DuPont de Nemours Inc vs Linde Plc

DuPont de Nemours Inc (DD) is overvalued and Linde Plc (LIN) is overvalued.

Both trade above our estimate of their intrinsic value. LIN is the closer of the two: -106%, against -125% for DD.

Values as of the 22 Sept 2026 close.

DuPont de Nemours Inc (DD)

Discounting its cash flows at 9.3% (average of 2 methods) values the shares at $58.48; the price of $131.80 is 125% above that value, and 73% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

Linde Plc (LIN)

Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $225.91; the price of $464.91 is 106% above that value, and 77% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricDDLIN
VerdictOvervaluedOvervalued
Price$131.80$464.91
Intrinsic value$58.48$225.91
Margin of safety-125%-106%
Leak Score0/100 (3/12)59/100 (3/12)
Market cap$17.8B$214.3B
Revenue growth, 5 years-13.7%4.5%
Operating margin15.3%27.1%
Net margin0.7%20.4%
Return on equity2.8%18.7%
Debt to equity0.230.72
P/E313.1x30.0x
Forward P/E16.6x23.7x
P/B1.3x5.5x
Dividend yield2.3%1.4%

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