Calumet Specialty Products Partners (CLMT)vsPPG Industries Inc (PPG)
CLMT
Calumet Specialty Products Partners
$58.12
-1.49%
BASIC MATERIALS · Cap: $4.90B
PPG
PPG Industries Inc
$107.77
+2.71%
BASIC MATERIALS · Cap: $23.23B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 258% more annual revenue ($16.42B vs $4.59B). PPG leads profitability with a 9.6% profit margin vs -3.0%. CLMT appears more attractively valued with a PEG of 0.65. PPG earns a higher WallStSmart Score of 59/100 (C).
CLMT
Buy54
out of 100
Grade: C-
PPG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLMT.
Margin of Safety
-1.5%
Fair Value
$129.11
Current Price
$107.77
$21.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 40.8% year-over-year
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of -1172.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Operating margin of -4.6%
Earnings declined 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 40.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : CLMT
The primary concerns for CLMT are Return on Equity, Altman Z-Score, Profit Margin.
Bear Case : PPG
The primary concerns for PPG are EPS Growth.
Key Dynamics to Monitor
CLMT profiles as a hypergrowth stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
CLMT is growing revenue faster at 40.8% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (59/100 vs 54/100). 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.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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