Air Products and Chemicals Inc (APD)vsCalumet Specialty Products Partners (CLMT)
APD
Air Products and Chemicals Inc
$279.46
+3.01%
BASIC MATERIALS · Cap: $68.61B
CLMT
Calumet Specialty Products Partners
$58.12
-1.49%
BASIC MATERIALS · Cap: $4.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 174% more annual revenue ($12.60B vs $4.59B). APD leads profitability with a -0.4% profit margin vs -3.0%. CLMT appears more attractively valued with a PEG of 0.65. CLMT earns a higher WallStSmart Score of 54/100 (C-).
APD
Hold43
out of 100
Grade: D
CLMT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.4%
Fair Value
$151.65
Current Price
$279.46
$127.81 premium
Intrinsic value data unavailable for CLMT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.5%
Revenue surging 40.8% year-over-year
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
4.6% revenue growth
Elevated debt levels
Weak financial health signals
ROE of -1172.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Operating margin of -4.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : CLMT
The strongest argument for CLMT centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 40.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : CLMT
The primary concerns for CLMT are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
APD profiles as a turnaround stock while CLMT is a hypergrowth play — different risk/reward profiles.
APD carries more volatility with a beta of 0.75 — expect wider price swings.
CLMT is growing revenue faster at 40.8% — sustainability is the question.
APD generates stronger free cash flow (310M), providing more financial flexibility.
Bottom Line
CLMT scores higher overall (54/100 vs 43/100) and 40.8% revenue growth. 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.
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