Air Products and Chemicals Inc (APD)vsValhi Inc (VHI)
APD
Air Products and Chemicals Inc
$282.35
+0.47%
BASIC MATERIALS · Cap: $62.19B
VHI
Valhi Inc
$14.01
-2.64%
BASIC MATERIALS · Cap: $400.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 494% more annual revenue ($12.46B vs $2.10B). APD leads profitability with a 16.9% profit margin vs -3.5%. VHI appears more attractively valued with a PEG of 0.32. APD earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
VHI
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.39
Current Price
$282.35
$135.96 premium
Margin of Safety
+7.0%
Fair Value
$16.86
Current Price
$14.01
$2.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
4.0% revenue growth
Smaller company, higher risk/reward
ROE of -7.1% — below average capital efficiency
Earnings declined 88.1%
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 : 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 PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : VHI
The primary concerns for VHI are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
APD profiles as a mature stock while VHI is a turnaround play — different risk/reward profiles.
VHI carries more volatility with a beta of 0.96 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
VHI generates stronger free cash flow (-57M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 44/100), backed by strong 16.9% 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 →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.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?