Linde plc (LIN)$517.58
Market Cap: 213.00 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Linde plc (LIN).
BASIC MATERIALS
SPECIALTY CHEMICALS
DCF ready
Valuation
45.3x
EV/FCF, 2.2% FCF yield
Quality
11.4%
ROIC, 15.0% FCF margin
Growth
4.5%
5Y sales (revenue) CAGR
Balance sheet
0.6x
Debt/equity, 0.9x current ratio
Superinvestors
7
Top: John Armitage (5.9%)
Strengths to research
- Return on equity is strong at 18.0%.
- Free cash flow margin is healthy at 15.0%.
- Debt/equity looks manageable at 0.6x.
- 7 tracked superinvestors report a position.
Watchouts
- P/FCF is elevated at 41.9x.
- Current ratio is below 1 at 0.9x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for LIN.
Grade B
68
/ 100
Peer Comparison
Target stock against 5 market-cap comparable peers.
Heat map: red worst to green best
| LIN Target | Linde plc | $213.0B | 35.4x | 45.3x | 11.4% | 4.5% | 15.0% | N/A | 1.4x | N/A |
| SHW | Sherwin-Williams | $90.2B | 30.1x | 37.5x | 18.0% | 5.1% | 11.3% | 48.8% | N/A | N/A |
| ECL | Ecolab Inc. | $72.4B | 34.8x | 37.7x | 21.2% | 6.4% | 11.8% | N/A | -0.2x | N/A |
| APD | Air Products & Chemicals | $60.6B | -163.5x | -15.6x | -2.6% | 6.3% | -31.3% | N/A | -2.7x | N/A |
| DD | DuPont de Nemours Inc. | $27.3B | -25.9x | 117.3x | 0.6% | -9.3% | 3.3% | N/A | N/A | N/A |
| PPG | PPG Industries | $25.0B | 15.5x | 25.9x | 10.3% | 2.8% | 7.3% | N/A | N/A | N/A |
Financial Charts
No financial data available for LIN (annual).
7 superinvestors own LIN
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | 1,326,590 | $658M | 0.36% | 0.0% |
| John Armitage Egerton Capital | 1,068,371 | $530M | 5.88% | 0.0% |
| Lee Ainslie Maverick Capital | 426,111 | $211M | 2.46% | 0.0% |
| Thomas Gayner Markel Group | 204,600 | $101M | 0.85% | 0.0% |
| Nicolai Tangen AKO Capital | 134,631 | $67M | 1.31% | ▲ +899.0% |
| Wallace Weitz Weitz Large Cap Equity Fund | 7,200 | $4M | 0.25% | 0.0% |
| Jensen Investment Management Jensen Investment Management | 1,290 | $640,000 | 0.01% | 0.0% |