WallStSmart

Air Products and Chemicals Inc (APD)vsKronos Worldwide Inc (KRO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 571% more annual revenue ($12.60B vs $1.88B). APD leads profitability with a -0.4% profit margin vs -7.1%. KRO appears more attractively valued with a PEG of 1.36. KRO earns a higher WallStSmart Score of 50/100 (C-).

APD

Hold

43

out of 100

Grade: D

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

KRO

Buy

50

out of 100

Grade: C-

Growth: 5.3Profit: 2.5Value: 7.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.51
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APD.

KROUndervalued (+60.7%)

Margin of Safety

+60.7%

Fair Value

$17.15

Current Price

$8.59

$8.56 discount

UndervaluedFair: $17.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$65.63B9/10

Large-cap with strong market position

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

KRO2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
124.8%10/10

Earnings expanding 124.8% YoY

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.184/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Debt/EquityHealth
1.173/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

KRO4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Altman Z-ScoreHealth
1.514/10

Distress zone — elevated risk

Market CapQuality
$705.28M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

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

Bull Case : KRO

The strongest argument for KRO centers on Price/Book, EPS Growth. PEG of 1.36 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 : KRO

The primary concerns for KRO are Revenue Growth, Altman Z-Score, Market Cap.

Key Dynamics to Monitor

KRO carries more volatility with a beta of 0.98 — expect wider price swings.

APD is growing revenue faster at 4.6% — sustainability is the question.

KRO generates stronger free cash flow (-62M), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KRO scores higher overall (50/100 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.

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Kronos Worldwide Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Kronos Worldwide, Inc. produces and markets titanium dioxide (TiO2) pigments in Europe, North America, Asia Pacific, and internationally. The company is headquartered in Dallas, Texas.

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