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EMR vs LECO
Which Stock Would AI Choose? Emerson Electric (EMR) vs. Lincoln Electric (LECO) Stock Comparison
Key Takeaways
- EMR is a large-cap industrial automation and software leader, while LECO is a focused welding, cutting, and automation-equipment specialist.
- Emerson has sustained mid-single-digit underlying order growth and margin expansion, led by software and control systems.
- Lincoln Electric posted record 2025 revenue and earnings but faced a double-digit decline in automation sales in its latest quarter.
- Both companies raised dividends and returned capital to shareholders, signaling confidence in cash generation.
- Relative market positioning favors Emerson's secular automation tailwinds, while Lincoln carries greater cyclical sensitivity.
Introduction
Investors evaluating industrial and manufacturing technology often weigh diversified automation platforms against specialized equipment makers. This stock comparison examines Emerson Electric (EMR) and Lincoln Electric Holdings (LECO), two well-established names with different business models, growth drivers, and risk profiles. Emerson operates at the intersection of industrial software, control systems, and intelligent devices, while Lincoln Electric dominates welding consumables and equipment, increasingly layered with automation. For traders and longer-term investors assessing relative performance, market positioning, and sector exposure, contrasting these two stocks highlights how scale, software mix, and end-market cyclicality can shape returns in the current market environment.
EMR Overview and Recent Performance
Emerson Electric is a global industrial technology company headquartered in St. Louis, Missouri, providing automation through intelligent devices, control systems, and industrial software. Its portfolio is aligned with secular themes such as electrification, energy transition, life sciences, and digital transformation. In recent quarters, Emerson has delivered consistent margin expansion and robust cash generation, supported by double-digit growth in its software annual contract value and accelerating orders in its Test & Measurement business.
Recent market activity reflects a constructive, if measured, tone. Underlying order growth has reached mid-single digits for three consecutive quarters, driven by power, liquefied natural gas (LNG), life sciences, and aerospace and defense, partly offset by persistent softness in Europe and China. Management guided to sales growth of roughly 5.5% and adjusted earnings per share (EPS) expansion for its fiscal 2026, alongside a dividend increase and a meaningful share-repurchase plan. This combination of recurring software revenue, pricing power, and capital returns has underpinned a steadier relative performance profile than many industrial peers.
LECO Overview and Recent Performance
Lincoln Electric Holdings, headquartered in Cleveland, Ohio, is a leading designer and manufacturer of arc welding, cutting, and brazing products, as well as robotic automation systems. Its segments span Americas Welding, International Welding, and the Harris Products Group. The company benefits from a broad installed base of welding consumables and a growing automation franchise aimed at reshoring and labor-productivity trends.
In its latest reported year, Lincoln Electric achieved record revenue of approximately $4.2 billion and record adjusted EPS of $9.87, supported by pricing, acquisitions, and disciplined cost management. However, recent performance has been more uneven than Emerson's. Automation sales declined roughly 11% in the most recent quarter on lower capital spending and project deferrals, while gross margin compressed on lower volumes. Demand in European industrial markets has also remained challenged. The company continues to return cash to shareholders, including a 5.3% dividend increase, and has outlined a new multi-year strategy with 2030 targets, reflecting confidence in a cyclical recovery even as near-term momentum softens.
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Head-to-Head Comparison
The two companies diverge most sharply in scale and business mix. Emerson is a diversified automation-and-software platform with a market capitalization several times larger than Lincoln Electric, giving it broader exposure to process industries, power, and recurring software revenue. Lincoln Electric is more concentrated in welding, where demand tracks manufacturing activity, construction, automotive capital spending, and heavy industry cycles.
Growth drivers also differ. Emerson's recent momentum stems from software adoption, power and LNG project wins, and a recovering Test & Measurement cycle. Lincoln Electric's growth leans on pricing, acquisitions, and a longer-horizon automation opportunity, though its latest quarter showed automation softness and lower volumes. On risk, Emerson faces sensitivity to European and Chinese industrial demand, while Lincoln Electric is more exposed to global manufacturing capital-expenditure cycles and margin pressure from volume declines.
From a market-sentiment standpoint, Emerson's consistent order growth and margin trajectory have supported a steadier profile, whereas Lincoln Electric's record results have been tempered by near-term automation headwinds. Both maintain strong balance sheets and shareholder-return programs.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor EMR over LECO in the current environment. Emerson's more consistent trend, mid-single-digit order growth across three consecutive quarters, expanding margins, growing software recurring revenue, and diversified end-market exposure present a more stable technical and fundamental profile. Lincoln Electric's record earnings and strong cash returns are meaningful positives, but the recent double-digit decline in automation sales and cyclical volume softness introduce greater near-term uncertainty. That said, this assessment is probabilistic rather than definitive, and shifts in manufacturing activity or capital spending could quickly alter the relative positioning of these two industrial names.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EMR is a StrongBuy and LECO is a Hold.
EMR in upward trend: price rose above 50-day moving average on September 21, 2026
EMR moved above its 50-day moving average on September 21, 2026 date and that indicates a change from a downward trend to an upward trend. In 32 of 44 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on EMR as a result. In 56 of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
The 10-day moving average for EMR crossed bullishly above the 50-day moving average on September 29, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 67%.
Following a +1.03% 3-day Advance, the price is estimated to grow further. Considering data from situations where EMR advanced for three days, in 213 of 342 cases, the price rose further within the following month. The odds of a continued upward trend are 62%.
The Aroon Indicator entered an Uptrend today. In 156 of 274 cases where EMR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 57%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 35 of 60 cases where EMR's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 58%.
The Moving Average Convergence Divergence Histogram (MACD) for EMR turned negative on October 19, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 44 similar instances when the indicator turned negative. In 25 of the 44 cases the stock turned lower in the days that followed. This puts the odds of success at 57%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where EMR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 19 (best 1 - 100 worst), indicating outstanding price growth. EMR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 22 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 34 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 62 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 80 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.465) is normal, around the industry mean (4.327). P/E Ratio (35.536) is within average values for comparable stocks, (38.298). Projected Growth (PEG Ratio) (1.837) is also within normal values, averaging (1.879). Dividend Yield (0.014) settles around the average of (0.032) among similar stocks. P/S Ratio (4.409) is also within normal values, averaging (186.943).
LECO in +1.52% Uptrend, growing for three consecutive days on October 21, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where LECO advanced for three days, in 216 of 342 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 32 of 52 cases where LECO's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 62%.
The Aroon Indicator entered an Uptrend today. In 169 of 305 cases where LECO Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 55%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 07, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on LECO as a result. In 53 of 82 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 65%.
The Moving Average Convergence Divergence Histogram (MACD) for LECO turned negative on October 09, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 42 similar instances when the indicator turned negative. In 26 of the 42 cases the stock turned lower in the days that followed. This puts the odds of success at 62%.
LECO moved below its 50-day moving average on October 07, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where LECO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 58%.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 27 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 70, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 47 (best 1 - 100 worst), indicating steady price growth. LECO’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 49 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: LECO's P/B Ratio (9.012) is very high in comparison to the industry average of (3.160). P/E Ratio (25.469) is within average values for comparable stocks, (22.360). Projected Growth (PEG Ratio) (1.531) is also within normal values, averaging (1.020). Dividend Yield (0.012) settles around the average of (0.017) among similar stocks. P/S Ratio (3.155) is also within normal values, averaging (2.217).
EMR | LECO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 88 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 22 | 29 | |
SMR RATING 1..100 | 62 | 27 | |
PRICE GROWTH RATING 1..100 | 19 | 47 | |
P/E GROWTH RATING 1..100 | 34 | 49 | |
SEASONALITY SCORE 1..100 | 75 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EMR's Valuation (80) in the Electrical Products industry is in the same range as LECO (88) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to LECO’s over the last 12 months.
EMR's Profit vs Risk Rating (22) in the Electrical Products industry is in the same range as LECO (29) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to LECO’s over the last 12 months.
LECO's SMR Rating (27) in the Industrial Machinery industry is somewhat better than the same rating for EMR (62) in the Electrical Products industry. This means that LECO’s stock grew somewhat faster than EMR’s over the last 12 months.
EMR's Price Growth Rating (19) in the Electrical Products industry is in the same range as LECO (47) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to LECO’s over the last 12 months.
EMR's P/E Growth Rating (34) in the Electrical Products industry is in the same range as LECO (49) in the Industrial Machinery industry. This means that EMR’s stock grew similarly to LECO’s over the last 12 months.
| EMR | LECO | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 62% |
| Momentum ODDS (%) | 1 day ago 62% | 1 day ago 65% |
| MACD ODDS (%) | 1 day ago 57% | 1 day ago 62% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 59% |
| TrendMonth ODDS (%) | 1 day ago 56% | 1 day ago 60% |
| Advances ODDS (%) | 10 days ago 62% | 2 days ago 63% |
| Declines ODDS (%) | 3 days ago 56% | 15 days ago 58% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 1 day ago 57% | 1 day ago 55% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EMR’s FA Score shows that 2 FA rating(s) are green while LECO’s FA Score has 2 green FA rating(s).
- EMR’s FA Score: 2 green, 3 red.
- LECO’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EMR’s TA Score shows that 5 TA indicator(s) are bullish while LECO’s TA Score has 3 bullish TA indicator(s).
- EMR’s TA Score: 5 bullish, 3 bearish.
- LECO’s TA Score: 3 bullish, 4 bearish.
Price Growth
EMR (@Industrial Machinery) experienced а +1.26% price change this week, while LECO (@Tools & Hardware) price change was +2.06% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -7.37%. For the same industry, the average monthly price growth was -16.92%, and the average quarterly price growth was -22.09%.
The average weekly price growth across all stocks in the @Tools & Hardware industry was -1.93%. For the same industry, the average monthly price growth was -1.51%, and the average quarterly price growth was -4.54%.
Reported Earning Dates
EMR is expected to report earnings on Nov 04, 2026.
LECO is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Industrial Machinery (-7.37% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
@Tools & Hardware (-1.93% weekly)Tools & Hardware industry includes companies that manufacture security products, storage cabinets, steel rules and tapes, calipers, shoe hook fasteners, lumber, structural materials and other related supplies. Stanley Black & Decker, Inc., Snap-on Incorporated and L.S. Starrett Company are some of the largest, established players in this industry. The industry is also seeing rapid growth in online sales. The proliferation of do-it-yourself (DIY) projects has boosted industry demand. But oil price volatility poses potential risks to this industry, particularly to e-commerce companies which spend on services of shipping companies, which might alter charges based on oil price movements.
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EMR and
Correlation & Price change
A.I.dvisor indicates that over the last year, EMR has been closely correlated with AME. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if EMR jumps, then AME could also see price increases.
LECO and
Correlation & Price change
A.I.dvisor indicates that over the last year, LECO has been closely correlated with GGG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if LECO jumps, then GGG could also see price increases.
| Ticker / NAME | Correlation To LECO | 1D Price Change % | ||
|---|---|---|---|---|
| LECO | 100% | -2.34% | ||
| GGG - LECO | 74% Closely correlated | -15.32% | ||
| DOV - LECO | 73% Closely correlated | -2.18% | ||
| DCI - LECO | 73% Closely correlated | -2.85% | ||
| ZWS - LECO | 70% Closely correlated | +0.58% | ||
| FELE - LECO | 70% Closely correlated | -2.01% | ||
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