WallStSmart

PPG Industries Inc (PPG)vsTriple Flag Precious Metals Corp (TFPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PPG Industries Inc generates 3455% more annual revenue ($16.12B vs $453.45M). TFPM leads profitability with a 68.7% profit margin vs 9.8%. PPG trades at a lower P/E of 15.5x. TFPM earns a higher WallStSmart Score of 67/100 (B-).

PPG

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 5/9

TFPM

Strong Buy

67

out of 100

Grade: B-

Growth: 10.0Profit: 9.0Value: 5.3Quality: 9.0
Piotroski: 4/9Altman Z: 18.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PPGUndervalued (+15.9%)

Margin of Safety

+15.9%

Fair Value

$155.76

Current Price

$102.64

$53.12 discount

UndervaluedFair: $155.76Overvalued

Intrinsic value data unavailable for TFPM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PPG3 strengths · Avg: 8.3/10
Return on EquityProfitability
20.7%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

TFPM6 strengths · Avg: 10.0/10
Profit MarginProfitability
68.7%10/10

Keeps 69 of every $100 in revenue as profit

Operating MarginProfitability
66.9%10/10

Strong operational efficiency at 66.9%

Revenue GrowthGrowth
78.7%10/10

Revenue surging 78.7% year-over-year

EPS GrowthGrowth
147.2%10/10

Earnings expanding 147.2% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
18.7110/10

Safe zone — low bankruptcy risk

Areas to Watch

PPG2 concerns · Avg: 3.0/10
EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Free Cash FlowQuality
$-163.00M2/10

Negative free cash flow — burning cash

TFPM0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : PPG

The strongest argument for PPG centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bull Case : TFPM

The strongest argument for TFPM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 68.7% and operating margin at 66.9%. Revenue growth of 78.7% demonstrates continued momentum.

Bear Case : PPG

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

Bear Case : TFPM

No major red flags identified for TFPM, but monitor valuation.

Key Dynamics to Monitor

PPG profiles as a value stock while TFPM is a growth play — different risk/reward profiles.

PPG carries more volatility with a beta of 1.05 — expect wider price swings.

TFPM is growing revenue faster at 78.7% — sustainability is the question.

TFPM generates stronger free cash flow (82M), providing more financial flexibility.

Bottom Line

TFPM scores higher overall (67/100 vs 60/100), backed by strong 68.7% margins and 78.7% revenue growth. PPG offers better value entry with a 15.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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.

Triple Flag Precious Metals Corp

BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA

Triple Flag Precious Metals Corp (TFPM) is a premier precious metals streaming and royalty company, focused on delivering innovative capital solutions to the mining sector by securing a portion of future production. The company boasts a highly diversified portfolio across established mining jurisdictions, enabling it to effectively mitigate operational risks while leveraging the growing global demand for gold and silver. Through its distinctive financial model, TFPM not only underpins mining operations but also aligns itself with favorable price movements in the precious metals market. With a strong management team and robust balance sheet, Triple Flag is strategically positioned to seize sustainable mining opportunities, appealing to institutional investors seeking resilience and growth within their commodity portfolios.

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