Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original …
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Competitive advantage assessment
Key strengths
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.72), demonstrating pricing resilience across cycles.
ROIC Sustainably Above PeersROIC at 76.4th percentile exceeds peers and WACC, demonstrating superior capital allocation.
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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Axalta Coating Systems Ltd. ranks #8 of 56
scored companies in Specialty Chemicals by moat score — the top 14%.
The widest moat in the group is WD-40 Company (WDFC)
at 81/100.
Moat scores for companies ranked near AXTA in Specialty Chemicals
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 66
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 77
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 81
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 55
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 77
· 15% of the moat score
Scale matters only when it converts into economics.
Axalta Coating Systems Ltd. (AXTA) scores 72 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #8 of 56 scored companies in Specialty Chemicals, the top 14%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 56 companies in Specialty Chemicals. Its strongest defense is Capital Efficiency (81/100) and its weakest is Resilience (55/100).
How does Axalta Coating Systems Ltd. compare with other Specialty Chemicals companies?
Axalta Coating Systems Ltd. ranks #8 of 56 scored companies in Specialty Chemicals by moat score. The widest moat in Specialty Chemicals is WD-40 Company (WDFC) at 81/100. The companies ranked closest are Oil-Dri Corporation Of America (ODC) at 74 just above it and Cabot Corporation (CBT) at 72 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 56 companies in Specialty Chemicals. The defenses are then weighted to produce the overall score out of 100.
Why is Axalta Coating Systems Ltd. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Axalta Coating Systems Ltd.?
The Corporate Default template measures 6 defenses, and AXTA scores: Pricing Power (74), Cost Advantage (66), Customer Stickiness (77), Capital Efficiency (81), Resilience (55), Scale & Market Position (77). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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