WallStSmart

Air Products and Chemicals Inc (APD)vsPan American Silver Corp. (PAAS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 192% more annual revenue ($12.60B vs $4.31B). PAAS leads profitability with a 32.0% profit margin vs -0.4%. APD appears more attractively valued with a PEG of 2.21. PAAS earns a higher WallStSmart Score of 76/100 (B+).

APD

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 5.0Value: 3.7Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

PAAS

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 5.0Quality: 8.0
Piotroski: 4/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APDSignificantly Overvalued (-87.4%)

Margin of Safety

-87.4%

Fair Value

$151.65

Current Price

$284.18

$132.53 premium

UndervaluedFair: $151.65Overvalued

Intrinsic value data unavailable for PAAS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$68.61B9/10

Large-cap with strong market position

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

PAAS6 strengths · Avg: 9.2/10
Profit MarginProfitability
32.0%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Revenue GrowthGrowth
38.4%10/10

Revenue surging 38.4% year-over-year

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.214/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Debt/EquityHealth
1.313/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PAAS1 concerns · Avg: 2.0/10
PEG RatioValuation
7.022/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

The strongest argument for APD centers on Market Cap, Operating Margin.

Bull Case : PAAS

The strongest argument for PAAS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 32.0% and operating margin at 37.8%. Revenue growth of 38.4% demonstrates continued momentum.

Bear Case : APD

The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.

Bear Case : PAAS

The primary concerns for PAAS are PEG Ratio.

Key Dynamics to Monitor

APD profiles as a turnaround stock while PAAS is a growth play — different risk/reward profiles.

PAAS carries more volatility with a beta of 1.59 — expect wider price swings.

PAAS is growing revenue faster at 38.4% — sustainability is the question.

PAAS generates stronger free cash flow (403M), providing more financial flexibility.

Bottom Line

PAAS scores higher overall (76/100 vs 43/100), backed by strong 32.0% margins and 38.4% revenue growth. Both earn "Strong 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.

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Pan American Silver Corp.

BASIC MATERIALS · GOLD · USA

Pan American Silver Corp. The company is headquartered in Vancouver, Canada.

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