WallStSmart

Compania de Minas Buenaventura SAA ADR (BVN)vsLinde plc Ordinary Shares (LIN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 1592% more annual revenue ($34.65B vs $2.05B). BVN leads profitability with a 47.7% profit margin vs 20.4%. BVN appears more attractively valued with a PEG of 1.11. BVN earns a higher WallStSmart Score of 82/100 (A-).

BVN

Exceptional Buy

82

out of 100

Grade: A-

Growth: 10.0Profit: 9.5Value: 8.0Quality: 8.5
Piotroski: 5/9Altman Z: 3.15

LIN

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BVNUndervalued (+21.6%)

Margin of Safety

+21.6%

Fair Value

$51.60

Current Price

$35.36

$16.24 discount

UndervaluedFair: $51.60Overvalued
LINSignificantly Overvalued (-44.3%)

Margin of Safety

-44.3%

Fair Value

$355.58

Current Price

$506.11

$150.53 premium

UndervaluedFair: $355.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BVN6 strengths · Avg: 10.0/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
47.7%10/10

Keeps 48 of every $100 in revenue as profit

Operating MarginProfitability
52.5%10/10

Strong operational efficiency at 52.5%

Revenue GrowthGrowth
103.0%10/10

Revenue surging 103.0% year-over-year

EPS GrowthGrowth
139.4%10/10

Earnings expanding 139.4% YoY

Altman Z-ScoreHealth
3.1510/10

Safe zone — low bankruptcy risk

LIN3 strengths · Avg: 9.0/10
Market CapQuality
$237.30B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
28.5%8/10

Strong operational efficiency at 28.5%

Areas to Watch

BVN0 concerns · Avg: 0/10

No major concerns identified

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.304/10

Expensive relative to growth rate

P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.492/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BVN

The strongest argument for BVN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 47.7% and operating margin at 52.5%. Revenue growth of 103.0% demonstrates continued momentum.

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 : BVN

No major red flags identified for BVN, but monitor valuation.

Bear Case : LIN

The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

BVN profiles as a growth stock while LIN is a mature play — different risk/reward profiles.

LIN carries more volatility with a beta of 0.74 — expect wider price swings.

BVN is growing revenue faster at 103.0% — sustainability is the question.

LIN generates stronger free cash flow (898M), providing more financial flexibility.

Bottom Line

BVN scores higher overall (82/100 vs 62/100), backed by strong 47.7% margins and 103.0% revenue growth. Both earn "Exceptional 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.

Compania de Minas Buenaventura SAA ADR

BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA

Compaa de Minas Buenaventura SAA, a precious metals company, is dedicated to the exploration, extraction, concentration, smelting and commercialization of minerals and polymetallic metals in Peru, the United States, Europe and Asia. The company is headquartered in Lima, Peru.

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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.

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