Air Products and Chemicals Inc (APD)vsValhi Inc (VHI)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
VHI
Valhi Inc
$15.05
+2.94%
BASIC MATERIALS · Cap: $420.29M
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 488% more annual revenue ($12.21B vs $2.08B). APD leads profitability with a -2.7% profit margin vs -2.8%. VHI appears more attractively valued with a PEG of 0.32. VHI earns a higher WallStSmart Score of 42/100 (D).
APD
Hold42
out of 100
Grade: D
VHI
Hold42
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
+65.3%
Fair Value
$45.18
Current Price
$15.05
$30.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
2.8% revenue growth
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Earnings declined 95.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : VHI
The strongest argument for VHI centers on PEG Ratio, Price/Book. PEG of 0.32 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : VHI
The primary concerns for VHI are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
VHI carries more volatility with a beta of 1.11 — expect wider price swings.
APD is growing revenue faster at 5.8% — sustainability is the question.
VHI generates stronger free cash flow (90M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APD scores higher overall (42/100 vs 42/100). VHI offers better value entry with a 65.3% margin of safety. 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 →Valhi Inc
BASIC MATERIALS · CHEMICALS · USA
Valhi, Inc. engages in the chemicals, components, and real estate development and management businesses in Asia Pacific, Europe, North America, and internationally.
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