Air Products and Chemicals Inc (APD)vsCalumet Specialty Products Partners (CLMT)
APD
Air Products and Chemicals Inc
$283.11
-1.32%
BASIC MATERIALS · Cap: $62.46B
CLMT
Calumet Specialty Products Partners
$32.83
-5.99%
BASIC MATERIALS · Cap: $3.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 199% more annual revenue ($12.46B vs $4.17B). APD leads profitability with a 16.9% profit margin vs -4.5%. CLMT appears more attractively valued with a PEG of 0.65. APD earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
CLMT
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
3.6% revenue growth
ROE of -1172.0% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : CLMT
The strongest argument for CLMT centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : CLMT
The primary concerns for CLMT are Revenue Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
APD profiles as a mature stock while CLMT is a turnaround play — different risk/reward profiles.
APD carries more volatility with a beta of 0.75 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
CLMT generates stronger free cash flow (-99M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 48/100), 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 →Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?