Linde PLC
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Intrinsic Value
The intrinsic value of one LIN stock under the Base Case scenario is 282.75 EUR. Compared to the current market price of 422.8 EUR, Linde PLC is Overvalued by 33%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Linde PLC
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Fundamental Analysis
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Linde PLC stands as a global leader in the industrial gas sector, providing essential products and services that support a wide array of industries, including healthcare, energy, and manufacturing. Born from the merging of Linde AG and Praxair, this powerhouse leverages over a century of experience, enabling it to supply high-purity gases and advanced gas-related technologies. With a focus on sustainability and innovation, Linde plays a vital role in helping businesses reduce carbon emissions while meeting their operational needs. Its comprehensive portfolio not only positions it firmly in the market but also aligns with increasing global demands for cleaner energy solutions, making it an at...
Linde PLC stands as a global leader in the industrial gas sector, providing essential products and services that support a wide array of industries, including healthcare, energy, and manufacturing. Born from the merging of Linde AG and Praxair, this powerhouse leverages over a century of experience, enabling it to supply high-purity gases and advanced gas-related technologies. With a focus on sustainability and innovation, Linde plays a vital role in helping businesses reduce carbon emissions while meeting their operational needs. Its comprehensive portfolio not only positions it firmly in the market but also aligns with increasing global demands for cleaner energy solutions, making it an attractive investment for those looking at long-term growth opportunities.
Investor confidence in Linde is bolstered by its robust financial performance and strategic initiatives aimed at expanding its global footprint. The company boasts a diverse client base, which mitigates risks associated with market fluctuations, while its investments in cutting-edge technologies, such as hydrogen production and carbon capture, demonstrate a commitment to adapting to evolving market trends. With a strong balance sheet and a history of generating steady cash flow, Linde is well-equipped to navigate economic uncertainties. For investors, the company presents not just a stake in a vital sector but also a chance to be part of a future where industrial processes are increasingly aligned with sustainability goals, ensuring both profitability and positive societal impact.
Linde PLC operates in the industrial gases sector and is one of the leading global companies in this industry. The core business segments of Linde PLC can be described as follows:
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Gases and Equipment:
- This segment includes the production, distribution, and sale of industrial, medical, and specialty gases. The gases include oxygen, nitrogen, argon, hydrogen, and carbon dioxide, among others. The segment also encompasses the manufacturing of gas equipment and related technologies.
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Healthcare:
- Linde provides a range of medical gases and healthcare services. This includes the supply of oxygen and other therapeutic gases for medical use as well as equipment like ventilators and anesthesia machines. The healthcare segment focuses on supporting patients with respiratory and other medical conditions.
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Engineering:
- Linde’s engineering segment offers process plants and equipment for various industries, including oil and gas, petrochemicals, and chemicals. This includes designing and constructing facilities for producing hydrogen, syngas, and other chemicals, focusing on efficiency and sustainability.
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Electronics:
- This segment supplies specialty gases and chemical products for the semiconductor and electronics industry. Linde provides high-purity gases and related technologies used in the manufacturing of electronic components and circuits.
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Energy:
- Linde is involved in the production and distribution of hydrogen, particularly focusing on sustainable hydrogen solutions. This includes involvement in projects that leverage hydrogen for energy production and as a clean fuel alternative in various applications.
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Geographic Segments:
- Linde’s operations are often categorized by geographic regions, such as North America, Europe, Asia-Pacific, and the Middle East, where it tailors its offerings to meet regional demand and regulatory requirements.
These core business segments illustrate Linde's comprehensive approach to providing industrial gases and related services while focusing on innovation and sustainability in its offerings.
Linde PLC, a leading global industrial gases and engineering company, holds several unique competitive advantages over its rivals:
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Extensive Product and Service Portfolio: Linde offers a wide range of gases and related services, including atmospheric gases, process gases, medical gases, and specialty gases. This diverse portfolio allows the company to serve various industries, from healthcare to manufacturing, providing opportunities for cross-selling.
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Strong Global Presence: With operations in over 100 countries, Linde has a well-established global footprint. This enables the company to leverage economies of scale, access diverse markets, and quickly respond to regional demand.
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Technological Leadership: Linde invests heavily in research and development, leading to innovations in gas production, storage, and distribution technologies. This technological edge allows the company to improve efficiency, reduce costs, and offer superior products.
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Vertical Integration: Linde has strategically invested in vertical integration, including major production sites and distribution networks. This control over the supply chain enhances reliability, reduces costs, and improves service delivery to customers.
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Strong Customer Relationships: Linde has built long-term partnerships with key customers across various sectors. These relationships foster loyalty and provide insights into customer needs, enabling proactive solutions and tailored services.
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Sustainability Initiatives: Linde is committed to sustainability and reducing carbon emissions, investing in green technologies like hydrogen production and carbon capture. This focus not only enhances its brand reputation but also aligns with global trends towards climate action, positioning Linde as a forward-thinking partner.
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Operational Excellence: Linde is known for its operational efficiency and excellence in safety standards. By maintaining high safety and productivity levels, the company reduces operational risks and attracts clients who prioritize reliability.
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Financial Stability: With a strong balance sheet and consistent cash flow, Linde is able to invest in growth opportunities, research and development, and share repurchases, which strengthens its competitive position.
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Strategic Acquisitions: Linde has a history of successful mergers and acquisitions that have expanded its capabilities and market reach, enhancing its competitive position in the industrial gases sector.
By leveraging these competitive advantages, Linde PLC can maintain a leading position in the industrial gases market and outperform its rivals.
Linde PLC, as a leading global industrial gases and engineering company, faces several risks and challenges in the near future:
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Market Volatility: Fluctuations in demand due to economic cycles can impact revenue streams. Sectors such as oil and gas, healthcare, and manufacturing are sensitive to economic conditions.
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Regulatory Challenges: Linde operates in multiple jurisdictions, each with its own regulatory environment, including environmental regulations, which can impose significant compliance costs and operational constraints.
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Competition: The industrial gases market is highly competitive, with several players vying for market share. Innovations and pricing strategies of competitors can impact Linde's market position.
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Supply Chain Disruptions: Global supply chain issues, exacerbated by geopolitical tensions or pandemics (e.g., COVID-19), can affect the availability and cost of raw materials and transportation.
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Technological Advancements: Rapid technological changes in production methods or alternative energy sources can render existing technologies obsolete. Linde must continuously innovate to stay ahead.
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Economic Conditions: Global economic downturns or slowdowns in key markets can affect client spending on capital and intermediate goods, impacting demand for Linde’s products and services.
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Environmental and Sustainability Pressures: Increased focus on carbon emissions and sustainability may require significant investment in new technologies and processes, impacting short-term profitability.
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Labor Market Constraints: The availability and cost of skilled labor can impact operational efficiency and productivity, particularly in specialized areas like engineering and operations.
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Geopolitical Risks: Political instability in key markets or regions can disrupt operations, supply chains, and overall profitability.
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Currency Fluctuations: As a multinational company, Linde is exposed to currency risk, which can affect profitability, especially in volatile foreign exchange markets.
Mitigating these risks requires strategic planning, investment in technology and innovation, and effective risk management practices.
Revenue & Expenses Breakdown
Linde PLC
Balance Sheet Decomposition
Linde PLC
Current Assets | 12.8B |
Cash & Short-Term Investments | 4.6B |
Receivables | 5.2B |
Other Current Assets | 3B |
Non-Current Assets | 67.4B |
PP&E | 24.6B |
Intangibles | 38.2B |
Other Non-Current Assets | 4.6B |
Current Liabilities | 13.5B |
Accounts Payable | 2.9B |
Short-Term Debt | 3.3B |
Other Current Liabilities | 7.3B |
Non-Current Liabilities | 28.5B |
Long-Term Debt | 16.9B |
Other Non-Current Liabilities | 11.6B |
Earnings Waterfall
Linde PLC
Revenue
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32.8B
USD
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Cost of Revenue
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-17.2B
USD
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Gross Profit
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15.6B
USD
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Operating Expenses
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-7.3B
USD
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Operating Income
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8.4B
USD
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Other Expenses
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-2B
USD
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Net Income
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6.4B
USD
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Free Cash Flow Analysis
Linde PLC
USD | |
Free Cash Flow | USD |
Linde posted an EPS of $3.85 for Q2 2024, up 8% year-on-year, with operating margins hitting a record 29.3%. Sales reached $8.3 billion, growing 1% from last year. Despite flat year-on-year volumes, a 3% sequential increase was observed. The company's strategic pricing and ongoing projects contributed significantly. For Q3, Linde anticipates an EPS range of $3.82 to $3.92, while the full-year guidance is revised to $15.40-$15.60, indicating steady growth. The firm remains cautious yet optimistic, backed by a robust $7.9 billion project backlog and strategic cost management amid economic uncertainties.
What is Earnings Call?
LIN Profitability Score
Profitability Due Diligence
Linde PLC's profitability score is 58/100. The higher the profitability score, the more profitable the company is.
Score
Linde PLC's profitability score is 58/100. The higher the profitability score, the more profitable the company is.
LIN Solvency Score
Solvency Due Diligence
Linde PLC's solvency score is 55/100. The higher the solvency score, the more solvent the company is.
Score
Linde PLC's solvency score is 55/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
LIN Price Targets Summary
Linde PLC
According to Wall Street analysts, the average 1-year price target for LIN is 461.99 EUR with a low forecast of 353.76 EUR and a high forecast of 530.9 EUR.
Dividends
Current shareholder yield for LIN is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
LIN Insider Trading
Buy and sell transactions by insiders
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Profile
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Dividend Yield
Description
Linde Plc engages in the production and distribution of industrial gases. The company is headquartered in Guildford, Surrey and currently employs 72,327 full-time employees. The company went IPO on 2018-10-31. The Company’s products in its industrial gases business are atmospheric gases (oxygen, nitrogen, argon, and rare gases) and process gases (carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene). The firm also designs and builds equipment that produces industrial gases primarily for internal use and offers customers a range of gas production and processing services, such as olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants and other types of plants. The firm serves a diverse group of industries including healthcare, petroleum refining, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals and water treatment. The Company’s subsidiaries include Praxair, Inc., Linde AG and Linde Finance B.V.
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IPO
Employees
Officers
The intrinsic value of one LIN stock under the Base Case scenario is 282.75 EUR.
Compared to the current market price of 422.8 EUR, Linde PLC is Overvalued by 33%.