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CPAC vs LIN

CPAC
Cementos Pacasmayo S.A.A.
BEARISH
Price
$10.70
Market Cap
$916.1M
Sector
Basic Materials
AI Confidence
85%
LIN
Linde plc
NEUTRAL
Price
$492.25
Market Cap
$228.1B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
CPAC
20.98
LIN
33.67
Forward P/E
CPAC
69.48
LIN
25.25
P/B Ratio
CPAC
2.7
LIN
5.97
P/S Ratio
CPAC
0.43
LIN
6.71
EV/EBITDA
CPAC
12.15
LIN
19.05

Profitability

Gross Margin
CPAC
38.12%
LIN
48.84%
Operating Margin
CPAC
6.88%
LIN
28.17%
Profit Margin
CPAC
7.29%
LIN
20.3%
ROE
CPAC
12.83%
LIN
17.82%
ROA
CPAC
6.9%
LIN
7.17%

Growth

Revenue Growth
CPAC
6.2%
LIN
5.8%
Earnings Growth
CPAC
--
LIN
-9.4%

Financial Health

Debt/Equity
CPAC
1.2
LIN
0.71
Current Ratio
CPAC
1.09
LIN
0.88
Quick Ratio
CPAC
0.22
LIN
0.69

Dividends

Dividend Yield
CPAC
5.69%
LIN
1.29%
Payout Ratio
CPAC
115.75%
LIN
41.07%

AI Verdict

CPAC BEARISH

CPAC presents a stable Piotroski F-Score of 6/9, but this is overshadowed by severe valuation and liquidity concerns. The stock is trading at a significant premium to both its Graham Number ($6.75) and Intrinsic Value ($3.57), while the forward P/E of 69.48 suggests a projected collapse in earnings. Most alarming are the unsustainable dividend payout ratio of 115.75% and a critical quick ratio of 0.22, indicating a potential liquidity crisis. Despite strong historical price action, the current technical trend is heavily bearish (10/100).

Strengths
Stable Piotroski F-Score (6/9) indicating baseline operational health
Positive revenue growth (6.20% YoY and 10.88% Q/Q)
Strong gross margins at 38.12%
Risks
Unsustainable dividend payout ratio (115.75%) exceeding net income
Severe liquidity risk evidenced by a Quick Ratio of 0.22
Catastrophic YoY EPS growth decline of -107.1%
LIN NEUTRAL

LIN shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (20.3% margin)
Strong ROE of 17.8%
Risks
High valuation with P/E of 33.7
Premium vs Graham Number ($164.72)

Compare Another Pair

CPAC vs LIN: Head-to-Head Comparison

This page compares Cementos Pacasmayo S.A.A. (CPAC) and Linde plc (LIN) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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