WallStSmart

IAMGold Corporation (IAG)vsLinde plc Ordinary Shares (LIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 1091% more annual revenue ($33.99B vs $2.85B). IAG leads profitability with a 23.3% profit margin vs 20.3%. LIN appears more attractively valued with a PEG of 2.37. IAG earns a higher WallStSmart Score of 77/100 (B+).

IAG

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 8.5Value: 6.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.52

LIN

Buy

56

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

IAGUndervalued (+19.4%)

Margin of Safety

+19.4%

Fair Value

$27.92

Current Price

$16.87

$11.05 discount

UndervaluedFair: $27.92Overvalued
LINSignificantly Overvalued (-44.6%)

Margin of Safety

-44.6%

Fair Value

$346.56

Current Price

$501.14

$154.58 premium

UndervaluedFair: $346.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IAG6 strengths · Avg: 9.3/10
Operating MarginProfitability
51.9%10/10

Strong operational efficiency at 51.9%

Revenue GrowthGrowth
131.6%10/10

Revenue surging 131.6% year-over-year

EPS GrowthGrowth
362.0%10/10

Earnings expanding 362.0% YoY

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

LIN4 strengths · Avg: 8.8/10
Market CapQuality
$232.23B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
20.3%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

Free Cash FlowQuality
$1.57B8/10

Generating 1.6B in free cash flow

Areas to Watch

IAG1 concerns · Avg: 2.0/10
PEG RatioValuation
13.522/10

Expensive relative to growth rate

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.374/10

Expensive relative to growth rate

P/E RatioValuation
34.3x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-9.4%2/10

Earnings declined 9.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : IAG

The strongest argument for IAG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.3% and operating margin at 51.9%. Revenue growth of 131.6% 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 : IAG

The primary concerns for IAG are PEG Ratio.

Bear Case : LIN

The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

IAG profiles as a growth stock while LIN is a mature play — different risk/reward profiles.

IAG carries more volatility with a beta of 2.28 — expect wider price swings.

IAG is growing revenue faster at 131.6% — sustainability is the question.

LIN generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

IAG scores higher overall (77/100 vs 56/100), backed by strong 23.3% margins and 131.6% 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.

IAMGold Corporation

BASIC MATERIALS · GOLD · USA

IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.

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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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