WallStSmart

Air Products and Chemicals Inc (APD)vsEcolab Inc (ECL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ecolab Inc generates 32% more annual revenue ($16.08B vs $12.21B). ECL leads profitability with a 12.9% profit margin vs -2.7%. ECL appears more attractively valued with a PEG of 2.73. ECL earns a higher WallStSmart Score of 55/100 (C-).

APD

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 4.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.36

ECL

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 6.5Value: 4.7Quality: 5.8
Piotroski: 3/9Altman Z: 2.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APD.

ECLSignificantly Overvalued (-142.4%)

Margin of Safety

-142.4%

Fair Value

$125.22

Current Price

$256.48

$131.26 premium

UndervaluedFair: $125.22Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$62.57B9/10

Large-cap with strong market position

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

ECL3 strengths · Avg: 8.7/10
Market CapQuality
$72.64B9/10

Large-cap with strong market position

Return on EquityProfitability
22.5%9/10

Every $100 of equity generates 23 in profit

Revenue GrowthGrowth
17.8%8/10

17.8% revenue growth

Areas to Watch

APD4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
6.412/10

Expensive relative to growth rate

Return on EquityProfitability
-1.7%2/10

ROE of -1.7% — below average capital efficiency

ECL4 concerns · Avg: 3.3/10
P/E RatioValuation
35.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
10.9x4/10

Trading at 10.9x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.732/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

The strongest argument for APD centers on Market Cap, Operating Margin.

Bull Case : ECL

The strongest argument for ECL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 17.8% demonstrates continued momentum.

Bear Case : APD

The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.

Bear Case : ECL

The primary concerns for ECL are P/E Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

APD profiles as a turnaround stock while ECL is a growth play — different risk/reward profiles.

ECL carries more volatility with a beta of 0.98 — expect wider price swings.

ECL is growing revenue faster at 17.8% — sustainability is the question.

ECL generates stronger free cash flow (758M), providing more financial flexibility.

Bottom Line

ECL scores higher overall (55/100 vs 42/100) and 17.8% 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.

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Ecolab Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.

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