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Company Analysis

Air Products and Chemicals, Inc APD

A comprehensive view of key metrics, scores, and financial health for Air Products and Chemicals, Inc

Overview of Air Products and Chemicals, Inc.

APD NYQ
Basic Materials Specialty Chemicals Framework: Commodities & Mining Large Cap
Air Products and Chemicals, Inc. (APD), is a Large Cap company, in the Specialty Chemicals industry, last closed at $295.24, about 74.4% overvalued vs fair value, +0.8% 1Y return, ranked 91/267 in sector.
Metrics Rev Growth -0.5% ROE -2.5% Gross Margin 31.4% Div Yield 2.61%
USD 295.24
-0.83%
(Delayed)
• Vol 90d: 24.6%
52-Week Range
Market Cap
$65.88B
Enterprise Value
$83.06B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 62%
Updated: Sep 12
Top Beats

Quick Facts

Website https://www.airproducts.com
HQ Allentown, PA
Employees 21,087
Fiscal year Sep 30

Next Events

Dividend Nov 9 Ex-div: Oct 1

Fair Value Snapshot

Bear Base Bull
$66
$76
$86
Current: $295.24 -74% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$12.0B
-0.5%%
Gross Profit
$3.8B
-3.8%%
Operating Income
$2.9B
-2%%
Net Income
$-394.5M
-110.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
954.6%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
0/6
Improving
0
High Impact
5
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Air Products and Chemicals, Inc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Cost Leadership Position Operating margin at 100.0th percentile with strong OpEx control demonstrates cost leadership.
  • Scale Supporting Profitability Profitability at scale is strong (score 0.80), demonstrating competitive advantages.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.18), raising refinancing risk.
  • Liquidity Concerns Liquidity is concerning (score 0.18), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
71
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing APD's balance between Growth (33.0%), Profitability (37.2%), and Safety (29.8%). Growth 33% Safety 30% Profitability 37%

Click axes to expand details. Marker shows current allocation.

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Growth

34th percentile vs peers
35
Key Signals
Rev Growth YoY -0.5% 44p Revenue CAGR 3Y -1.8% 43p EPS Growth YoY -1.10 13p TSR -6.0% 25p
Strengths
  • Debt/FCF Ratio in top 20% of peers (-4.89, 88th percentile)
Risks
  • EPS Growth YoY in bottom 20% of peers (-1.10)

Profitability

38th percentile vs peers
39
Key Signals
Strengths
Risks
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Safety

31th percentile vs peers
31
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Air Products and Chemicals, Inc.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$75.67
- - -
-74.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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