Linde plc (LIN)
NASDAQMaterialsSpecialty ChemicalsSnapshot 2026-07-07
$538.23-0.42%
Close 2026-07-07 · 1-day change
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 14 valuation methods, at three horizons. Current price $538.23. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $538 the market pays 32× p/e — above the 24× p/e peer median but in line with its own 30× history. That premium reflects a durable franchise our peer-anchored $405 fair value understates; treat the 'expensive vs peers' read with low confidence. Analysts target $552–$600. Note: our $405 fair value sits below the entire analyst range ($552–$600). Not investment advice.
$552.00 – $600.00 (median $575.00) · 7 analysts · as of 2026-06-02
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 90% over what the business is worth with no growth; closing that gap needs roughly 22.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $13.05/sh owner earnings.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $575.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $183.69 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $145.71 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $62.93 | — | — | TTM | high |
| graham number | 12M | $180.41 | — | — | TTM | high |
| Mgmt guidance | 12M | $417.25 | 23.5 | 17.75 | Mgmt | high |
| Peer EV/EBITDA | 12M | $352.63 | 14.3 | 28.11 | TTM | high |
| Peer P/FCF | 12M | $350.67 | 32.1 | 10.93 | TTM | high |
| Peer P/E | 12M | $415.04 | 23.5 | 17.66 | TTM | high |
| Peer P/S | 12M | $155.84 | 2.1 | 74.32 | TTM | high |
| PEG | 12M | $367.25 | 20.8 | 17.66 | TTM | high |
| residual income | 12M | $127.84 | — | — | TTM | high |
| Own P/E history | 12M | $532.84 | 30.2 | 17.66 | TTM | high |
| triangulated | 12M | $400.60 | 23.5 | 17.04 | Triangulated | high |
| Mgmt guidance | 3Y | $574.44 | 23.5 | 24.44 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $329.77 | 32.1 | 10.28 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $515.25 | 23.5 | 21.92 | Analyst | medium |
| Peer P/S | 3Y | $191.44 | 2.1 | 91.29 | Analyst | medium |
| PEG | 3Y | $455.93 | 20.8 | 21.92 | Analyst | medium |
| Own P/E history | 3Y | $661.49 | 30.2 | 21.92 | Analyst | medium |
| Mgmt guidance | 5Y | $710.91 | 23.5 | 30.24 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $316.53 | 32.1 | 9.86 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $589.26 | 23.5 | 25.07 | Analyst | high |
| Peer P/S | 5Y | $218.93 | 2.1 | 104.40 | Analyst | high |
| PEG | 5Y | $521.41 | 20.8 | 25.07 | Analyst | high |
| Own P/E history | 5Y | $756.50 | 30.2 | 25.07 | Analyst | high |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.