SMTC vs LECO

Comparison between Semtech Corp (SMTC, Company) and Lincoln Electric Holdings Inc (LECO, Company).

SMTC is from the Technology sector, while LECO is from the Industrials sector.

5-Year PerformanceSMTC has outperformed LECO, delivering a return of +19.1% compared to +17.0%

SMTC vs LECO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMTC(COMPANY)	LECO(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	85.40%	69.28%
Sharpe Ratio	2.33	1.01
5Y Beta	2.60	1.08
Industry	Semiconductors	Tools & Accessories
P/E Ratio	-417.93	27.45
Forward P/E	62.11	25.00
PEG Ratio	N/A	1.40
Dividend Yield	N/A	1.12%
5Y Dividends CAGR	N/A	13.88%
5Y EPS CAGR	N/A	16.29%
Debt to Equity	85.81%	86.92%
Free Cash Flow Yield	1.17%	3.92%

Market Cap

Winner

SMTC

$15B

LECO

$15B

Max Drawdown

SMTC

85.40%

Winner

LECO

69.28%

Sharpe Ratio

Winner

SMTC

2.33

LECO

1.01

5Y Beta

SMTC

2.60

Winner

LECO

1.08

Industry

SMTC

Semiconductors

LECO

Tools & Accessories

P/E Ratio

Winner

SMTC

-417.93

LECO

27.45

Forward P/E

SMTC

62.11

Winner

LECO

25.00

PEG Ratio

SMTC

N/A

LECO

1.40

Dividend Yield

SMTC

N/A

LECO

1.12%

5Y Dividends CAGR

SMTC

N/A

LECO

13.88%

5Y EPS CAGR

SMTC

N/A

LECO

16.29%

Debt to Equity

Winner

SMTC

85.81%

LECO

86.92%

Free Cash Flow Yield

SMTC

1.17%

Winner

LECO

3.92%

SMTC vs LECO - Historical Returns

Returns include dividend reinvestment.

Period	SMTC	LECO
1 month	+1.08%	+2.08%
3 months	+103.31%	+5.91%
6 months	+109.77%	+10.40%
1 year	+262.99%	+32.20%
5 years(CAGR)	+19.06%	+17.02%
10 years(CAGR)	+21.21%	+18.67%
Max(CAGR)	+8.37%	+15.00%

SMTC

+1.08%

Winner

LECO

+2.08%

Winner

SMTC

+103.31%

LECO

+5.91%

Winner

SMTC

+109.77%

LECO

+10.40%

Winner

SMTC

+262.99%

LECO

+32.20%

5Y(CAGR)

Winner

SMTC

+19.06%

LECO

+17.02%

10Y(CAGR)

Winner

SMTC

+21.21%

LECO

+18.67%

Max(CAGR)

SMTC

+8.37%

Winner

LECO

+15.00%

SMTC vs LECO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMTC	LECO
2026	+110.58%	+10.67%
2025	+18.66%	+31.52%
2024	+185.81%	-11.03%
2023	-24.29%	+50.82%
2022	-68.12%	+5.71%
2021	+24.94%	+24.59%
2020	+33.85%	+21.14%
2019	+14.63%	+26.29%
2018	+31.81%	-12.79%
2017	+7.38%	+19.43%
2016	+66.84%	+50.70%
2015	-32.57%	-23.22%
2014	+10.55%	-0.43%
2013	-14.82%	+44.86%
2012	+14.65%	+25.33%
2011	+8.34%	+19.41%
2010	+30.94%	+23.76%
2009	+47.66%	+2.59%
2008	-23.59%	-25.22%
2007	+17.31%	+16.90%
2006	-30.26%	+50.82%
2005	-14.67%	+16.79%
2004	-4.75%	+40.71%
2003	+95.36%	+6.16%
2002	-70.17%	+0.85%
2001	+74.10%	+31.97%
2000	-22.60%	+1.33%
1999	+39.95%	-3.96%

SMTC vs LECO Drawdown Comparison

The maximum drawdown for SMTC was -85.40%, occurring on Nov 1, 2023. Recovery took 1068 trading sessions.

The maximum drawdown for LECO was -68.89%, occurring on Mar 9, 2009. Recovery took 892 trading sessions.

The current SMTC drawdown is -9.30%. The current LECO drawdown is -9.74%.

Rank	SMTC	LECO
#1	-85.40% Nov 19, 2021 - Feb 25, 2026	-68.89% Jun 23, 2008 - Jan 5, 2012
#2	-85.10% Aug 31, 2000 - Aug 31, 2018	-46.52% Apr 16, 2002 - Apr 8, 2004
#3	-54.98% Sep 18, 2018 - Aug 10, 2020	-45.99% Mar 31, 2000 - May 18, 2001
#4	-40.70% Feb 24, 2000 - Jun 16, 2000	-38.89% Jan 2, 2020 - Aug 11, 2020
#5	-29.18% Jan 22, 2021 - Oct 28, 2021	-36.55% Nov 21, 2014 - Nov 10, 2016
#6	-26.68% Mar 2, 2026 - Apr 16, 2026	-34.29% Mar 27, 2024 - Jan 9, 2026
#7	-24.60% Nov 26, 1999 - Jan 3, 2000	-31.14% Oct 24, 2007 - May 22, 2008
#8	-21.87% Aug 12, 2020 - Nov 9, 2020	-26.26% Jan 22, 2018 - Dec 18, 2019
#9	-19.06% Jul 17, 2000 - Aug 21, 2000	-23.14% May 2, 2012 - Jan 2, 2013
#10	-14.02% Apr 24, 2026 - May 5, 2026	-21.42% Jul 20, 2023 - Dec 13, 2023
#11	-13.83% Jun 15, 2026 - Jun 22, 2026	-20.32% May 24, 2001 - Feb 8, 2002
#12	-11.76% Jan 19, 2000 - Feb 17, 2000	-20.10% Feb 6, 2026 - Apr 6, 2026
#13	-10.82% Jun 4, 2026 - Jun 15, 2026	-18.40% Nov 30, 2004 - Jul 20, 2005
#14	-10.07% May 28, 2026 - Jun 2, 2026	-17.55% Mar 4, 2014 - Nov 21, 2014
#15	-9.31% Jun 22, 2000 - Jul 7, 2000	-17.07% Nov 19, 2021 - Aug 11, 2022