Linde plc Ordinary Shares (LIN)vsNational Grid PLC ADR (NGG)
LIN
Linde plc Ordinary Shares
$504.71
-0.71%
BASIC MATERIALS · Cap: $236.47B
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 94% more annual revenue ($33.99B vs $17.48B). LIN leads profitability with a 20.3% profit margin vs 16.4%. NGG appears more attractively valued with a PEG of 1.09. LIN earns a higher WallStSmart Score of 56/100 (C).
LIN
Buy56
out of 100
Grade: C
NGG
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.6%
Fair Value
$346.56
Current Price
$504.71
$158.15 premium
Intrinsic value data unavailable for NGG.
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
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 9.4%
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
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 : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 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 : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
LIN profiles as a mature stock while NGG is a declining play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.79 — expect wider price swings.
LIN is growing revenue faster at 5.8% — 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 50/100), 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 →National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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