Added to YB: 2025-08-21
Pitch date: 2025-07-03
LIN [bullish]
Linde plc
-11.28%
current return
Author Info
No bio for this author
Company Info
Linde plc operates as an industrial gas company in the United States, China, Germany, the United Kingdom, Australia, Mexico, Brazil, and internationally.
Market Cap
$197.7B
Pitch Price
$469.14
Price Target
N/A
Dividend
1.42%
EV/EBITDA
16.22
P/E
28.34
EV/Sales
6.58
Sector
Chemicals
Category
growth
Linde plc - $LIN
LIN: World's largest industrial gas producer (33% share). Local dominance key as gases can't transport efficiently. 14% unlevered ROC with 12%+ IRR on new projects. Targets 8-12% annual EPS growth: 4-6% from pricing>costs, 4-6% from capital allocation. Consistent price/CPI+ trend for 20yrs. 28x TTM earnings, expect 10-12% IRR over next decade.
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