FAST vs. LII: Fastenal vs. Lennox Stock Comparison
How do Fastenal (FAST) and Lennox (LII) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Fastenal (FAST) and Lennox (LII) both fall under the Capital Goods industry group, but FAST is classified in Trading Companies & Distributors while LII is classified in Building Products.
| Profile Item | FAST | LII |
|---|---|---|
| Name | Fastenal Co. | Lennox International Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Building Products |
| GICS Sub-Industry | Trading Companies & Distributors | Building Products |
| Market Capitalization | 60.80 billion USD | 11.70 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | August 20, 1987 | July 29, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FAST | LII |
|---|---|---|
| Total Return (1Y) | 36.82% | -27.83% |
| Total Return (3Y, Annualized) | 25.71% | -2.32% |
| Total Return (5Y, Annualized) | 15.98% | 3.79% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FAST | LII |
|---|---|---|
| Volatility (1Y, Annualized) | 24.55% | 41.59% |
| Beta (5Y) | 0.64 | 1.18 |
| Max Drawdown (5Y) | -30.71% | -49.95% |
| Avg. Volume (3M) | 7.21M | 563.34K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FAST | LII |
|---|---|---|
| Sharpe Ratio (1Y) | 1.33 | -0.77 |
| Sortino Ratio (1Y) | 2.00 | -0.96 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Lennox (LII) at 62.82% is the standout with ROE above its industry range; Fastenal (FAST) at 35.26% also sits in the top quartile.
FAST
Capital Goods industry group
35.26%
- Max
- 40.55%
- FAST
- 35.26%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
LII
Capital Goods industry group
62.82%
- LII
- 62.82%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Fastenal (FAST) at 15.62% and Lennox (LII) at 13.76% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
FAST
Capital Goods industry group
15.62%
- Max
- 27.47%
- FAST
- 15.62%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
LII
Capital Goods industry group
13.76%
- Max
- 27.47%
- LII
- 13.76%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Fastenal (FAST) at 21.55% and Lennox (LII) at 20.57% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
FAST
Capital Goods industry group
21.55%
- Max
- 36.60%
- FAST
- 21.55%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
LII
Capital Goods industry group
20.57%
- Max
- 36.60%
- LII
- 20.57%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | FAST | LII |
|---|---|---|
| ROE (TTM) | 35.26% | 62.82% |
| ROA (TTM) | 21.97% | 15.93% |
| Net Margin (TTM) | 15.62% | 13.76% |
| Operating Margin (TTM) | 21.55% | 20.57% |
| Gross Margin (TTM) | 44.61% | 32.62% |
Growth
Revenue Growth
Fastenal (FAST) at 8.67% is around its peer norm for revenue growth, while Lennox (LII) at -2.73% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both Fastenal (FAST) at 9.00% and Lennox (LII) at 1.11% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | FAST | LII |
|---|---|---|
| Revenue Growth (YoY) | 8.67% | -2.73% |
| Revenue Growth (3Y CAGR) | 5.52% | 3.26% |
| EPS Growth (YoY) | 9.00% | 1.11% |
| EPS Growth (3Y CAGR) | 4.87% | 17.97% |
Financial Strength
Current Ratio (MRQ)
Fastenal (FAST) at 3.93 carries current ratio above its industry’s typical mid-range, while Lennox (LII) at 1.21 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
FAST
Capital Goods industry group
3.93
- Max
- 5.22
- FAST
- 3.93
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
LII
Capital Goods industry group
1.21
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- LII
- 1.21
- Min
- 0.36
Debt / Equity (MRQ)
Fastenal (FAST) at 0.11 keeps leverage in the lower quartile, while Lennox (LII) at 1.58 sits in the higher-leverage quartile.
FAST
Capital Goods industry group
0.11
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- FAST
- 0.11
- Min
- 0.00
LII
Capital Goods industry group
1.58
- Max
- 2.33
- LII
- 1.58
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | FAST | LII |
|---|---|---|
| Current Ratio (MRQ) | 3.93 | 1.21 |
| Debt / Equity (MRQ) | 0.11 | 1.58 |
| Net Debt / EBITDA | 0.12 | 1.73 |
Dividends
Dividend Yield (TTM)
Both Fastenal (FAST) at 1.81% and Lennox (LII) at 1.53% offer top-quartile dividend income relative to share price within their industries.
FAST
Capital Goods industry group
1.81%
- Max
- 2.66%
- FAST
- 1.81%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
LII
Capital Goods industry group
1.53%
- Max
- 2.66%
- LII
- 1.53%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Lennox (LII) at 24.68% keeps its payout in the industry’s typical band, while Fastenal (FAST) at 78.05% pays out more than any of its peers — the most stretched cover in its group.
FAST
Capital Goods industry group
78.05%
- FAST
- 78.05%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
LII
Capital Goods industry group
24.68%
- Max
- 67.39%
- Q3
- 28.02%
- LII
- 24.68%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FAST | LII |
|---|---|---|
| Dividend Yield (TTM) | 1.81% | 1.53% |
| Dividend Payout Ratio (TTM) | 78.05% | 24.68% |
Valuation
P/E Ratio (TTM)
Lennox (LII) at 15.47 sits in the cheaper P/E ratio quartile, while Fastenal (FAST) at 43.08 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
FAST
Capital Goods industry group
43.08
- Max
- 59.38
- FAST
- 43.08
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
LII
Capital Goods industry group
15.47
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- LII
- 15.47
- Min
- 3.03
P/S Ratio (TTM)
Lennox (LII) at 2.15 is priced about in line with its industry on P/S ratio, while Fastenal (FAST) at 6.70 sits in the pricier quartile — FAST costs more per dollar of sales.
FAST
Capital Goods industry group
6.70
- Max
- 7.54
- FAST
- 6.70
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
LII
Capital Goods industry group
2.15
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- LII
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: Lennox (LII) at 8.88 sits in the upper P/B ratio quartile, and Fastenal (FAST) at 14.65 prices even higher, above its industry range.
FAST
Capital Goods industry group
14.65
- FAST
- 14.65
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
LII
Capital Goods industry group
8.88
- Max
- 9.66
- LII
- 8.88
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | FAST | LII |
|---|---|---|
| P/E Ratio (TTM) | 43.08 | 15.47 |
| P/S Ratio (TTM) | 6.70 | 2.15 |
| P/B Ratio (MRQ) | 14.65 | 8.88 |
| Free Cash Flow Yield (TTM) | 1.51% | 3.14% |