Air Products and Chemicals Inc (APD)vsVulcan Materials Company (VMC)
APD
Air Products and Chemicals Inc
$282.35
+1.26%
BASIC MATERIALS · Cap: $62.19B
VMC
Vulcan Materials Company
$281.38
-0.59%
BASIC MATERIALS · Cap: $37.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 55% more annual revenue ($12.46B vs $8.06B). APD leads profitability with a 16.9% profit margin vs 13.8%. APD appears more attractively valued with a PEG of 2.09. VMC earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
VMC
Buy57
out of 100
Grade: C
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
-89.4%
Fair Value
$168.84
Current Price
$281.38
$112.54 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Earnings expanding 29.7% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : VMC
The strongest argument for VMC centers on EPS Growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : VMC
The primary concerns for VMC are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
APD profiles as a mature stock while VMC is a value play — different risk/reward profiles.
VMC carries more volatility with a beta of 1.06 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
VMC generates stronger free cash flow (65M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 57/100), backed by strong 16.9% margins. Both earn "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 →Vulcan Materials Company
BASIC MATERIALS · BUILDING MATERIALS · USA
Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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