WallStSmart

Air Products and Chemicals Inc (APD)vsEcolab Inc (ECL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ecolab Inc generates 32% more annual revenue ($16.45B vs $12.46B). APD leads profitability with a 16.9% profit margin vs 12.8%. ECL appears more attractively valued with a PEG of 2.37. ECL earns a higher WallStSmart Score of 57/100 (C).

APD

Buy

55

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 2.7Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

ECL

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.3Quality: 5.8
Piotroski: 3/9Altman Z: 2.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APDSignificantly Overvalued (-82.6%)

Margin of Safety

-82.6%

Fair Value

$166.42

Current Price

$298.35

$131.93 premium

UndervaluedFair: $166.42Overvalued

Intrinsic value data unavailable for ECL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$66.43B9/10

Large-cap with strong market position

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

ECL2 strengths · Avg: 9.0/10
Market CapQuality
$73.29B9/10

Large-cap with strong market position

Return on EquityProfitability
22.4%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

APD4 concerns · Avg: 3.0/10
P/E RatioValuation
31.7x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
6.412/10

Expensive relative to growth rate

ECL3 concerns · Avg: 3.7/10
PEG RatioValuation
2.374/10

Expensive relative to growth rate

P/E RatioValuation
35.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : ECL

The strongest argument for ECL centers on Market Cap, Return on Equity.

Bear Case : APD

The primary concerns for APD are P/E Ratio, Debt/Equity, Piotroski F-Score.

Bear Case : ECL

The primary concerns for ECL are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

APD profiles as a mature stock while ECL is a value play — different risk/reward profiles.

ECL carries more volatility with a beta of 1.02 — expect wider price swings.

ECL is growing revenue faster at 10.0% — sustainability is the question.

ECL generates stronger free cash flow (758M), providing more financial flexibility.

Bottom Line

ECL scores higher overall (57/100 vs 55/100). Both earn "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.

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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Ecolab Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.

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