Air Products and Chemicals Inc (APD)vsCVR Partners LP (UAN)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
UAN
CVR Partners LP
$133.27
-0.72%
BASIC MATERIALS · Cap: $1.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 1914% more annual revenue ($12.21B vs $606.04M). UAN leads profitability with a 16.3% profit margin vs -2.7%. UAN earns a higher WallStSmart Score of 48/100 (D+).
APD
Hold42
out of 100
Grade: D
UAN
Hold48
out of 100
Grade: D+
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
-56.5%
Fair Value
$70.28
Current Price
$133.27
$62.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Every $100 of equity generates 35 in profit
Earnings expanding 1031.0% YoY
Attractively priced relative to earnings
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Smaller company, higher risk/reward
Revenue declined 6.1%
Negative free cash flow — burning cash
Operating margin of -3.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : UAN
The strongest argument for UAN centers on Return on Equity, EPS Growth, P/E Ratio. Profitability is solid with margins at 16.3% and operating margin at -3.8%.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
APD profiles as a turnaround stock while UAN is a declining play — different risk/reward profiles.
APD carries more volatility with a beta of 0.81 — expect wider price swings.
APD is growing revenue faster at 5.8% — sustainability is the question.
UAN generates stronger free cash flow (-45M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (48/100 vs 42/100), backed by strong 16.3% margins. Both earn "Hold" 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 →CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?