AXTA

Axalta Coating Systems Ltd.

Fundamental data last updated:October 29, 2026

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company profile

SECTOR

Basic Materials

industry

Chemicals - Specialty

Exchange

NYSE

County of HQ

US

Next Earnings Date

10/29/2026

Business Summary

Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings. Within its Performance Coatings segment, Axalta provides a wide array of water-borne and solvent-borne products specifically designed for the repair of damaged vehicles. These products serve a diverse clientele, including independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. This segment also supplies functional and decorative liquid and powder coatings for an extensive range of industrial uses. These applications include architectural cladding and fittings, various automotive components, general industrial processes, job coating services, energy sector solutions, HVAC systems, appliances, industrial wood products, coil coatings, and oil and gas pipelines. Furthermore, it offers specialized coatings for building materials, cabinetry, wood and luxury vinyl flooring, and furniture, marketed under liquid coating brands like Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel, as well as powder coating brands such as Alesta, Nap-Gard, Abcite, Teodur, and Plascoat. The Transportation Coatings segment is dedicated to engineering and supplying crucial layers—including electrocoat, primer, basecoat, and clearcoat—to original equipment manufacturers (OEMs) for both light-duty and commercial vehicles. This division also furnishes sophisticated coating systems for various commercial transport applications, such as heavy-duty trucks (HDT), buses, and rail vehicles, under well-known brands like Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC. Axalta’s comprehensive product portfolio is additionally sold under numerous other brand names, including Audurra, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Imron ExcelPro, Lutophen, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, U-POL, and Vermeera. Established in 1866, Axalta Coating Systems Ltd. maintains its corporate headquarters in Philadelphia, Pennsylvania. The company officially adopted its current name in August 2014, having previously operated as Axalta Coating Systems Bermuda Co., Ltd.

 


VALUATION

P/E

21.08

Market Cap ($M USD)

$7.35B

Forward P/E

13.10

PEG

3.94

PRICE TO SALES

1.43

PRICE TO BOOK

2.92

EV / EBITDA

9.93

5-Year Average P/E

Free Cash Flow Yield

6.73%

DCF Value

$53.32

Graham Number

$20.80

Price to FCF

14.86

EV to FCF

19.78

Earnings Yield

4.75%

FCF Yield

6.73%

DIVIDEND

Yield

0.00%

Annual Payout

$0.00

Payout Ratio

0.00%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$1.63

Next Year EPS Growth Estimate

$2.62

Next Year Revenue Growth Estimate

$5.24B

Return on Equity (ROE)

14.59%

FREE CASH FLOW

Operating Margin

13.24%

Debt-to-Equity

1.22

Piotroski F-Score

7

Altman Z-Score

2.38

Return on Invested Capital (ROIC)

7.42%

Current Ratio

1.53

Quick Ratio

1.12

Net Debt to EBITDA

2.47

Interest Coverage

4.01

Gross Profit margin

32.56%

FCF PER SHARE

$2.31

REVENUE PER SHARE

$24.07

Gainseekers Quantitative Analysis

Summary

Axalta Coating Systems Ltd. appears significantly undervalued when juxtaposed with its DCF Value of $68.20 and Graham Number of $20.99, suggesting a potential mispricing by the market. The Forward P/E of 8.39 and an impressive Earnings Yield of 5.93% indicate a promising growth trajectory, while the Altman Z-score of 2.36 suggests moderate financial stability. Despite a “Hold” consensus rating, the stock’s valuation metrics hint at a compelling opportunity for value investors. However, the market’s skepticism might stem from its current pricing below the 200-Day SMA, indicating potential volatility.

AI Exposure / Tech Reliance

Operating within the Chemicals - Specialty industry, Axalta is well-positioned to leverage AI and modern technological advancements. The sector's focus on innovation and efficiency can drive operational improvements and cost reductions. As AI continues to evolve, Axalta's ability to integrate these technologies could enhance its competitive edge.

The Bull Case

For the discerning value or GARP investor, Axalta offers an enticing proposition. With a robust ROIC of 11.55% and a Piotroski F-Score of 6, the company demonstrates solid capital efficiency and financial health. Its Free Cash Flow Yield of 7.83% and strong operating margin of 14.03% underscore its ability to generate cash and sustain profitability. These metrics reflect a company with pricing power and adept management, making it an attractive buy for those seeking growth at a reasonable price.

The Bear Case

Despite its strengths, Axalta faces notable challenges. The Price/Book ratio of 2.57 and Price/Sales ratio of 1.22 suggest the stock may not be as cheap as it appears. Moreover, the EV to FCF ratio of 17.98 indicates potential overvaluation relative to its cash flow generation. The stock's proximity to its 52-week low could also signal underlying market concerns, warranting caution for potential investors.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Hold

Average Analyst Price Target

$39.50

Institutional Ownership %

1-Year Beta

1.26

Insider Buying % (6 Mo)

Distance to 52-Week High

12.35%

Distance to 52-Week Low

27.43%

EARNINGS SURPRISE %

11.28%

50-DAY SMA

$34.17

200-DAY SMA

$32.25

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.