WallStSmart

Hawkins Inc (HWKN)vsLinde plc Ordinary Shares (LIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 3098% more annual revenue ($34.65B vs $1.08B). LIN leads profitability with a 20.4% profit margin vs 7.5%. LIN appears more attractively valued with a PEG of 2.32. LIN earns a higher WallStSmart Score of 62/100 (C+).

HWKN

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 6.5Value: 2.7Quality: 7.5
Piotroski: 3/9Altman Z: 3.00

LIN

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HWKNSignificantly Overvalued (-55.9%)

Margin of Safety

-55.9%

Fair Value

$95.90

Current Price

$155.07

$59.17 premium

UndervaluedFair: $95.90Overvalued
LINSignificantly Overvalued (-70.2%)

Margin of Safety

-70.2%

Fair Value

$298.47

Current Price

$507.90

$209.43 premium

UndervaluedFair: $298.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HWKN1 strengths · Avg: 10.0/10
Altman Z-ScoreHealth
3.0010/10

Safe zone — low bankruptcy risk

LIN3 strengths · Avg: 9.0/10
Market CapQuality
$229.28B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
28.5%8/10

Strong operational efficiency at 28.5%

Areas to Watch

HWKN4 concerns · Avg: 2.5/10
Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.732/10

Expensive relative to growth rate

P/E RatioValuation
40.5x2/10

Premium valuation, high expectations priced in

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.492/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HWKN

The strongest argument for HWKN centers on Altman Z-Score.

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 : HWKN

The primary concerns for HWKN are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 40.5x 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

HWKN profiles as a value stock while LIN is a mature play — different risk/reward profiles.

HWKN carries more volatility with a beta of 0.76 — 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 44/100), 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.

Hawkins Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Hawkins, Inc. blends, manufactures, and distributes chemicals and other specialty ingredients in the United States and internationally. The company is headquartered in Roseville, Minnesota.

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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