LINDE PLC vs MOSAIC CO, two Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LIN and MOS diverge most: on implied growth (priced in), LIN reads +22.3% and MOS reads -0.7%; on operating margin, LIN reads 27.8% and MOS reads -12.4%. The rest of the comparable metrics sit closer together. On valuation, today's LIN price has a different growth bar priced in than MOS (+22.3% implied for LIN vs -0.7% for MOS); the higher figure is the steeper assumption to clear, not a better or worse stock. What LIN's price implies is a bet that sits within the historical range (whole-company basis). What MOS's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LIN | MOS |
|---|---|---|
| Price | $529.65 | $21.51 |
| Market cap | $247.0B | $6.8B |
| Sector | Chemicals | Chemicals |
| Stage | Mature | Growth |
| Implied growth (priced in) | +22.3% | -0.7% |
| P/E | 35.1 | — |
| P/B | 6.16 | 0.57 |
| P/S | 7.13 | 0.55 |
| EV/EBITDA | 20.8 | 8.8 |
| Revenue growth | +5.0% | +12.4% |
| Gross margin | — | 7.9% |
| Operating margin | 27.8% | -12.4% |
| Net margin | 20.4% | 0.4% |
| Return on equity | 17.7% | 0.4% |
| Return on assets | 8.2% | 0.2% |
| Return on invested capital | 10.9% | 0.5% |
| FCF yield | 2.1% | -7.2% |
| Dividend yield | 1.1% | 4.1% |
| Debt / equity | 0.66 | 0.36 |
| Current ratio | 0.83 | 1.25 |
| Altman Z (solvency) | 3.95 | 7.30 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.