WallStSmart

Air Products and Chemicals Inc (APD)vsH B Fuller Company (FUL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 251% more annual revenue ($12.21B vs $3.47B). FUL leads profitability with a 4.4% profit margin vs -2.7%. FUL appears more attractively valued with a PEG of 2.20. FUL earns a higher WallStSmart Score of 56/100 (C).

APD

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 4.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.36

FUL

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 5.0Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APD.

FULUndervalued (+47.1%)

Margin of Safety

+47.1%

Fair Value

$126.50

Current Price

$56.71

$69.79 discount

UndervaluedFair: $126.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$64.59B9/10

Large-cap with strong market position

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

FUL2 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
24.5%8/10

Earnings expanding 24.5% YoY

Areas to Watch

APD4 concerns · Avg: 2.5/10
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

Return on EquityProfitability
-1.7%2/10

ROE of -1.7% — below average capital efficiency

FUL4 concerns · Avg: 3.0/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Revenue GrowthGrowth
-3.1%2/10

Revenue declined 3.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

The strongest argument for APD centers on Market Cap, Operating Margin.

Bull Case : FUL

The strongest argument for FUL centers on Price/Book, EPS Growth.

Bear Case : APD

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

Bear Case : FUL

The primary concerns for FUL are PEG Ratio, Return on Equity, Profit Margin. Thin 4.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

APD profiles as a turnaround stock while FUL is a value play — different risk/reward profiles.

FUL carries more volatility with a beta of 1.04 — expect wider price swings.

APD is growing revenue faster at 5.8% — sustainability is the question.

FUL generates stronger free cash flow (59M), providing more financial flexibility.

Bottom Line

FUL scores higher overall (56/100 vs 42/100). 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.

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H B Fuller Company

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

HB Fuller Company formulates, manufactures and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives and other specialty chemicals worldwide. The company is headquartered in Saint Paul, Minnesota.

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