Linde plc Ordinary Shares (LIN)vsLsb Industries Inc (LXU)
LIN
Linde plc Ordinary Shares
$501.14
+1.35%
BASIC MATERIALS · Cap: $232.23B
LXU
Lsb Industries Inc
$14.77
-0.87%
BASIC MATERIALS · Cap: $1.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 5424% more annual revenue ($33.99B vs $615.21M). LIN leads profitability with a 20.3% profit margin vs 4.0%. LXU appears more attractively valued with a PEG of 0.42. LIN earns a higher WallStSmart Score of 56/100 (C).
LIN
Buy56
out of 100
Grade: C
LXU
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$347.07
Current Price
$501.14
$154.07 premium
Margin of Safety
+53.2%
Fair Value
$22.09
Current Price
$14.77
$7.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 9.4%
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.9% — below average capital efficiency
4.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity. A P/E of 42.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
LIN profiles as a mature stock while LXU is a growth play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.79 — expect wider price swings.
LXU is growing revenue faster at 22.3% — sustainability is the question.
LIN generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
LIN scores higher overall (56/100 vs 54/100), backed by strong 20.3% margins. LXU offers better value entry with a 53.2% margin of safety. 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.
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 →Lsb Industries Inc
BASIC MATERIALS · CHEMICALS · USA
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company is headquartered in Oklahoma City, Oklahoma.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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