WallStSmart

Air Products and Chemicals Inc (APD)vsUfp Industries Inc (UFPI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Air Products and Chemicals Inc generates 102% more annual revenue ($12.60B vs $6.23B). UFPI leads profitability with a 4.0% profit margin vs -0.4%. APD appears more attractively valued with a PEG of 2.21. UFPI earns a higher WallStSmart Score of 48/100 (D+).

APD

Hold

43

out of 100

Grade: D

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

UFPI

Hold

48

out of 100

Grade: D+

Growth: 2.7Profit: 5.5Value: 3.3Quality: 8.5
Piotroski: 2/9Altman Z: 5.31
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APD.

UFPISignificantly Overvalued (-15.3%)

Margin of Safety

-15.3%

Fair Value

$100.11

Current Price

$80.56

$19.55 premium

UndervaluedFair: $100.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$68.61B9/10

Large-cap with strong market position

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

UFPI3 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.3110/10

Safe zone — low bankruptcy risk

Areas to Watch

APD4 concerns · Avg: 3.5/10
PEG RatioValuation
2.214/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Debt/EquityHealth
1.313/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

UFPI4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.672/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : APD

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

Bull Case : UFPI

The strongest argument for UFPI centers on Price/Book, Debt/Equity, Altman Z-Score.

Bear Case : APD

The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.

Bear Case : UFPI

The primary concerns for UFPI are Revenue Growth, Profit Margin, Piotroski F-Score. Thin 4.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

APD profiles as a turnaround stock while UFPI is a value play — different risk/reward profiles.

UFPI carries more volatility with a beta of 1.23 — expect wider price swings.

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

APD generates stronger free cash flow (310M), providing more financial flexibility.

Bottom Line

UFPI scores higher overall (48/100 vs 43/100). Both earn "Hold" 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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Ufp Industries Inc

BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA

UFP Industries, Inc. designs, manufactures and markets wood and wood alternatives in North America, Europe, Asia and Australia. The company is headquartered in Grand Rapids, Michigan.

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