Linde plc Ordinary Shares (LIN)vsREX American Resources Corporation (REX)
LIN
Linde plc Ordinary Shares
$466.22
+1.00%
BASIC MATERIALS · Cap: $214.92B
REX
REX American Resources Corporation
$41.62
-1.21%
BASIC MATERIALS · Cap: $1.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 5079% more annual revenue ($35.45B vs $684.53M). LIN leads profitability with a 20.4% profit margin vs 17.6%. REX appears more attractively valued with a PEG of 1.74. REX earns a higher WallStSmart Score of 71/100 (B).
LIN
Buy64
out of 100
Grade: C+
REX
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$466.22
$157.25 premium
Margin of Safety
+26.4%
Fair Value
$48.51
Current Price
$41.62
$6.89 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 28.1%
Attractively priced relative to earnings
Earnings expanding 390.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 20.2%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
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 28.1%.
Bull Case : REX
The strongest argument for REX centers on P/E Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 17.6% and operating margin at 20.2%. Revenue growth of 17.9% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : REX
The primary concerns for REX are PEG Ratio, Market Cap.
Key Dynamics to Monitor
LIN profiles as a mature stock while REX is a growth play — different risk/reward profiles.
LIN carries more volatility with a beta of 0.73 — expect wider price swings.
REX is growing revenue faster at 17.9% — sustainability is the question.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
REX scores higher overall (71/100 vs 64/100), backed by strong 17.6% margins and 17.9% 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 →REX American Resources Corporation
BASIC MATERIALS · CHEMICALS · USA
REX American Resources Corporation, produces and sells ethanol in the United States. The company is headquartered in Dayton, Ohio.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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