PPG Industries Inc (PPG)vsWest Fraser Timber Co Ltd (WFG)
PPG
PPG Industries Inc
$113.80
+1.64%
BASIC MATERIALS · Cap: $26.60B
WFG
West Fraser Timber Co Ltd
$66.00
-1.76%
BASIC MATERIALS · Cap: $5.41B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 202% more annual revenue ($16.12B vs $5.34B). PPG leads profitability with a 9.8% profit margin vs -21.9%. PPG earns a higher WallStSmart Score of 58/100 (C).
PPG
Buy58
out of 100
Grade: C
WFG
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.7%
Fair Value
$127.61
Current Price
$113.80
$13.81 premium
Margin of Safety
-24.3%
Fair Value
$60.08
Current Price
$66.00
$5.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
4.2% earnings growth
Negative free cash flow — burning cash
ROE of -24.9% — below average capital efficiency
Revenue declined 8.6%
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Debt/Equity, Altman Z-Score.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : WFG
The primary concerns for WFG are Return on Equity, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
PPG profiles as a value stock while WFG is a turnaround play — different risk/reward profiles.
WFG carries more volatility with a beta of 1.12 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
PPG generates stronger free cash flow (-163M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (58/100 vs 40/100). 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.
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.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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