Air Products and Chemicals Inc (APD)vsDupont De Nemours Inc (DD)
APD
Air Products and Chemicals Inc
$279.46
+3.02%
BASIC MATERIALS · Cap: $68.61B
DD
Dupont De Nemours Inc
$131.72
+1.49%
BASIC MATERIALS · Cap: $17.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 80% more annual revenue ($12.60B vs $6.99B). DD leads profitability with a 0.8% profit margin vs -0.4%. DD appears more attractively valued with a PEG of 0.78. DD earns a higher WallStSmart Score of 61/100 (C+).
APD
Hold43
out of 100
Grade: D
DD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.4%
Fair Value
$151.65
Current Price
$279.46
$127.81 premium
Intrinsic value data unavailable for DD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.5%
Reasonable price relative to book value
Earnings expanding 149.6% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
4.6% revenue growth
Elevated debt levels
Weak financial health signals
4.0% revenue growth
ROE of 0.4% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : DD
The strongest argument for DD centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : DD
The primary concerns for DD are Revenue Growth, Return on Equity, Profit Margin. A P/E of 55.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
APD profiles as a turnaround stock while DD is a value play — different risk/reward profiles.
DD carries more volatility with a beta of 1.08 — expect wider price swings.
APD is growing revenue faster at 4.6% — sustainability is the question.
APD generates stronger free cash flow (310M), providing more financial flexibility.
Bottom Line
DD scores higher overall (61/100 vs 43/100). 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.
Visit Website →Dupont De Nemours Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
DuPont de Nemours, Inc., commonly known as DuPont, is an American company formed by the merger of Dow Chemical and E. I. du Pont de Nemours and Company on August 31, 2017, and the subsequent spinoffs of Dow Inc. and Corteva. Prior to the spinoffs it was the world's largest chemical company in terms of sales.
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