Linde plc Ordinary Shares (LIN)vsSuzano Papel e Celulose SA ADR (SUZ)
LIN
Linde plc Ordinary Shares
$507.90
-0.40%
BASIC MATERIALS · Cap: $229.28B
SUZ
Suzano Papel e Celulose SA ADR
$8.18
+1.87%
BASIC MATERIALS · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Suzano Papel e Celulose SA ADR generates 43% more annual revenue ($49.53B vs $34.65B). SUZ leads profitability with a 23.0% profit margin vs 20.4%. SUZ trades at a lower P/E of 4.6x. LIN earns a higher WallStSmart Score of 62/100 (C+).
LIN
Buy62
out of 100
Grade: C+
SUZ
Buy57
out of 100
Grade: C
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
+50.8%
Fair Value
$22.71
Current Price
$8.18
$14.53 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%
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Revenue declined 5.1%
Earnings declined 31.9%
Negative free cash flow — burning cash
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 28.5%.
Bull Case : SUZ
The strongest argument for SUZ centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 23.0% and operating margin at 16.7%.
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 Revenue Growth, EPS Growth, Free Cash Flow. Debt-to-equity of 2.03 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 0.74 — 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 57/100), backed by strong 20.4% margins. SUZ offers better value entry with a 50.8% 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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