Clearwater Paper Corporation (CLW)vsLinde plc Ordinary Shares (LIN)
CLW
Clearwater Paper Corporation
$12.89
-13.20%
BASIC MATERIALS · Cap: $234.64M
LIN
Linde plc Ordinary Shares
$501.14
-0.71%
BASIC MATERIALS · Cap: $232.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 2085% more annual revenue ($33.99B vs $1.56B). LIN leads profitability with a 20.3% profit margin vs -1.2%. LIN appears more attractively valued with a PEG of 2.37. LIN earns a higher WallStSmart Score of 56/100 (C).
CLW
Hold50
out of 100
Grade: D+
LIN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.0%
Fair Value
$69.79
Current Price
$12.89
$56.90 discount
Margin of Safety
-44.6%
Fair Value
$346.56
Current Price
$501.14
$154.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
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
1.4% revenue growth
Smaller company, higher risk/reward
Operating margin of 2.6%
Expensive relative to growth rate
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 : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
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 : CLW
The primary concerns for CLW are Revenue Growth, Market Cap, Operating Margin.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while LIN is a mature play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.79 — 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 50/100), backed by strong 20.3% margins. CLW offers better value entry with a 75.0% margin of safety. 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.
Clearwater Paper Corporation
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Clearwater Paper Corporation produces and sells private label bleached paperboard and tissue products in the United States and internationally. The company is headquartered in Spokane, Washington.
Visit Website →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 PAPER & PAPER PRODUCTS Stocks
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