Linde plc Ordinary Shares (LIN)vsThe Mosaic Company (MOS)
LIN
Linde plc Ordinary Shares
$507.90
+1.58%
BASIC MATERIALS · Cap: $229.28B
MOS
The Mosaic Company
$22.24
-2.88%
BASIC MATERIALS · Cap: $7.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 179% more annual revenue ($34.65B vs $12.43B). LIN leads profitability with a 20.4% profit margin vs 0.4%. MOS appears more attractively valued with a PEG of 2.02. MOS earns a higher WallStSmart Score of 62/100 (C+).
LIN
Buy62
out of 100
Grade: C+
MOS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-70.2%
Fair Value
$298.47
Current Price
$507.90
$209.43 premium
Margin of Safety
+55.4%
Fair Value
$69.84
Current Price
$22.24
$47.60 discount
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%
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Conservative balance sheet, low leverage
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 6.2% — below average capital efficiency
0.4% margin — thin
Operating margin of 0.8%
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 : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 14.4% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Profit Margin. A P/E of 162.1x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
LIN profiles as a mature stock while MOS is a value play — different risk/reward profiles.
MOS carries more volatility with a beta of 0.81 — expect wider price swings.
MOS is growing revenue faster at 14.4% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (62/100 vs 62/100), backed by strong 20.4% margins. MOS offers better value entry with a 55.4% margin of safety. 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 →The Mosaic Company
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
The Mosaic Company is a Fortune 500 company based in Tampa, Florida which mines phosphate and potash, and operates through segments such as international distribution and Mosaic Fertilizantes.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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