WallStSmart

Air Products and Chemicals Inc (APD)vsCVR Partners LP (UAN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 1762% more annual revenue ($12.60B vs $676.86M). UAN leads profitability with a 23.7% profit margin vs -0.4%. UAN earns a higher WallStSmart Score of 70/100 (B).

APD

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 4.0Value: 4.7Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

UAN

Strong Buy

70

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 6.7Quality: 6.8
Piotroski: 6/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$65.63B9/10

Large-cap with strong market position

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

UAN6 strengths · Avg: 9.5/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
42.4%10/10

Strong operational efficiency at 42.4%

EPS GrowthGrowth
99.9%10/10

Earnings expanding 99.9% YoY

Profit MarginProfitability
23.7%9/10

Keeps 24 of every $100 in revenue as profit

Revenue GrowthGrowth
20.0%8/10

Revenue surging 20.0% year-over-year

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.184/10

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

UAN2 concerns · Avg: 3.0/10
Market CapQuality
$1.36B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.643/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

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

Bull Case : UAN

The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.7% and operating margin at 42.4%. Revenue growth of 20.0% demonstrates continued momentum.

Bear Case : APD

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

Bear Case : UAN

The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

APD carries more volatility with a beta of 0.75 — expect wider price swings.

UAN is growing revenue faster at 20.0% — sustainability is the question.

APD generates stronger free cash flow (310M), providing more financial flexibility.

Bottom Line

UAN scores higher overall (70/100 vs 43/100), backed by strong 23.7% margins and 20.0% 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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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.

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