WallStSmart

Ecolab Inc (ECL)vsLinde plc Ordinary Shares (LIN)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 109% more annual revenue ($36.24B vs $17.37B). LIN leads profitability with a 19.3% profit margin vs 12.0%. LIN appears more attractively valued with a PEG of 2.00. LIN earns a higher WallStSmart Score of 54/100 (C-).

ECL

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 7.0Value: 4.3Quality: 5.5
Piotroski: 3/9Altman Z: 2.17

LIN

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 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 ECL.

LINSignificantly Overvalued (-61.7%)

Margin of Safety

-61.7%

Fair Value

$318.00

Current Price

$519.72

$201.72 premium

UndervaluedFair: $318.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ECL2 strengths · Avg: 9.0/10
Market CapQuality
$84.98B9/10

Large-cap with strong market position

Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

LIN2 strengths · Avg: 9.0/10
Market CapQuality
$236.08B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
28.0%8/10

Strong operational efficiency at 28.0%

Areas to Watch

ECL4 concerns · Avg: 3.5/10
PEG RatioValuation
2.414/10

Expensive relative to growth rate

Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Debt/EquityHealth
1.373/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.004/10

Expensive relative to growth rate

P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : ECL

The strongest argument for ECL centers on Market Cap, Return on Equity. Revenue growth of 12.7% demonstrates continued momentum.

Bull Case : LIN

The strongest argument for LIN centers on Market Cap, Operating Margin. Profitability is solid with margins at 19.3% and operating margin at 28.0%.

Bear Case : ECL

The primary concerns for ECL are PEG Ratio, Price/Book, Debt/Equity. A P/E of 41.2x 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

ECL profiles as a value stock while LIN is a mature play — different risk/reward profiles.

ECL carries more volatility with a beta of 0.88 — expect wider price swings.

ECL is growing revenue faster at 12.7% — sustainability is the question.

LIN generates stronger free cash flow (833M), providing more financial flexibility.

Bottom Line

LIN scores higher overall (54/100 vs 53/100), backed by strong 19.3% 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.

Ecolab Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.

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 →

Want to dig deeper into these stocks?