WallStSmart

IAMGold Corporation (IAG)vsLinde plc Ordinary Shares (LIN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 863% more annual revenue ($35.45B vs $3.68B). IAG leads profitability with a 31.4% profit margin vs 20.4%. LIN appears more attractively valued with a PEG of 1.79. IAG earns a higher WallStSmart Score of 81/100 (A-).

IAG

Exceptional Buy

81

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 7.3Quality: 7.5
Piotroski: 5/9Altman Z: 2.51

LIN

Buy

64

out of 100

Grade: C+

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

Multi-model valuation · Graham Formula

IAGUndervalued (+39.8%)

Margin of Safety

+39.8%

Fair Value

$33.43

Current Price

$20.26

$13.17 discount

UndervaluedFair: $33.43Overvalued
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

IAG6 strengths · Avg: 9.8/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
31.4%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
45.0%10/10

Strong operational efficiency at 45.0%

Revenue GrowthGrowth
47.5%10/10

Revenue surging 47.5% year-over-year

EPS GrowthGrowth
191.4%10/10

Earnings expanding 191.4% YoY

Return on EquityProfitability
26.3%9/10

Every $100 of equity generates 26 in profit

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

IAG1 concerns · Avg: 2.0/10
PEG RatioValuation
13.522/10

Expensive relative to growth rate

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 : IAG

The strongest argument for IAG centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 31.4% and operating margin at 45.0%. Revenue growth of 47.5% 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 : IAG

The primary concerns for IAG are PEG Ratio.

Bear Case : LIN

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

Key Dynamics to Monitor

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

IAG carries more volatility with a beta of 2.34 — expect wider price swings.

IAG is growing revenue faster at 47.5% — sustainability is the question.

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

Bottom Line

IAG scores higher overall (81/100 vs 64/100), backed by strong 31.4% margins and 47.5% 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.

IAMGold Corporation

BASIC MATERIALS · GOLD · USA

IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.

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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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