AXTAAxalta Coating Systems Ltd.
Is the price fair?
Undemanding: modest expectations priced in, cheap against its own history, and cheap vs its sector.
Priced for ~2% a year FCF growth. The price bakes in little to no growth.
Cheap vs its own history: P/E 21.1 vs a 28.9 median over 40 quarters (−27% vs median).
Sector median 17.6× across 53 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Unless marked, from derived, as of Jun 30, 2026.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What AXTA's price assumes
Axalta Coating Systems Ltd. trades at 21.1× earnings against 31.1× for the median Specialty Chemicals name, cheaper than its own group.
Trailing P/E · Specialty Chemicals median 31.1 · cheaper than the typical name in its group
- Price / sales
- 1.42
Price / sales · today's price, trailing year to Jun 30, 2026
- Free cash flow yield
- 6.8%
Free cash flow yield · Specialty Chemicals median 4.8%
- Growth the price implies
- +1.6%
Growth the price implies · The price pays for +1.6% free cash flow growth a year for a decade; the business has delivered +25% a year over the last three.
Details›
- Price / booktoday's price, trailing year to Jun 30, 2026
- 2.90
- EV / EBITtoday's price, trailing year to Jun 30, 2026
- 14.3
- EV / salestoday's price, trailing year to Jun 30, 2026
- 1.89
- Basic Materials median P/E202 names
- 20.6
- Specialty Chemicals median P/E43 names
- 31.1
- Free cash flow, trailing twelve months
- $495M
- Market capitalisation214.0 million shares, counted Jul 22, 2026
- $7.31B
- 3-year revenue growth
- +0.64%
- 3-year free cash flow growth
- +25%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $38.68 |
| Its own P/E history, median | $46.76 |
| Its own P/E history, upper quartile | $89.40 |
| 52-week range | $25.44 – $38.19 |
| Today | $34.14 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.
Against its own past
Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.