TTAM
Titan America S.A.
Construction Materials
Market Cap$3.08B
5Y Perf.+6.5%
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Stock Comparison
TTAM vs LIN
Revenue, margins, valuation, and 5-year total return — side by side.
LIN
Linde plc
Chemicals - Specialty
Market Cap$228.85B
5Y Perf.+5.7%
TTAM vs LIN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | TTAM | LIN |
|---|---|---|
| Industry | Construction Materials | Chemicals - Specialty |
| Market Cap | $3.08B | $228.85B |
| Revenue (TTM) | $1.66B | $34.66B |
| Net Income (TTM) | $185M | $7.13B |
| Gross Margin | 26.1% | 46.0% |
| Operating Margin | 16.2% | 28.8% |
| Forward P/E | 15.1x | 27.7x |
| Total Debt | $462M | $26.99B |
| Cash & Equiv. | $212M | $5.06B |
TTAM vs LIN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
TTAM
LIN
| Stock | Feb 25 | May 26 | Return |
|---|---|---|---|
| Titan America S.A. (TTAM) | 100 | 106.5 | +6.5% |
| Linde plc (LIN) | 100 | 105.7 | +5.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TTAM vs LIN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LIN leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Titan America S.A. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
TTAM
Titan America S.A.
The Growth Play
TTAM is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 1.8%, EPS growth 12.2%, 3Y rev CAGR 6.9%
- Lower volatility, beta 1.62, Low D/E 44.7%, current ratio 3.03x
- Lower P/E (15.1x vs 27.7x)
Best for: growth exposure and sleep-well-at-night
LIN
Linde plc
The Income Pick
LIN carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 6 yrs, beta 0.24, yield 1.2%
- 375.2% 10Y total return vs TTAM's 1.3%
- Beta 0.24, yield 1.2%, current ratio 0.88x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | LIN | 3.0% revenue growth vs TTAM's 1.8% |
| Value | TTAM | Lower P/E (15.1x vs 27.7x) |
| Quality / Margins | LIN | 20.6% margin vs TTAM's 11.1% |
| Stability / Safety | LIN | Beta 0.24 vs TTAM's 1.62 |
| Dividends | LIN | 1.2% yield, 6-year raise streak, vs TTAM's 1.0% |
| Momentum (1Y) | TTAM | +23.0% vs LIN's +11.2% |
| Efficiency (ROA) | TTAM | 10.2% ROA vs LIN's 8.3%, ROIC 16.4% vs 11.3% |
TTAM vs LIN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
TTAM vs LIN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLINLAGGINGTTAM
TTAMTitan America S.A.
2leads
LINLinde plc
4leads
6 Total Categories
CATEGORYLEADERvs TTAMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
LIN5/6
Valuation MetricsMultiples, price ratios, and targets
TTAM6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TTAM8/9
Total Returns1Y, 3Y, 5Y total returns with dividends
LIN5/6
Risk & VolatilityBeta, volatility, and downside exposure
LIN2/2
Analyst OutlookRatings, price targets, and dividends
LIN2/2
Income & Cash Flow (Last 12 Months)
LIN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LIN is the larger business by revenue, generating $34.7B annually — 20.8x TTAM's $1.7B. LIN is the more profitable business, keeping 20.6% of every revenue dollar as net income compared to TTAM's 11.1%. On growth, LIN holds the edge at +8.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | TTAMTitan America S.A. | LINLinde plc |
|---|---|---|
| RevenueTrailing 12 months | $1.7B | $34.7B |
| EBITDAEarnings before interest/tax | $379M | $12.1B |
| Net IncomeAfter-tax profit | $185M | $7.1B |
| Free Cash FlowCash after capex | $124M | $5.1B |
| Gross MarginGross profit ÷ Revenue | +26.1% | +46.0% |
| Operating MarginEBIT ÷ Revenue | +16.2% | +28.8% |
| Net MarginNet income ÷ Revenue | +11.1% | +20.6% |
| FCF MarginFCF ÷ Revenue | +7.5% | +14.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.1% | +8.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +14.3% | +13.4% |
LIN leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
TTAM leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 16.6x trailing earnings, TTAM trades at a 51% valuation discount to LIN's 33.8x P/E. On an enterprise value basis, TTAM's 8.8x EV/EBITDA is more attractive than LIN's 19.7x.
| Metric | TTAMTitan America S.A. | LINLinde plc |
|---|---|---|
| Market CapShares × price | $3.1B | $228.8B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $250.8B |
| Trailing P/EPrice ÷ TTM EPS | 16.55x | 33.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.07x | 27.67x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.33x |
| EV / EBITDAEnterprise value multiple | 8.77x | 19.75x |
| Price / SalesMarket cap ÷ Revenue | 1.85x | 6.73x |
| Price / BookPrice ÷ Book value/share | 2.97x | 5.82x |
| Price / FCFMarket cap ÷ FCF | 26.33x | 44.97x |
TTAM leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
TTAM leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
TTAM delivers a 19.1% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $18 for LIN. TTAM carries lower financial leverage with a 0.45x debt-to-equity ratio, signaling a more conservative balance sheet compared to LIN's 0.68x. On the Piotroski fundamental quality scale (0–9), TTAM scores 7/9 vs LIN's 6/9, reflecting strong financial health.
| Metric | TTAMTitan America S.A. | LINLinde plc |
|---|---|---|
| ROE (TTM)Return on equity | +19.1% | +17.8% |
| ROA (TTM)Return on assets | +10.2% | +8.3% |
| ROICReturn on invested capital | +16.4% | +11.3% |
| ROCEReturn on capital employed | +18.0% | +13.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.45x | 0.68x |
| Net DebtTotal debt minus cash | $251M | $21.9B |
| Cash & Equiv.Liquid assets | $212M | $5.1B |
| Total DebtShort + long-term debt | $462M | $27.0B |
| Interest CoverageEBIT ÷ Interest expense | 11.98x | 34.52x |
TTAM leads this category, winning 8 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
LIN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LIN five years ago would be worth $17,394 today (with dividends reinvested), compared to $10,132 for TTAM. Over the past 12 months, TTAM leads with a +23.0% total return vs LIN's +11.2%. The 3-year compound annual growth rate (CAGR) favors LIN at 11.8% vs TTAM's 0.4% — a key indicator of consistent wealth creation.
| Metric | TTAMTitan America S.A. | LINLinde plc |
|---|---|---|
| YTD ReturnYear-to-date | +0.3% | +15.5% |
| 1-Year ReturnPast 12 months | +23.0% | +11.2% |
| 3-Year ReturnCumulative with dividends | +1.3% | +39.7% |
| 5-Year ReturnCumulative with dividends | +1.3% | +73.9% |
| 10-Year ReturnCumulative with dividends | +1.3% | +375.2% |
| CAGR (3Y)Annualised 3-year return | +0.4% | +11.8% |
LIN leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
LIN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LIN is the less volatile stock with a 0.24 beta — it tends to amplify market swings less than TTAM's 1.62 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LIN currently trades 94.7% from its 52-week high vs TTAM's 86.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TTAMTitan America S.A. | LINLinde plc |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.62x | 0.24x |
| 52-Week HighHighest price in past year | $19.42 | $521.28 |
| 52-Week LowLowest price in past year | $12.18 | $387.78 |
| % of 52W HighCurrent price vs 52-week peak | +86.1% | +94.7% |
| RSI (14)Momentum oscillator 0–100 | 59.1 | 51.7 |
| Avg Volume (50D)Average daily shares traded | 296K | 2.3M |
LIN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
LIN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates TTAM as "Hold" and LIN as "Buy". Consensus price targets imply 19.6% upside for TTAM (target: $20) vs 9.3% for LIN (target: $540). For income investors, LIN offers the higher dividend yield at 1.21% vs TTAM's 0.96%.
| Metric | TTAMTitan America S.A. | LINLinde plc |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $20.00 | $539.71 |
| # AnalystsCovering analysts | 6 | 28 |
| Dividend YieldAnnual dividend ÷ price | +1.0% | +1.2% |
| Dividend StreakConsecutive years of raises | 0 | 6 |
| Dividend / ShareAnnual DPS | $0.16 | $6.00 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.0% |
LIN leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
LIN leads in 4 of 6 categories (Income & Cash Flow, Total Returns). TTAM leads in 2 (Valuation Metrics, Profitability & Efficiency).
Best OverallLinde plc (LIN)Leads 4 of 6 categories
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TTAM vs LIN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TTAM or LIN a better buy right now?
For growth investors, Linde plc (LIN) is the stronger pick with 3.
0% revenue growth year-over-year, versus 1. 8% for Titan America S. A. (TTAM). Titan America S. A. (TTAM) offers the better valuation at 16. 6x trailing P/E (15. 1x 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.
02Which has the better valuation — TTAM or LIN?
On trailing P/E, Titan America S.
A. (TTAM) is the cheapest at 16. 6x versus Linde plc at 33. 8x. On forward P/E, Titan America S. A. is actually cheaper at 15. 1x.
03Which is the better long-term investment — TTAM or LIN?
Over the past 5 years, Linde plc (LIN) delivered a total return of +73.
9%, compared to +1. 3% for Titan America S. A. (TTAM). Over 10 years, the gap is even starker: LIN returned +375. 2% versus TTAM's +1. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TTAM or LIN?
By beta (market sensitivity over 5 years), Linde plc (LIN) is the lower-risk stock at 0.
24β versus Titan America S. A. 's 1. 62β — meaning TTAM is approximately 574% more volatile than LIN relative to the S&P 500. On balance sheet safety, Titan America S. A. (TTAM) carries a lower debt/equity ratio of 45% versus 68% for Linde plc — giving it more financial flexibility in a downturn.
05Which is growing faster — TTAM or LIN?
By revenue growth (latest reported year), Linde plc (LIN) is pulling ahead at 3.
0% versus 1. 8% for Titan America S. A. (TTAM). On earnings-per-share growth, the picture is similar: Titan America S. A. grew EPS 12. 2% year-over-year, compared to 7. 1% for Linde plc. Over a 3-year CAGR, TTAM leads at 6. 9% 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.
06Which has better profit margins — TTAM or LIN?
Linde plc (LIN) is the more profitable company, earning 20.
3% net margin versus 11. 1% for Titan America S. A. — 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 16. 3% for TTAM. 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.
07Is TTAM or LIN more undervalued right now?
On forward earnings alone, Titan America S.
A. (TTAM) trades at 15. 1x forward P/E versus 27. 7x for Linde plc — 12. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TTAM: 19. 6% to $20. 00.
08Which pays a better dividend — TTAM or LIN?
All stocks in this comparison pay dividends.
Linde plc (LIN) offers the highest yield at 1. 2%, versus 1. 0% for Titan America S. A. (TTAM).
09Is TTAM or LIN better for a retirement portfolio?
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, +375. 2% 10Y return). Titan America S. A. (TTAM) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (LIN: +375. 2%, TTAM: +1. 3%), 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.
10What are the main differences between TTAM and LIN?
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: TTAM is a small-cap deep-value stock; LIN is a large-cap quality compounder 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.
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Revenue Growth>
%
(TTAM: 4.1% · LIN: 8.2%)Net Margin>
%
(TTAM: 11.1% · LIN: 20.6%)P/E Ratio<
x
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