Air Products and Chemicals Inc (APD)vsWestlake Chemical Partners LP (WLKP)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
WLKP
Westlake Chemical Partners LP
$23.05
+0.83%
BASIC MATERIALS · Cap: $804.31M
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 946% more annual revenue ($12.21B vs $1.17B). WLKP leads profitability with a 4.2% profit margin vs -2.7%. WLKP appears more attractively valued with a PEG of 0.23. WLKP earns a higher WallStSmart Score of 60/100 (C+).
APD
Hold42
out of 100
Grade: D
WLKP
Buy60
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
+48.0%
Fair Value
$41.36
Current Price
$23.05
$18.31 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
Every $100 of equity generates 37 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.8%
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Smaller company, higher risk/reward
4.2% margin — thin
Earnings declined 4.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : WLKP
The strongest argument for WLKP centers on PEG Ratio, Return on Equity, P/E Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.23 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 : WLKP
The primary concerns for WLKP are Market Cap, Profit Margin, EPS Growth. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
APD profiles as a turnaround stock while WLKP is a value play — different risk/reward profiles.
APD carries more volatility with a beta of 0.81 — expect wider price swings.
WLKP is growing revenue faster at 11.4% — sustainability is the question.
WLKP generates stronger free cash flow (112M), providing more financial flexibility.
Bottom Line
WLKP scores higher overall (60/100 vs 42/100) and 11.4% revenue growth. 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 →Westlake Chemical Partners LP
BASIC MATERIALS · CHEMICALS · USA
Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.
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