Linde plc Ordinary Shares (LIN)vsOmnicom Group Inc (OMC)
LIN
Linde plc Ordinary Shares
$493.16
-0.14%
BASIC MATERIALS · Cap: $228.33B
OMC
Omnicom Group Inc
$77.06
+0.18%
COMMUNICATION SERVICES · Cap: $21.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 75% more annual revenue ($34.65B vs $19.82B). LIN leads profitability with a 20.4% profit margin vs 0.3%. LIN appears more attractively valued with a PEG of 2.34. LIN earns a higher WallStSmart Score of 62/100 (C+).
LIN
Buy62
out of 100
Grade: C+
OMC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.0%
Fair Value
$355.19
Current Price
$493.16
$137.97 premium
Margin of Safety
+23.7%
Fair Value
$90.88
Current Price
$77.06
$13.82 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 28.5%
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
ROE of 2.0% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
LIN profiles as a mature stock while OMC is a hypergrowth play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.74 — expect wider price swings.
OMC is growing revenue faster at 69.2% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (62/100 vs 51/100), backed by strong 20.4% margins. OMC offers better value entry with a 23.7% 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 →Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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