Air Products and Chemicals Inc (APD)vsThe Mosaic Company (MOS)
APD
Air Products and Chemicals Inc
$291.43
-1.47%
BASIC MATERIALS · Cap: $68.61B
MOS
The Mosaic Company
$25.19
-0.83%
BASIC MATERIALS · Cap: $8.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 3% more annual revenue ($12.60B vs $12.25B). APD leads profitability with a -0.4% profit margin vs -5.2%. MOS appears more attractively valued with a PEG of 2.02. MOS earns a higher WallStSmart Score of 52/100 (C-).
APD
Hold43
out of 100
Grade: D
MOS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APD.
Margin of Safety
+53.5%
Fair Value
$67.04
Current Price
$25.19
$41.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.5%
Reasonable price relative to book value
Earnings expanding 239.5% YoY
Areas to Watch
Expensive relative to growth rate
4.6% revenue growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
Revenue declined 6.0%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : MOS
The strongest argument for MOS centers on Price/Book, EPS Growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : MOS
The primary concerns for MOS are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
MOS carries more volatility with a beta of 0.83 — expect wider price swings.
APD is growing revenue faster at 4.6% — sustainability is the question.
APD generates stronger free cash flow (310M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MOS scores higher overall (52/100 vs 43/100). 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 →The Mosaic Company
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
The Mosaic Company is a Fortune 500 company based in Tampa, Florida which mines phosphate and potash, and operates through segments such as international distribution and Mosaic Fertilizantes.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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