Air Products and Chemicals Inc (APD)vsAxalta Coating Systems Ltd (AXTA)
APD
Air Products and Chemicals Inc
$282.35
+1.26%
BASIC MATERIALS · Cap: $62.19B
AXTA
Axalta Coating Systems Ltd
$32.18
+1.29%
BASIC MATERIALS · Cap: $7.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 144% more annual revenue ($12.46B vs $5.11B). APD leads profitability with a 16.9% profit margin vs 7.2%. AXTA appears more attractively valued with a PEG of 2.04. APD earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
AXTA
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.39
Current Price
$282.35
$135.96 premium
Margin of Safety
-48.5%
Fair Value
$22.61
Current Price
$32.18
$9.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Grey zone — moderate risk
7.2% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.
Bull Case : AXTA
The strongest argument for AXTA centers on Price/Book.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : AXTA
The primary concerns for AXTA are PEG Ratio, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
APD profiles as a mature stock while AXTA is a value play — different risk/reward profiles.
AXTA carries more volatility with a beta of 1.26 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
AXTA generates stronger free cash flow (18M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 49/100), backed by strong 16.9% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Air Products and Chemicals Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.
Visit Website →Axalta Coating Systems Ltd
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Axalta Coating Systems Ltd. manufactures, markets and distributes high performance coating systems in North America, Europe, the Middle East, Africa, Asia Pacific and Latin America. The company is headquartered in Philadelphia, Pennsylvania.
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