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Company Analysis

Axalta Coating Systems Ltd. AXTA

A comprehensive view of key metrics, scores, and financial health for Axalta Coating Systems Ltd.

Overview of Axalta Coating Systems Ltd.

AXTA NYQ
Basic Materials Specialty Chemicals Mid Cap
Axalta Coating Systems Ltd. (AXTA), is a Mid Cap company, in the Specialty Chemicals industry, last closed at $27.59, about 42.4% undervalued vs fair value, -21.3% 1Y return, ranked 114/263 in sector.
$27.59
-0.97%
As of March 13, 2026
Previous close • Vol 90d: 28.8%
52-Week Range
Market Cap
$5.89B
Enterprise Value
$8.46B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.axalta.com
HQ Philadelphia, PA
Employees 12,300
Fiscal year Dec 31

Next Events

Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$35
$39
$44
Current: $27.59 +42% vs base

Engine Room Money Flow™

Mid Cap

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

Flow Steps
Revenue
$5.1B
-3%%
Gross Profit
$1.8B
-2%%
Operating Income
$735.0M
4.1%%
Net Income
$378.0M
-3.3%%
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
119.8%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$395.0M
87.2% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Axalta Coating Systems Ltd.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
72
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
70
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Trade-Off Ledger™

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

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AXTA's balance between Growth (30.0%), Profitability (38.8%), and Safety (31.2%). Growth 30% Safety 31% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

57th percentile vs peers
58
Key Signals
Revenue CAGR 3Y 1.6% 65p EPS CAGR 3Y 26.3% 90p Rev Growth YoY -3.0% 43p EPS Growth YoY -1.8% 49p TSR -5.6% 48p
Strengths
  • Eps Cagr 3Y in top 20% of peers (26.3%, 90th percentile)
  • D/E Ratio in top 20% of peers (1.38, 82th percentile)
  • Superior capital returns - 3 return metrics above peer median
Risks

No significant risks identified for this axis.

Profitability

74th percentile vs peers
75
Key Signals
Strengths
Risks
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Safety

60th percentile vs peers
60
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Axalta Coating Systems Ltd..

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
$39.30
- - -
+42.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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