Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026
Basics
Sector
Basic Materials
Industry
Specialty Chemicals
Country
United States
Market cap
7.5B USD
Enterprise value
9.6B USD
Full-time employees
12,200
Overall health
Strength:its shares are priced lower than most peers relative to what it earnspriced lower than peers for its earnings
Drawback:growing more slowly than most peersgrowing more slowly than peers
Drawback:higher risk than most peers: its share price swings more than most peers’ (beta 1.26 vs a peer median of 0.69) and more debt relative to equity (1.22× vs a peer median of 0.36×)higher risk: bigger price swings (beta 1.26 vs peers 0.69) and more debt vs equity (1.22× vs peers 0.36×)
Ranks #794 of 1,217 basic materials companies (bottom 35%)
Profits growing faster than sales. Since 2022: revenue +4.8%, operating profit +74%.
Since 2022, Axalta Coating Systems's revenue grew 4.8% while operating profit grew 74%: each extra dollar of sales is adding more profit.
Profit is backed by cash. Free cash flow is 141% of reported profit.
Axalta Coating Systems's free cash flow is 141% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.
StockQuotient Score
43/ 100▼ 1 since Oct 27 closeOct 5 45 → Nov 4 43 (-2)
Since last quarter: No major changeValuation also moves with the share price every day.
Why it changed since the Oct 27, 2026 close: Score 64 → 62
Share price +2.0%-1
Peer companies moved-1
Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.
Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.
Questions investors ask about Axalta Coating Systems
Is Axalta Coating Systems getting weaker?
Its latest SEC filing (Jul 29, 2026) showed no major changes. Its overall score is 43/100, down 1 since Oct 28, 2026.
How is Axalta Coating Systems valued vs its peers?
Priced lower than most peers relative to what it earns. Valuation scores 62/100 against 1,371 basic materials peers.Free cash flow yield 6.6% vs a peer median of 2.6% (stronger than 72% of peers).Free cash flow yield 6.6% vs peers 2.6% (stronger than 72% of peers).
Is Axalta Coating Systems growing?
More slowly than most of its peers. Growth scores 36/100 against 1,371 basic materials peers.Earnings per share growth -20.6% vs a peer median of 9.4% (weaker than 73% of peers).Earnings per share growth -20.6% vs peers 9.4% (weaker than 73% of peers).
How profitable is Axalta Coating Systems?
More profitable than most of its peers. Profitability scores 68/100 against 1,371 basic materials peers.Operating margin 13.2% vs a peer median of 7.6% (stronger than 71% of peers).Operating margin 13.2% vs peers 7.6% (stronger than 71% of peers).
How risky is Axalta Coating Systems?
Higher risk relative to 1,371 basic materials peers, judged on debt, liquidity and share-price swings.Debt / equity 1.22× vs a peer median of 0.36× (weaker than 88% of peers).Debt / equity 1.22× vs peers 0.36× (weaker than 88% of peers). A relative measure, not a bankruptcy probability.
Latest filing: what changed
Quarter ended Jun 30, 2026 · filed Jul 29, 2026 · compared with the quarter ended Mar 31, 2026
No major changes
Previous quarter
Latest quarter
Change
Revenue (12 months)
5.1B USD
5.2B USD
+0.8%
Net income (12 months)
370.0M USD
350.0M USD
−5.4%
Operating margin
13.8%
13.2%
−0.6 pts
Free cash flow (12 months)
488.0M USD
495.0M USD
+1.4%
Debt
3.1B USD
3.1B USD
−2.5%
Cash
608.0M USD
633.0M USD
+4.1%
Shares outstanding
214.0M
214.0M
+0.0%
From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.
Industry valuation context
Industry: Specialty Chemicals · 32 companies
Valuations in Specialty Chemicals are above their usual range since 2016.
74% of months since 2016 were valued lower than now.
17% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values −8% and earnings +13% (medians): earnings grew faster than prices.
Median price-to-sales is −36% vs the whole market, against a usual −31%.
2016Shaded: most expensive fifth of its range2026
This is a cyclical group: after a downturn, trailing earnings and sales fall faster than prices, which can make valuations look high near a cycle's low.
Describes valuations since 2016; it does not predict prices. US companies worth $1B+, from SEC filings and month-end prices, as of Aug 2026. Today's companies and industry labels are used throughout. Measured on earnings, EBITDA, sales and free cash flow yields. How this works
Financials
Fiscal years from SEC annual filings · change vs the prior year
Key ratios
FY 2021
FY 2022
FY 2023
FY 2024
FY 2025
Change
Gross margin
32.4%
29.0%
31.2%
34.1%
34.4%
▲ 0.4 pts
Operating margin
10.5%
8.7%
11.3%
13.4%
14.4%
▲ 1.0 pts
Net margin
6.0%
3.9%
5.2%
7.4%
7.4%
▼ 0.0 pts
Return on assets (ROA)
3.7%
2.7%
3.7%
5.4%
5.0%
▼ 0.4 pts
Return on equity (ROE)
17.7%
13.2%
15.5%
20.4%
16.1%
▼ 4.3 pts
Free cash flow margin
9.9%
2.9%
8.4%
8.3%
8.9%
▲ 0.6 pts
Current ratio
1.93×
1.94×
1.98×
2.01×
2.06×
▲ 2.2%
Quick ratio
1.43×
1.35×
1.46×
1.47×
1.50×
▲ 2.4%
Debt to equity
2.62×
2.55×
2.03×
1.79×
1.36×
▼ 24%
Interest coverage
3.45×
3.03×
2.76×
3.44×
4.18×
▲ 21%
AXTA price history
Price history is added with the daily price update and will appear after the next one.