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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: General Corporate Large Cap
Air Products and Chemicals, Inc. (APD), is a Large Cap company, in the Specialty Chemicals industry, last closed at $316.03, about 76.1% overvalued vs fair value, +22.1% 1Y return, ranked 228/267 in sector.
Metrics Rev Growth -0.5% ROE -2.5% Gross Margin 31.4% Div Yield 2.61%
USD 316.03
-0.13%
(Delayed)
• Vol 90d: 24.2%
52-Week Range
Market Cap
$70.38B
Enterprise Value
$89.77B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Fair
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Fair
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

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

Next Events

Dividend Feb 8 Ex-div: Jan 4

Fair Value Snapshot

Bear Base Bull
$66
$76
$86
Current: $316.03 -76% 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
-$877.0M
-119.6%%
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)

Locked Metric
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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
37
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key risks

  • ROIC Below WACC or Peers ROIC at 30.4th percentile suggests inefficient capital deployment.
  • Elevated Debt Risk Debt serviceability is weak (score 0.19), raising refinancing risk.

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

Weak
22
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

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

vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing APD's balance between Growth (29.1%), Profitability (39.0%), and Safety (32.0%). Growth 29% Safety 32% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

30th percentile vs peers
31
Key Signals
Rev Growth YoY -0.5% 35p Revenue CAGR 3Y -1.8% 33p TSR -6.0% 43p EPS Growth YoY -1.10 14p
Strengths
  • Debt/FCF Ratio in top 20% of peers (-4.70, 89th percentile)
Risks
  • EPS Growth YoY in bottom 20% of peers (-1.10)

Profitability

41th percentile vs peers
41
Key Signals
Strengths
Risks
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Safety

33th percentile vs peers
34
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
X.X%
X%XX%
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Bear
-
- - -
- upside
-
Base
$75.67
- - -
-76.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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