ITT vs. LECO: ITT vs. Lincoln Electric Stock Comparison
How do ITT (ITT) and Lincoln Electric (LECO) 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
ITT (ITT) and Lincoln Electric (LECO) are both classified in the Industrial Machinery & Supplies & Components sub-industry within the broader Machinery industry, placing them in the closest GICS peer bucket.
| Profile Item | ITT | LECO |
|---|---|---|
| Name | ITT Inc. | Lincoln Electric Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Machinery |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Industrial Machinery & Supplies & Components |
| Market Capitalization | 18.34 billion USD | 14.91 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 15, 1995 | April 7, 1994 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ITT | LECO |
|---|---|---|
| Total Return (1Y) | 16.96% | 27.30% |
| Total Return (3Y, Annualized) | 30.67% | 17.31% |
| Total Return (5Y, Annualized) | 17.16% | 16.33% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ITT | LECO |
|---|---|---|
| Volatility (1Y, Annualized) | 32.39% | 31.13% |
| Beta (5Y) | 1.22 | 1.17 |
| Max Drawdown (5Y) | -37.97% | -34.29% |
| Avg. Volume (3M) | 787.73K | 409.99K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ITT | LECO |
|---|---|---|
| Sharpe Ratio (1Y) | 0.39 | 0.74 |
| Sortino Ratio (1Y) | 0.59 | 1.11 |
Profitability
ROE (TTM)
Lincoln Electric (LECO) at 38.75% sits in the top ROE quartile, while ITT (ITT) at 11.36% is closer to the peer norm — stronger capital efficiency for LECO.
ITT
Capital Goods industry group
11.36%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- ITT
- 11.36%
- Q1
- 4.08%
- Min
- -17.12%
LECO
Capital Goods industry group
38.75%
- Max
- 40.55%
- LECO
- 38.75%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Lincoln Electric (LECO) at 12.40% retains a top-quartile share of revenue as profit, ahead of ITT (ITT) at 8.07%, which keeps about the industry-typical share.
ITT
Capital Goods industry group
8.07%
- Max
- 27.47%
- Q3
- 12.10%
- ITT
- 8.07%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
LECO
Capital Goods industry group
12.40%
- Max
- 27.47%
- LECO
- 12.40%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both ITT (ITT) at 16.49% and Lincoln Electric (LECO) at 18.29% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
ITT
Capital Goods industry group
16.49%
- Max
- 36.60%
- Q3
- 18.33%
- ITT
- 16.49%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
LECO
Capital Goods industry group
18.29%
- Max
- 36.60%
- Q3
- 18.33%
- LECO
- 18.29%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | ITT | LECO |
|---|---|---|
| ROE (TTM) | 11.36% | 38.75% |
| ROA (TTM) | 6.46% | 13.32% |
| Net Margin (TTM) | 8.07% | 12.40% |
| Operating Margin (TTM) | 16.49% | 18.29% |
| Gross Margin (TTM) | 35.70% | 35.54% |
Growth
Revenue Growth
Both ITT (ITT) at 8.48% and Lincoln Electric (LECO) at 5.60% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both ITT (ITT) at -3.02% and Lincoln Electric (LECO) at 14.36% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | ITT | LECO |
|---|---|---|
| Revenue Growth (YoY) | 8.48% | 5.60% |
| Revenue Growth (3Y CAGR) | 9.65% | 4.02% |
| EPS Growth (YoY) | -3.02% | 14.36% |
| EPS Growth (3Y CAGR) | 11.73% | 5.05% |
Financial Strength
Current Ratio (MRQ)
Lincoln Electric (LECO) at 1.91 keeps current ratio within its industry’s typical mid-range, while ITT (ITT) at 1.29 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ITT.
ITT
Capital Goods industry group
1.29
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- ITT
- 1.29
- Min
- 0.36
LECO
Capital Goods industry group
1.91
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- LECO
- 1.91
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Both ITT (ITT) at 0.76 and Lincoln Electric (LECO) at 0.78 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
ITT
Capital Goods industry group
0.76
- Max
- 2.33
- Q3
- 1.12
- ITT
- 0.76
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
LECO
Capital Goods industry group
0.78
- Max
- 2.33
- Q3
- 1.12
- LECO
- 0.78
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | ITT | LECO |
|---|---|---|
| Current Ratio (MRQ) | 1.29 | 1.91 |
| Debt / Equity (MRQ) | 0.76 | 0.78 |
| Net Debt / EBITDA | 2.80 | 1.00 |
Dividends
Dividend Yield (TTM)
Lincoln Electric (LECO) at 1.16% delivers top-quartile income for its industry, while ITT (ITT) at 0.77% pays a more typical yield — both are credible income propositions, LECO the richer one.
ITT
Capital Goods industry group
0.77%
- Max
- 2.66%
- Q3
- 1.14%
- ITT
- 0.77%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
LECO
Capital Goods industry group
1.16%
- Max
- 2.66%
- LECO
- 1.16%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both ITT (ITT) at 31.06% and Lincoln Electric (LECO) at 30.30% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.
ITT
Capital Goods industry group
31.06%
- Max
- 67.39%
- ITT
- 31.06%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
LECO
Capital Goods industry group
30.30%
- Max
- 67.39%
- LECO
- 30.30%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ITT | LECO |
|---|---|---|
| Dividend Yield (TTM) | 0.77% | 1.16% |
| Dividend Payout Ratio (TTM) | 31.06% | 30.30% |
Valuation
P/E Ratio (TTM)
Lincoln Electric (LECO) at 26.40 is near its industry’s usual P/E ratio, while ITT (ITT) at 42.29 sits in the richer quartile — ITT needs stronger growth or earnings quality to justify the premium.
ITT
Capital Goods industry group
42.29
- Max
- 59.38
- ITT
- 42.29
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
LECO
Capital Goods industry group
26.40
- Max
- 59.38
- Q3
- 35.92
- LECO
- 26.40
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both ITT (ITT) at 3.54 and Lincoln Electric (LECO) at 3.21 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
ITT
Capital Goods industry group
3.54
- Max
- 7.54
- Q3
- 3.76
- ITT
- 3.54
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
LECO
Capital Goods industry group
3.21
- Max
- 7.54
- Q3
- 3.76
- LECO
- 3.21
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
ITT (ITT) at 3.85 is valued about in line with its industry on P/B ratio, while Lincoln Electric (LECO) at 9.59 carries an above-peer premium to book — LECO is pricier on assets.
ITT
Capital Goods industry group
3.85
- Max
- 9.66
- Q3
- 5.00
- ITT
- 3.85
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
LECO
Capital Goods industry group
9.59
- Max
- 9.66
- LECO
- 9.59
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | ITT | LECO |
|---|---|---|
| P/E Ratio (TTM) | 42.29 | 26.40 |
| P/S Ratio (TTM) | 3.54 | 3.21 |
| P/B Ratio (MRQ) | 3.85 | 9.59 |
| Free Cash Flow Yield (TTM) | 2.63% | 2.68% |