Air Products and Chemicals Inc (APD)vsMartin Marietta Materials Inc (MLM)
APD
Air Products and Chemicals Inc
$282.35
+1.26%
BASIC MATERIALS · Cap: $62.19B
MLM
Martin Marietta Materials Inc
$575.83
-0.87%
BASIC MATERIALS · Cap: $34.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 96% more annual revenue ($12.46B vs $6.35B). MLM leads profitability with a 39.9% profit margin vs 16.9%. APD appears more attractively valued with a PEG of 2.09. MLM earns a higher WallStSmart Score of 61/100 (C+).
APD
Buy57
out of 100
Grade: C
MLM
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.39
Current Price
$282.35
$135.96 premium
Intrinsic value data unavailable for MLM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Keeps 40 of every $100 in revenue as profit
Earnings expanding 1221.0% YoY
Every $100 of equity generates 22 in profit
17.2% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Grey zone — moderate risk
Expensive relative to growth rate
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 : MLM
The strongest argument for MLM centers on Profit Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 39.9% and operating margin at 12.7%. Revenue growth of 17.2% demonstrates continued momentum.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : MLM
The primary concerns for MLM are P/E Ratio, Altman Z-Score, PEG Ratio.
Key Dynamics to Monitor
APD profiles as a mature stock while MLM is a growth play — different risk/reward profiles.
MLM carries more volatility with a beta of 1.10 — expect wider price swings.
MLM is growing revenue faster at 17.2% — sustainability is the question.
MLM generates stronger free cash flow (41M), providing more financial flexibility.
Bottom Line
MLM scores higher overall (61/100 vs 57/100), backed by strong 39.9% margins and 17.2% revenue growth. Both earn "Buy" and "Buy" 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 →Martin Marietta Materials Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Martin Marietta Materials, Inc. is an American-based company. The company is a supplier of aggregates and heavy building materials, with operations spanning 26 states, Canada and the Caribbean. In particular, Martin Marietta supplies the resources for roads, sidewalks and foundations.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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