Linde plc Ordinary Shares (LIN)vsLyondellBasell Industries NV (LYB)
LIN
Linde plc Ordinary Shares
$464.41
-0.39%
BASIC MATERIALS · Cap: $214.92B
LYB
LyondellBasell Industries NV
$63.69
-0.95%
BASIC MATERIALS · Cap: $20.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 14% more annual revenue ($35.45B vs $31.19B). LIN leads profitability with a 20.4% profit margin vs -1.1%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 65/100 (C+).
LIN
Buy64
out of 100
Grade: C+
LYB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$464.41
$155.44 premium
Margin of Safety
-7.3%
Fair Value
$55.45
Current Price
$63.69
$8.24 premium
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 28.1%
Earnings expanding 396.0% YoY
Reasonable price relative to book value
19.8% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
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 20.4% and operating margin at 28.1%.
Bull Case : LYB
The strongest argument for LYB centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
LIN profiles as a mature stock while LYB is a growth play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.73 — expect wider price swings.
LYB is growing revenue faster at 19.8% — sustainability is the question.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
LYB scores higher overall (65/100 vs 64/100) and 19.8% 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.
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 →LyondellBasell Industries NV
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
LyondellBasell Industries N.V. (NYSE: LYB) is a Dutch-domiciled multinational chemical company with American and British roots, incorporated in the Netherlands, with U.S. operations headquarters in Houston, Texas, and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.
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