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 $6.9B against $5.4B — 1.3× the size. Axalta Coating Systems Ltd. trades at the lower P/E: 20.2× against 33.0×. Balchem Corporation grew revenue faster over the last twelve months: 10.1% against −0.92%. Balchem Corporation has the higher net margin (15.1% vs 6.78%) and the higher return on invested capital (9.79% vs 8.49%). Both pay a dividend; Balchem Corporation yields more (0.55% vs 0.27%). Across the 22 metrics below, Balchem Corporation leads on 13 and Axalta Coating Systems Ltd. on 9.
Valuation
Profitability
| Metric | AXTA | BCPC | Specialty Chemicals median |
|---|---|---|---|
| Gross margin | 34.04% | 36.29% | 29.23% |
| Operating margin | 13.18% | 20.42% | 3.63% |
| Net margin | 6.78% | 15.14% | 2.89% |
| Free cash flow margin | 9.61% | 15.78% | 3.78% |
| Return on equity | 14.30% | 12.79% | 3.62% |
| Return on assets | 4.51% | 9.77% | 0.35% |
| Return on invested capital | 8.49% | 9.79% | 2.75% |
Growth
Health
Dividend
Size
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