PPG vs AXTA Stock Comparison: AI Score, Valuation, Performance and Upside
PPG Industries and Axalta Coating Systems both operate in the paints and coatings industry, but PPG maintains a diversified portfolio spanning architectural, industrial, automotive, and aerospace coatings, while Axalta concentrates more heavily on automotive original equipment and vehicle refinish coatings.
PPG Industries offers exposure to a diversified coatings business spanning consumer and industrial end markets, while Axalta offers a more concentrated bet on automotive OEM and vehicle refinish coatings demand. Consider whether you prefer PPG's end-market diversification or Axalta's focused automotive coatings expertise.
AXTA holds the edge across 3 of 5 key metrics in this comparison. PPG has delivered stronger 1-year price return (+27.67% vs +25.27%), though AXTA has the better forward P/E setup (11.90x vs 12.90x for PPG). On fundamentals, PPG is growing revenue faster (7.20%), while AXTA maintains the higher operating margin (15.16%) — a classic growth-versus-profitability split. Analyst consensus implies similar upside for both: +13.46% for PPG and +15.14% for AXTA.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to a diversified coatings business spanning architectural, industrial, automotive, and aerospace end markets
- Value strong brand recognition and pricing power in consumer-facing architectural paint channels
- Believe diversification across multiple sectors reduces overall business cyclicality
- Prefer a globally scaled coatings manufacturer with broad end-market exposure
- Want concentrated exposure to automotive OEM and vehicle refinish coatings
- Believe the relatively steady demand from collision repair needs provides some cyclicality protection
- Value deep technical expertise and established automaker relationships
- Are comfortable with less end-market diversification than broader coatings competitors
| Metric | PPG | AXTA |
|---|---|---|
| AI scorei | 43.2 | 39.4 |
| AI ranki | #1139 | #1296 |
| Latest closei | $121.24 | $35.20 |
| 1M returni | +15.30% | +9.32% |
| 3M returni | +2.92% | -6.41% |
| 6M returni | +13.94% | +29.60% |
| 1Y returni | +27.67% | +25.27% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PPG | AXTA |
|---|---|---|
| 1Y ago | $12.77K (+27.7%) started 2025-11-04 | $12.77K (+27.7%) started 2025-11-04 |
| 5Y ago | $8.63K (-13.7%) started 2021-11-04 | $10.96K (+9.6%) started 2021-11-04 |
| 10Y ago | $18.1K (+81.0%) started 2016-11-04 | $14.35K (+43.5%) started 2016-11-04 |
Hypothetical — past performance does not guarantee future results.
| Metric | PPG | AXTA |
|---|---|---|
| Market capi | $24.59B | $7.31B |
| Trailing P/Ei | 15.89 | 20.96 |
| Forward P/Ei | 12.90 | 11.90 |
| Price/Salesi | 1.63 | N/A |
| EV/Revenuei | 1.86 | 1.90 |
| Analyst targeti | $125.50 | $39.33 |
| Target upsidei | +13.46% | +15.14% |
| Metric | PPG | AXTA |
|---|---|---|
| Revenue growthi | 7.20% | 3.10% |
| Earnings growthi | -1.50% | -18.00% |
| EPS growthi | -1.50% | -18.00% |
| FCF margini | +6.73% | +10.48% |
| Operating margini | 14.02% | 15.16% |
| Profit margini | 9.57% | 6.78% |
| ROIC proxyi | 19.30% | 14.34% |
| Return on equityi | 19.30% | 14.34% |
| Dividend yieldi | 2.68% | N/A |
| Payout ratioi | 40.31% | 0.00% |
| Dividend growth streaki | No increase yet | N/A |
| Betai | 1.05 | 1.24 |
| Debt/equityi | 86.94 | 119.42 |
| Current ratioi | 1.58 | 1.53 |
| Quick ratioi | 1.05 | 1.01 |
Over the past year, PPG and AXTA have moved strongly in the same direction (correlation of 0.72), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | PPG | AXTA |
|---|---|---|---|
| 1Y | Growthi | +27.73% | +27.72% |
| CAGRi | +27.80% | +27.79% | |
| Volatilityi | 30.34% | 32.47% | |
| Sharpe ratioi | 0.82 | 0.79 | |
| Sortino ratioi | 1.23 | 1.24 | |
| Max drawdowni | 26.10% | 28.48% | |
| Current drawdowni | 7.84% | 7.83% | |
| Avg drawdowni | 11.03% | 9.00% | |
| Ulcer Indexi | 13.50% | 12.03% | |
| Max daily dropi | 6.03% | 4.93% | |
| Max wkly dropi | 13.44% | 11.37% | |
| 5Y | Growthi | -20.05% | +9.59% |
| CAGRi | -4.38% | +1.85% | |
| Volatilityi | 28.21% | 31.09% | |
| Sharpe ratioi | -0.18 | 0.07 | |
| Sortino ratioi | -0.25 | 0.10 | |
| Max drawdowni | 43.55% | 38.39% | |
| Current drawdowni | 24.87% | 14.75% | |
| Avg drawdowni | 24.61% | 16.34% | |
| Ulcer Indexi | 26.05% | 19.27% | |
| Max daily dropi | 7.62% | 8.39% | |
| Max wkly dropi | 15.87% | 16.53% | |
| 10Y | Growthi | +52.82% | +43.50% |
| CAGRi | +4.33% | +3.68% | |
| Volatilityi | 27.61% | 32.51% | |
| Sharpe ratioi | 0.13 | 0.14 | |
| Sortino ratioi | 0.18 | 0.20 | |
| Max drawdowni | 46.02% | 63.60% | |
| Current drawdowni | 28.15% | 14.75% | |
| Avg drawdowni | 17.83% | 21.15% | |
| Ulcer Indexi | 21.98% | 23.95% | |
| Max daily dropi | 12.50% | 21.14% | |
| Max wkly dropi | 24.80% | 34.24% |
| Category | PPG | AXTA |
|---|---|---|
| Company | PPG Industries, Inc. | Axalta Coating Systems Ltd. |
| Sector | Basic Materials | Basic Materials |
| Industry | Specialty Chemicals | Specialty Chemicals |
| Core business | A global manufacturer of paints, coatings, and specialty materials serving architectural, industrial, automotive, and aerospace end markets, with a diversified product portfolio spanning both consumer and industrial applications. | A global coatings company focused primarily on automotive original equipment manufacturer and vehicle refinish coatings, along with select industrial coatings applications, serving automakers and collision repair shops worldwide. |
| Investor focus | Architectural and industrial coatings demand trends, pricing power relative to raw material costs, and margin expansion progress across its diversified end-market portfolio. | Automotive refinish and OEM coatings demand trends, pricing power relative to raw material costs, and margin improvement progress across its more concentrated end-market portfolio. |
- Diversified end-market exposure spanning architectural, industrial, automotive, and aerospace coatings reduces dependence on any single sector
- Strong brand recognition in architectural paint supports pricing power and customer loyalty in consumer-facing channels
- Global manufacturing and distribution scale supports competitive positioning across multiple geographic markets
- Concentrated focus on automotive coatings provides deep technical expertise and established relationships with automakers and refinish customers
- Vehicle refinish coatings business benefits from a relatively steady, less cyclical demand driver tied to ongoing collision repair needs
- Global manufacturing footprint supports service to automakers and collision repair networks across multiple regions
- Raw material cost volatility, particularly in petroleum-based inputs, can pressure margins if pricing does not keep pace
- Architectural coatings demand is sensitive to housing market activity, renovation spending, and broader construction cycles
- Faces competition from other large diversified coatings companies as well as regional specialists across its various segments
- Concentrated automotive end-market exposure provides less diversification than broader industrial coatings competitors
- Automotive OEM coatings demand is tied to new vehicle production volumes, which can be cyclical
- Faces competition from other automotive-focused and diversified coatings companies across both OEM and refinish segments
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