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 4 of 5 key metrics in this comparison. AXTA leads on both 1-year return (+6.98%) and forward P/E quality (11.90x vs 12.98x for PPG), a relatively favorable combination of momentum and valuation. 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: +12.15% 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 | 41.2 | 38.4 |
| AI ranki | #1068 | #1376 |
| Latest closei | $105.45 | $32.63 |
| 1M returni | -6.52% | -7.88% |
| 6M returni | +7.19% | +25.02% |
| 1Y returni | -2.45% | +6.98% |
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 | $9.67K (-3.3%) started 2025-09-18 | $10.64K (+6.4%) started 2025-09-18 |
| 5Y ago | $8.38K (-16.2%) started 2021-09-20 | $11.67K (+16.7%) started 2021-09-20 |
| 10Y ago | $14.46K (+44.6%) started 2016-09-19 | $11.77K (+17.7%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | PPG | AXTA |
|---|---|---|
| Market capi | $25.02B | $7.31B |
| Trailing P/Ei | 16.14 | 20.96 |
| Forward P/Ei | 12.98 | 11.90 |
| Price/Salesi | 1.63 | N/A |
| EV/Revenuei | 1.89 | 1.90 |
| Analyst targeti | $126.20 | $39.33 |
| Target upsidei | +12.15% | +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 | 2.63% | N/A |
| Payout ratioi | 40.75% | 0.00% |
| Dividend growth streaki | No increase yet | N/A |
| Betai | 1.06 | 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 0.73), 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 | -3.27% | +6.36% |
| CAGRi | -3.28% | +6.36% | |
| Volatilityi | 30.43% | 32.25% | |
| Sharpe ratioi | -0.11 | 0.21 | |
| Sortino ratioi | -0.15 | 0.32 | |
| Max drawdowni | 26.10% | 28.48% | |
| Current drawdowni | 19.85% | 14.56% | |
| Avg drawdowni | 10.97% | 8.70% | |
| Ulcer Indexi | 12.71% | 11.58% | |
| Max daily dropi | 6.03% | 4.93% | |
| Max wkly dropi | 13.44% | 11.37% | |
| 5Y | Growthi | -22.41% | +16.70% |
| CAGRi | -4.95% | +3.14% | |
| Volatilityi | 28.10% | 30.94% | |
| Sharpe ratioi | -0.20 | 0.11 | |
| Sortino ratioi | -0.28 | 0.16 | |
| Max drawdowni | 43.55% | 38.39% | |
| Current drawdowni | 34.65% | 20.97% | |
| Avg drawdowni | 23.81% | 15.89% | |
| Ulcer Indexi | 25.52% | 19.02% | |
| Max daily dropi | 7.62% | 8.39% | |
| Max wkly dropi | 15.87% | 16.53% | |
| 10Y | Growthi | +22.04% | +17.71% |
| CAGRi | +2.01% | +1.64% | |
| Volatilityi | 27.62% | 32.42% | |
| Sharpe ratioi | 0.05 | 0.07 | |
| Sortino ratioi | 0.07 | 0.11 | |
| Max drawdowni | 46.02% | 63.60% | |
| Current drawdowni | 37.51% | 20.97% | |
| Avg drawdowni | 17.56% | 21.05% | |
| Ulcer Indexi | 21.65% | 23.87% | |
| 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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