Linde plc Ordinary Shares (LIN)vsIngevity Corp (NGVT)
LIN
Linde plc Ordinary Shares
$507.90
+1.58%
BASIC MATERIALS · Cap: $229.28B
NGVT
Ingevity Corp
$65.99
-0.15%
BASIC MATERIALS · Cap: $2.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 2843% more annual revenue ($34.65B vs $1.18B). LIN leads profitability with a 20.4% profit margin vs -10.8%. LIN appears more attractively valued with a PEG of 2.32. LIN earns a higher WallStSmart Score of 62/100 (C+).
LIN
Buy62
out of 100
Grade: C+
NGVT
Hold47
out of 100
Grade: D+
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
-64.8%
Fair Value
$45.46
Current Price
$65.99
$20.53 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%
Earnings expanding 199.0% YoY
Strong operational efficiency at 26.7%
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
4.1% revenue growth
Trading at 58.9x book value
ROE of -328.5% — 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 : NGVT
The strongest argument for NGVT centers on EPS Growth, Operating Margin.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : NGVT
The primary concerns for NGVT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 32.00 is elevated, increasing financial risk.
Key Dynamics to Monitor
LIN profiles as a mature stock while NGVT is a turnaround play — different risk/reward profiles.
NGVT carries more volatility with a beta of 1.19 — expect wider price swings.
LIN is growing revenue faster at 8.2% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (62/100 vs 47/100), backed by strong 20.4% margins. Both earn "Buy" and "Hold" 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 →Ingevity Corp
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials in North America, Asia-Pacific, Europe, the Middle East, Africa, and South America. The company is headquartered in North Charleston, South Carolina.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?