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Investor Insights

This summary was created by AI, based on 8 opinions in the last 12 months.

Linde PLC (LIN-N) is the largest industrial gas company in the world with an estimated 30% market share. It has a competitive advantage due to the density of its network and proximity to customers. The company has long-term, take-or-pay contracts, ensuring a guaranteed return and tends to grow earnings even in a recession. Its diversification across industries such as healthcare, semiconductor, and green energy positions it well for any economic environment. Additionally, its investment in carbon capture and clean hydrogen systems suggests potential for future growth. Overall, experts have a positive outlook on LIN-N, citing its strong fundamentals, reasonable valuation, and long-term growth potential.

Consensus
Positive
Valuation
Fair Value
TOP PICK
Linde PLC

Largest industrial gas company in the world, estimated 30% market share. Competitive advantage is density of network and proximity to customers. Long-term, take-or-pay contracts, a guaranteed return. Supplies the healthcare, semiconductor, and green energy industries. 

Should do well in any sort of economic environment. Tends to grow earnings even in a recession. Well managed. She expects earnings to grow in range of 10%. Yield is 1.1%.

(Analysts’ price target is $491.33)
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PAST TOP PICK
Linde PLC
(A Top Pick Jul 25/24, Up 8%)

(Note the short timeframe.) Still likes it. Multi-year compounder going forward.

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PAST TOP PICK
Linde PLC
(A Top Pick Sep 28/23, Up 30%)

An industrial, but classified as a materials company because they make industrial gases. Low beta. Mission-critical inputs. Long-term, take-or-pay contracts. A happy shareholder.

chemicals
TOP PICK
Linde PLC

Its industrial gas makes it unique. Regional monopolies. Quality compounder. Allocates capital reasonably at high rates of return. Disciplined payout ratio, share buybacks. Reasonable valuation. Quality defense, benefiting from manufacturing renaissance. Yield is 1.2%.

Can benefit no matter the political landscape in the US.

(Analysts’ price target is $475.47)
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COMMENT
Linde PLC

Like many industrials, it had a great run, but lacked a blow-out quarter. LIN needs to show volume growth.

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DON'T BUY
Linde PLC

Their tech is used in carbon capture and clean hydrogen systems. It could be an idea for the future, but he's not a buyer of ideas, but of taking ideas and making them a viable business. Maybe LIN can do it or not.

chemicals
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.

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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.

chemicals
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.

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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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Showing 1 to 15 of 39 entries

Linde PLC(LIN-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 5

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, 5 stock analysts published opinions about LIN-N. 4 analysts recommended to BUY the stock. 1 analyst 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?

5 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 2024-12-11, Linde PLC (LIN-N) stock closed at a price of $442.23.