LIN · NMS · Basic Materials
Linde plc
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 135.33
Market price
USD 460.40
Implied upside
-70.6%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 34.2bn | USD 34.4bn | USD 34.6bn | USD 34.8bn | USD 35.0bn | +0.6% |
| EBIT | USD 8.3bn | USD 8.4bn | USD 8.4bn | USD 8.5bn | USD 8.5bn | +0.6% |
| NOPAT | USD 6.6bn | USD 6.6bn | USD 6.7bn | USD 6.7bn | USD 6.7bn | +0.6% |
| Add depreciation & amortisation | USD 4.0bn | USD 4.0bn | USD 4.0bn | USD 4.1bn | USD 4.1bn | +0.6% |
| Less capital expenditure | USD -4.3bn | USD -4.3bn | USD -4.3bn | USD -4.4bn | USD -4.4bn | +0.6% |
| Less increase in working capital | USD -51.4m | USD -51.7m | USD -52.0m | USD -52.3m | USD -52.6m | +0.6% |
| Free cashflow to firm | USD 6.2bn | USD 6.3bn | USD 6.3bn | USD 6.3bn | USD 6.4bn | +0.6% |
| Discount factor | 0.9585 | 0.8806 | 0.8091 | 0.7433 | 0.6829 | - |
| Present value | USD 6.0bn | USD 5.5bn | USD 5.1bn | USD 4.7bn | USD 4.4bn | -7.6% |
| Present Value Of The Forecast | USD 25.7bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.817 | Reported 0.727, pulled toward 1.0 (Blume) |
| Cost of equity | 9.49% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 212.2bn | 88.3% of capital |
| Total debt | USD 28.1bn | 11.7% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 8.84% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
70% of EV
- Forecast FCFF, final year
- USD 6.4bn
- Capex at depreciation, working capital in reinvestment
- USD 7.2bn
- Less reinvestment at g/ROIC (22.7% of NOPAT)
- USD -1.6bn
- Capitalised
- USD 5.6bn
- ROIC (reported)
- 11.0%
- Terminal value, undiscounted
- USD 89.8bn
- Terminal value, discounted
- USD 61.3bn
- Enterprise value
- USD 87.0bn
- Less net debt
- USD 23.0bn
- Equity value
- USD 64.0bn
Exit at 18.1x EBITDA
86% of EV
- Terminal value, undiscounted
- USD 228.1bn
- Terminal value, discounted
- USD 155.8bn
- Enterprise value
- USD 181.4bn
- Less net debt
- USD 23.0bn
- Equity value
- USD 158.4bn
Spread between methods: 85%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 6.84% | 193.25 | 202.59 | 213.96 | 228.16 | 246.44 |
| 7.84% | 156.42 | 161.45 | 167.32 | 174.31 | 182.80 |
| 8.84% | 129.60 | 132.29 | 135.33 | 138.81 | 142.86 |
| 9.84% | 109.19 | 110.54 | 112.01 | 113.62 | 115.42 |
| 10.84% | 93.15 | 93.68 | 94.23 | 94.80 | 95.38 |
Outlined: this model. Green text: above today's price of 460.40. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 0.6% | 27.7% | +27.1pp |
| EBIT margin | 24.3% | 68.6% | +44.2pp |
| Discount rate | 8.8% | 4.7% | -4.2pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.