Linde vs Newmont
This page compares Linde plc and Newmont Mining Corp., examining their business models, financial performance, and the market context in which they operate. It presents neutral, accessible analysis to help readers understand how these companies position themselves in their sectors. Educational content, not financial advice.
This page compares Linde plc and Newmont Mining Corp., examining their business models, financial performance, and the market context in which they operate. It presents neutral, accessible analysis to...
Why It's Moving
Linde Shores Up Investor Confidence with Steady Dividend and Strong Analyst Backing Amid Valuation Dip
- Dividend announcement of $1.50 per share payable December 17 underscores reliable shareholder returns, appealing to income-focused investors in a volatile market.
- Evercore ISI reiterates Outperform with $490 target, highlighting $7B+ backlog including key deals with TSMC, Samsung, and SpaceX to drive 3% earnings boost in 2026.
- Jefferies holds Buy rating at $535 target on December 12, betting on Linde's high single-digit EPS growth trajectory even with muted industrial demand.
Newmont shares surge amid strong technical momentum and dividend payout ahead.
- Stock gained in 7 of last 10 days, up 9.35% over two weeks with 29 million shares traded—nearly double the prior day—indicating building bullish momentum.
- Q3 delivered 1.42M gold ounces produced, $1.6B record free cash flow, and $640M from asset sales, enabling $2B debt reduction to near-zero net debt.
- Board affirmed $0.25 dividend for Q3, payable Dec 22, underscoring commitment to shareholder returns despite ongoing divestitures like the Coffee Project sale.
Linde Shores Up Investor Confidence with Steady Dividend and Strong Analyst Backing Amid Valuation Dip
- Dividend announcement of $1.50 per share payable December 17 underscores reliable shareholder returns, appealing to income-focused investors in a volatile market.
- Evercore ISI reiterates Outperform with $490 target, highlighting $7B+ backlog including key deals with TSMC, Samsung, and SpaceX to drive 3% earnings boost in 2026.
- Jefferies holds Buy rating at $535 target on December 12, betting on Linde's high single-digit EPS growth trajectory even with muted industrial demand.
Newmont shares surge amid strong technical momentum and dividend payout ahead.
- Stock gained in 7 of last 10 days, up 9.35% over two weeks with 29 million shares traded—nearly double the prior day—indicating building bullish momentum.
- Q3 delivered 1.42M gold ounces produced, $1.6B record free cash flow, and $640M from asset sales, enabling $2B debt reduction to near-zero net debt.
- Board affirmed $0.25 dividend for Q3, payable Dec 22, underscoring commitment to shareholder returns despite ongoing divestitures like the Coffee Project sale.
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 BasketInvestment Analysis
Linde
LIN
Pros
- Linde delivered a 7% year-on-year increase in EPS, surpassing Q3 2025 forecasts and reaffirming full-year guidance for 5-6% growth.
- The company's electronics segment is experiencing robust growth, with a strong outlook projected for the next 5-7 years.
- Linde maintains a solid balance sheet and continues to benefit from global expansion in high-growth industrial markets.
Considerations
- Revenue growth has slowed, with Q3 2025 sales slightly missing expectations despite a 3% year-on-year increase.
- European markets present ongoing challenges, impacting regional performance and near-term growth prospects.
- Analyst sentiment is bearish in the short term, with technical indicators suggesting modest downward pressure on the share price.
Newmont
NEM
Pros
- Newmont is the world's largest gold miner, with ambitious plans to increase annual production to 6 million ounces by 2028.
- The company has demonstrated robust financial health, supported by asset sales and a commitment to shareholder returns through dividends and buybacks.
- Rising gold prices present a significant upside opportunity, with tactical targets suggesting strong potential for future gains.
Considerations
- Investor confidence remains fragile, with market skepticism surrounding Newmont's ability to deliver on ambitious production targets.
- The company trades at a market discount compared to sector averages, reflecting ongoing valuation concerns among analysts.
- Newmont's performance is highly sensitive to commodity price volatility, exposing it to significant macroeconomic and market risks.
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