Air Products and Chemicals Inc (APD)vsMaterion Corporation (MTRN)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
MTRN
Materion Corporation
$172.54
-2.67%
BASIC MATERIALS · Cap: $3.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 583% more annual revenue ($12.21B vs $1.79B). MTRN leads profitability with a 4.2% profit margin vs -2.7%. MTRN appears more attractively valued with a PEG of 1.28. MTRN earns a higher WallStSmart Score of 51/100 (C-).
APD
Hold42
out of 100
Grade: D
MTRN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-85.4%
Fair Value
$161.81
Current Price
$300.05
$138.24 premium
Margin of Safety
-67.6%
Fair Value
$93.75
Current Price
$172.54
$78.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
No standout strengths identified
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
4.2% margin — thin
Operating margin of 2.6%
Premium valuation, high expectations priced in
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 : MTRN
Revenue growth of 12.1% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : MTRN
The primary concerns for MTRN are Profit Margin, Operating Margin, P/E Ratio. A P/E of 47.1x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
APD profiles as a turnaround stock while MTRN is a value play — different risk/reward profiles.
MTRN carries more volatility with a beta of 0.91 — expect wider price swings.
MTRN is growing revenue faster at 12.1% — sustainability is the question.
MTRN generates stronger free cash flow (-20M), providing more financial flexibility.
Bottom Line
MTRN scores higher overall (51/100 vs 42/100) and 12.1% 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 →Materion Corporation
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Materion Corporation (MTRN) is a premier provider of advanced materials solutions, delivering specialized products essential for diverse sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its high-performance metals and alloys, particularly beryllium and copper, along with specialty coatings that comply with rigorous industry standards. By emphasizing research and development and fostering strategic partnerships, Materion enhances its competitive edge while pursuing sustainable growth through innovative technologies and a comprehensive, customer-focused product portfolio.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?