Linde plc Ordinary Shares (LIN)vsCVR Partners LP (UAN)
LIN
Linde plc Ordinary Shares
$479.43
-2.26%
BASIC MATERIALS · Cap: $223.41B
UAN
CVR Partners LP
$119.53
-0.53%
BASIC MATERIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 5137% more annual revenue ($35.45B vs $676.86M). UAN leads profitability with a 23.7% profit margin vs 20.4%. UAN trades at a lower P/E of 8.5x. UAN earns a higher WallStSmart Score of 70/100 (B).
LIN
Buy62
out of 100
Grade: C+
UAN
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.6%
Fair Value
$308.53
Current Price
$479.43
$170.90 premium
Intrinsic value data unavailable for UAN.
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
Every $100 of equity generates 39 in profit
Strong operational efficiency at 42.4%
Earnings expanding 99.9% YoY
Keeps 24 of every $100 in revenue as profit
Revenue surging 20.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
Elevated debt levels
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 : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.7% and operating margin at 42.4%. Revenue growth of 20.0% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
LIN profiles as a mature stock while UAN is a growth play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.73 — expect wider price swings.
UAN is growing revenue faster at 20.0% — sustainability is the question.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (70/100 vs 62/100), backed by strong 23.7% margins and 20.0% revenue growth. Both earn "Strong 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 →CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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