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Basic Materials - Chemicals - Specialty - NASDAQ - GB
$ 449.1
-0.968 %
$ 214 B
Market Cap
34.02
P/E
1. INTRINSIC VALUE

Linde plc operates as an industrial gas and engineering company in North and South America, Europe, the Middle East, Africa, and the Asia Pacific. It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene. The company also designs and constructs turnkey process plants for third-party customers, as well as for the gas businesses in various locations, such as olefin, natural gas, air separation, hydrogen, and synthesis gas plants. It serves a range of industries, including healthcare, energy, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, and water treatment.[ Read More ]

The intrinsic value of one LIN stock under the base case scenario is HIDDEN Compared to the current market price of 449 USD, Linde plc is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LIN

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FINANCIALS
32.9 B REVENUE
-1.53%
8.02 B OPERATING INCOME
49.45%
6.2 B NET INCOME
44.80%
9.3 B OPERATING CASH FLOW
4.98%
-4.67 B INVESTING CASH FLOW
-51.23%
-5.4 B FINANCING CASH FLOW
-74.81%
8.36 B REVENUE
1.08%
2.09 B OPERATING INCOME
-4.40%
1.51 B NET INCOME
-9.08%
2.73 B OPERATING CASH FLOW
41.58%
-957 M INVESTING CASH FLOW
24.65%
-1.27 B FINANCING CASH FLOW
-57.55%
Balance Sheet Decomposition Linde plc
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Current Assets 12.6 B
Cash & Short-Term Investments 4.66 B
Receivables 5.09 B
Other Current Assets 2.86 B
Non-Current Assets 68.2 B
Long-Term Investments 2.38 B
PP&E 25.5 B
Other Non-Current Assets 40.3 B
Current Liabilities 15.7 B
Accounts Payable 3.02 B
Short-Term Debt 6.2 B
Other Current Liabilities 6.49 B
Non-Current Liabilities 24 B
Long-Term Debt 14.1 B
Other Non-Current Liabilities 9.89 B
EFFICIENCY
Earnings Waterfall Linde plc
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Revenue 32.9 B
Cost Of Revenue 17.5 B
Gross Profit 15.4 B
Operating Expenses 7.34 B
Operating Income 8.02 B
Other Expenses 1.82 B
Net Income 6.2 B
RATIOS
46.76% GROSS MARGIN
46.76%
24.42% OPERATING MARGIN
24.42%
18.87% NET MARGIN
18.87%
15.61% ROE
15.61%
7.67% ROA
7.67%
10.50% ROIC
10.50%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Linde plc
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Net Income 6.2 B
Depreciation & Amortization 3.82 B
Capital Expenditures -3.79 B
Stock-Based Compensation 141 M
Change in Working Capital -483 M
Others -452 M
Free Cash Flow 5.52 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Linde plc
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Wall Street analysts predict an average 1-year price target for LIN of $503 , with forecasts ranging from a low of $475 to a high of $523 .
LIN Lowest Price Target Wall Street Target
475 USD 5.77%
LIN Average Price Target Wall Street Target
503 USD 11.94%
LIN Highest Price Target Wall Street Target
523 USD 16.46%
4. DIVIDEND ANALYSIS
0.29% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Linde plc
image
Sold
0-3 MONTHS
4.64 M USD 1
3-6 MONTHS
2.37 M USD 2
6-9 MONTHS
57.7 M USD 7
9-12 MONTHS
249 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
2 months ago
Sep 10, 2024
Sell 4.64 M USD
Panikar John
Executive VP, APAC
- 10025
462.75 USD
9 months ago
Feb 08, 2024
Sell 41.5 K USD
Pfann Oliver
Senior Vice President, EMEA
- 100
414.51 USD
9 months ago
Feb 08, 2024
Sell 41.5 K USD
Pfann Oliver
Senior Vice President, EMEA
- 100
414.62 USD
9 months ago
Feb 08, 2024
Sell 20.7 K USD
Pfann Oliver
Senior Vice President, EMEA
- 50
414.73 USD
9 months ago
Feb 08, 2024
Sell 20.7 K USD
Pfann Oliver
Senior Vice President, EMEA
- 50
414.68 USD
3 months ago
Aug 16, 2024
Sell 464 K USD
Pfann Oliver
Senior Vice President, EMEA
- 1022
453.7 USD
3 months ago
Aug 16, 2024
Sell 1.9 M USD
Durbin Sean
Executive VP, North America
- 4169
456.42 USD
8 months ago
Mar 12, 2024
Sell 2.47 M USD
Durbin Sean
Executive VP, North America
- 5277
467.39 USD
8 months ago
Mar 12, 2024
Sell 2.84 M USD
Bichara Guillermo
Exec VP & Chief Legal Officer
- 6034.066
471.01 USD
8 months ago
Mar 07, 2024
Sell 1.17 M USD
Strauss David P
Executive VP, Chief HR Officer
- 2522
465.65 USD
8 months ago
Mar 07, 2024
Sell 466 USD
Strauss David P
Executive VP, Chief HR Officer
- 1
466.32 USD
8 months ago
Mar 06, 2024
Sell 3.84 M USD
Lamba Sanjiv
Chief Executive Officer
- 8306
462.04 USD
8 months ago
Mar 05, 2024
Sell 4.68 M USD
Nowicki Juergen
Executive VP, Engineering
- 10187
459.08 USD
8 months ago
Mar 05, 2024
Sell 1.35 M USD
Nowicki Juergen
Executive VP, Engineering
- 2947
459.36 USD
8 months ago
Mar 04, 2024
Sell 23.4 M USD
White Matthew J
Chief Financial Officer
- 51231
455.84 USD
8 months ago
Mar 04, 2024
Sell 18 M USD
ANGEL STEPHEN F
Director
- 39590
453.66 USD
9 months ago
Feb 08, 2024
Sell 41.5 K USD
Pfann Oliver
Senior Vice President, EMEA
- 100
414.51 USD
9 months ago
Feb 08, 2024
Sell 41.5 K USD
Pfann Oliver
Senior Vice President, EMEA
- 100
414.62 USD
9 months ago
Feb 08, 2024
Sell 20.7 K USD
Pfann Oliver
Senior Vice President, EMEA
- 50
414.73 USD
9 months ago
Feb 08, 2024
Sell 20.7 K USD
Pfann Oliver
Senior Vice President, EMEA
- 50
414.68 USD
1 year ago
Sep 14, 2023
Sell 122 K USD
Durbin Sean
Executive VP, North America
- 312
390.28 USD
1 year ago
Sep 14, 2023
Sell 120 K USD
Durbin Sean
Executive VP, North America
- 311
386.75 USD
1 year ago
Sep 07, 2023
Sell 4.83 M USD
Bichara Guillermo
Exec VP& Chief Legal Officer
- 12484
386.5341 USD
1 year ago
Aug 01, 2023
Sell 15.5 M USD
ANGEL STEPHEN F
Director
- 39695
391.62 USD
1 year ago
Jun 14, 2023
Sell 734 K USD
Durbin Sean
Executive VP, EMEA
- 1966
373.46 USD
1 year ago
May 15, 2023
Sell 812 K USD
Strauss David P
Executive VP, Chief HR Officer
- 2188
371.02 USD
1 year ago
May 15, 2023
Sell 2.22 K USD
Strauss David P
Executive VP, Chief HR Officer
- 6
370.77 USD
1 year ago
May 01, 2023
Sell 16.9 M USD
ANGEL STEPHEN F
Director
- 45309
372.35 USD
1 year ago
May 01, 2023
Sell 5.44 M USD
Bichara Guillermo
Exec VP& Chief Legal Officer
- 14648
371.55 USD
1 year ago
Mar 03, 2023
Sell 742 K USD
Durbin Sean
Executive VP, EMEA
- 2060
360.04 USD
1 year ago
Mar 03, 2023
Sell 721 K USD
Durbin Sean
Executive VP, EMEA
- 2000
360.295 USD
2 years ago
Nov 16, 2022
Sell 267 K USD
Hoyt Kelcey E
Principal Accounting Officer
- 800
333.84 USD
2 years ago
Nov 16, 2022
Sell 100 K USD
Hoyt Kelcey E
Principal Accounting Officer
- 300
333.85 USD
2 years ago
Nov 16, 2022
Sell 43.7 K USD
Hoyt Kelcey E
Principal Accounting Officer
- 131
333.93 USD
2 years ago
Nov 14, 2022
Sell 727 K USD
Strauss David P
Executive VP, Chief HR Officer
- 2166
335.61 USD
2 years ago
Nov 11, 2022
Sell 24.5 M USD
ANGEL STEPHEN F
Director
- 74227
330.51 USD
2 years ago
May 03, 2022
Sell 57.9 K USD
Opfermann Andreas
Executive VP, Clean Energy
- 186
311.55 USD
2 years ago
Mar 08, 2022
Bought 1.01 M USD
Lamba Sanjiv
Chief Executive Officer
+ 3750
268.62 USD
7. News
Linde: Dragged Down By Slowdown In Asia And Europe Linde is a growing low-risk business capable of generating 30%+ returns on capital invested. Elevated inflation levels as of late enabled Linde to raise prices and helped boost earnings growth. The economic backdrop is less favourable currently and the stock could re-rate to a lower valuation multiple. seekingalpha.com - 2 weeks ago
Linde plc (LIN) Q3 2024 Earnings Call Transcript Linde plc (NASDAQ:LIN ) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants Juan Pelaez - Head, IR Sanjiv Lamba - CEO Matt White - CFO Conference Call Participants Mike Leithead - Barclays Vincent Andrews - Morgan Stanley Duffy Fischer - Goldman Sachs David Begleiter - Deutsche Bank Peter Clark - Bernstein Jeff Zekauskas - JPMorgan Steve Byrne - Bank of America Stephen Richardson - Evercore ISI Mike Sison - Wells Fargo John McNulty - BMO Capital Markets Patrick Cunningham - Citi Josh Spector - UBS Kevin McCarthy - Vertical Research Partners John Roberts - Mizuho Dan Rizzo - Jefferies Tony Jones - Redburn Atlantic Mike Harrison - Seaport Research Partners Operator Ladies and gentlemen, good day, and thank you for standing by. Welcome to the Linde Third Quarter 2024 Earnings Teleconference and Webcast. seekingalpha.com - 2 weeks ago
Linde's Q3 Earnings Beat Estimates on Higher Americas Pricing Lower contributions from the Engineering business unit hurt LIN's Q3 earnings to some extent. zacks.com - 2 weeks ago
Linde (LIN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates While the top- and bottom-line numbers for Linde (LIN) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 weeks ago
Linde (LIN) Q3 Earnings Top Estimates Linde (LIN) came out with quarterly earnings of $3.94 per share, beating the Zacks Consensus Estimate of $3.89 per share. This compares to earnings of $3.63 per share a year ago. zacks.com - 2 weeks ago
Linde Reports Third-Quarter 2024 Results (Earnings Release Tables Attached) Third-Quarter Highlights Sales $8.4 billion, up 2% Operating profit $2.1 billion, adjusted operating profit $2.5 billion, up 7% Operating profit margin 25.0%; adjusted operating profit margin 29.6%, up 130 basis points EPS $3.22, up 1%; adjusted EPS $3.94, up 9% YoY Full-year 2024 adjusted EPS guidance of $15.40 - $15.50 representing 9% to 10% growth year-over-year excluding FX Project backlog $10 billion, up $2+ billion WOKING, UK / ACCESSWIRE / October 31, 2024 / Linde plc (Nasdaq:LIN) today reported third-quarter 2024 net income of $1,550 million and diluted earnings per share of $3.22. Excluding Linde AG purchase accounting impacts, cost reduction programs and other charges, adjusted net income was $1,896 million, up 6% versus prior year. accesswire.com - 2 weeks ago
Linde Starts Up Supply of Industrial Gases to PT Freeport Indonesia WOKING, UK / ACCESSWIRE / October 29, 2024 / Linde (NASDAQ:LIN) announced it has started up the supply of industrial gases to PT Freeport Indonesia, a leading mining company in Indonesia and subsidiary of Freeport-McMoRan Inc. Linde has invested $120 million to build, own and operate a new on-site air separation unit (ASU), the largest in Indonesia and Linde's largest ASU in southeast Asia. Linde's new plant is now supplying oxygen and nitrogen to PT Freeport Indonesia's new copper smelter and refining facility in Manyar, one of the largest copper processing sites in the world. accesswire.com - 2 weeks ago
Countdown to Linde (LIN) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Linde (LIN), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024. zacks.com - 2 weeks ago
Linde Gears Up to Report Q3 Earnings: What's in Store? LIN's Q3 performance is likely to have been affected by a sluggish global economy and rising costs. Its operating profit from the Engineering business unit might have also decreased. zacks.com - 2 weeks ago
Want to Grow a Passive Income Snowball? Buy These 7 Elite Dividend Growth Stocks. These seven companies are transforming steady profits into rising passive income streams for investors. fool.com - 3 weeks ago
Two Strategic Dividend Picks: One For Dividend Income And One For Dividend Growth I have added Brookfield Renewable Partners and Linde to The Dividend Income Accelerator Portfolio, increasing the portfolio's allocation to the Materials and the Utilities Sectors. After their inclusions, the portfolio's Weighted Average Dividend Yield [TTM] stands at 4.32% and its 5-Year Weighted Average Dividend Growth Rate [CAGR] at 7.25%. Berkshire Hathaway (accounting for 6.58% of the portfolio), BlackRock (4.48%), Apple (4.30%), Johnson & Johnson (4.00%) and Realty Income (3.91%) represent the largest positions of our dividend portfolio. seekingalpha.com - 3 weeks ago
Linde (LIN) Reports Next Week: Wall Street Expects Earnings Growth Linde (LIN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 3 weeks ago
8. Profile Summary

Linde plc LIN

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COUNTRY GB
INDUSTRY Chemicals - Specialty
MARKET CAP $ 214 B
Dividend Yield 0.29%
Description Linde plc operates as an industrial gas and engineering company in North and South America, Europe, the Middle East, Africa, and the Asia Pacific. It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene. The company also designs and constructs turnkey process plants for third-party customers, as well as for the gas businesses in various locations, such as olefin, natural gas, air separation, hydrogen, and synthesis gas plants. It serves a range of industries, including healthcare, energy, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, and water treatment. The company was founded in 1879 and is based in Woking, the United Kingdom.
Contact Forge, Woking, GU21 6HT https://www.linde.com
IPO Date June 17, 1992
Employees 65596
Officers Ms. Kelcey E. Hoyt Senior Vice President of FP&A and Sustainability & Chief Accounting Officer John van der Velden Senior Vice President of Engineering Sales & Technology Mr. Sean F. Durbin Executive Vice President of North America Mr. Juan Pelaez Vice President of Investor Relations Denny Brown Chief Information Officer Mr. John Mathew Panikar Executive Vice President of APAC Karin Griggel Chief Compliance Officer Mr. Sanjiv Lamba Chief Executive Officer & Director Mr. Matthew J. White Executive Vice President & Chief Financial Officer Mr. Guillermo Bichara Executive Vice President & Chief Legal Officer