AXALTA COATING SYSTEMS LTD. vs METHANEX CORPORATION. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Axalta Coating Systems sells coatings into auto refinish and industrial jobs, a business where formulas stay specified and demand keeps returning. Methanex makes methanol, a single commodity whose price does the deciding. The gap shows in returns: Axalta earns 14.96% on equity and holds a 7.22% net margin, while Methanex earns 5.31% and keeps 4.03% of revenue. Methanex trades at 43.72 times earnings against Axalta's 20.18, and its reported 26.28% free-cash yield is a one-off spike worth discounting rather than trusting. Axalta carries almost no debt at 0.01. Both sit near three times book, but one book compounds and the other swings with the methanol curve.
Comparison updated 2026-07-11.
| Metric | AXTA | MEOH |
|---|---|---|
| Price | $32.48 | $48.66 |
| Market cap | $7.0B | $3.5B |
| Sector | Specialty Chemicals | Chemicals |
| Stage | Mature | Mature |
| Implied growth (priced in) | -2.4% | +0.5% |
| P/E | 19.0 | 44.2 |
| P/B | 2.83 | 1.29 |
| P/S | 1.36 | 0.98 |
| EV/EBITDA | 6.3 | 3.5 |
| Revenue growth | -2.5% | -4.9% |
| Operating margin | 11.6% | 12.0% |
| Net margin | 7.2% | 4.0% |
| Return on equity | 15.0% | 5.3% |
| Return on assets | 4.9% | 2.0% |
| Return on invested capital | 24.6% | 11.3% |
| FCF yield | 7.0% | 26.0% |
| Debt / equity | 0.01 | 0.00 |
| Current ratio | 2.10 | 2.06 |
| Altman Z (solvency) | 2.19 | 7.13 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.