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Added to YB: 2025-01-10

Pitch date: 2025-01-07

LIN [bullish]

Linde plc

+1.22%

current return

Author Info

The Compounding Tortoise is an investment research newsletter that focuses on high-quality companies and applying a practical framework to long-term shareholder value compounding. Sign up for the newsletter.

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

$411.20

Price Target

N/A

Dividend

1.42%

EV/EBITDA

16.22

P/E

28.34

EV/Sales

6.58

Sector

Chemicals

Category

value

Show full summary:
Our Top Stocks For 2025 and Beyond - Linde plc

LIN: Industrial gas leader with resilient pricing power & conservative culture. Q2 showed strong pricing/mix (+4% YoY), esp. in Americas. Q3 in-line; announced $2B+ Dow project in Canada w/ double-digit IRR. Quality compounder at 20.8x FY25 NOPAT, un-levered balance sheet & secured cash flow support buybacks.

Read full article (2 min)