WallStSmart

Linde plc Ordinary Shares (LIN)vsPan American Silver Corp. (PAAS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Linde plc Ordinary Shares generates 740% more annual revenue ($36.24B vs $4.31B). PAAS leads profitability with a 32.0% profit margin vs 19.3%. LIN appears more attractively valued with a PEG of 2.00. PAAS earns a higher WallStSmart Score of 79/100 (B+).

LIN

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.49

PAAS

Strong Buy

79

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 5.7Quality: 6.8
Piotroski: 4/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LINSignificantly Overvalued (-61.7%)

Margin of Safety

-61.7%

Fair Value

$318.00

Current Price

$521.46

$203.46 premium

UndervaluedFair: $318.00Overvalued

Intrinsic value data unavailable for PAAS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LIN2 strengths · Avg: 9.0/10
Market CapQuality
$236.08B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
28.0%8/10

Strong operational efficiency at 28.0%

PAAS6 strengths · Avg: 9.3/10
P/E RatioValuation
11.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.0%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Revenue GrowthGrowth
38.4%10/10

Revenue surging 38.4% year-over-year

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

EPS GrowthGrowth
38.5%8/10

Earnings expanding 38.5% YoY

Areas to Watch

LIN4 concerns · Avg: 3.3/10
PEG RatioValuation
2.004/10

Expensive relative to growth rate

P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

PAAS1 concerns · Avg: 2.0/10
PEG RatioValuation
7.022/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : LIN

The strongest argument for LIN centers on Market Cap, Operating Margin. Profitability is solid with margins at 19.3% and operating margin at 28.0%.

Bull Case : PAAS

The strongest argument for PAAS centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.0% and operating margin at 37.8%. Revenue growth of 38.4% demonstrates continued momentum.

Bear Case : LIN

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

Bear Case : PAAS

The primary concerns for PAAS are PEG Ratio.

Key Dynamics to Monitor

LIN profiles as a mature stock while PAAS is a growth play — different risk/reward profiles.

PAAS carries more volatility with a beta of 1.58 — expect wider price swings.

PAAS is growing revenue faster at 38.4% — sustainability is the question.

LIN generates stronger free cash flow (833M), providing more financial flexibility.

Bottom Line

PAAS scores higher overall (79/100 vs 54/100), backed by strong 32.0% margins and 38.4% revenue growth. Both earn "Strong 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.

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Pan American Silver Corp.

BASIC MATERIALS · GOLD · USA

Pan American Silver Corp. The company is headquartered in Vancouver, Canada.

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