WallStSmart

Air Products and Chemicals Inc (APD)vsCalumet Specialty Products Partners (CLMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 199% more annual revenue ($12.46B vs $4.17B). APD leads profitability with a 16.9% profit margin vs -4.5%. CLMT appears more attractively valued with a PEG of 0.65. APD earns a higher WallStSmart Score of 57/100 (C).

APD

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 5.0Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

CLMT

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 2.0Value: 6.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$62.46B9/10

Large-cap with strong market position

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

CLMT3 strengths · Avg: 9.3/10
EPS GrowthGrowth
562.0%10/10

Earnings expanding 562.0% YoY

Debt/EquityHealth
-2.2410/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.124/10

Expensive relative to growth rate

P/E RatioValuation
29.6x4/10

Moderate valuation

Debt/EquityHealth
1.173/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

CLMT4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

Return on EquityProfitability
-1172.0%2/10

ROE of -1172.0% — below average capital efficiency

Free Cash FlowQuality
$-99.40M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.842/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.

Bull Case : CLMT

The strongest argument for CLMT centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bear Case : APD

The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.

Bear Case : CLMT

The primary concerns for CLMT are Revenue Growth, Return on Equity, Free Cash Flow.

Key Dynamics to Monitor

APD profiles as a mature stock while CLMT is a turnaround play — different risk/reward profiles.

APD carries more volatility with a beta of 0.75 — expect wider price swings.

APD is growing revenue faster at 8.8% — sustainability is the question.

CLMT generates stronger free cash flow (-99M), providing more financial flexibility.

Bottom Line

APD scores higher overall (57/100 vs 48/100), backed by strong 16.9% margins. 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.

Air Products and Chemicals Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.

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Calumet Specialty Products Partners

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.

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