Linde plc Ordinary Shares (LIN)vsTronox Holdings PLC (TROX)
LIN
Linde plc Ordinary Shares
$464.41
-0.39%
BASIC MATERIALS · Cap: $214.92B
TROX
Tronox Holdings PLC
$4.42
-3.49%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1060% more annual revenue ($35.45B vs $3.06B). LIN leads profitability with a 20.4% profit margin vs -19.2%. LIN earns a higher WallStSmart Score of 64/100 (C+).
LIN
Buy64
out of 100
Grade: C+
TROX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.9%
Fair Value
$308.97
Current Price
$464.41
$155.44 premium
Margin of Safety
+75.8%
Fair Value
$34.73
Current Price
$4.42
$30.31 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%
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
ROE of -47.3% — below average capital efficiency
Distress zone — elevated risk
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 : TROX
The strongest argument for TROX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : TROX
The primary concerns for TROX are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.90 is elevated, increasing financial risk.
Key Dynamics to Monitor
LIN profiles as a mature stock while TROX is a growth play — different risk/reward profiles.
TROX carries more volatility with a beta of 0.77 — expect wider price swings.
TROX is growing revenue faster at 18.7% — sustainability is the question.
LIN generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (64/100 vs 52/100), backed by strong 20.4% margins. TROX offers better value entry with a 75.8% 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 →Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
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