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LIN.DE$451.40+1.35%
Fair $451.40+0.0%

LIN.DE

Linde plc

Unknown / UnknownXETRADE

$451.40

+6.00 (+1.35%)

Fairly Valued+0.0%Fair Value $451.40Fund rank 35/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.1B · quality 73.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LIN.DELocal privado en este navegador · Linde plc
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$208.7B

P/E

34.6x

↑

EV/EBITDA

18.0x

↑

ROE

18.0%

↑

Gross Margin

48.8%

↑

Debt/Equity

0.73

↑
52-Week Range$451
$332$454

TradingView lightweight chart

LIN.DE price, volumen y niveles de valoración

Último $451.40Periodo +1241.9%
Fair value: $451.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+0.6%

FCF CAGR

-3.7%

FCF margin

15.0%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.99B · net income $6.90B · FCF $5.09B

2022-FY → 2025-FY

Gross margin

48.8%+7.1% pts

Operating margin

27.2%+7.9% pts

Net margin

20.3%+7.9% pts

FCF margin

15.0%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.99B$33.99B$33.01B$32.85B$33.36B
Net Income$6.90B$6.90B$6.57B$6.20B$4.15B
EBITDA$13.12B$13.12B$12.84B$12.22B$9.96B
EPS14.6114.6113.6212.598.23
Gross Margin48.8%48.8%48.1%46.8%41.7%
Operating Margin27.2%27.2%26.0%24.7%19.4%
Net Margin20.3%20.3%19.9%18.9%12.4%
Balance Sheet
Debt/Equity0.730.730.590.510.47
Cash Flow
Free Cash Flow$5.09B$5.09B$4.93B$5.52B$5.69B
Returns
ROE18.0%18.0%17.2%15.6%10.4%
Valuation
P/E34.5934.5929.6229.5036.01
EV/EBITDA18.0218.0216.5316.2416.33
P/B5.585.585.114.603.73
Growth & Yield
Revenue Growth3.0%3.0%0.5%-1.5%—
EPS Growth7.3%7.3%8.2%53.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$40.05

Spread vs growth

-32.7%

5Y implied EPS CAGR

27.1%

muy exigente

EPS terminal req.

$48.47

Spread vs growth

-19.8%

10Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$78.05

Spread vs growth

-11.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +11.8%

Total return

+11.8%

Start / end P/E

29.6x → 30.9x

EPS bridge

13.62 → 14.61

Residual

+0.3%

EPS growth+7.3%
Multiple rerating+4.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.