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Investor Insights

This summary was created by AI, based on 10 opinions in the last 12 months.

Experts are generally positive about Linde PLC, citing its strong performance, growing revenue base, and long-term potential. While some note the expensive valuation and potential for better valuations elsewhere, the general sentiment is that Linde is a well-run company with good long-term prospects.

Consensus
Positive
Valuation
Fair Value
BUY
Linde PLC

It reports Tuesday. They supply industrial gas to hospitals, oil/gas, semi-makers, dollar stores and vinters. It does fine when the economy struggle and great when it thrives.

chemicals
BUY
Linde PLC
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

LIN is one of the larger basic materials names in the US. It is a $197B company with a decent yield of 1.3%, a premium valuation of 27X forward earnings, but a strong and growing revenue base of $32.5B. It has decent debt levels, a growing margin, and strong cash flow generation, of which it uses most to repurchase shares. While its shares trade at an expensive valuation, its performance has been excellent, and its fundamentals continue to grow and expand. We would be comfortable owning LIN as part of a long-term position. 

Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries).
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chemicals
BUY ON WEAKNESS
Linde PLC

Huge winner so far. Very well run. Not much competition in the space. Not a ton of growth ahead. Price being driven by infrastructure spend in the US. Look elsewhere for better valuations. Could look at on a major pullback.

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BUY
Linde PLC

An earnings winner. Continues to improve margins and generate consistent cash. Buy this and sleep at night.

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BUY
Linde PLC

They reported this morning. Really likes LIN. Take or pay contracts with high returns, so a dividend grower with little cyclicality in this industry.

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TOP PICK
Linde PLC

Largest industrial gas company in the world. Good mix of end markets, some in defensives and some in growth. Usually take-or-pay contracts with commodity cost pass-throughs, ensuring high and stable ROE. 3+ decades of annual dividend growth. Yield is 1.37%.

(Analysts’ price target is $421.76)
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BUY
Linde PLC

A growth industrial name in natural gas, the top dog in an oligopic industry.

chemicals
BUY
Linde PLC

Has stagnant sales, but earnings growth has been terrific thanks to price increases and essential products that intend to de-carbonize while making better semis and providing oxygen, helium and especially green hydrogen. Just reported a mixed quarter of a top-line miss but bottom-line beat. Strip out variable costs, then underlying sales growth is 6% YOY. 

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WAIT
Linde PLC

It has had great long term trends. Trades at 28X expected earnings. Analysts ratings are: Buy 30, Hold 4, Sell 2.

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BUY
Linde PLC
Will benefit from the Inflation Reduction Act's EV tax credits

It has the largest liquid hydrogen capacity and distribution system in the world. Are building a new facility in upstate New York that will double that capacity.

chemicals
BUY ON WEAKNESS
Linde PLC

Has acted like a bond proxy over the years with pricing upside. They're expanding their capacity and are exposed to all end markets, like CO2 in fountain drinks and oxygen for hospitals. A core holding that has performed very well for him over years. This rarely dips, but buy when it happens. All the industrial gas companies are European.

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BUY
Linde PLC
Allan Tong’s Discover Picks

Linde consistently beats earnings. In early February, Linde reported their Q4 2022 EPS at $3.16 beating the expected $2.91. Increased prices and greater volumes meant higher revenues, specifically in the Americas which enjoyed a 12% YOY rise in operating profits. Linde also has a $9 billion backlog from clients who span everything from healthcare to making semiconductors and food supplies. One future use will be supplying Taiwan Semiconductor‘s new plant in Arizona; Linde will build a $600-million gas facility. Read: Buying pullbacks: DOL, UNH, Linde for our full analysis.

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TOP PICK
Linde PLC

Largest industrial gas company. 
Recession proof company.
Ability to grow earnings in double digits in past recession.
Diversified revenues (US and Canada).
Large array of clients from food supply to industrial use.
Well positioned to help industrial companies reduce carbon footprint (natural has and carbon capture).
Good investment for long term investors.


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BUY
Linde PLC

It reports Monday. Will increase their exposure to hydrogen in California, which indicates that hydrogen fuel cells have a chance. He expects good numbers next week.

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BUY
Linde PLC
Consistently puts up fantastic numbers. Will benefit from the IRA bill. Example: Taiwan Semis is building a new plant in Arizona, and Linde is building a $600 million gas plant to service it.
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Linde PLC(LIN-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 8

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 8

Stockchase rating for Linde PLC is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Linde PLC(LIN-N) Frequently Asked Questions

What is Linde PLC stock symbol?

Linde PLC is a American stock, trading under the symbol LIN-N on the New York Stock Exchange (LIN). It is usually referred to as NYSE:LIN or LIN-N

Is Linde PLC a buy or a sell?

In the last year, 8 stock analysts published opinions about LIN-N. 8 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Linde PLC.

Is Linde PLC a good investment or a top pick?

Linde PLC was recommended as a Top Pick by on . Read the latest stock experts ratings for Linde PLC.

Why is Linde PLC stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Linde PLC worth watching?

8 stock analysts on Stockchase covered Linde PLC In the last year. It is a trending stock that is worth watching.

What is Linde PLC stock price?

On 2024-04-19, Linde PLC (LIN-N) stock closed at a price of $446.32.