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Axalta Coating Systems Ltd. (AXTA) vs Balchem Corporation (BCPC)

Axalta Coating Systems Ltd. and Balchem Corporation are both Specialty Chemicals companies. Axalta Coating Systems Ltd. is the larger, with a market value of $7.8B against $5.7B — 1.4× the size. Axalta Coating Systems Ltd. trades at the lower P/E: 23.3× against 33.8×. Balchem Corporation grew revenue faster over the last twelve months: 9.42% against 0.14%. Balchem Corporation has the higher net margin (15.4% vs 6.46%) and the higher return on invested capital (10.2% vs 7.99%). Across the 21 metrics below, Balchem Corporation leads on 12 and Axalta Coating Systems Ltd. on 9.

Valuation

Metric AXTA BCPC Specialty Chemicals median
P/E 23.28 33.77 24.46
P/S 1.51 5.13 1.64
P/B 2.92 4.28 1.88
Price to free cash flow 15.68 n/m 19.15
EV/EBITDA 10.57 20.83 12.87
EV/Sales 1.96 5.23 1.88
Earnings yield 4.30% 2.96% 2.42%
Free cash flow yield 6.38% (2.07%) 2.25%

Profitability

Metric AXTA BCPC Specialty Chemicals median
Gross margin 33.58% 36.46% 27.84%
Operating margin 12.37% 20.70% 5.64%
Net margin 6.46% 15.41% 4.19%
Free cash flow margin 9.61% 16.08% 3.49%
Return on equity 13.38% 13.02% 2.34%
Return on assets 4.31% 10.16% 0.45%
Return on invested capital 7.99% 10.19% 3.21%

Growth

Metric AXTA BCPC Specialty Chemicals median
Revenue growth (TTM) 0.14% 9.42% 6.39%
EPS growth (last fiscal year) (2.25%) 20.87% (9.77%)
Revenue growth, 5-year CAGR 6.48% 8.07% 6.33%
Net income growth, 5-year CAGR 25.46% 12.84% 0.00%

Health

Metric AXTA BCPC Specialty Chemicals median
Debt to equity 1.12 0.11 0.59
Current ratio 1.53 2.47 2.28
Net debt to EBITDA 2.45 0.44 2.03

Dividend

Metric AXTA BCPC Specialty Chemicals median
Dividend yield — 0.54% 1.80%
Payout ratio — 0.18 0.40

Size

Metric AXTA BCPC Specialty Chemicals median
Market cap 7.78b 5.71b 2.08b

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