Air Products and Chemicals Inc (APD)vsValmont Industries Inc (VMI)
APD
Air Products and Chemicals Inc
$290.09
+1.34%
BASIC MATERIALS · Cap: $64.59B
VMI
Valmont Industries Inc
$406.39
+0.59%
INDUSTRIALS · Cap: $7.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 197% more annual revenue ($12.21B vs $4.10B). VMI leads profitability with a 8.5% profit margin vs -2.7%. VMI appears more attractively valued with a PEG of 1.55. VMI earns a higher WallStSmart Score of 63/100 (C+).
APD
Hold42
out of 100
Grade: D
VMI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APD.
Margin of Safety
+39.1%
Fair Value
$785.30
Current Price
$406.39
$378.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Earnings expanding 135.3% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 22 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
Expensive relative to growth rate
0.1% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : VMI
The strongest argument for VMI centers on EPS Growth, Debt/Equity, Return on Equity.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
APD profiles as a turnaround stock while VMI is a value play — different risk/reward profiles.
VMI carries more volatility with a beta of 1.21 — expect wider price swings.
APD is growing revenue faster at 5.8% — sustainability is the question.
VMI generates stronger free cash flow (70M), providing more financial flexibility.
Bottom Line
VMI scores higher overall (63/100 vs 42/100). 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 →Valmont Industries Inc
INDUSTRIALS · CONGLOMERATES · USA
Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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