Calumet Specialty Products Partners (CLMT)vsLinde plc Ordinary Shares (LIN)
CLMT
Calumet Specialty Products Partners
$32.83
-5.99%
BASIC MATERIALS · Cap: $3.00B
LIN
Linde plc Ordinary Shares
$516.71
+0.68%
BASIC MATERIALS · Cap: $241.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 730% more annual revenue ($34.65B vs $4.17B). LIN leads profitability with a 20.4% profit margin vs -4.5%. CLMT appears more attractively valued with a PEG of 0.65. LIN earns a higher WallStSmart Score of 62/100 (C+).
CLMT
Hold48
out of 100
Grade: D+
LIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLMT.
Margin of Safety
-71.3%
Fair Value
$299.00
Current Price
$516.71
$217.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Areas to Watch
3.6% revenue growth
ROE of -1172.0% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
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 28.5%.
Bear Case : CLMT
The primary concerns for CLMT are Revenue Growth, Return on Equity, Free Cash Flow.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CLMT profiles as a turnaround stock while LIN is a mature 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 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 48/100), 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.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
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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