Air Products and Chemicals Inc (APD)vsNutrien Ltd (NTR)
APD
Air Products and Chemicals Inc
$282.35
+1.26%
BASIC MATERIALS · Cap: $62.19B
NTR
Nutrien Ltd
$67.20
-2.61%
BASIC MATERIALS · Cap: $31.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Nutrien Ltd generates 116% more annual revenue ($26.88B vs $12.46B). APD leads profitability with a 16.9% profit margin vs 8.9%. NTR appears more attractively valued with a PEG of 1.21. NTR earns a higher WallStSmart Score of 67/100 (B-).
APD
Buy57
out of 100
Grade: C
NTR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.39
Current Price
$282.35
$135.96 premium
Margin of Safety
-31.4%
Fair Value
$55.61
Current Price
$67.20
$11.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Reasonable price relative to book value
Earnings expanding 1250.0% YoY
Attractively priced relative to earnings
19.0% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Negative free cash flow — burning cash
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 : NTR
The strongest argument for NTR centers on Price/Book, EPS Growth, P/E Ratio. Revenue growth of 19.0% demonstrates continued momentum. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : NTR
The primary concerns for NTR are Altman Z-Score, Free Cash Flow.
Key Dynamics to Monitor
APD profiles as a mature stock while NTR is a growth play — different risk/reward profiles.
NTR carries more volatility with a beta of 1.06 — expect wider price swings.
NTR is growing revenue faster at 19.0% — sustainability is the question.
APD generates stronger free cash flow (-148M), providing more financial flexibility.
Bottom Line
NTR scores higher overall (67/100 vs 57/100) and 19.0% revenue growth. Both earn "Strong 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 →Nutrien Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Nutrien Ltd. provides inputs, services and solutions for crops. The company is headquartered in Saskatoon, Canada.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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