Linde plc Ordinary Shares (LIN)vsNewMarket Corporation (NEU)
LIN
Linde plc Ordinary Shares
$507.90
+1.58%
BASIC MATERIALS · Cap: $229.28B
NEU
NewMarket Corporation
$790.13
-0.56%
BASIC MATERIALS · Cap: $7.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1186% more annual revenue ($34.65B vs $2.69B). LIN leads profitability with a 20.4% profit margin vs 15.2%. LIN appears more attractively valued with a PEG of 2.32. LIN earns a higher WallStSmart Score of 62/100 (C+).
LIN
Buy62
out of 100
Grade: C+
NEU
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-70.2%
Fair Value
$298.47
Current Price
$507.90
$209.43 premium
Intrinsic value data unavailable for NEU.
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 28.5%
Every $100 of equity generates 24 in profit
Strong operational efficiency at 23.6%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.5%
Earnings declined 4.9%
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 28.5%.
Bull Case : NEU
The strongest argument for NEU centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.2% and operating margin at 23.6%.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : NEU
The primary concerns for NEU are Piotroski F-Score, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
LIN profiles as a mature stock while NEU is a declining play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.74 — expect wider price swings.
LIN is growing revenue faster at 8.2% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (62/100 vs 52/100), 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.
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 →NewMarket Corporation
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
NewMarket Corporation participates in the petroleum additives business. The company is headquartered in Richmond, Virginia.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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