Air Products and Chemicals Inc (APD)vsTronox Holdings PLC (TROX)
APD
Air Products and Chemicals Inc
$282.35
+1.26%
BASIC MATERIALS · Cap: $62.19B
TROX
Tronox Holdings PLC
$7.34
-6.02%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 327% more annual revenue ($12.46B vs $2.92B). APD leads profitability with a 16.9% profit margin vs -15.8%. APD earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
TROX
Hold48
out of 100
Grade: D+
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
+75.3%
Fair Value
$34.11
Current Price
$7.34
$26.77 discount
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
Conservative balance sheet, low leverage
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
3.0% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -30.8% — below average capital efficiency
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 : TROX
The strongest argument for TROX centers on Price/Book, Debt/Equity, EPS Growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : TROX
The primary concerns for TROX are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
APD profiles as a mature stock while TROX is a turnaround play — different risk/reward profiles.
APD carries more volatility with a beta of 0.78 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
TROX generates stronger free cash flow (-137M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 48/100), backed by strong 16.9% margins. TROX offers better value entry with a 75.3% margin of safety. 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.
Visit Website →Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
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