Air Products and Chemicals Inc (APD)vsNutrien Ltd (NTR)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
NTR
Nutrien Ltd
$76.00
+2.52%
BASIC MATERIALS · Cap: $35.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Nutrien Ltd generates 113% more annual revenue ($25.95B vs $12.21B). NTR leads profitability with a 8.7% profit margin vs -2.7%. NTR appears more attractively valued with a PEG of 0.58. NTR earns a higher WallStSmart Score of 69/100 (B-).
APD
Hold42
out of 100
Grade: D
NTR
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-85.4%
Fair Value
$161.81
Current Price
$300.05
$138.24 premium
Margin of Safety
+23.4%
Fair Value
$95.42
Current Price
$76.00
$19.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Reasonable price relative to book value
Earnings expanding 414.7% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 2.2B in free cash flow
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : NTR
The strongest argument for NTR centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : NTR
The primary concerns for NTR are Altman Z-Score.
Key Dynamics to Monitor
APD profiles as a turnaround stock while NTR is a value play — different risk/reward profiles.
NTR carries more volatility with a beta of 1.11 — expect wider price swings.
APD is growing revenue faster at 5.8% — sustainability is the question.
NTR generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
NTR scores higher overall (69/100 vs 42/100). Both earn "Strong 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.
Visit Website →Nutrien Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Nutrien Ltd. provides inputs, services and solutions for crops. The company is headquartered in Saskatoon, Canada.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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