WallStSmart

Air Products and Chemicals Inc (APD)vsHawkins Inc (HWKN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 1050% more annual revenue ($12.46B vs $1.08B). APD leads profitability with a 16.9% profit margin vs 7.5%. APD appears more attractively valued with a PEG of 2.09. APD earns a higher WallStSmart Score of 57/100 (C).

APD

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 4.0Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

HWKN

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 6.5Value: 2.7Quality: 7.5
Piotroski: 3/9Altman Z: 3.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APDSignificantly Overvalued (-89.1%)

Margin of Safety

-89.1%

Fair Value

$146.39

Current Price

$282.35

$135.96 premium

UndervaluedFair: $146.39Overvalued
HWKNSignificantly Overvalued (-55.9%)

Margin of Safety

-55.9%

Fair Value

$95.90

Current Price

$155.07

$59.17 premium

UndervaluedFair: $95.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$62.19B9/10

Large-cap with strong market position

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

HWKN1 strengths · Avg: 10.0/10
Altman Z-ScoreHealth
3.0010/10

Safe zone — low bankruptcy risk

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

P/E RatioValuation
29.5x4/10

Moderate valuation

Debt/EquityHealth
1.173/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

HWKN4 concerns · Avg: 2.5/10
Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.732/10

Expensive relative to growth rate

P/E RatioValuation
40.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : HWKN

The strongest argument for HWKN centers on Altman Z-Score.

Bear Case : APD

The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.

Bear Case : HWKN

The primary concerns for HWKN are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 40.5x leaves little room for execution misses.

Key Dynamics to Monitor

APD profiles as a mature stock while HWKN is a value play — different risk/reward profiles.

APD carries more volatility with a beta of 0.78 — expect wider price swings.

APD is growing revenue faster at 8.8% — sustainability is the question.

HWKN generates stronger free cash flow (18M), providing more financial flexibility.

Bottom Line

APD scores higher overall (57/100 vs 44/100), 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.

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Hawkins Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Hawkins, Inc. blends, manufactures, and distributes chemicals and other specialty ingredients in the United States and internationally. The company is headquartered in Roseville, Minnesota.

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