AXTA

Axalta Coating Systems Ltd.

Fundamental data last updated:June 16, 2026

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company profile

SECTOR

Basic Materials

industry

Chemicals - Specialty

Exchange

NYSE

County of HQ

US

Next Earnings Date

07/29/2026

Business Summary

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. It operates through two segments, Performance Coatings and Transportation Coatings. The company offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. It also provides functional and decorative liquid, and powder coatings used in various industrial applications, including architectural cladding and fittings, automotive coatings, general industrial, job coaters, energy solutions, HVAC, appliances, industrial wood, coil, and oil and gas pipelines; and coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture market under the Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel for liquid coatings; and Alesta, Nap-Gard, Abcite, Teodur, and Plascoat brands for powder coatings. In addition, the company develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles; and coatings systems for various commercial applications, including HDT, bus, and rail under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. It also sells its product under the 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 brand names. The company was formerly known as Axalta Coating Systems Bermuda Co., Ltd. and changed its name to Axalta Coating Systems Ltd. in August 2014. Axalta Coating Systems Ltd. was founded in 1866 and is headquartered in Philadelphia, Pennsylvania.

 


VALUATION

P/E

17.48

Market Cap ($M USD)

$6.46B

Forward P/E

8.70

PEG

0.09

PRICE TO SALES

1.26

PRICE TO BOOK

2.66

EV / EBITDA

8.84

5-Year Average P/E

Free Cash Flow Yield

7.55%

DCF Value

$65.55

Graham Number

$20.99

Price to FCF

13.24

EV to FCF

18.44

Earnings Yield

5.72%

FCF Yield

7.55%

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

$1.73

Next Year EPS Growth Estimate

$3.47

Next Year Revenue Growth Estimate

$553.00B

Return on Equity (ROE)

15.85%

FREE CASH FLOW

Operating Margin

14.03%

Debt-to-Equity

1.45

Piotroski F-Score

6

Altman Z-Score

2.37

Return on Invested Capital (ROIC)

11.55%

Current Ratio

2.10

Quick Ratio

1.53

Net Debt to EBITDA

2.49

Interest Coverage

3.94

Gross Profit margin

32.20%

FCF PER SHARE

$2.28

REVENUE PER SHARE

$23.92

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

$34.00

Institutional Ownership %

1-Year Beta

1.25

Insider Buying % (6 Mo)

Distance to 52-Week High

18.32%

Distance to 52-Week Low

17.40%

EARNINGS SURPRISE %

12.00%

50-DAY SMA

$28.16

200-DAY SMA

$30.10

⚠️ 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.