Obermatt

Axalta Coating Systems

NYQ:AXTA · BMG0750C1082
ChemicalsLarge

360

51
EV / EBIT82
Price / Owner Earnings58
Owner Earnings Yield63
Dividend Yield1
Price/Sales46
EV / Gross Profit56
Price/Book34
Return on Capital67
Cash Return on Capital67
Return on Equity79
EBIT Margin69
Gross Profitability63
Cash Conversion65
Accruals64
Owner Earnings Margin65
Sales growth14
Profit Growth70
Long-Term EPS Growth39
Owner Earnings Growth34
Reinvestment50
Price momentum39
Debt load33
Refinancing49
Debt Payback36
Liquidity61
Analyst ratings26
Opinion Changes50
Price Target Upside34
Market mood77
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Axalta Coating Systems clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryChemicals
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2012
Employees4,626
ISINBMG0750C1082
Last UpdateApr 2, 2026
Themes
ClimateTechEnvironmental EngineeringIndustrial AutomationWater PurificationCleanTechElectric VehiclePollution ControlIndustrialManufacturingSustainability

Description

Axalta Coating Systems Ltd. (Axalta) is a global manufacturer, marketer, and distributor of high-performance coatings systems and products. The company’s diverse global footprint allows the company to meet the needs of its customer base through an e…

Analysis

Quality compounder

Axalta Coating Systems Ltd. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is fair. The owner-earnings multiple stands at 17.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 8%. The price, in other words, assumes less than the experts do.

Growth is tepid; the safety picture is stretched. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
34
2023202420252026

All-time high

57

Jan 2025

All-time low

8

Jan 2023

Average rank

32

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
46
54
49
52
Price/Earnings
59
77
41
55
Price/Book
34
29
23
27
Dividend Yield
1
1
1
1
Value (overall)
25
35
12
16

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →