WallStSmart

Air Products and Chemicals Inc (APD)vsLinde plc Ordinary Shares (LIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 181% more annual revenue ($35.45B vs $12.60B). LIN leads profitability with a 20.4% profit margin vs -0.4%. LIN appears more attractively valued with a PEG of 1.79. LIN earns a higher WallStSmart Score of 64/100 (C+).

APD

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 5.0Value: 4.7Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

LIN

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 4.0Quality: 4.0
Piotroski: 3/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APD.

LINSignificantly Overvalued (-48.3%)

Margin of Safety

-48.3%

Fair Value

$309.10

Current Price

$460.40

$151.30 premium

UndervaluedFair: $309.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$68.61B9/10

Large-cap with strong market position

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

LIN3 strengths · Avg: 9.0/10
Market CapQuality
$214.92B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.214/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Debt/EquityHealth
1.313/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
1.794/10

Expensive relative to growth rate

P/E RatioValuation
29.8x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.492/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

The strongest argument for APD centers on Market Cap, Operating Margin.

Bull 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%.

Bear Case : APD

The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.

Bear Case : LIN

The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

APD profiles as a turnaround stock while LIN is a mature play — different risk/reward profiles.

APD carries more volatility with a beta of 0.75 — 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 43/100), backed by strong 20.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Air Products and Chemicals Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.

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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.

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