Linde vs BHP
Linde plc and BHP Billiton Limited are presented here to compare business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Linde plc and BHP Billiton Limited are presented here to compare business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Why It's Moving
Citi boosts Linde target, spotlighting industrial gases powerhouse amid AI-driven tailwinds.
- Citi analyst holds Buy rating after raising target price, citing Linde's robust prospects in high-growth sectors.
- BMO highlights management's push for over 10% EPS growth via AI efficiencies and cost savings from recent reviews.
- Leadership views the stock as undervalued post-sell-off, fueling optimism for new entry opportunities.
BHP surges to new highs on upgraded copper guidance and robust production momentum.
- Upgraded copper production guidance for key assets like Escondida and Antamina, signaling stronger output potential amid rising demand.
- Achieved record-high 1st half iron ore production and shipments, bolstering confidence in core operations.
- Struck $2B infrastructure deal with BlackRock-owned GIP to fast-track growth projects by FY26 end.
Citi boosts Linde target, spotlighting industrial gases powerhouse amid AI-driven tailwinds.
- Citi analyst holds Buy rating after raising target price, citing Linde's robust prospects in high-growth sectors.
- BMO highlights management's push for over 10% EPS growth via AI efficiencies and cost savings from recent reviews.
- Leadership views the stock as undervalued post-sell-off, fueling optimism for new entry opportunities.
BHP surges to new highs on upgraded copper guidance and robust production momentum.
- Upgraded copper production guidance for key assets like Escondida and Antamina, signaling stronger output potential amid rising demand.
- Achieved record-high 1st half iron ore production and shipments, bolstering confidence in core operations.
- Struck $2B infrastructure deal with BlackRock-owned GIP to fast-track growth projects by FY26 end.
Investment Analysis
Linde
LIN
Pros
- Linde benefits from a dominant global position in industrial gases, with recurring revenue from long-term customer contracts across diverse sectors.
- The company maintains high profitability, with strong returns on assets and invested capital, reflecting efficient operations and prudent capital allocation.
- Linde’s business model is less sensitive to commodity cycles than peers, supported by stable demand for essential gases in healthcare, energy, and manufacturing.
Considerations
- Linde’s current valuation metrics, including price-to-earnings and price-to-sales ratios, are elevated compared to industry peers, potentially limiting near-term upside.
- Recent technical indicators and price forecasts suggest the stock may face short-term downward pressure amid broader market volatility.
- Heavy reliance on large-scale industrial customers and capital-intensive plant operations exposes Linde to execution risks and potential project delays.
BHP
BHP
Pros
- BHP is a leading global diversified miner with exposure to key commodities like iron ore, copper, and coal, benefiting from rising demand in energy transition sectors.
- The company has a strong balance sheet and consistent cash flow generation, supporting dividends and potential reinvestment in growth projects.
- BHP’s operational scale and low-cost assets provide a competitive advantage in volatile commodity markets, enabling margin resilience during downturns.
Considerations
- BHP’s earnings are highly sensitive to commodity price swings, particularly in iron ore and copper, leading to significant periodic volatility in financial results.
- The stock is currently trading at a lower percentile relative to its historical performance, suggesting elevated risk and investor caution in the near term.
- Stringent environmental regulations and stakeholder pressure around emissions and mining practices present ongoing operational and reputational challenges for BHP.
Related Market Insights
Bloom Energy Stock: What's Next for Digital Africa
Africa's digital boom fuels demand for reliable, clean power. Explore investment opportunities in next-gen energy solutions for data centres & infrastructure. Invest with Nemo.
Aimee Silverwood | Financial Analyst
September 11, 2025
Nigeria's Infrastructure Revolution: Why Tower REITs Are the New Property Play
Explore Nigeria's digital infrastructure boom. Invest in global tower REITs & data centres to capitalise on Africa's urbanisation and property revolution with Nemo.
Aimee Silverwood | Financial Analyst
September 10, 2025
Related Market Insights
Bloom Energy Stock: What's Next for Digital Africa
Africa's digital boom fuels demand for reliable, clean power. Explore investment opportunities in next-gen energy solutions for data centres & infrastructure. Invest with Nemo.
Aimee Silverwood | Financial Analyst
September 11, 2025
Nigeria's Infrastructure Revolution: Why Tower REITs Are the New Property Play
Explore Nigeria's digital infrastructure boom. Invest in global tower REITs & data centres to capitalise on Africa's urbanisation and property revolution with Nemo.
Aimee Silverwood | Financial Analyst
September 10, 2025
Linde (LIN) Next Earnings Date
Linde plc (LIN) is scheduled to release its next earnings on Thursday, February 5, 2026, before market open. This report will cover the fourth quarter of 2025, with results available by 06:00 EST and a conference call at 09:00 EST. Investors should monitor the company's investor relations page for the earnings release and presentation materials on that date.
BHP (BHP) Next Earnings Date
BHP Group's next earnings date is 17 February 2026 at approximately 8:00 AM Melbourne time, as per the company's official financial calendar. This report will cover results for the half year ended 31 December 2025. Third-party estimates vary slightly around mid-February, aligning with BHP's historical H1 reporting pattern.
Linde (LIN) Next Earnings Date
Linde plc (LIN) is scheduled to release its next earnings on Thursday, February 5, 2026, before market open. This report will cover the fourth quarter of 2025, with results available by 06:00 EST and a conference call at 09:00 EST. Investors should monitor the company's investor relations page for the earnings release and presentation materials on that date.
BHP (BHP) Next Earnings Date
BHP Group's next earnings date is 17 February 2026 at approximately 8:00 AM Melbourne time, as per the company's official financial calendar. This report will cover results for the half year ended 31 December 2025. Third-party estimates vary slightly around mid-February, aligning with BHP's historical H1 reporting pattern.
Which Baskets Do They Appear In?
Bloom Energy Stock: What's Next for Digital Africa
As Africa's digital economy expands, the demand for stable and clean electricity for data centers and industry is growing rapidly. This basket offers exposure to US-listed firms at the forefront of providing next-generation power solutions, from fuel cells to the infrastructure that supports them.
Published: September 11, 2025
Explore BasketBest REITs Nigeria: Beyond Traditional Property
Africa's rapid urbanization is creating massive demand for new housing, offices, and infrastructure, offering a significant growth opportunity for investors. This basket provides exposure to this trend through US and EU-listed global real estate giants, asset managers, and technology firms shaping Africa's property markets.
Published: September 10, 2025
Explore BasketWhich Baskets Do They Appear In?
Bloom Energy Stock: What's Next for Digital Africa
As Africa's digital economy expands, the demand for stable and clean electricity for data centers and industry is growing rapidly. This basket offers exposure to US-listed firms at the forefront of providing next-generation power solutions, from fuel cells to the infrastructure that supports them.
Published: September 11, 2025
Explore BasketBest REITs Nigeria: Beyond Traditional Property
Africa's rapid urbanization is creating massive demand for new housing, offices, and infrastructure, offering a significant growth opportunity for investors. This basket provides exposure to this trend through US and EU-listed global real estate giants, asset managers, and technology firms shaping Africa's property markets.
Published: September 10, 2025
Explore BasketBuy LIN or BHP in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Linde vs Agnico Eagle
Linde vs Agnico Eagle: stock comparison
Linde vs Freeport-McMoRan
Linde vs Freeport-McMoRan: Stock comparison
Linde vs Ecolab
Linde vs Ecolab: a concise comparison