Linde plc Ordinary Shares (LIN)vsPan American Silver Corp. (PAAS)
LIN
Linde plc Ordinary Shares
$493.16
-0.14%
BASIC MATERIALS · Cap: $228.33B
PAAS
Pan American Silver Corp.
$57.81
+2.16%
BASIC MATERIALS · Cap: $24.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 766% more annual revenue ($34.65B vs $4.00B). PAAS leads profitability with a 31.7% profit margin vs 20.4%. LIN appears more attractively valued with a PEG of 2.34. PAAS earns a higher WallStSmart Score of 74/100 (B).
LIN
Buy62
out of 100
Grade: C+
PAAS
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.0%
Fair Value
$355.19
Current Price
$493.16
$137.97 premium
Intrinsic value data unavailable for PAAS.
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%
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.1%
Revenue surging 49.3% year-over-year
Earnings expanding 131.6% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
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 : PAAS
The strongest argument for PAAS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.7% and operating margin at 48.1%. Revenue growth of 49.3% 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 1.49 — expect wider price swings.
PAAS is growing revenue faster at 49.3% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
PAAS scores higher overall (74/100 vs 62/100), backed by strong 31.7% margins and 49.3% 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.
Visit Website →Pan American Silver Corp.
BASIC MATERIALS · GOLD · USA
Pan American Silver Corp. The company is headquartered in Vancouver, Canada.
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