LIN Linde plc
Intrinsic value$117.60
Price (at call)$458.48
Margin of safety
-74.3%
vs market (rating basis)
-37.3%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 3.0% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 19.8% |
| Years to target margin | 5 |
| Sales-to-capital | 0.54 |
| Beta | 0.73 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 7.9% |
| Terminal WACC | 9.0% |
Valuation bridge
| PV of explicit FCFF | 30.90B |
| PV of terminal value | 46.76B |
| Equity value | 54.21B |
| ÷ shares → per share | $117.60 |
News
neutral +0.10 · 8 articles
- ‘Unique Opportunity’: Analyst Says Industrial Giant Wins ‘Lion’s Share’ of AI Chip Contracts at a ‘Mundane Defensive Valuation’
- Billionaire Daniel Sundheim’s 2 New Non-AI Stock Picks
- The Bloom Energy Stock Signal Hiding Behind The Demand Story
- Is Linde Stock Underperforming the Dow?
- The Peer-Group Mispricing Sitting On BE Stock
- How to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)
- Is Linde (LIN) Set to Benefit From a Global Industrial Recovery?
- How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 36.51B | 3.0% | 26.1% | 7.40B | 1.96B | 5.44B | 5.05B |
| 2 | 37.63B | 3.1% | 24.5% | 7.17B | 2.05B | 5.11B | 4.40B |
| 3 | 38.80B | 3.1% | 23.0% | 6.92B | 2.15B | 4.76B | 3.80B |
| 4 | 40.03B | 3.2% | 21.4% | 6.65B | 2.26B | 4.39B | 3.24B |
| 5 | 41.32B | 3.2% | 19.8% | 6.36B | 2.37B | 3.99B | 2.73B |
| 6 | 42.67B | 3.3% | 19.8% | 6.57B | 2.49B | 4.08B | 2.59B |
| 7 | 44.09B | 3.3% | 19.8% | 6.79B | 2.62B | 4.17B | 2.46B |
| 8 | 45.59B | 3.4% | 19.8% | 7.02B | 2.75B | 4.27B | 2.33B |
| 9 | 47.16B | 3.4% | 19.8% | 7.26B | 2.89B | 4.37B | 2.21B |
| 10 | 48.81B | 3.5% | 19.8% | 7.52B | 3.04B | 4.48B | 2.10B |