Air Products and Chemicals Inc (APD)vsCVR Partners LP (UAN)
APD
Air Products and Chemicals Inc
$277.79
-0.76%
BASIC MATERIALS · Cap: $61.86B
UAN
CVR Partners LP
$109.87
-1.72%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 1838% more annual revenue ($12.46B vs $643.22M). UAN leads profitability with a 18.9% profit margin vs 16.9%. UAN trades at a lower P/E of 9.5x. UAN earns a higher WallStSmart Score of 71/100 (B).
APD
Buy57
out of 100
Grade: C
UAN
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.87
Current Price
$277.79
$130.92 premium
Intrinsic value data unavailable for UAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Strong operational efficiency at 32.5%
Earnings expanding 84.3% YoY
Revenue surging 26.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
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 : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 32.5%. Revenue growth of 26.0% demonstrates continued momentum.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Key Dynamics to Monitor
APD profiles as a mature stock while UAN is a growth play — different risk/reward profiles.
APD carries more volatility with a beta of 0.75 — expect wider price swings.
UAN is growing revenue faster at 26.0% — sustainability is the question.
UAN generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (71/100 vs 57/100), backed by strong 18.9% margins and 26.0% revenue growth. Both earn "Strong Buy" and "Buy" 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 →CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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