Air Products and Chemicals Inc (APD)vsEastman Chemical Company (EMN)
APD
Air Products and Chemicals Inc
$282.35
+0.47%
BASIC MATERIALS · Cap: $62.19B
EMN
Eastman Chemical Company
$71.84
-0.80%
BASIC MATERIALS · Cap: $8.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 44% more annual revenue ($12.46B vs $8.64B). APD leads profitability with a 16.9% profit margin vs 4.6%. EMN appears more attractively valued with a PEG of 0.64. APD earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
EMN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.39
Current Price
$282.35
$135.96 premium
Margin of Safety
-22.0%
Fair Value
$66.67
Current Price
$71.84
$5.17 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
ROE of 6.6% — below average capital efficiency
4.6% margin — thin
Weak financial health signals
Revenue declined 4.9%
Comparative Analysis Report
WallStSmart ResearchBull 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 : EMN
The strongest argument for EMN centers on Price/Book, PEG Ratio. PEG of 0.64 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 : EMN
The primary concerns for EMN are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
APD profiles as a mature stock while EMN is a value play — different risk/reward profiles.
EMN carries more volatility with a beta of 1.07 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
APD generates stronger free cash flow (-148M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 52/100), backed by strong 16.9% margins. 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.
Visit Website →Eastman Chemical Company
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Eastman Chemical Company is an American company primarily involved in the chemical industry. Once a subsidiary of Kodak, today it is an independent global specialty materials company that produces a broad range of advanced materials, chemicals and fibers for everyday purposes. The company is headquartered in Kingsport, Tennessee.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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