Indústrias
Diversified Industrials
Todas as análises de Diversified Industrials — 52 análises.
47/100
48Buffett
In-Depth Value Investment Analysis of Linde plc
Linde plc is a world-class leader in industrial gases and a classic high-quality compounder. Yet at roughly $514 per share, the stock trades near 34 times PE, close to the upper end of an optimistic case, with fair intrinsic value around $340-450 and an ideal buy range of $330-400. Report rating Watch: an excellent business, but the current price leaves too little margin of safety.
43/100
74Buffett
Honeywell International: A Value-Investing Deep Dive
A high-quality industrial-technology group whose certifications, installed base, and aftermarket form a genuine moat, with 2025 adjusted FCF of $5.102 billion. But it sits in a restructuring phase, with Aerospace pending spin-off and PSS/WWS pending sale; at $223.8 the stock has already approached the low end of the optimistic range, leaving an inadequate margin of safety. Fair intrinsic value is $160–195 per share, rating Watch.
50/100
34Buffett
Ferrovial NV In-Depth Value Research Report
Ferrovial is a high-quality infrastructure platform built around scarce North American toll-road and airport concession assets. The core thesis is that the business is durable and well managed, but the current price of about €58.28 per share already sits near the upper end of a reasonable intrinsic-value range of €50-€60, leaving an insufficient margin of safety and an ideal buy range of €38-€45. Research rating Watch: an excellent asset base, but not yet an attractive price for conservative value investors.
45/100
94Buffett
Fastenal Company: An In-Depth Value Study
A good business, good management, and good cash flow, but not a good price today. At about 38.5x PE and roughly 47x FCF, the market has already priced in too much future outperformance; against a fair intrinsic value range of $21–28, the current $43.53 leaves no margin of safety. Rated Watch.