AXALTA COATING SYSTEMS LTD. vs PPG INDUSTRIES INC, two Specialty Chemicals stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AXTA and PPG diverge most: on implied growth (priced in), AXTA reads +6.0% and PPG reads -3.4%; on revenue growth, AXTA reads -2.5% and PPG reads +3.0%. The rest of the comparable metrics sit closer together. On valuation, today's AXTA price has a different growth bar priced in than PPG (+6.0% implied for AXTA vs -3.4% for PPG); the higher figure is the steeper assumption to clear, not a better or worse stock. What AXTA's price implies is a bet that sits within the historical range (whole-company basis). What PPG's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AXTA | PPG |
|---|---|---|
| Price | $35.81 | $110.49 |
| Market cap | $7.7B | $24.8B |
| Sector | Specialty Chemicals | Specialty Chemicals |
| Stage | Mature | Mature |
| Implied growth (priced in) | +6.0% | -3.4% |
| P/E | 20.9 | 15.8 |
| P/B | 3.12 | 3.00 |
| P/S | 1.50 | 1.54 |
| EV/EBITDA | 7.0 | 11.9 |
| Revenue growth | -2.5% | +3.0% |
| Operating margin | 11.6% | 16.2% |
| Net margin | 7.2% | 9.8% |
| Return on equity | 15.0% | 19.2% |
| Return on assets | 4.9% | 7.2% |
| Return on invested capital | 24.6% | 9.6% |
| FCF yield | 6.3% | 5.0% |
| Dividend yield | — | 2.5% |
| Debt / equity | 0.01 | 0.95 |
| Current ratio | 2.10 | 1.61 |
| Altman Z (solvency) | 2.28 | 3.52 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.