WallStSmart

Air Products and Chemicals Inc (APD)vsNexa Resources SA (NEXA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 307% more annual revenue ($12.21B vs $3.00B). NEXA leads profitability with a 4.4% profit margin vs -2.7%. NEXA earns a higher WallStSmart Score of 58/100 (C).

APD

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 3.0Quality: 3.5
Piotroski: 1/9Altman Z: 1.36

NEXA

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 7.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

APDSignificantly Overvalued (-85.4%)

Margin of Safety

-85.4%

Fair Value

$161.81

Current Price

$300.05

$138.24 premium

UndervaluedFair: $161.81Overvalued
NEXAUndervalued (+50.2%)

Margin of Safety

+50.2%

Fair Value

$24.86

Current Price

$14.16

$10.70 discount

UndervaluedFair: $24.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$67.35B9/10

Large-cap with strong market position

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

NEXA4 strengths · Avg: 8.0/10
P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

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

NEXA4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.92B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Debt/EquityHealth
1.963/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

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

Bull Case : NEXA

The strongest argument for NEXA centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : APD

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

Bear Case : NEXA

The primary concerns for NEXA are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 1.96 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

APD profiles as a turnaround stock while NEXA is a growth play — different risk/reward profiles.

APD carries more volatility with a beta of 0.81 — expect wider price swings.

NEXA is growing revenue faster at 21.9% — sustainability is the question.

NEXA generates stronger free cash flow (169M), providing more financial flexibility.

Bottom Line

NEXA scores higher overall (58/100 vs 42/100) and 21.9% revenue growth. 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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Nexa Resources SA

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Nexa Resources SA is dedicated to the zinc mining and smelting business. The company is headquartered in Luxembourg City, Luxembourg.

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