Air Products and Chemicals Inc (APD)vsVulcan Materials Company (VMC)
APD
Air Products and Chemicals Inc
$300.05
-0.81%
BASIC MATERIALS · Cap: $67.35B
VMC
Vulcan Materials Company
$301.74
+1.91%
BASIC MATERIALS · Cap: $38.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 54% more annual revenue ($12.21B vs $7.94B). VMC leads profitability with a 13.6% profit margin vs -2.7%. VMC appears more attractively valued with a PEG of 3.13. VMC earns a higher WallStSmart Score of 45/100 (D+).
APD
Hold42
out of 100
Grade: D
VMC
Hold45
out of 100
Grade: D+
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
-70.7%
Fair Value
$187.32
Current Price
$301.74
$114.42 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
No standout strengths identified
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Premium valuation, high expectations priced in
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 13.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : VMC
VMC has a balanced fundamental profile.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : VMC
The primary concerns for VMC are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
APD profiles as a turnaround stock while VMC is a value play — different risk/reward profiles.
VMC carries more volatility with a beta of 1.09 — expect wider price swings.
APD is growing revenue faster at 5.8% — sustainability is the question.
VMC generates stronger free cash flow (358M), providing more financial flexibility.
Bottom Line
VMC scores higher overall (45/100 vs 42/100). 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.
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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