WallStSmart

Linde plc Ordinary Shares (LIN)vsMako Mining Corp Common Stock (MAKO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 23241% more annual revenue ($34.65B vs $148.47M). MAKO leads profitability with a 22.7% profit margin vs 20.4%. MAKO trades at a lower P/E of 19.8x. MAKO earns a higher WallStSmart Score of 68/100 (B-).

LIN

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.49

MAKO

Strong Buy

68

out of 100

Grade: B-

Growth: 10.0Profit: 9.5Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LINSignificantly Overvalued (-38.7%)

Margin of Safety

-38.7%

Fair Value

$355.58

Current Price

$493.16

$137.58 premium

UndervaluedFair: $355.58Overvalued

Intrinsic value data unavailable for MAKO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LIN3 strengths · Avg: 9.0/10
Market CapQuality
$228.33B10/10

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%

MAKO5 strengths · Avg: 9.6/10
Operating MarginProfitability
45.5%10/10

Strong operational efficiency at 45.5%

Revenue GrowthGrowth
74.7%10/10

Revenue surging 74.7% year-over-year

EPS GrowthGrowth
209.8%10/10

Earnings expanding 209.8% YoY

Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Areas to Watch

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.344/10

Expensive relative to growth rate

P/E RatioValuation
32.8x4/10

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

MAKO1 concerns · Avg: 3.0/10
Market CapQuality
$711.02M3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : MAKO

The strongest argument for MAKO centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 45.5%. Revenue growth of 74.7% demonstrates continued momentum.

Bear Case : LIN

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

Bear Case : MAKO

The primary concerns for MAKO are Market Cap.

Key Dynamics to Monitor

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

MAKO carries more volatility with a beta of 1.68 — expect wider price swings.

MAKO is growing revenue faster at 74.7% — sustainability is the question.

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

Bottom Line

MAKO scores higher overall (68/100 vs 62/100), backed by strong 22.7% margins and 74.7% 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.

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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Mako Mining Corp Common Stock

BASIC MATERIALS · GOLD · USA

None

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