Kronos Worldwide Inc (KRO)vsLinde plc Ordinary Shares (LIN)
KRO
Kronos Worldwide Inc
$7.46
+4.78%
BASIC MATERIALS · Cap: $890.86M
LIN
Linde plc Ordinary Shares
$515.25
-1.15%
BASIC MATERIALS · Cap: $236.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1765% more annual revenue ($36.24B vs $1.94B). LIN leads profitability with a 19.3% profit margin vs -5.6%. KRO appears more attractively valued with a PEG of 1.36. KRO earns a higher WallStSmart Score of 55/100 (C).
KRO
Buy55
out of 100
Grade: C
LIN
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.3%
Fair Value
$17.43
Current Price
$7.46
$9.97 discount
Margin of Safety
-61.9%
Fair Value
$318.30
Current Price
$515.25
$196.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 124.8% YoY
Mega-cap, among the largest globally
Strong operational efficiency at 28.0%
Generating 1.8B in free cash flow
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -14.6% — below average capital efficiency
Currently unprofitable
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : KRO
The strongest argument for KRO centers on Price/Book, EPS Growth. Revenue growth of 12.9% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.
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 : KRO
The primary concerns for KRO are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
KRO profiles as a turnaround stock while LIN is a mature play — different risk/reward profiles.
KRO carries more volatility with a beta of 1.09 — expect wider price swings.
KRO is growing revenue faster at 12.9% — sustainability is the question.
LIN generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
KRO scores higher overall (55/100 vs 54/100) and 12.9% 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.
Kronos Worldwide Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Kronos Worldwide, Inc. produces and markets titanium dioxide (TiO2) pigments in Europe, North America, Asia Pacific, and internationally. The company is headquartered in Dallas, Texas.
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 SPECIALTY CHEMICALS Stocks
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