WallStSmart

Axalta Coating Systems Ltd (AXTA)vsPPG Industries Inc (PPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PPG Industries Inc generates 216% more annual revenue ($16.12B vs $5.11B). PPG leads profitability with a 9.8% profit margin vs 7.2%. PPG appears more attractively valued with a PEG of 1.82. PPG earns a higher WallStSmart Score of 58/100 (C).

AXTA

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 6.0Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.89

PPG

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 5.3Quality: 7.0
Piotroski: 5/9Altman Z: 7.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AXTASignificantly Overvalued (-48.5%)

Margin of Safety

-48.5%

Fair Value

$22.61

Current Price

$32.18

$9.57 premium

UndervaluedFair: $22.61Overvalued
PPGFair Value (-2.7%)

Margin of Safety

-2.7%

Fair Value

$127.61

Current Price

$113.80

$13.81 premium

UndervaluedFair: $127.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AXTA1 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

PPG2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
7.4410/10

Safe zone — low bankruptcy risk

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Areas to Watch

AXTA4 concerns · Avg: 3.5/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Debt/EquityHealth
1.303/10

Elevated debt levels

PPG3 concerns · Avg: 3.3/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Free Cash FlowQuality
$-163.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AXTA

The strongest argument for AXTA centers on Price/Book.

Bull Case : PPG

The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.

Bear Case : AXTA

The primary concerns for AXTA are PEG Ratio, Altman Z-Score, Profit Margin.

Bear Case : PPG

The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

AXTA carries more volatility with a beta of 1.26 — expect wider price swings.

PPG is growing revenue faster at 6.7% — sustainability is the question.

AXTA generates stronger free cash flow (18M), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PPG scores higher overall (58/100 vs 49/100). 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.

Axalta Coating Systems Ltd

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Axalta Coating Systems Ltd. manufactures, markets and distributes high performance coating systems in North America, Europe, the Middle East, Africa, Asia Pacific and Latin America. The company is headquartered in Philadelphia, Pennsylvania.

PPG Industries Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.

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