Linde plc Ordinary Shares (LIN)vsPPG Industries Inc (PPG)
LIN
Linde plc Ordinary Shares
$493.55
+1.37%
BASIC MATERIALS · Cap: $234.84B
PPG
PPG Industries Inc
$106.41
+2.24%
BASIC MATERIALS · Cap: $23.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 115% more annual revenue ($34.65B vs $16.12B). LIN leads profitability with a 20.4% profit margin vs 9.8%. PPG appears more attractively valued with a PEG of 1.39. PPG earns a higher WallStSmart Score of 63/100 (C+).
LIN
Buy62
out of 100
Grade: C+
PPG
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.1%
Fair Value
$354.70
Current Price
$493.55
$138.85 premium
Margin of Safety
+16.2%
Fair Value
$156.34
Current Price
$106.41
$49.93 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%
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
4.2% earnings growth
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 20.4% and operating margin at 28.5%.
Bull Case : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.39 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 : PPG
The primary concerns for PPG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
LIN profiles as a mature stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.16 — 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
PPG scores higher overall (63/100 vs 62/100). 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 →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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