Air Products and Chemicals Inc (APD)vsTradeweb Markets Inc (TW)
APD
Air Products and Chemicals Inc
$290.09
+1.34%
BASIC MATERIALS · Cap: $64.59B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 495% more annual revenue ($12.21B vs $2.05B). TW leads profitability with a 39.6% profit margin vs -2.7%. TW appears more attractively valued with a PEG of 2.97. TW earns a higher WallStSmart Score of 67/100 (B-).
APD
Hold42
out of 100
Grade: D
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APD.
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
APD profiles as a turnaround stock while TW is a mature play — different risk/reward profiles.
APD carries more volatility with a beta of 0.86 — expect wider price swings.
TW is growing revenue faster at 12.5% — sustainability is the question.
TW generates stronger free cash flow (337M), providing more financial flexibility.
Bottom Line
TW scores higher overall (67/100 vs 42/100), backed by strong 39.6% margins and 12.5% 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.
Visit Website →Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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