Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
AIL.DE
BuyPremium GrowerFLAGL'Air Liquide S.A. · Basic Materials · France · $125.3B · Avg Vol: $200K/d
Air Liquide has strong quality Q70 and momentum M75, but value at V29 is well below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
L'Air Liquide S.A. is a French multinational specializing in industrial gases and services, supplying oxygen, nitrogen, hydrogen, and other gases to a wide range of industries including healthcare, chemicals, and electronics. The company holds a leading global position in the industrial gas market, benefiting from long-term contracts, significant capital intensity for infrastructure, and proprietary production technologies. Its extensive pipeline network and on-site production capabilities create high barriers to entry for competitors.
FINANCIAL SUMMARY (EUR)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 29.9B | 27.6B | 27.1B | 26.9B | -3.5% | 27.0B | 28.1B | 29.5B | 4.6% |
| EPS (EUR) | 4.49 | 4.36 | 4.86 | 5.22 | 5.55 | 5.4% | 5.55 | — | — | — |
| Shares | — | 631.9M | 633.0M | 634.1M | 635.7M | +0.6% | 636.5M | — | — | — |
| Debt | — | 13.4B | 12.0B | 12.4B | 13.6B | 0.5% | 17.2B | — | — | — |
| Equity | — | 23.7B | 24.3B | 26.9B | 26.2B | 3.4% | — | — | — | — |
| Op CF | — | 5.8B | 6.3B | 6.3B | 6.5B | 3.9% | 5.5B | — | — | — |
| Inv CF | — | -3.2B | -3.1B | -3.6B | -3.8B | — | — | — | — | — |
| Fin CF | — | -2.8B | -3.5B | -2.8B | -344.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of AIL.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AIL.DE | L'Air Liquide S.A.(you) | $125.3B | 69 | Buy |
| 1303.TW | Nan Ya Plastics Corporation | $55.3B | 64 | Hold |
| SHW | The Sherwin-Williams Company | $83.7B | 54 | Hold |
| NSIS-B.CO | Novozymes A/S | $33.5B | 70 | Buy |
| SIKA.SW | Sika AG | $38.3B | 74 | Buy |
| GIVN.SW | Givaudan SA | $37.9B | 62 | Hold |
| DSFIR.AS | DSM-Firmenich AG | $27.2B | 68 | Buy |
| ECL | Ecolab Inc. | $80.4B | 46 | Hold |
| PPG | PPG Industries, Inc. | $25.4B | 67 | Buy |
| ASIANPAINT.NS | Asian Paints Limited | $25.1B | 71 | Buy |
Peer medians: ROE 4.6% · P/E 19.0x · Gross margin 24.9%