Air Products and Chemicals Inc (APD)vsUnited States Lime & Minerals Inc (USLM)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
USLM
United States Lime & Minerals Inc
$128.24
-1.13%
BASIC MATERIALS · Cap: $3.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 3175% more annual revenue ($12.21B vs $372.73M). USLM leads profitability with a 36.0% profit margin vs -2.7%. USLM earns a higher WallStSmart Score of 54/100 (C-).
APD
Hold42
out of 100
Grade: D
USLM
Buy54
out of 100
Grade: C-
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
+10.4%
Fair Value
$120.30
Current Price
$128.24
$7.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Every $100 of equity generates 24 in profit
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 40.9%.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : USLM
The primary concerns for USLM are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
APD profiles as a turnaround stock while USLM is a mature play — different risk/reward profiles.
USLM carries more volatility with a beta of 0.92 — expect wider price swings.
USLM is growing revenue faster at 9.8% — sustainability is the question.
USLM generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
USLM scores higher overall (54/100 vs 42/100), backed by strong 36.0% margins. 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 →United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
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