Air Products and Chemicals Inc (APD)vsWestlake Chemical Partners LP (WLKP)
APD
Air Products and Chemicals Inc
$282.35
+0.48%
BASIC MATERIALS · Cap: $62.19B
WLKP
Westlake Chemical Partners LP
$23.22
+0.91%
BASIC MATERIALS · Cap: $820.88M
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 909% more annual revenue ($12.46B vs $1.23B). APD leads profitability with a 16.9% profit margin vs 4.7%. WLKP appears more attractively valued with a PEG of 0.23. WLKP earns a higher WallStSmart Score of 72/100 (B).
APD
Buy57
out of 100
Grade: C
WLKP
Strong Buy72
out of 100
Grade: B
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
-29.1%
Fair Value
$16.66
Current Price
$23.22
$6.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Growing faster than its price suggests
Earnings expanding 186.3% YoY
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 28.3%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
4.7% margin — thin
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 : WLKP
The strongest argument for WLKP centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 28.6% demonstrates continued momentum. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : WLKP
The primary concerns for WLKP are Market Cap, Profit Margin. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
APD profiles as a mature stock while WLKP is a growth play — different risk/reward profiles.
APD carries more volatility with a beta of 0.78 — expect wider price swings.
WLKP is growing revenue faster at 28.6% — sustainability is the question.
WLKP generates stronger free cash flow (105M), providing more financial flexibility.
Bottom Line
WLKP scores higher overall (72/100 vs 57/100) and 28.6% 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 →Westlake Chemical Partners LP
BASIC MATERIALS · CHEMICALS · USA
Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.
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