Franco-Nevada Corporation (FNV)vsLinde plc Ordinary Shares (LIN)
FNV
Franco-Nevada Corporation
$220.73
-7.31%
BASIC MATERIALS · Cap: $40.40B
LIN
Linde plc Ordinary Shares
$516.71
+0.68%
BASIC MATERIALS · Cap: $241.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1560% more annual revenue ($34.65B vs $2.09B). FNV leads profitability with a 65.7% profit margin vs 20.4%. LIN appears more attractively valued with a PEG of 2.22. FNV earns a higher WallStSmart Score of 71/100 (B).
FNV
Strong Buy71
out of 100
Grade: B
LIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.5%
Fair Value
$188.83
Current Price
$220.73
$31.90 premium
Margin of Safety
-71.3%
Fair Value
$299.00
Current Price
$516.71
$217.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 79.3%
Revenue surging 77.7% year-over-year
Earnings expanding 123.1% YoY
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Areas to Watch
Moderate valuation
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 : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 65.7% and operating margin at 79.3%. Revenue growth of 77.7% 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 : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
FNV profiles as a growth stock while LIN is a mature play — different risk/reward profiles.
FNV carries more volatility with a beta of 0.89 — expect wider price swings.
FNV is growing revenue faster at 77.7% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (71/100 vs 62/100), backed by strong 65.7% margins and 77.7% revenue growth. Both earn "Strong 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.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
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 GOLD Stocks
Want to dig deeper into these stocks?