Linde plc Ordinary Shares (LIN)vsTitan America SA (TTAM)
LIN
Linde plc Ordinary Shares
$501.14
+1.35%
BASIC MATERIALS · Cap: $232.23B
TTAM
Titan America SA
$16.49
+2.61%
BASIC MATERIALS · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 1942% more annual revenue ($33.99B vs $1.66B). LIN leads profitability with a 20.3% profit margin vs 11.1%. TTAM trades at a lower P/E of 16.1x. LIN earns a higher WallStSmart Score of 56/100 (C).
LIN
Buy56
out of 100
Grade: C
TTAM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$347.07
Current Price
$501.14
$154.07 premium
Margin of Safety
+19.8%
Fair Value
$23.29
Current Price
$16.49
$6.80 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 28.2%
Generating 1.6B in free cash flow
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 9.4%
4.1% revenue growth
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 20.3% and operating margin at 28.2%.
Bull Case : TTAM
The strongest argument for TTAM centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : TTAM
The primary concerns for TTAM are Revenue Growth.
Key Dynamics to Monitor
LIN profiles as a mature stock while TTAM is a value play — different risk/reward profiles.
LIN is growing revenue faster at 5.8% — sustainability is the question.
LIN generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LIN scores higher overall (56/100 vs 53/100), backed by strong 20.3% margins. TTAM offers better value entry with a 19.8% 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 →Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading manufacturer and supplier of cement and construction materials in the United States, committed to delivering sustainable building solutions while prioritizing environmental responsibility. With strategically located facilities, TTAM enhances distribution efficiency and was well-prepared to capitalize on the growing demand driven by substantial infrastructure investments. Emphasizing advanced technologies in its operations, the company not only boosts production efficiency but also reinforces its competitive edge. As the construction sector continues to evolve, TTAM stands poised for significant growth and enduring success in the marketplace.
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