Air Products and Chemicals Inc (APD)vsLinde plc Ordinary Shares (LIN)
APD
Air Products and Chemicals Inc
$298.35
+1.87%
BASIC MATERIALS · Cap: $66.43B
LIN
Linde plc Ordinary Shares
$493.55
+1.37%
BASIC MATERIALS · Cap: $234.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 178% more annual revenue ($34.65B vs $12.46B). LIN leads profitability with a 20.4% profit margin vs 16.9%. LIN appears more attractively valued with a PEG of 2.39. LIN earns a higher WallStSmart Score of 62/100 (C+).
APD
Buy55
out of 100
Grade: C
LIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.9%
Fair Value
$165.84
Current Price
$298.35
$132.51 premium
Margin of Safety
-39.1%
Fair Value
$354.70
Current Price
$493.55
$138.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.
Bull Case : LIN
The strongest argument for LIN centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 20.4% and operating margin at 28.5%.
Bear Case : APD
The primary concerns for APD are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
LIN carries more volatility with a beta of 0.79 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LIN scores higher overall (62/100 vs 55/100), backed by strong 20.4% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Air Products and Chemicals Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.
Visit Website →Linde plc Ordinary Shares
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Linde plc is a multinational chemical company. It is the largest industrial gas company by market share and revenue. It serves customers in the healthcare, petroleum refining, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, electronics and water treatment industries. The company's primary business is the manufacturing and distribution of atmospheric gases, including oxygen, nitrogen, argon, rare gases, and process gases, including carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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