WallStSmart

Dupont De Nemours Inc (DD)vsLinde plc Ordinary Shares (LIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 401% more annual revenue ($34.65B vs $6.92B). LIN leads profitability with a 20.4% profit margin vs -0.4%. DD appears more attractively valued with a PEG of 1.72. LIN earns a higher WallStSmart Score of 62/100 (C+).

DD

Hold

45

out of 100

Grade: D

Growth: 2.7Profit: 3.5Value: 3.7Quality: 6.5
Piotroski: 4/9Altman Z: 0.13

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

Intrinsic value data unavailable for DD.

LINSignificantly Overvalued (-71.3%)

Margin of Safety

-71.3%

Fair Value

$299.00

Current Price

$516.71

$217.71 premium

UndervaluedFair: $299.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DD2 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

LIN3 strengths · Avg: 9.0/10
Market CapQuality
$241.10B10/10

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

DD4 concerns · Avg: 3.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

P/E RatioValuation
127.0x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-0.2%2/10

ROE of -0.2% — below average capital efficiency

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

P/E RatioValuation
34.6x4/10

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 : DD

The strongest argument for DD centers on Price/Book, Debt/Equity.

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 : DD

The primary concerns for DD are PEG Ratio, Revenue Growth, P/E Ratio. A P/E of 127.0x leaves little room for execution misses.

Bear Case : LIN

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

Key Dynamics to Monitor

DD profiles as a turnaround stock while LIN is a mature play — different risk/reward profiles.

DD carries more volatility with a beta of 1.08 — expect wider price swings.

LIN is growing revenue faster at 8.2% — sustainability is the question.

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

Bottom Line

LIN scores higher overall (62/100 vs 45/100), backed by strong 20.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Dupont De Nemours Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

DuPont de Nemours, Inc., commonly known as DuPont, is an American company formed by the merger of Dow Chemical and E. I. du Pont de Nemours and Company on August 31, 2017, and the subsequent spinoffs of Dow Inc. and Corteva. Prior to the spinoffs it was the world's largest chemical company in terms of sales.

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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