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RBC vs. LECO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RBC vs. LECO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBC Bearings Incorporated (RBC) and Lincoln Electric Holdings, Inc. (LECO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RBC achieves a 27.17% return, which is significantly higher than LECO's 12.45% return. Over the past 10 years, RBC has outperformed LECO with an annualized return of 22.75%, while LECO has yielded a comparatively lower 17.61% annualized return.


RBC

1D
3.44%
1M
-5.67%
6M
12.45%
YTD
27.17%
1Y
42.64%
3Y*
37.21%
5Y*
20.89%
10Y*
22.75%
ALL TIME*
19.54%

LECO

1D
2.48%
1M
3.62%
6M
0.69%
YTD
12.45%
1Y
12.47%
3Y*
13.41%
5Y*
16.01%
10Y*
17.61%
ALL TIME*
14.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$132.98M$98.63M$95.74M
$145.03M$134.12M$159.53M

RBC vs. LECO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBC
RBC Bearings Incorporated
27.17%49.91%5.00%36.08%4.19%17.32%14.10%21.72%3.72%36.19%
LECO
Lincoln Electric Holdings, Inc.
12.45%29.63%-12.55%52.61%5.42%21.89%22.97%25.41%-12.24%21.37%

Correlation

The correlation between RBC and LECO is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.55

Correlation (3Y)
Balances recent behavior with more history.

0.55

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.57

Correlation (10Y)
Provides a long-term view across more market conditions.

0.58

Correlation (All Time)
Calculated using the full available price history since Aug 10, 2005

0.57

The correlation between RBC and LECO has been stable across timeframes, ranging from 0.55 to 0.58 - a consistent structural relationship.

Fundamentals

Market Cap

RBC:

$18.04B

LECO:

$14.60B

EPS

RBC:

$10.13

LECO:

$10.00

PE Ratio

RBC:

56.32

LECO:

26.78

PEG Ratio

RBC:

0.79

LECO:

1.16

PS Ratio

RBC:

9.24

LECO:

3.31

PB Ratio

RBC:

5.22

LECO:

9.49

Total Revenue (TTM)

RBC:

$1.95B

LECO:

$4.48B

Gross Profit (TTM)

RBC:

$882.80M

LECO:

$1.61B

EBITDA (TTM)

RBC:

$554.90M

LECO:

$887.34M

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Return for Risk

RBC vs. LECO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RBC
RBC Risk / Return Rank: 8484
Overall Rank
RBC Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
RBC Sortino Ratio Rank: 8282
Sortino Ratio Rank
RBC Omega Ratio Rank: 8181
Omega Ratio Rank
RBC Calmar Ratio Rank: 8585
Calmar Ratio Rank
RBC Martin Ratio Rank: 8787
Martin Ratio Rank

LECO
LECO Risk / Return Rank: 5757
Overall Rank
LECO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
LECO Sortino Ratio Rank: 5454
Sortino Ratio Rank
LECO Omega Ratio Rank: 5252
Omega Ratio Rank
LECO Calmar Ratio Rank: 6060
Calmar Ratio Rank
LECO Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RBC vs. LECO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC Bearings Incorporated (RBC) and Lincoln Electric Holdings, Inc. (LECO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RBCLECODifference
Sharpe ratioReturn per unit of total volatility

+1.11

Sortino ratioReturn per unit of downside risk

+1.38

Omega ratioGain probability vs. loss probability

1.27

1.10

+0.18

Calmar ratioReturn relative to maximum drawdown

2.82

0.62

+2.20

Martin ratioReturn relative to average drawdown

8.20

1.39

+6.81

RBC vs. LECO - Sharpe Ratio Comparison

The current RBC Sharpe Ratio is 1.57, which is higher than the LECO Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of RBC and LECO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RBC vs. LECO - Drawdown Comparison

The maximum RBC drawdown since its inception was -71.79%, roughly equal to the maximum LECO drawdown of -68.89%. Use the drawdown chart below to compare losses from any high point for RBC and LECO.


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Drawdown Indicators


RBCLECODifference

Max Drawdown

Largest peak-to-trough decline

-71.79%

-68.89%

-2.90%

Max Drawdown (1Y)

Largest decline over 1 year

-15.20%

-20.09%

+4.89%

Max Drawdown (3Y)

Largest decline over 3 years

-17.81%

-34.29%

+16.48%

Max Drawdown (5Y)

Largest decline over 5 years

-35.26%

-34.29%

-0.97%

Max Drawdown (10Y)

Largest decline over 10 years

-55.06%

-38.89%

-16.17%

Current Drawdown

Current decline from peak

-12.12%

-9.84%

-2.28%

Average Drawdown

Average peak-to-trough decline

-12.69%

-13.50%

+0.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.22%

9.01%

-3.79%

Volatility

RBC vs. LECO - Volatility Comparison

The current volatility for RBC Bearings Incorporated (RBC) is 8.39%, while Lincoln Electric Holdings, Inc. (LECO) has a volatility of 10.97%. This indicates that RBC experiences smaller price fluctuations and is considered to be less risky than LECO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBCLECODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.39%

10.97%

-2.58%

Volatility (6M)

Calculated over the trailing 6-month period

21.68%

21.99%

-0.31%

Volatility (1Y)

Calculated over the trailing 1-year period

27.37%

27.68%

-0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.76%

27.07%

+3.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.69%

27.62%

+10.07%

Dividends

RBC vs. LECO - Dividend Comparison

RBC has not paid dividends to shareholders, while LECO's dividend yield for the trailing twelve months is around 1.17%.


PositionTTM20252024202320222021202020192018201720162015
LECO
Lincoln Electric Holdings, Inc.
1.17%1.27%1.54%1.21%1.61%1.50%1.70%1.96%2.08%1.57%1.71%2.29%
RBC
RBC Bearings Incorporated
0.00%0.00%0.00%0.00%0.49%4.10%0.67%0.75%0.00%0.00%0.00%0.00%

Financials

RBC vs. LECO - Financials Comparison

This section allows you to compare key financial metrics between RBC Bearings Incorporated and Lincoln Electric Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

RBC vs. LECO - Profitability Comparison

The chart below illustrates the profitability comparison between RBC Bearings Incorporated and Lincoln Electric Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

RBC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, RBC Bearings Incorporated reported a gross profit of 247.80M and revenue of 519.50M. Therefore, the gross margin over that period was 47.7%.

LECO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Lincoln Electric Holdings, Inc. reported a gross profit of 449.00M and revenue of 1.22B. Therefore, the gross margin over that period was 36.8%.

RBC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, RBC Bearings Incorporated reported an operating income of 140.80M and revenue of 519.50M, resulting in an operating margin of 27.1%.

LECO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Lincoln Electric Holdings, Inc. reported an operating income of 224.13M and revenue of 1.22B, resulting in an operating margin of 18.4%.

RBC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, RBC Bearings Incorporated reported a net income of 101.50M and revenue of 519.50M, resulting in a net margin of 19.5%.

LECO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Lincoln Electric Holdings, Inc. reported a net income of 158.52M and revenue of 1.22B, resulting in a net margin of 13.0%.


Frequently Asked Questions


RBC and LECO have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LECO has higher volatility (10.97%) compared to RBC (8.39%). In terms of maximum drawdown, RBC dropped -71.79% vs LECO's -68.89%.

RBC currently has the higher Sharpe Ratio (1.57 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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