Air Products and Chemicals Inc (APD)vsUnion Pacific Corporation (UNP)
APD
Air Products and Chemicals Inc
$295.41
+0.14%
BASIC MATERIALS · Cap: $65.78B
UNP
Union Pacific Corporation
$264.65
-0.09%
INDUSTRIALS · Cap: $157.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 98% more annual revenue ($24.70B vs $12.46B). UNP leads profitability with a 29.2% profit margin vs 16.9%. APD appears more attractively valued with a PEG of 2.46. UNP earns a higher WallStSmart Score of 60/100 (C).
APD
Buy57
out of 100
Grade: C
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.3%
Fair Value
$166.40
Current Price
$295.41
$129.01 premium
Margin of Safety
-76.6%
Fair Value
$150.01
Current Price
$264.65
$114.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Every $100 of equity generates 41 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Trading at 8.5x book value
3.2% revenue growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.2% and operating margin at 40.4%.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
APD profiles as a mature stock while UNP is a value play — different risk/reward profiles.
UNP carries more volatility with a beta of 0.99 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
UNP generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (60/100 vs 57/100), backed by strong 29.2% margins. Both earn "Buy" and "Buy" 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 →Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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