Linde plc Ordinary Shares (LIN)vsWestlake Chemical Partners LP (WLKP)
LIN
Linde plc Ordinary Shares
$464.41
-0.39%
BASIC MATERIALS · Cap: $214.92B
WLKP
Westlake Chemical Partners LP
$21.48
-0.19%
BASIC MATERIALS · Cap: $771.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 2771% more annual revenue ($35.45B vs $1.23B). LIN leads profitability with a 20.4% profit margin vs 4.7%. WLKP appears more attractively valued with a PEG of 0.23. LIN earns a higher WallStSmart Score of 64/100 (C+).
LIN
Buy64
out of 100
Grade: C+
WLKP
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$464.41
$155.44 premium
Margin of Safety
-6.5%
Fair Value
$20.18
Current Price
$21.48
$1.30 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 28.1%
Growing faster than its price suggests
Every $100 of equity generates 23 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 29.4%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
0.0% revenue growth
Smaller company, higher risk/reward
4.7% margin — thin
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 : WLKP
The strongest argument for WLKP centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.23 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 : WLKP
The primary concerns for WLKP are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 1.58 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
LIN profiles as a mature stock while WLKP is a value 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.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (64/100 vs 56/100), backed by strong 20.4% margins. 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 →Westlake Chemical Partners LP
BASIC MATERIALS · CHEMICALS · USA
Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.
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