Linde plc Ordinary Shares (LIN)vsSuzano Papel e Celulose SA ADR (SUZ)
LIN
Linde plc Ordinary Shares
$466.22
+1.00%
BASIC MATERIALS · Cap: $214.92B
SUZ
Suzano Papel e Celulose SA ADR
$9.36
-0.74%
BASIC MATERIALS · Cap: $11.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 35% more annual revenue ($47.83B vs $35.45B). LIN leads profitability with a 20.4% profit margin vs 17.1%. SUZ trades at a lower P/E of 7.1x. LIN earns a higher WallStSmart Score of 64/100 (C+).
LIN
Buy64
out of 100
Grade: C+
SUZ
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$466.22
$157.25 premium
Margin of Safety
+48.1%
Fair Value
$21.54
Current Price
$9.36
$12.18 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 28.1%
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Strong operational efficiency at 26.7%
Generating 2.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Revenue declined 12.8%
Earnings declined 64.0%
Distress zone — elevated risk
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 28.1%.
Bull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 17.1% and operating margin at 26.7%.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : SUZ
The primary concerns for SUZ are Debt/Equity, Revenue Growth, EPS Growth. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
LIN profiles as a mature stock while SUZ is a declining play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.73 — expect wider price swings.
LIN is growing revenue faster at 9.3% — sustainability is the question.
SUZ generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
LIN scores higher overall (64/100 vs 54/100), backed by strong 20.4% margins. SUZ offers better value entry with a 48.1% 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 →Suzano Papel e Celulose SA ADR
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Suzano SA produces and sells eucalyptus pulp and paper products in Brazil and internationally. The company is headquartered in Salvador, Brazil.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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