Harmony Gold Mining Company Limited (HMY)vsLinde plc Ordinary Shares (LIN)
HMY
Harmony Gold Mining Company Limited
$15.06
-3.95%
BASIC MATERIALS · Cap: $9.51B
LIN
Linde plc Ordinary Shares
$501.14
-0.71%
BASIC MATERIALS · Cap: $232.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Harmony Gold Mining Company Limited generates 139% more annual revenue ($81.15B vs $33.99B). LIN leads profitability with a 20.3% profit margin vs 20.1%. HMY appears more attractively valued with a PEG of 0.03. HMY earns a higher WallStSmart Score of 80/100 (B+).
HMY
Strong Buy80
out of 100
Grade: B+
LIN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.1%
Fair Value
$103.58
Current Price
$15.06
$88.52 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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 34 in profit
Strong operational efficiency at 33.3%
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
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
No major concerns identified
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 : HMY
The strongest argument for HMY centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 20.1% and operating margin at 33.3%. Revenue growth of 19.5% demonstrates continued momentum.
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 : HMY
No major red flags identified for HMY, but monitor valuation.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
HMY profiles as a growth stock while LIN is a mature play — different risk/reward profiles.
HMY carries more volatility with a beta of 0.80 — expect wider price swings.
HMY is growing revenue faster at 19.5% — sustainability is the question.
HMY generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
HMY scores higher overall (80/100 vs 56/100), backed by strong 20.1% margins and 19.5% revenue growth. Both earn "Strong 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.
Harmony Gold Mining Company Limited
BASIC MATERIALS · GOLD · USA
Harmony Gold Mining Company Limited is engaged in the exploration, extraction and processing of gold in South Africa and Papua New Guinea. The company is headquartered in Randfontein, South Africa.
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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