WallStSmart

Harmony Gold Mining Company Limited (HMY)vsLinde plc Ordinary Shares (LIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Harmony Gold Mining Company Limited generates 180% more annual revenue ($99.24B vs $35.45B). HMY leads profitability with a 29.6% profit margin vs 20.4%. HMY appears more attractively valued with a PEG of 0.03. HMY earns a higher WallStSmart Score of 90/100 (A).

HMY

Exceptional Buy

90

out of 100

Grade: A

Growth: 10.0Profit: 10.0Value: 10.0Quality: 6.5
Piotroski: 3/9Altman Z: 3.35

LIN

Buy

64

out of 100

Grade: C+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HMYUndervalued (+68.7%)

Margin of Safety

+68.7%

Fair Value

$66.44

Current Price

$20.64

$45.80 discount

UndervaluedFair: $66.44Overvalued
LINSignificantly Overvalued (-50.9%)

Margin of Safety

-50.9%

Fair Value

$308.97

Current Price

$466.22

$157.25 premium

UndervaluedFair: $308.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HMY6 strengths · Avg: 10.0/10
PEG RatioValuation
0.0310/10

Growing faster than its price suggests

P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
57.8%10/10

Every $100 of equity generates 58 in profit

Operating MarginProfitability
47.2%10/10

Strong operational efficiency at 47.2%

Revenue GrowthGrowth
49.2%10/10

Revenue surging 49.2% year-over-year

EPS GrowthGrowth
198.8%10/10

Earnings expanding 198.8% YoY

LIN3 strengths · Avg: 9.0/10
Market CapQuality
$214.92B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Areas to Watch

HMY1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
1.794/10

Expensive relative to growth rate

P/E RatioValuation
29.8x4/10

Moderate valuation

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 : HMY

The strongest argument for HMY centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 29.6% and operating margin at 47.2%. Revenue growth of 49.2% 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 28.1%.

Bear Case : HMY

The primary concerns for HMY are Piotroski F-Score.

Bear Case : LIN

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

Key Dynamics to Monitor

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

HMY carries more volatility with a beta of 0.81 — expect wider price swings.

HMY is growing revenue faster at 49.2% — sustainability is the question.

HMY generates stronger free cash flow (10.3B), providing more financial flexibility.

Bottom Line

HMY scores higher overall (90/100 vs 64/100), backed by strong 29.6% margins and 49.2% 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.

Harmony Gold Mining Company Limited

BASIC MATERIALS · GOLD · USA

Harmony Gold Mining Company Limited is engaged in the exploration, extraction and processing of gold in South Africa and Papua New Guinea. The company is headquartered in Randfontein, South Africa.

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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