Air Products and Chemicals Inc (APD)vsTronox Holdings PLC (TROX)
APD
Air Products and Chemicals Inc
$291.43
-0.76%
BASIC MATERIALS · Cap: $68.61B
TROX
Tronox Holdings PLC
$4.42
-3.49%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 312% more annual revenue ($12.60B vs $3.06B). APD leads profitability with a -0.4% profit margin vs -19.2%. TROX earns a higher WallStSmart Score of 52/100 (C-).
APD
Hold43
out of 100
Grade: D
TROX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APD.
Margin of Safety
+75.8%
Fair Value
$34.73
Current Price
$4.42
$30.31 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
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
4.6% revenue growth
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -47.3% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : APD
The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : TROX
The primary concerns for TROX are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.90 is elevated, increasing financial risk.
Key Dynamics to Monitor
APD profiles as a turnaround stock while TROX is a growth play — different risk/reward profiles.
TROX carries more volatility with a beta of 0.77 — expect wider price swings.
TROX is growing revenue faster at 18.7% — sustainability is the question.
APD generates stronger free cash flow (310M), providing more financial flexibility.
Bottom Line
TROX scores higher overall (52/100 vs 43/100) and 18.7% 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 →Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
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