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LECO vs. SUNB: Lincoln Electric vs. Sunbelt Rentals Stock Comparison

How do Lincoln Electric (LECO) and Sunbelt Rentals (SUNB) 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

Lincoln Electric (LECO) and Sunbelt Rentals (SUNB) both fall under the Capital Goods industry group, but LECO is classified in Machinery while SUNB is classified in Trading Companies & Distributors.

Lincoln Electric (LECO) has been public since April 7, 1994, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.

Company profile comparison for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
Profile ItemLECOSUNB
NameLincoln Electric Holdings, Inc.Sunbelt Rentals Holdings, Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryTrading Companies & Distributors
GICS Sub-IndustryIndustrial Machinery & Supplies & ComponentsTrading Companies & Distributors
Market Capitalization14.91 billion USD31.57 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateApril 7, 1994March 2, 2026
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LECO
SUNB
GSPC
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
Total Return (1Y)27.30%--
Total Return (3Y, Annualized)17.31%--
Total Return (5Y, Annualized)16.33%--

Risk Profile

Drawdown History

LECO
SUNB
GSPC
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
Volatility (1Y, Annualized)31.13%45.72%
Beta (5Y)1.171.10
Max Drawdown (5Y)-34.29%-22.53%
Avg. Volume (3M)409.99K4.96M

Risk-Adjusted Performance

Risk-Return Positioning

Both LECO and SUNB need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Risk-adjusted metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
Sharpe Ratio (1Y)0.74--
Sortino Ratio (1Y)1.11--

Profitability

ROE (TTM)

Lincoln Electric (LECO) at 38.75% sits in the top ROE quartile, while Sunbelt Rentals (SUNB) at 18.37% is closer to the peer norm — stronger capital efficiency for LECO.

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%

SUNB

Capital Goods industry group

18.37%

Max
40.55%
Q3
19.29%
SUNB
18.37%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Lincoln Electric (LECO) at 12.40% and Sunbelt Rentals (SUNB) at 12.12% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

SUNB

Capital Goods industry group

12.12%

Max
27.47%
SUNB
12.12%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Sunbelt Rentals (SUNB) at 22.38% operates in the top operating margin quartile, ahead of Lincoln Electric (LECO) at 18.29%, which runs around its industry’s norm.

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%

SUNB

Capital Goods industry group

22.38%

Max
36.60%
SUNB
22.38%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
ROE (TTM)38.75%18.37%
ROA (TTM)13.32%6.71%
Net Margin (TTM)12.40%12.12%
Operating Margin (TTM)18.29%22.38%
Gross Margin (TTM)35.54%38.78%

Growth

Revenue Growth

Both Lincoln Electric (LECO) at 5.60% and Sunbelt Rentals (SUNB) at 3.36% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Lincoln Electric (LECO) at 14.36% and Sunbelt Rentals (SUNB) at -8.91% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
Revenue Growth (YoY)5.60%3.36%
Revenue Growth (3Y CAGR)4.02%4.88%
EPS Growth (YoY)14.36%-8.91%
EPS Growth (3Y CAGR)5.05%-4.89%

Financial Strength

Current Ratio (MRQ)

Lincoln Electric (LECO) at 1.91 keeps current ratio within its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SUNB.

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

SUNB

Capital Goods industry group

0.95

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
SUNB
0.95
Min
0.36
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Lincoln Electric (LECO) at 0.78 carries an industry-typical debt-to-equity mix, while Sunbelt Rentals (SUNB) at 1.53 uses more debt funding than most peers.

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

SUNB

Capital Goods industry group

1.53

Max
2.33
SUNB
1.53
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
Current Ratio (MRQ)1.910.95
Debt / Equity (MRQ)0.781.53
Net Debt / EBITDA1.003.93

Dividends

Dividend Yield (TTM)

Both Lincoln Electric (LECO) at 1.16% and Sunbelt Rentals (SUNB) at 1.87% offer top-quartile dividend income relative to share price within their industries.

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%

SUNB

Capital Goods industry group

1.87%

Max
2.66%
SUNB
1.87%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Sunbelt Rentals (SUNB) at 22.63% pays out a band-typical share of earnings, while Lincoln Electric (LECO) at 30.30% distributes more than its industry norm — less retained, thinner cover.

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%

SUNB

Capital Goods industry group

22.63%

Max
67.39%
Q3
28.02%
SUNB
22.63%
Median
6.86%
Q1
0.00%
Min
0.00%
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
Dividend Yield (TTM)1.16%1.87%
Dividend Payout Ratio (TTM)30.30%22.63%

Valuation

P/E Ratio (TTM)

Both Lincoln Electric (LECO) at 26.40 and Sunbelt Rentals (SUNB) at 23.28 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

SUNB

Capital Goods industry group

23.28

Max
59.38
Q3
35.92
Median
25.41
SUNB
23.28
Q1
19.47
Min
3.03
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Lincoln Electric (LECO) at 3.21 and Sunbelt Rentals (SUNB) at 2.75 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

SUNB

Capital Goods industry group

2.75

Max
7.54
Q3
3.76
SUNB
2.75
Median
2.15
Q1
1.03
Min
0.03
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Sunbelt Rentals (SUNB) at 4.24 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.

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

SUNB

Capital Goods industry group

4.24

Max
9.66
Q3
5.00
SUNB
4.24
Median
3.12
Q1
1.81
Min
-1.08
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Lincoln Electric (LECO) vs. Sunbelt Rentals (SUNB): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Lincoln Electric (LECO) and Sunbelt Rentals (SUNB)
MetricLECOSUNB
P/E Ratio (TTM)26.4023.28
P/S Ratio (TTM)3.212.75
P/B Ratio (MRQ)9.594.24
Free Cash Flow Yield (TTM)2.68%5.47%