Quaker Chemical Corporation (KWR)vsLinde plc Ordinary Shares (LIN)
KWR
Quaker Chemical Corporation
$140.69
0.00%
BASIC MATERIALS · Cap: $2.51B
LIN
Linde plc Ordinary Shares
$507.90
-0.72%
BASIC MATERIALS · Cap: $241.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1699% more annual revenue ($34.65B vs $1.93B). LIN leads profitability with a 20.4% profit margin vs 0.2%. KWR appears more attractively valued with a PEG of 1.86. LIN earns a higher WallStSmart Score of 62/100 (C+).
KWR
Buy58
out of 100
Grade: C
LIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.2%
Fair Value
$149.15
Current Price
$140.69
$8.46 premium
Margin of Safety
-71.3%
Fair Value
$299.00
Current Price
$507.90
$208.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 54.8% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 0.3% — below average capital efficiency
0.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : KWR
The strongest argument for KWR centers on EPS Growth, Price/Book.
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 : KWR
The primary concerns for KWR are PEG Ratio, Altman Z-Score, Return on Equity. A P/E of 555.6x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
KWR profiles as a value stock while LIN is a mature play — different risk/reward profiles.
KWR carries more volatility with a beta of 1.42 — expect wider price swings.
KWR is growing revenue faster at 8.5% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (62/100 vs 58/100), backed by strong 20.4% margins. 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.
Quaker Chemical Corporation
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Quaker Chemical Corporation develops, produces and markets a variety of specialty chemicals formulated for a wide range of heavy manufacturing and industrial applications. The company is headquartered in Conshohocken, Pennsylvania.
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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