LIN vs PPG

For growth investors, Linde plc (LIN) is the stronger pick with 3.

0% revenue growth year-over-year, versus 0. 2% for PPG Industries, Inc. (PPG). PPG Industries, Inc. (PPG) offers the better valuation at 15. 4x trailing P/E (13. 5x forward), making it the more compelling value choice. Analysts rate Linde plc (LIN) a "Buy" — based on 28 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, PPG Industries, Inc.

(PPG) is the cheapest at 15. 4x versus Linde plc at 34. 3x. On forward P/E, PPG Industries, Inc. is actually cheaper at 13. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Linde plc wins at 1. 10x versus PPG Industries, Inc. 's 1. 46x — a reasonable growth-adjusted valuation.

Over the past 5 years, Linde plc (LIN) delivered a total return of +80.

6%, compared to -33. 4% for PPG Industries, Inc. (PPG). Over 10 years, the gap is even starker: LIN returned +379. 1% versus PPG's +18. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Linde plc (LIN) is the lower-risk stock at 0.

24β versus PPG Industries, Inc. 's 1. 07β — meaning PPG is approximately 344% more volatile than LIN relative to the S&P 500.

By revenue growth (latest reported year), Linde plc (LIN) is pulling ahead at 3.

0% versus 0. 2% for PPG Industries, Inc. (PPG). On earnings-per-share growth, the picture is similar: PPG Industries, Inc. grew EPS 45. 7% year-over-year, compared to 7. 1% for Linde plc. Over a 3-year CAGR, LIN leads at 0. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Linde plc (LIN) is the more profitable company, earning 20.

3% net margin versus 9. 9% for PPG Industries, Inc. — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LIN leads at 26. 3% versus 13. 7% for PPG. At the gross margin level — before operating expenses — LIN leads at 43. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Linde plc (LIN) is the more undervalued stock at a PEG of 1. 10x versus PPG Industries, Inc. 's 1. 46x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, PPG Industries, Inc. (PPG) trades at 13. 5x forward P/E versus 28. 0x for Linde plc — 14. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PPG: 20. 0% to $127. 67.

All stocks in this comparison pay dividends.

PPG Industries, Inc. (PPG) offers the highest yield at 2. 6%, versus 1. 2% for Linde plc (LIN).

For long-horizon retirement investors, Linde plc (LIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

24), 1. 2% yield, +379. 1% 10Y return). Both have compounded well over 10 years (LIN: +379. 1%, PPG: +18. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: LIN is a large-cap quality compounder stock; PPG is a mid-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.