Axalta Coating Systems Ltd (AXTA)vsLinde plc Ordinary Shares (LIN)
AXTA
Axalta Coating Systems Ltd
$27.66
+2.75%
BASIC MATERIALS · Cap: $5.74B
LIN
Linde plc Ordinary Shares
$492.34
+2.60%
BASIC MATERIALS · Cap: $222.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 564% more annual revenue ($33.99B vs $5.12B). LIN leads profitability with a 20.3% profit margin vs 7.4%. AXTA appears more attractively valued with a PEG of 2.02. LIN earns a higher WallStSmart Score of 56/100 (C).
AXTA
Buy51
out of 100
Grade: C-
LIN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-183.8%
Fair Value
$11.83
Current Price
$27.66
$15.83 premium
Margin of Safety
-396.3%
Fair Value
$99.21
Current Price
$492.34
$393.13 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.2%
Generating 1.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
7.4% margin — thin
Revenue declined 3.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 9.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AXTA
The strongest argument for AXTA centers on P/E Ratio, Price/Book.
Bull Case : LIN
The strongest argument for LIN centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 20.3% and operating margin at 28.2%.
Bear Case : AXTA
The primary concerns for AXTA are PEG Ratio, Altman Z-Score, Profit Margin.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
AXTA profiles as a value stock while LIN is a mature play — different risk/reward profiles.
AXTA carries more volatility with a beta of 1.28 — expect wider price swings.
LIN is growing revenue faster at 5.8% — sustainability is the question.
LIN generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
LIN scores higher overall (56/100 vs 51/100), backed by strong 20.3% 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.
Axalta Coating Systems Ltd
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Axalta Coating Systems Ltd. manufactures, markets and distributes high performance coating systems in North America, Europe, the Middle East, Africa, Asia Pacific and Latin America. The company is headquartered in Philadelphia, Pennsylvania.
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 →Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?