Linde plc Ordinary Shares (LIN)vsWorthington Steel Inc (WS)
LIN
Linde plc Ordinary Shares
$501.14
-0.71%
BASIC MATERIALS · Cap: $232.23B
WS
Worthington Steel Inc
$36.40
-3.37%
BASIC MATERIALS · Cap: $1.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 915% more annual revenue ($33.99B vs $3.35B). LIN leads profitability with a 20.3% profit margin vs 3.6%. WS trades at a lower P/E of 15.2x. LIN earns a higher WallStSmart Score of 56/100 (C).
LIN
Buy56
out of 100
Grade: C
WS
Hold46
out of 100
Grade: D+
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
+71.5%
Fair Value
$169.99
Current Price
$36.40
$133.59 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
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%
Smaller company, higher risk/reward
3.6% margin — thin
Operating margin of 1.8%
Earnings declined 25.9%
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 : WS
The strongest argument for WS centers on P/E Ratio, Price/Book. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : WS
The primary concerns for WS are Market Cap, Profit Margin, Operating Margin. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
LIN profiles as a mature stock while WS is a value play — different risk/reward profiles.
WS carries more volatility with a beta of 2.02 — expect wider price swings.
WS is growing revenue faster at 12.0% — sustainability is the question.
LIN generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
LIN scores higher overall (56/100 vs 46/100), backed by strong 20.3% margins. WS offers better value entry with a 71.5% margin of safety. Both earn "Buy" and "Hold" 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 →Worthington Steel Inc
BASIC MATERIALS · STEEL · USA
Worthington Steel, Inc. is a steel processor in North America. The company is headquartered in Columbus, Ohio.
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