Linde plc Ordinary Shares (LIN)vsAltria Group (MO)
LIN
Linde plc Ordinary Shares
$493.16
-0.14%
BASIC MATERIALS · Cap: $228.33B
MO
Altria Group
$68.12
-1.33%
CONSUMER DEFENSIVE · Cap: $115.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 70% more annual revenue ($34.65B vs $20.38B). MO leads profitability with a 39.5% profit margin vs 20.4%. MO appears more attractively valued with a PEG of 1.86. LIN earns a higher WallStSmart Score of 62/100 (C+).
LIN
Buy62
out of 100
Grade: C+
MO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.0%
Fair Value
$355.19
Current Price
$493.16
$137.97 premium
Margin of Safety
-37.3%
Fair Value
$48.02
Current Price
$68.12
$20.10 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 62.3%
Earnings expanding 106.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.5% and operating margin at 62.3%.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity.
Key Dynamics to Monitor
LIN carries more volatility with a beta of 0.74 — expect wider price swings.
LIN is growing revenue faster at 8.2% — sustainability is the question.
MO generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LIN scores higher overall (62/100 vs 61/100), backed by strong 20.4% 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.
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 →Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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