Linde plc Ordinary Shares (LIN)vsUnited States Lime & Minerals Inc (USLM)
LIN
Linde plc Ordinary Shares
$501.14
-0.71%
BASIC MATERIALS · Cap: $232.23B
USLM
United States Lime & Minerals Inc
$128.24
-1.13%
BASIC MATERIALS · Cap: $3.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 9018% more annual revenue ($33.99B vs $372.73M). USLM leads profitability with a 36.0% profit margin vs 20.3%. USLM trades at a lower P/E of 27.5x. LIN earns a higher WallStSmart Score of 56/100 (C).
LIN
Buy56
out of 100
Grade: C
USLM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.6%
Fair Value
$346.56
Current Price
$501.14
$154.58 premium
Margin of Safety
+10.4%
Fair Value
$120.30
Current Price
$128.24
$7.94 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
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Every $100 of equity generates 24 in profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 9.4%
Moderate valuation
Weak financial health signals
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 : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 40.9%.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : USLM
The primary concerns for USLM are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
USLM carries more volatility with a beta of 0.92 — expect wider price swings.
USLM is growing revenue faster at 9.8% — 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 54/100), backed by strong 20.3% margins. 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 →United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
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