WallStSmart

Linde plc Ordinary Shares (LIN)vsOil-Dri Corporation Of America (ODC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 6996% more annual revenue ($33.99B vs $478.94M). LIN leads profitability with a 20.3% profit margin vs 11.0%. LIN appears more attractively valued with a PEG of 2.29. LIN earns a higher WallStSmart Score of 56/100 (C).

LIN

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 7.3Quality: 5.0
Piotroski: 3/9Altman Z: 1.49

ODC

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 7.0Value: 4.7Quality: 9.5
Piotroski: 7/9Altman Z: 4.31
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LINSignificantly Overvalued (-396.3%)

Margin of Safety

-396.3%

Fair Value

$99.21

Current Price

$492.34

$393.13 premium

UndervaluedFair: $99.21Overvalued
ODCSignificantly Overvalued (-168.8%)

Margin of Safety

-168.8%

Fair Value

$24.62

Current Price

$62.53

$37.91 premium

UndervaluedFair: $24.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LIN4 strengths · Avg: 8.8/10
Market CapQuality
$222.36B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
20.3%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

Free Cash FlowQuality
$1.57B8/10

Generating 1.6B in free cash flow

ODC4 strengths · Avg: 9.3/10
Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.3110/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.7%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Areas to Watch

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-9.4%2/10

Earnings declined 9.4%

ODC4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Market CapQuality
$895.73M3/10

Smaller company, higher risk/reward

PEG RatioValuation
4.082/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.1%2/10

Earnings declined 2.1%

Comparative Analysis Report

WallStSmart Research

Bull 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 : ODC

The strongest argument for ODC centers on Debt/Equity, Altman Z-Score, Return on Equity.

Bear Case : LIN

The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : ODC

The primary concerns for ODC are Revenue Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

LIN profiles as a mature stock while ODC is a value play — different risk/reward profiles.

LIN carries more volatility with a beta of 0.80 — expect wider price swings.

LIN is growing revenue faster at 5.8% — 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 49/100), backed by strong 20.3% margins. Both earn "Buy" and "Hold" 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.

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Oil-Dri Corporation Of America

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Oil-Dri Corporation of America, develops, manufactures and markets absorbent products in the United States and internationally. The company is headquartered in Chicago, Illinois.

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