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Axalta Coating Systems Ltd. (AXTA) vs Element Solutions Inc. (ESI)

Axalta Coating Systems Ltd. and Element Solutions Inc. are both Specialty Chemicals companies. Element Solutions Inc. is the larger, with a market value of $8.7B against $7.2B — 1.2× the size. Axalta Coating Systems Ltd. trades at the lower P/E: 20.5× against 47.4×. Element Solutions Inc. grew revenue faster over the last twelve months: 26.6% against −0.92%. Axalta Coating Systems Ltd. has the higher net margin (6.78% vs 5.67%) and the higher return on invested capital (8.49% vs 5.20%). Across the 22 metrics below, Axalta Coating Systems Ltd. leads on 16 and Element Solutions Inc. on 6.

Valuation

Metric AXTA ESI Specialty Chemicals median
P/E 20.52 47.36 25.37
P/S 1.39 2.71 1.46
P/B 2.79 3.02 1.84
Price to free cash flow 14.46 61.65 21.16
EV/EBITDA 9.69 18.74 12.82
EV/Sales 1.86 3.32 1.85
Earnings yield 4.87% 2.11% 2.11%
Free cash flow yield 6.92% 1.62% 2.16%

Profitability

Metric AXTA ESI Specialty Chemicals median
Gross margin 34.04% 38.42% 29.23%
Operating margin 13.18% 12.56% 3.63%
Net margin 6.78% 5.67% 2.89%
Free cash flow margin 9.61% 4.40% 3.76%
Return on equity 14.30% 6.53% 3.62%
Return on assets 4.51% 3.31% 0.35%
Return on invested capital 8.49% 5.20% 2.75%

Growth

Metric AXTA ESI Specialty Chemicals median
Revenue growth (TTM) (0.92%) 26.61% 4.51%
EPS growth (last fiscal year) (2.25%) (21.78%) (14.40%)
Revenue growth, 5-year CAGR 6.48% 6.60% 6.30%
Net income growth, 5-year CAGR 25.46% 20.31% 0.00%

Health

Metric AXTA ESI Specialty Chemicals median
Debt to equity 1.19 0.75 0.54
Current ratio 1.53 2.91 1.94
Net debt to EBITDA 2.45 2.03 2.03

Dividend

Metric AXTA ESI Specialty Chemicals median
Dividend yield — 0.91% 1.73%
Payout ratio — 0.43 0.41

Size

Metric AXTA ESI Specialty Chemicals median
Market cap 7.22b 8.66b 2.41b

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