Linde plc Ordinary Shares (LIN)vsMaterion Corporation (MTRN)
LIN
Linde plc Ordinary Shares
$501.14
-0.71%
BASIC MATERIALS · Cap: $232.23B
MTRN
Materion Corporation
$172.54
-2.67%
BASIC MATERIALS · Cap: $3.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1802% more annual revenue ($33.99B vs $1.79B). LIN leads profitability with a 20.3% profit margin vs 4.2%. MTRN appears more attractively valued with a PEG of 1.28. LIN earns a higher WallStSmart Score of 56/100 (C).
LIN
Buy56
out of 100
Grade: C
MTRN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.6%
Fair Value
$346.56
Current Price
$501.14
$154.58 premium
Margin of Safety
-67.6%
Fair Value
$93.75
Current Price
$172.54
$78.79 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 28.2%
Generating 1.6B in free cash flow
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 9.4%
4.2% margin — thin
Operating margin of 2.6%
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 20.3% and operating margin at 28.2%.
Bull Case : MTRN
Revenue growth of 12.1% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : MTRN
The primary concerns for MTRN are Profit Margin, Operating Margin, P/E Ratio. A P/E of 47.1x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LIN profiles as a mature stock while MTRN is a value play — different risk/reward profiles.
MTRN carries more volatility with a beta of 0.91 — expect wider price swings.
MTRN is growing revenue faster at 12.1% — sustainability is the question.
LIN generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
LIN scores higher overall (56/100 vs 51/100), backed by strong 20.3% 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 →Materion Corporation
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Materion Corporation (MTRN) is a premier provider of advanced materials solutions, delivering specialized products essential for diverse sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its high-performance metals and alloys, particularly beryllium and copper, along with specialty coatings that comply with rigorous industry standards. By emphasizing research and development and fostering strategic partnerships, Materion enhances its competitive edge while pursuing sustainable growth through innovative technologies and a comprehensive, customer-focused product portfolio.
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