appoints Steven B. Hedlund to the Board of Directors
MINNEAPOLIS--(BUSINESS WIRE)--Graco Inc. (NYSE:GGG) announced today that Steven B. Hedlund has been appointed as a member of the company's Board of Directors, effective September 10, 2026. Mr. Hedlund is President and Chief Executive Officer of Lincoln Electric Holdings, Inc. (Nasdaq: LECO), a leading manufacturer of advanced arc welding solutions, a role he has held since January 2024. He also serves as its Chairman. Previously, he was Lincoln Electric's Chief Operating Officer and served in v.
seekingalpha.com · 8 jun
Top 50 High-Quality Dividend Growth Stocks For June 2026
I track a curated universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and forward return potential. Year-to-date, the universe lags SPY and SCHD, but select names like LRCX (+343%) and KLAC (+208%) have dramatically outperformed since inception. Currently, 40 stocks offer forward return estimates of at least 10%, with 24 appearing potentially undervalued by my free cash flow model.
seekingalpha.com · 6 may
Lincoln Electric Holdings, Inc. (LECO) Presents at Oppenheimer 21st Annual Industrial Growth Virtual Conference Transcript
Lincoln Electric Holdings, Inc. (LECO) Presents at Oppenheimer 21st Annual Industrial Growth Virtual Conference Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.