PPG Industries Inc (PPG)vsCVR Partners LP (UAN)
PPG
PPG Industries Inc
$107.52
+1.13%
BASIC MATERIALS · Cap: $23.23B
UAN
CVR Partners LP
$122.70
-2.63%
BASIC MATERIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 2326% more annual revenue ($16.42B vs $676.86M). UAN leads profitability with a 23.7% profit margin vs 9.6%. UAN trades at a lower P/E of 8.5x. UAN earns a higher WallStSmart Score of 70/100 (B).
PPG
Buy59
out of 100
Grade: C
UAN
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.5%
Fair Value
$129.11
Current Price
$107.52
$21.59 premium
Intrinsic value data unavailable for UAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Strong operational efficiency at 42.4%
Earnings expanding 99.9% YoY
Keeps 24 of every $100 in revenue as profit
Revenue surging 20.0% year-over-year
Areas to Watch
Earnings declined 1.5%
Smaller company, higher risk/reward
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.7% and operating margin at 42.4%. Revenue growth of 20.0% demonstrates continued momentum.
Bear Case : PPG
The primary concerns for PPG are EPS Growth.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
PPG profiles as a value stock while UAN is a growth play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
UAN is growing revenue faster at 20.0% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (70/100 vs 59/100), backed by strong 23.7% margins and 20.0% revenue growth. 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.
CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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