Air Products and Chemicals Inc (APD)vsMartin Marietta Materials Inc (MLM)
APD
Air Products and Chemicals Inc
$291.43
-0.76%
BASIC MATERIALS · Cap: $68.61B
MLM
Martin Marietta Materials Inc
$509.96
+1.49%
BASIC MATERIALS · Cap: $36.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 88% more annual revenue ($12.60B vs $6.69B). MLM leads profitability with a 36.7% profit margin vs -0.4%. MLM appears more attractively valued with a PEG of 2.02. MLM earns a higher WallStSmart Score of 57/100 (C).
APD
Hold43
out of 100
Grade: D
MLM
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.5%
Keeps 37 of every $100 in revenue as profit
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Strong operational efficiency at 20.2%
Revenue surging 21.0% year-over-year
Areas to Watch
Expensive relative to growth rate
4.6% revenue growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
Earnings declined 23.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : MLM
The strongest argument for MLM centers on Profit Margin, Return on Equity, Price/Book. Profitability is solid with margins at 36.7% and operating margin at 20.2%. Revenue growth of 21.0% demonstrates continued momentum.
Bear Case : APD
The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : MLM
The primary concerns for MLM are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
APD profiles as a turnaround 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 21.0% — sustainability is the question.
APD generates stronger free cash flow (310M), providing more financial flexibility.
Bottom Line
MLM scores higher overall (57/100 vs 43/100), backed by strong 36.7% margins and 21.0% 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 →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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