WallStSmart

Element Solutions Inc (ESI)vsLinde plc Ordinary Shares (LIN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 939% more annual revenue ($36.24B vs $3.49B). LIN leads profitability with a 19.3% profit margin vs 5.9%. LIN trades at a lower P/E of 34.1x. ESI earns a higher WallStSmart Score of 59/100 (C).

ESI

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 5.0Value: 4.3Quality: 6.0
Piotroski: 4/9Altman Z: 1.30

LIN

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ESIOvervalued (-8.6%)

Margin of Safety

-8.6%

Fair Value

$32.61

Current Price

$30.76

$1.85 premium

UndervaluedFair: $32.61Overvalued
LINSignificantly Overvalued (-61.9%)

Margin of Safety

-61.9%

Fair Value

$318.30

Current Price

$515.25

$196.95 premium

UndervaluedFair: $318.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ESI3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
51.7%10/10

Revenue surging 51.7% year-over-year

EPS GrowthGrowth
68.6%10/10

Earnings expanding 68.6% YoY

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

LIN3 strengths · Avg: 8.7/10
Market CapQuality
$236.08B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
28.0%8/10

Strong operational efficiency at 28.0%

Free Cash FlowQuality
$1.78B8/10

Generating 1.8B in free cash flow

Areas to Watch

ESI4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

P/E RatioValuation
42.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.302/10

Distress zone — elevated risk

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.004/10

Expensive relative to growth rate

P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : ESI

The strongest argument for ESI centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 51.7% demonstrates continued momentum.

Bull Case : LIN

The strongest argument for LIN centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 19.3% and operating margin at 28.0%.

Bear Case : ESI

The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 42.1x 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

ESI profiles as a hypergrowth stock while LIN is a mature play — different risk/reward profiles.

ESI carries more volatility with a beta of 1.26 — expect wider price swings.

ESI is growing revenue faster at 51.7% — sustainability is the question.

LIN generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

ESI scores higher overall (59/100 vs 54/100) and 51.7% revenue growth. 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.

Element Solutions Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Element Solutions Inc produces and sells specialty chemicals in the United States, China, and internationally. The company is headquartered in Fort Lauderdale, Florida.

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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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