Corteva Inc (CTVA)vsLinde plc Ordinary Shares (LIN)
CTVA
Corteva Inc
$79.37
+0.54%
BASIC MATERIALS · Cap: $53.57B
LIN
Linde plc Ordinary Shares
$504.71
-0.71%
BASIC MATERIALS · Cap: $232.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 95% more annual revenue ($33.99B vs $17.40B). LIN leads profitability with a 20.3% profit margin vs 6.3%. CTVA appears more attractively valued with a PEG of 1.16. LIN earns a higher WallStSmart Score of 56/100 (C).
CTVA
Buy52
out of 100
Grade: C-
LIN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.6%
Fair Value
$62.45
Current Price
$79.37
$16.92 premium
Margin of Safety
-44.6%
Fair Value
$346.56
Current Price
$504.71
$158.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 27.4% YoY
Generating 4.2B in free cash flow
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
ROE of 5.0% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Revenue declined 1.7%
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 : CTVA
The strongest argument for CTVA centers on Market Cap, Debt/Equity, Price/Book. PEG of 1.16 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 20.3% and operating margin at 28.2%.
Bear Case : CTVA
The primary concerns for CTVA are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CTVA profiles as a value 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.
CTVA generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
LIN scores higher overall (56/100 vs 52/100), 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.
Corteva Inc
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Corteva, Inc. (also known as Corteva Agriscience) is a major American agricultural chemical and seed company that was the agricultural unit of DowDuPont prior to being spun off as an independent public company.
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 AGRICULTURAL INPUTS Stocks
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