WallStSmart

Axalta Coating Systems Ltd (AXTA)vsEcolab Inc (ECL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ecolab Inc generates 222% more annual revenue ($16.45B vs $5.11B). ECL leads profitability with a 12.8% profit margin vs 7.2%. AXTA appears more attractively valued with a PEG of 2.04. ECL earns a higher WallStSmart Score of 57/100 (C).

AXTA

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 6.0Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.89

ECL

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.3Quality: 5.0
Piotroski: 3/9Altman Z: 2.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AXTASignificantly Overvalued (-48.5%)

Margin of Safety

-48.5%

Fair Value

$22.61

Current Price

$32.18

$9.57 premium

UndervaluedFair: $22.61Overvalued

Intrinsic value data unavailable for ECL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AXTA1 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

ECL2 strengths · Avg: 9.0/10
Market CapQuality
$72.12B9/10

Large-cap with strong market position

Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

Areas to Watch

AXTA4 concerns · Avg: 3.5/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Debt/EquityHealth
1.303/10

Elevated debt levels

ECL3 concerns · Avg: 3.7/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AXTA

The strongest argument for AXTA centers on Price/Book.

Bull Case : ECL

The strongest argument for ECL centers on Market Cap, Return on Equity.

Bear Case : AXTA

The primary concerns for AXTA are PEG Ratio, Altman Z-Score, Profit Margin.

Bear Case : ECL

The primary concerns for ECL are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AXTA carries more volatility with a beta of 1.26 — expect wider price swings.

ECL is growing revenue faster at 10.0% — sustainability is the question.

ECL generates stronger free cash flow (97M), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ECL scores higher overall (57/100 vs 49/100). Both earn "Buy" 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.

Axalta Coating Systems Ltd

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Axalta Coating Systems Ltd. manufactures, markets and distributes high performance coating systems in North America, Europe, the Middle East, Africa, Asia Pacific and Latin America. The company is headquartered in Philadelphia, Pennsylvania.

Ecolab Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.

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